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 |
|---|---|
DALDELTA AIR LINES INC DEL | $1.3M |
CGGOCAPITAL GROUP GBL GROWTH EQT | $1.3M |
SPEMSPDR INDEX SHS FDS | $1.3M |
A4SAMERIPRISE FINL INC | $1.3M |
ESGEISHARES INC | $1.3M |
WCNWASTE CONNECTIONS INC | $1.3M |
ESEVERSOURCE ENERGY | $1.3M |
NTAPNETAPP INC | $1.3M |
IEUSISHARES TR | $1.3M |
VTVANGUARD INTL EQUITY INDEX F | $1.3M |
AEPAMERICAN ELEC PWR CO INC | $1.3M |
SOXXISHARES TR | $1.3M |
PRFINVESCO EXCHANGE TRADED FD T | $1.3M |
IGROISHARES TR | $1.3M |
IRMIRON MTN INC DEL | $1.3M |
PSXPHILLIPS 66 | $1.3M |
NVSNNOVARTIS AG | $1.3M |
METMETLIFE INC | $1.3M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $1.3M |
DFSEURDISCOVER FINL SVCS | $1.3M |
IJTISHARES TR | $1.3M |
VSSVANGUARD INTL EQUITY INDEX F | $1.3M |
SNPSSYNOPSYS INC | $1.2M |
VEUVANGUARD INTL EQUITY INDEX F | $1.2M |
EAELECTRONIC ARTS INC | $1.2M |
ESGUISHARES TR | $1.2M |
PRUPRUDENTIAL FINL INC | $1.2M |
SLBSCHLUMBERGER LTD | $1.2M |
DFEVDIMENSIONAL ETF TRUST | $1.2M |
DVNDEVON ENERGY CORP NEW | $1.2M |
MASMASCO CORP | $1.2M |
BBYBEST BUY INC | $1.2M |
ICEINTERCONTINENTAL EXCHANGE IN | $1.2M |
PTFINVESCO EXCHANGE TRADED FD T | $1.2M |
CTVACORTEVA INC | $1.2M |
SONYSONY GROUP CORP | $1.2M |
VCITVANGUARD SCOTTSDALE FDS | $1.2M |
PGRPROGRESSIVE CORP | $1.2M |
WMBWILLIAMS COS INC | $1.2M |
IBBISHARES TR | $1.1M |
WTHWORTHINGTON ENTERPRISES INC | $1.1M |
BROBROWN & BROWN INC | $1.1M |
CARRCARRIER GLOBAL CORPORATION | $1.1M |
MTGMGIC INVT CORP WIS | $1.1M |
XLGINVESCO EXCHANGE TRADED FD T | $1.1M |
AG8AGILENT TECHNOLOGIES INC | $1.1M |
NTRSNORTHERN TR CORP | $1.1M |
ENBENBRIDGE INC | $1.1M |
RFREGIONS FINANCIAL CORP NEW | $1.1M |
STZCONSTELLATION BRANDS INC | $1.1M |
KHCKRAFT HEINZ CO | $1.1M |
EDCONSOLIDATED EDISON INC | $1.1M |
FNDASCHWAB STRATEGIC TR | $1.1M |
VGITVANGUARD SCOTTSDALE FDS | $1.1M |
TFLOISHARES TR | $1.1M |
EIXEDISON INTL | $1.1M |
CLXCLOROX CO DEL | $1.0M |
DHID R HORTON INC | $1.0M |
COOCOOPER COS INC | $1.0M |
MIGAMICROSTRATEGY INC | $1.0M |
OXYOCCIDENTAL PETE CORP | $1.0M |
VSTVISTRA CORP | $1.0M |
DASHDOORDASH INC | $1.0M |
SHOPSHOPIFY INC | $1.0M |
ALLYALLY FINL INC | $1.0M |
7HPHP INC | $1.0M |
IFNINDIA FD INC | $999K |
RSGREPUBLIC SVCS INC | $997K |
PCGPG&E CORP | $991K |
CMICUMMINS INC | $990K |
CTRACOTERRA ENERGY INC | $988K |
IGPTINVESCO EXCHANGE TRADED FD T | $981K |
MBBISHARES TR | $979K |
PSCDINVESCO EXCH TRADED FD TR II | $979K |
JCIJOHNSON CTLS INTL PLC | $977K |
ULTAULTA BEAUTY INC | $974K |
ETRENTERGY CORP NEW | $972K |
ETENERGY TRANSFER L P | $972K |
XNTKSPDR SER TR | $972K |
TXTTEXTRON INC | $971K |
SCHMSCHWAB STRATEGIC TR | $967K |
CDNSCADENCE DESIGN SYSTEM INC | $966K |
BTTBLACKROCK MUN TARGET TERM TR | $962K |
CNCCENTENE CORP DEL | $956K |
FTVFORTIVE CORP | $950K |
NXPINXP SEMICONDUCTORS N V | $945K |
FTECFIDELITY COVINGTON TRUST | $945K |
GBCIGLACIER BANCORP INC NEW | $940K |
CDWCDW CORP | $939K |
WDAYWORKDAY INC | $936K |
IDEVISHARES TR | $922K |
RPMRPM INTL INC | $918K |
SPYMSPDR SER TR | $915K |
HLTHILTON WORLDWIDE HLDGS INC | $915K |
APHAMPHENOL CORP NEW | $915K |
PSAPUBLIC STORAGE OPER CO | $914K |
BBSIBARRETT BUSINESS SVCS INC | $911K |
VCRVANGUARD WORLD FD | $907K |
BTZBLACKROCK CR ALLOCATION INCO | $902K |
GRMNGARMIN LTD | $895K |