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 |
|---|---|
TTTRANE TECHNOLOGIES PLC | $892K |
VFHVANGUARD WORLD FD | $885K |
IGVISHARES TR | $879K |
ULUNILEVER PLC | $874K |
WPMWHEATON PRECIOUS METALS CORP | $871K |
BF/ABROWN FORMAN CORP | $869K |
SCZISHARES TR | $866K |
IGIBISHARES TR | $865K |
DDOMINION ENERGY INC | $863K |
PG4PRINCIPAL FINANCIAL GROUP IN | $863K |
EWBCEAST WEST BANCORP INC | $862K |
KRKROGER CO | $859K |
TROWPRICE T ROWE GROUP INC | $853K |
BSVVANGUARD BD INDEX FDS | $851K |
SPHQINVESCO EXCHANGE TRADED FD T | $839K |
PNCPNC FINL SVCS GROUP INC | $836K |
MSIMOTOROLA SOLUTIONS INC | $832K |
DFSIDIMENSIONAL ETF TRUST | $827K |
ABGCENCORA INC | $822K |
IDXXIDEXX LABS INC | $816K |
EXPEEXPEDIA GROUP INC | $810K |
GNTYUSDGUARANTY BANCSHARES INC TEX | $804K |
PKBINVESCO EXCHANGE TRADED FD T | $800K |
GNMAISHARES TR | $796K |
COKECOCA COLA CONS INC | $795K |
VDCVANGUARD WORLD FD | $793K |
BSCTINVESCO EXCH TRD SLF IDX FD | $792K |
COINCOINBASE GLOBAL INC | $790K |
HTDCORCEPT THERAPEUTICS INC | $782K |
VONGVANGUARD SCOTTSDALE FDS | $772K |
TPLTEXAS PACIFIC LAND CORPORATI | $768K |
BLNDBLEND LABS INC | $768K |
OTISOTIS WORLDWIDE CORP | $766K |
SPYXSPDR SER TR | $765K |
ADSKAUTODESK INC | $761K |
FENYFIDELITY COVINGTON TRUST | $755K |
WWDWOODWARD INC | $749K |
GUNRFLEXSHARES TR | $743K |
TTDTHE TRADE DESK INC | $743K |
XSDSPDR SER TR | $742K |
AVYAVERY DENNISON CORP | $741K |
KKRKKR & CO INC | $739K |
QTWOQ2 HLDGS INC | $738K |
CHECHEMED CORP NEW | $737K |
SNFCASECURITY NATL FINL CORP | $736K |
PXFINVESCO EXCH TRADED FD TR II | $734K |
GEMGOLDMAN SACHS ETF TR | $734K |
LULULULULEMON ATHLETICA INC | $732K |
EX9EXELIXIS INC | $730K |
WECWEC ENERGY GROUP INC | $729K |
PYPLPAYPAL HLDGS INC | $725K |
EFAVISHARES TR | $724K |
APOAPOLLO GLOBAL MGMT INC | $724K |
TRMBTRIMBLE INC | $723K |
DWASINVESCO EXCH TRADED FD TR II | $719K |
XELXCEL ENERGY INC | $719K |
OMFLINVESCO EXCH TRD SLF IDX FD | $719K |
RUNSUNRUN INC | $715K |
AJGGALLAGHER ARTHUR J & CO | $715K |
VPUVANGUARD WORLD FD | $714K |
GLWCORNING INC | $714K |
PSIINVESCO EXCHANGE TRADED FD T | $713K |
DFSEDIMENSIONAL ETF TRUST | $712K |
ROSTROSS STORES INC | $705K |
LAMRLAMAR ADVERTISING CO NEW | $704K |
8CWCROWN CASTLE INC | $698K |
BAXBAXTER INTL INC | $697K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $691K |
TFCTRUIST FINL CORP | $684K |
CAHCARDINAL HEALTH INC | $684K |
SAPSAP SE | $683K |
FQIDIGITAL RLTY TR INC | $683K |
VIRTVIRTU FINL INC | $683K |
NULGNUSHARES ETF TR | $682K |
WABWABTEC | $679K |
QDFFLEXSHARES TR | $673K |
UTHUNITED THERAPEUTICS CORP DEL | $673K |
VGKVANGUARD INTL EQUITY INDEX F | $668K |
ZMZOOM COMMUNICATIONS INC | $666K |
NFGNATIONAL FUEL GAS CO | $661K |
FASTFASTENAL CO | $660K |
NYFISHARES TR | $660K |
REGNREGENERON PHARMACEUTICALS | $655K |
QUSSPDR SER TR | $655K |
DELLDELL TECHNOLOGIES INC | $649K |
FLTRVANECK ETF TRUST | $643K |
ZIONZIONS BANCORPORATION N A | $634K |
WEAWESTERN ALLIANCE BANCORP | $633K |
MCHPMICROCHIP TECHNOLOGY INC. | $633K |
ONEQFIDELITY COMWLTH TR | $630K |
FITBFIFTH THIRD BANCORP | $628K |
BSCUINVESCO EXCH TRD SLF IDX FD | $623K |
OVVOVINTIV INC | $622K |
GPCGENUINE PARTS CO | $620K |
PRCTPROCEPT BIOROBOTICS CORP | $620K |
CAGCONAGRA BRANDS INC | $619K |
BABAALIBABA GROUP HLDG LTD | $615K |
TBILRBB FD INC | $614K |
BIPBROOKFIELD INFRAST PARTNERS | $614K |
SCHZSCHWAB STRATEGIC TR | $613K |