EP Wealth Advisors, LLC Q3 2019 Filing
Filed November 18, 2019
Portfolio Value
$2.0T
Holdings
359
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (359 positions)
| Stock | Value |
|---|---|
XLISELECT SECTOR SPDR TR | $681K |
MOALTRIA GROUP INC | $676K |
ENBENBRIDGE INC | $670K |
GSKGLAXOSMITHKLINE PLC | $658K |
XLFSELECT SECTOR SPDR TR | $645K |
CMPCOMPASS MINERALS INTL INC | $641K |
PHYS/USPROTT PHYSICAL GOLD TRUST | $639K |
VOVANGUARD INDEX FDS | $628K |
—TALLGRASS ENERGY LP | $624K |
OREALTY INCOME CORP | $617K |
HN9HANESBRANDS INC | $591K |
GEGENERAL ELECTRIC CO | $588K |
ADPAUTOMATIC DATA PROCESSING IN | $587K |
WEAWESTERN ALLIANCE BANCORP | $587K |
SUBISHARES TR | $584K |
IJSISHARES TR | $583K |
GMGENERAL MTRS CO | $566K |
SHMSPDR SERIES TRUST | $551K |
IXNISHARES TR | $532K |
BAXBAXTER INTL INC | $520K |
ICSHISHARES TR | $501K |
GHCGRAHAM HLDGS CO | $496K |
VBKVANGUARD INDEX FDS | $486K |
DOCUDOCUSIGN INC | $485K |
CICIGNA CORP NEW | $478K |
BALLBALL CORP | $475K |
GNMAISHARES TR | $474K |
YUMYUM BRANDS INC | $468K |
MBBISHARES TR | $468K |
SHWSHERWIN WILLIAMS CO | $466K |
BF/BBROWN FORMAN CORP | $445K |
CAGCONAGRA BRANDS INC | $439K |
FXRFIRST TR EXCHANGE TRADED FD | $432K |
MTUMISHARES TR | $426K |
EIXEDISON INTL | $424K |
SCHMSCHWAB STRATEGIC TR | $421K |
WBAWALGREENS BOOTS ALLIANCE INC | $415K |
PRIPRIMERICA INC | $415K |
PFFISHARES TR | $404K |
IXJISHARES TR | $404K |
ESMLISHARES TR | $402K |
ECLECOLAB INC | $399K |
IEMGISHARES INC | $398K |
LHXL3HARRIS TECHNOLOGIES INC | $396K |
DHRDANAHER CORPORATION | $391K |
CBRECBRE GROUP INC | $387K |
IYRISHARES TR | $382K |
APDAIR PRODS & CHEMS INC | $379K |
ISTBISHARES TR | $378K |
ZTSZOETIS INC | $369K |
IWCISHARES TR | $368K |
LOWLOWES COS INC | $368K |
NFLXNETFLIX INC | $365K |
NEENEXTERA ENERGY INC | $360K |
CMICUMMINS INC | $359K |
MDYSPDR S&P MIDCAP 400 ETF TR | $358K |
STPZPIMCO ETF TR | $351K |
PXDEURPIONEER NAT RES CO | $344K |
DFSEURDISCOVER FINL SVCS | $343K |
BSCKINVESCO EXCH TRD SLF IDX FD | $341K |
DLNWISDOMTREE TR | $340K |
IGIBISHARES TR | $338K |
ROKROCKWELL AUTOMATION INC | $337K |
COPCONOCOPHILLIPS | $337K |
MUMICRON TECHNOLOGY INC | $336K |
CMGCHIPOTLE MEXICAN GRILL INC | $335K |
LEGLEGGETT & PLATT INC | $334K |
TMUST MOBILE US INC | $332K |
BMYBRISTOL MYERS SQUIBB CO | $331K |
TRMBTRIMBLE INC | $315K |
MDTMEDTRONIC PLC | $315K |
XYLXYLEM INC | $313K |
FISFIDELITY NATL INFORMATION SV | $312K |
SCHASCHWAB STRATEGIC TR | $310K |
SCZISHARES TR | $308K |
RWRSPDR SERIES TRUST | $307K |
TSLATESLA INC | $306K |
BSCLINVESCO EXCH TRD SLF IDX FD | $304K |
LWLAMB WESTON HLDGS INC | $304K |
VTEBVANGUARD MUN BD FD INC | $303K |
AQLTISHARES TR | $299K |
AZNASTRAZENECA PLC | $297K |
SCHWTHE CHARLES SCHWAB CORPORATI | $296K |
VGTVANGUARD WORLD FDS | $295K |
GILDGILEAD SCIENCES INC | $292K |
BKNGBOOKING HLDGS INC | $289K |
ELVANTHEM INC | $287K |
AIGAMERICAN INTL GROUP INC | $286K |
CACCCREDIT ACCEP CORP MICH | $277K |
INTUINTUIT | $277K |
MAINMAIN STREET CAPITAL CORP | $274K |
QQQINVESCO EXCH TRD SLF IDX FD | $273K |
ATOATMOS ENERGY CORP | $272K |
IXUSISHARES TR | $269K |
VIOVVANGUARD ADMIRAL FDS INC | $269K |
IJTISHARES TR | $269K |
CDWCDW CORP | $267K |
VIGIVANGUARD WHITEHALL FDS INC | $267K |
CSXCSX CORP | $260K |
XLCSELECT SECTOR SPDR TR | $259K |