EP Wealth Advisors, LLC Q2 2024 Filing
Filed August 19, 2024
Portfolio Value
$9.4B
Holdings
859
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (859 positions)
| Stock | Value |
|---|---|
BTTBLACKROCK MUN TARGET TERM TR | $940K |
ESEversource Energy | $934K |
URIUNITED RENTALS INC | $933K |
OEFISHARES TR | $930K |
FFORD MTR CO DEL | $930K |
SCHMSCHWAB STRATEGIC TR | $928K |
VTVANGUARD INTL EQUITY INDEX F | $927K |
CEGCONSTELLATION ENERGY CORP | $924K |
CARRCARRIER GLOBAL CORPORATION | $920K |
ICEINTERCONTINENTAL EXCHANGE IN | $912K |
CNCCENTENE CORP DEL | $906K |
IJTISHARES TR | $903K |
PRFINVESCO EXCHANGE TRADED FD T | $898K |
ABGCENCORA INC | $897K |
DECKDECKERS OUTDOOR CORP | $893K |
SNPSSYNOPSYS INC | $888K |
VCRVANGUARD WORLD FD | $887K |
GBCIGlacier Bancorp Inc New | $880K |
DOWDOW INC | $879K |
HUMHumana Inc | $863K |
AEPAMERICAN ELEC PWR CO INC | $862K |
WWDWoodward Inc | $861K |
DWASINVESCO EXCH TRADED FD TR II | $819K |
PKBINVESCO EXCHANGE TRADED FD T | $819K |
GEVGE VERNOVA INC | $803K |
EOGEOG RES INC | $798K |
IAU*ISHARES GOLD TR | $794K |
SONYSony Group Corp | $791K |
PSAPUBLIC STORAGE OPER CO | $790K |
AKAMAKAMAI TECHNOLOGIES INC | $784K |
CLXCLOROX CO DEL | $783K |
BSCOINVESCO EXCH TRD SLF IDX FD | $780K |
EIXEDISON INTL | $779K |
A4SAMERIPRISE FINL INC | $775K |
SRPTSarepta Therapeutics Inc | $774K |
TTCTORO CO | $766K |
BBSIBARRETT BUSINESS SVCS INC | $758K |
GUNRFLEXSHARES TR | $757K |
NUSNU SKIN ENTERPRISES INC | $756K |
FENYFIDELITY COVINGTON TRUST | $752K |
RSGREPUBLIC SVCS INC | $750K |
8CWCROWN CASTLE INC | $748K |
SPHQINVESCO EXCHANGE TRADED FD T | $747K |
BSCQINVESCO EXCH TRD SLF IDX FD | $747K |
TRMBTRIMBLE INC | $747K |
SPEMSPDR INDEX SHS FDS | $744K |
VDEVANGUARD WORLD FD | $744K |
CDNSCADENCE DESIGN SYSTEM INC | $743K |
PRUPRUDENTIAL FINL INC | $742K |
IJJISHARES TR | $740K |
DDDupont De Nemours Inc | $737K |
LULUlululemon Athletica Inc | $736K |
ULUNILEVER PLC | $726K |
CHECHEMED CORP NEW | $721K |
ILCGISHARES TR | $720K |
DFSEURDISCOVER FINL SVCS | $720K |
SPYXSPDR SER TR | $720K |
VMBSVANGUARD SCOTTSDALE FDS | $719K |
EXREXTRA SPACE STORAGE INC | $717K |
XLGINVESCO EXCHANGE TRADED FD T | $711K |
LENLENNAR CORP | $710K |
SYYSYSCO CORP | $708K |
IYHISHARES TR | $708K |
SNAPSNAP INC | $702K |
FLTRVANECK ETF TRUST | $700K |
FTECFIDELITY COVINGTON TRUST | $699K |
EWBCEAST WEST BANCORP INC | $698K |
XSDSPDR SER TR | $696K |
DFEMDIMENSIONAL ETF TRUST | $694K |
PCGPG&E CORP | $681K |
NYFISHARES TR | $679K |
LF2PACIFIC PREMIER BANCORP | $667K |
HSYHERSHEY CO | $664K |
ETENERGY TRANSFER L P | $661K |
XELXcel Energy Inc | $658K |
MSIMotorola Solutions Inc | $658K |
ROSTROSS STORES INC | $656K |
NULGNUSHARES ETF TR | $655K |
SHOPSHOPIFY INC | $653K |
FQIDIGITAL RLTY TR INC | $653K |
HPEHEWLETT PACKARD ENTERPRISE C | $650K |
FCXFREEPORT-MCMORAN INC | $648K |
JCIJOHNSON CTLS INTL PLC | $648K |
PYPLPAYPAL HLDGS INC | $641K |
GRMNGarmin Ltd | $640K |
VGSHVANGUARD SCOTTSDALE FDS | $628K |
ADMARCHER DANIELS MIDLAND CO | $619K |
FCFranklin Covey Co | $618K |
MGKVANGUARD WORLD FD | $617K |
IGMISHARES TR | $612K |
LHXL3HARRIS TECHNOLOGIES INC | $602K |
SPYMSPDR SER TR | $601K |
FENIFIDELITY COVINGTON TRUST | $597K |
FEMRFIDELITY COVINGTON TRUST | $597K |
IGVISHARES TR | $597K |
DRLLEA SERIES TRUST | $593K |
TTENTotalEnergies SE | $592K |
GLWCorning Inc | $585K |
TLTISHARES TR | $583K |
ADSKAutodesk Inc | $582K |