EP Wealth Advisors, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$12.5B
Holdings
1,282
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,282 positions)
| Stock | Value |
|---|---|
KMBKIMBERLY-CLARK CORP | $2.9M |
NOWSERVICENOW INC | $2.9M |
UBSIUNITED BANKSHARES INC WEST V | $2.9M |
XIFRXPLR INFRASTRUCTURE LP | $2.9M |
MDYVSPDR SER TR | $2.9M |
GDXVANECK ETF TRUST | $2.9M |
BONDPIMCO ETF TR | $2.8M |
SPSBSPDR SER TR | $2.8M |
EMREMERSON ELEC CO | $2.8M |
HEIHEICO CORP NEW | $2.8M |
OREALTY INCOME CORP | $2.8M |
CVIEMORGAN STANLEY ETF TRUST | $2.8M |
IVOVVANGUARD ADMIRAL FDS INC | $2.7M |
VLUEISHARES TR | $2.7M |
FDNFIRST TR EXCHANGE-TRADED FD | $2.7M |
XLRESELECT SECTOR SPDR TR | $2.7M |
TECLDIREXION SHS ETF TR | $2.7M |
VRTXVERTEX PHARMACEUTICALS INC | $2.6M |
SHWSHERWIN WILLIAMS CO | $2.6M |
SCHESCHWAB STRATEGIC TR | $2.6M |
SLVISHARES SILVER TR | $2.6M |
DEDEERE & CO | $2.6M |
AONAON PLC | $2.6M |
JPSTJ P MORGAN EXCHANGE TRADED F | $2.6M |
VYMIVANGUARD WHITEHALL FDS | $2.5M |
EMBISHARES TR | $2.5M |
EAGGISHARES TR | $2.5M |
ZSZSCALER INC | $2.5M |
IXUSISHARES TR | $2.5M |
FAFFIRST AMERN FINL CORP | $2.5M |
SPLVINVESCO EXCH TRADED FD TR II | $2.5M |
FNFFIDELITY NATIONAL FINANCIAL | $2.4M |
ITA*ISHARES TR | $2.4M |
UTWORBB FD INC | $2.4M |
GISGENERAL MLS INC | $2.4M |
WRBBERKLEY W R CORP | $2.4M |
SCHBSCHWAB STRATEGIC TR | $2.4M |
PHPARKER-HANNIFIN CORP | $2.4M |
IYWISHARES TR | $2.4M |
VNQVANGUARD INDEX FDS | $2.3M |
MUMICRON TECHNOLOGY INC | $2.3M |
FNCLFIDELITY COVINGTON TRUST | $2.3M |
USFDUS FOODS HLDG CORP | $2.3M |
PWRQUANTA SVCS INC | $2.3M |
FCNCAFIRST CTZNS BANCSHARES INC N | $2.3M |
AZNASTRAZENECA PLC | $2.3M |
SOFISOFI TECHNOLOGIES INC | $2.2M |
APPAPPLOVIN CORP | $2.2M |
YUMYUM BRANDS INC | $2.2M |
GBDCGOLUB CAP BDC INC | $2.2M |
SPYGSPDR SER TR | $2.2M |
SPYVSPDR SER TR | $2.2M |
FDXFEDEX CORP | $2.2M |
IBITISHARES BITCOIN TRUST ETF | $2.2M |
EWEDWARDS LIFESCIENCES CORP | $2.2M |
NULVNUSHARES ETF TR | $2.2M |
JVALJ P MORGAN EXCHANGE TRADED F | $2.2M |
VIOVVANGUARD ADMIRAL FDS INC | $2.1M |
VCSHVANGUARD SCOTTSDALE FDS | $2.1M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $2.1M |
FLSWFRANKLIN TEMPLETON ETF TR | $2.1M |
ISCVISHARES TR | $2.1M |
CZAINVESCO EXCHANGE TRADED FD T | $2.1M |
SMOTVANECK ETF TRUST | $2.1M |
HIGHARTFORD INSURANCE GROUP INC | $2.1M |
TRVTRAVELERS COMPANIES INC | $2.0M |
MRSHMARSH & MCLENNAN COS INC | $2.0M |
PLTRPALANTIR TECHNOLOGIES INC | $2.0M |
FNDESCHWAB STRATEGIC TR | $2.0M |
NEMNEWMONT CORP | $2.0M |
IUSGISHARES TR | $2.0M |
TIPISHARES TR | $2.0M |
MDLZMONDELEZ INTL INC | $2.0M |
PMAYINNOVATOR ETFS TRUST | $2.0M |
SSDSIMPSON MFG INC | $1.9M |
FDVVFIDELITY COVINGTON TRUST | $1.9M |
GLPIGAMING & LEISURE PPTYS INC | $1.9M |
LDOSLEIDOS HOLDINGS INC | $1.9M |
OUNZVANECK MERK GOLD ETF | $1.9M |
AFLAFLAC INC | $1.9M |
OKEONEOK INC NEW | $1.9M |
INTCINTEL CORP | $1.9M |
NSCNORFOLK SOUTHN CORP | $1.8M |
SLYVSPDR SER TR | $1.8M |
FDISFIDELITY COVINGTON TRUST | $1.8M |
FNDXSCHWAB STRATEGIC TR | $1.8M |
AVDVAMERICAN CENTY ETF TR | $1.8M |
JEPQJ P MORGAN EXCHANGE TRADED F | $1.8M |
ADIANALOG DEVICES INC | $1.8M |
DYHTARGET CORP | $1.8M |
PCARPACCAR INC | $1.7M |
NOBLPROSHARES TR | $1.7M |
GEVGE VERNOVA INC | $1.7M |
ITWILLINOIS TOOL WKS INC | $1.7M |
PZTINVESCO EXCH TRADED FD TR II | $1.7M |
CMGCHIPOTLE MEXICAN GRILL INC | $1.6M |
HDVISHARES TR | $1.6M |
SHELSHELL PLC | $1.6M |
MGVVANGUARD WORLD FD | $1.6M |
SBACSBA COMMUNICATIONS CORP NEW | $1.6M |