EP Wealth Advisors, LLC Q3 2019 Filing
Filed November 18, 2019
Portfolio Value
$2.0B
Holdings
359
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (359 positions)
| Stock | Value |
|---|---|
VTVVANGUARD INDEX FDS | $299.6M |
IGSBISHARES TR | $179.2M |
VUGVANGUARD INDEX FDS | $141.7M |
VBVANGUARD INDEX FDS | $95.9M |
AAPLAPPLE INC | $53.2M |
SPYSPDR S&P 500 ETF TR | $46.1M |
MSFTMICROSOFT CORP | $42.8M |
JPMJPMORGAN CHASE & CO | $35.7M |
METAFACEBOOK INC | $29.1M |
VTIVANGUARD INDEX FDS | $28.2M |
JNJJOHNSON & JOHNSON | $28.1M |
GOOGLALPHABET INC | $28.1M |
PEPPEPSICO INC | $25.9M |
DISDISNEY WALT CO | $25.4M |
COSTCOSTCO WHSL CORP NEW | $24.3M |
VVISA INC | $23.6M |
AMZNAMAZON COM INC | $22.3M |
AMTAMERICAN TOWER CORP NEW | $21.2M |
HONHONEYWELL INTL INC | $21.2M |
UTXZUNITED TECHNOLOGIES CORP | $21.1M |
ALSALLSTATE CORP | $20.9M |
SYKSTRYKER CORP | $20.7M |
ACNACCENTURE PLC IRELAND | $20.2M |
VEUVANGUARD INTL EQUITY INDEX F | $19.2M |
XLKSELECT SECTOR SPDR TR | $19.2M |
SSDSIMPSON MANUFACTURING CO INC | $18.5M |
TJXTJX COS INC NEW | $18.3M |
BLKCHFBLACKROCK INC | $17.5M |
XOMEXXON MOBIL CORP | $17.2M |
SWKSTANLEY BLACK & DECKER INC | $16.6M |
AVGOBROADCOM INC | $16.6M |
CSCOCISCO SYS INC | $16.3M |
EFAISHARES TR | $16.2M |
SPGIS&P GLOBAL INC | $13.8M |
BBTUSDBB&T CORP | $13.6M |
PLDPROLOGIS INC | $13.4M |
UNPUNION PACIFIC CORP | $13.3M |
VNQVANGUARD INDEX FDS | $12.4M |
FMCF M C CORP | $12.0M |
MPCMARATHON PETE CORP | $11.6M |
IWDISHARES TR | $11.6M |
CVSCVS HEALTH CORP | $11.6M |
IWPISHARES TR | $11.2M |
VWOVANGUARD INTL EQUITY INDEX F | $11.1M |
MRO*MARATHON OIL CORP | $10.9M |
APTVAPTIV PLC | $10.9M |
GDGENERAL DYNAMICS CORP | $10.5M |
BNDVANGUARD BD INDEX FD INC | $10.1M |
—ALLERGAN PLC | $10.1M |
XTISHARES TR | $10.0M |
ESGDISHARES TR | $9.7M |
GOOGALPHABET INC | $8.2M |
IVVISHARES TR | $8.1M |
BNDXVANGUARD CHARLOTTE FDS | $7.7M |
IJRISHARES TR | $7.4M |
EMBISHARES TR | $7.3M |
BACVERIZON COMMUNICATIONS INC | $6.9M |
UPSUNITED PARCEL SERVICE INC | $6.8M |
CVXCHEVRON CORP NEW | $6.7M |
TAT&T INC | $6.0M |
FMUSDISHARES INC | $5.8M |
HDHOME DEPOT INC | $5.7M |
NKENIKE INC | $5.7M |
BACBANK AMER CORP | $5.6M |
AXPAMERICAN EXPRESS CO | $5.5M |
KOCOCA COLA CO | $5.3M |
XLYSELECT SECTOR SPDR TR | $5.2M |
IWSISHARES TR | $5.2M |
IWFISHARES TR | $5.0M |
DYHTARGET CORP | $4.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $4.8M |
RSPINVESCO EXCHANGE TRADED FD T | $4.4M |
BABOEING CO | $4.3M |
EXPEEXPEDIA GROUP INC | $3.5M |
VIGVANGUARD GROUP | $3.4M |
PGPROCTER & GAMBLE CO | $3.3M |
AREALEXANDRIA REAL ESTATE EQ IN | $3.3M |
CMCSACOMCAST CORP NEW | $3.3M |
IWVISHARES TR | $3.3M |
IWMISHARES TR | $3.3M |
JCIJOHNSON CTLS INTL PLC | $3.2M |
MUBISHARES TR | $3.2M |
PFEPFIZER INC | $3.2M |
INTCINTEL CORP | $3.0M |
NOCNORTHROP GRUMMAN CORP | $3.0M |
IWOISHARES TR | $3.0M |
PDPINVESCO EXCHANGE TRADED FD T | $2.9M |
AGGISHARES TR | $2.9M |
SDYSPDR SERIES TRUST | $2.8M |
SPLVINVESCO EXCHNG TRADED FD TR | $2.8M |
RTN1USDRAYTHEON CO | $2.7M |
LUVSOUTHWEST AIRLS CO | $2.7M |
FDNFIRST TR EXCHANGE TRADED FD | $2.7M |
AMGNAMGEN INC | $2.5M |
VEAVANGUARD TAX MANAGED INTL FD | $2.4M |
VOTVANGUARD INDEX FDS | $2.4M |
MMM3M CO | $2.4M |
VXFVANGUARD INDEX FDS | $2.3M |
WFCWELLS FARGO CO NEW | $2.3M |
CZAINVESCO EXCHANGE TRADED FD T | $2.2M |
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