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 |
|---|---|
CPRTCopart Inc | $581K |
IDEVISHARES TR | $580K |
PSNPARSONS CORP DEL | $579K |
PNCPNC FINL SVCS GROUP INC | $579K |
OTISOTIS WORLDWIDE CORP | $575K |
TRVTRAVELERS COMPANIES INC | $572K |
RPMRPM INTL INC | $565K |
FNDESCHWAB STRATEGIC TR | $563K |
MLMMARTIN MARIETTA MATLS INC | $561K |
TDTORONTO DOMINION BK ONT | $560K |
JEPQJ P MORGAN EXCHANGE TRADED F | $555K |
MUNIPIMCO ETF TR | $553K |
MDYGSPDR SER TR | $552K |
XBISPDR SER TR | $549K |
WDAYWORKDAY INC | $548K |
TDIVFIRST TR EXCHANGE-TRADED FD | $543K |
CAHCardinal Health Inc | $541K |
SUSAISHARES TR | $541K |
MRVLMARVELL TECHNOLOGY INC | $538K |
DELLDELL TECHNOLOGIES INC | $533K |
SPXLDIREXION SHS ETF TR | $527K |
ONEQFIDELITY COMWLTH TR | $523K |
PDIPIMCO DYNAMIC INCOME FD | $522K |
VOXVANGUARD WORLD FD | $521K |
CMICummins Inc | $519K |
VFHVANGUARD WORLD FD | $517K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $513K |
CTVACORTEVA INC | $510K |
AFLAFLAC INC | $508K |
RMTROYCE MICRO-CAP TR INC | $507K |
COWZPACER FDS TR | $507K |
EMXCISHARES INC | $502K |
AGQPROSHARES TR | $502K |
BLNDBLEND LABS INC | $502K |
OLMAOLEMA PHARMACEUTICALS INC | $500K |
BIPBROOKFIELD INFRAST PARTNERS | $495K |
MRSHMARSH & MCLENNAN COS INC | $495K |
SCHISCHWAB STRATEGIC TR | $493K |
WMBWILLIAMS COS INC | $493K |
TTTrane Technologies PLC | $490K |
IOOISHARES TR | $487K |
FRELFIDELITY COVINGTON TRUST | $485K |
FASTFastenal Co | $481K |
SEVNSEVEN HILLS REALTY TRUST | $480K |
EEMVISHARES INC | $480K |
ICFISHARES TR | $478K |
WSWORTHINGTON STL INC | $476K |
SUNSUNOCO LP/SUNOCO FIN CORP | $469K |
SCHRSCHWAB STRATEGIC TR | $468K |
MBBISHARES TR | $466K |
HBANHuntington Bancshares Inc | $464K |
AXONAXON ENTERPRISE INC | $464K |
SNFCASECURITY NATL FINL CORP | $462K |
OMCOMNICOM GROUP INC | $462K |
SHVISHARES TR | $460K |
MLPXGLOBAL X FDS | $460K |
TMTOYOTA MOTOR CORP | $458K |
FLOTISHARES TR | $455K |
KKRKKR & CO INC | $451K |
PFMINVESCO EXCHANGE TRADED FD T | $448K |
DGRWWISDOMTREE TR | $448K |
WECWEC ENERGY GROUP INC | $448K |
TERTERADYNE INC | $448K |
TLHISHARES TR | $441K |
HTOSJW GROUP | $435K |
BPBP PLC | $434K |
PLTRPALANTIR TECHNOLOGIES INC | $433K |
LQDISHARES TR | $431K |
VAWVANGUARD WORLD FD | $427K |
DVNDEVON ENERGY CORP NEW | $425K |
SMMDISHARES TR | $423K |
GBTCGRAYSCALE BITCOIN TR BTC | $422K |
IVOVVANGUARD ADMIRAL FDS INC | $420K |
TROWPRICE T ROWE GROUP INC | $419K |
DDOMINION ENERGY INC | $418K |
PIEINVESCO EXCH TRADED FD TR II | $417K |
QTECFIRST TR NASDAQ 100 TECH IND | $415K |
DJPBARCLAYS BANK PLC | $414K |
IUSBISHARES TR | $414K |
CFLTCONFLUENT INC | $409K |
EUSAISHARES INC | $408K |
MTUMISHARES TR | $405K |
BABAALIBABA GROUP HLDG LTD | $405K |
CRCCANADIAN NAT RES LTD | $403K |
WCCWESCO INTL INC | $403K |
BALLBall Corp | $401K |
QDFFLEXSHARES TR | $399K |
APOAPOLLO GLOBAL MGMT INC | $398K |
PGRPROGRESSIVE CORP | $393K |
IDUISHARES TR | $392K |
NUENucor Corp | $391K |
GSKGSK PLC | $389K |
METMETLIFE INC | $385K |
IXJISHARES TR | $384K |
RMEResMed Inc | $383K |
COOCOOPER COS INC | $379K |
DGXQuest Diagnostics Inc | $378K |
GGGGRACO INC | $374K |
ZIONZIONS BANCORPORATION N A | $372K |
PFFISHARES TR | $371K |