EP Wealth Advisors, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$15.2B
Holdings
1,421
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,421 positions)
| Stock | Value |
|---|---|
HIGHARTFORD INSURANCE GROUP INC | $2.2B |
AZNASTRAZENECA PLC | $2.2B |
MDLZMONDELEZ INTL INC | $2.1B |
ISCVISHARES TR | $2.1B |
TRVTRAVELERS COMPANIES INC | $2.1B |
WRBBERKLEY W R CORP | $2.1B |
IDAIDACORP INC | $2.1B |
NSCNORFOLK SOUTHN CORP | $2.1B |
PMAYINNOVATOR ETFS TRUST | $2.0B |
AJGGallagher Arthur J & Co | $2.0B |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $2.0B |
JCPBJ P MORGAN EXCHANGE TRADED F | $2.0B |
OUNZVANECK MERK GOLD ETF | $2.0B |
FNFFidelity National Financial | $2.0B |
GISGENERAL MLS INC | $2.0B |
TWTRADEWEB MKTS INC | $2.0B |
AVDVAMERICAN CENTY ETF TR | $2.0B |
ULTAULTA BEAUTY INC | $2.0B |
SHOPSHOPIFY INC | $2.0B |
AIRRFIRST TR EXCHANGE TRADED FD | $2.0B |
JEPQJ P MORGAN EXCHANGE TRADED F | $1.9B |
BONDPIMCO ETF TR | $1.9B |
GBDCGOLUB CAP BDC INC | $1.9B |
TLHISHARES TR | $1.9B |
AFLAFLAC INC | $1.9B |
FDISFIDELITY COVINGTON TRUST | $1.9B |
SSDSIMPSON MFG INC | $1.9B |
TIPISHARES TR | $1.9B |
CTVACORTEVA INC | $1.9B |
NTAPNETAPP INC | $1.8B |
MRSHMARSH & MCLENNAN COS INC | $1.8B |
CMGCHIPOTLE MEXICAN GRILL INC | $1.8B |
GLPIGAMING & LEISURE PPTYS INC | $1.8B |
ELVELEVANCE HEALTH INC | $1.8B |
A4SAMERIPRISE FINL INC | $1.8B |
ITWILLINOIS TOOL WKS INC | $1.8B |
VSTVISTRA CORP | $1.8B |
PCARPACCAR Inc | $1.8B |
APPAppLovin Corp | $1.8B |
IRMIRON MTN INC DEL | $1.8B |
HEFAISHARES TR | $1.8B |
NOBLPROSHARES TR | $1.7B |
WEAWestern Alliance Bancorp | $1.7B |
IAU*ISHARES GOLD TR | $1.7B |
SPLVINVESCO EXCH TRADED FD TR II | $1.7B |
FTNTFORTINET INC | $1.7B |
SHELSHELL PLC | $1.7B |
MARMARRIOTT INTL INC NEW | $1.7B |
SPDWSPDR INDEX SHS FDS | $1.7B |
VDEVANGUARD WORLD FD | $1.7B |
INTCINTEL CORP | $1.7B |
SOXXISHARES TR | $1.7B |
PRFINVESCO EXCHANGE TRADED FD T | $1.7B |
SPTMSPDR SERIES TRUST | $1.7B |
BRBROADRIDGE FINL SOLUTIONS IN | $1.6B |
DUHPDIMENSIONAL ETF TRUST | $1.6B |
CWBSPDR SERIES TRUST | $1.6B |
METMETLIFE INC | $1.6B |
MDYVSPDR SERIES TRUST | $1.6B |
SLYVSPDR SERIES TRUST | $1.6B |
PNCPNC FINL SVCS GROUP INC | $1.6B |
IJJISHARES TR | $1.6B |
VCITVANGUARD SCOTTSDALE FDS | $1.6B |
MGVVANGUARD WORLD FD | $1.6B |
NXPINXP SEMICONDUCTORS N V | $1.5B |
DYHTARGET CORP | $1.5B |
VEUVANGUARD INTL EQUITY INDEX F | $1.5B |
HDVISHARES TR | $1.5B |
SNPSSYNOPSYS INC | $1.5B |
IEUSISHARES TR | $1.5B |
PZTINVESCO EXCH TRADED FD TR II | $1.5B |
IDEVISHARES TR | $1.5B |
NVSNNOVARTIS AG | $1.5B |
USFRWISDOMTREE TR | $1.5B |
CGGOCAPITAL GROUP GBL GROWTH EQT | $1.5B |
MIGAMICROSTRATEGY INC | $1.5B |
ESEversource Energy | $1.5B |
SPSMSPDR SERIES TRUST | $1.5B |
SSNCSS&C TECHNOLOGIES HLDGS INC | $1.5B |
SYYSYSCO CORP | $1.5B |
VSSVANGUARD INTL EQUITY INDEX F | $1.5B |
BALLBall Corp | $1.5B |
NTRSNORTHERN TR CORP | $1.4B |
AKXAnsys Inc | $1.4B |
IWXISHARES TR | $1.4B |
DONWISDOMTREE TR | $1.4B |
8CWCROWN CASTLE INC | $1.4B |
TDTORONTO DOMINION BK ONT | $1.4B |
JCIJOHNSON CTLS INTL PLC | $1.4B |
TEAMATLASSIAN CORPORATION | $1.4B |
IGROISHARES TR | $1.4B |
BSVVANGUARD BD INDEX FDS | $1.4B |
PSXPhillips 66 | $1.4B |
WDAYWORKDAY INC | $1.4B |
WMBWILLIAMS COS INC | $1.4B |
DDDupont De Nemours Inc | $1.4B |
EAELECTRONIC ARTS INC | $1.4B |
BSCSINVESCO EXCH TRD SLF IDX FD | $1.4B |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $1.4B |
TFLOISHARES TR | $1.4B |