EP Wealth Advisors, LLC Q3 2021 Filing
Filed November 16, 2021
Portfolio Value
$3.6T
Holdings
528
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (528 positions)
| Stock | Value |
|---|---|
AMGNAMGEN INC | $4.2B |
DOVDOVER CORP | $4.2B |
PFEPFIZER INC | $4.1B |
IAUISHARES TR | $4.1B |
ESMLISHARES TR | $4.1B |
IBDPISHARES TR | $4.0B |
SCHASCHWAB STRATEGIC TR | $4.0B |
NKENIKE INC | $4.0B |
QCOMQUALCOMM INC | $3.9B |
IWMISHARES TR | $3.8B |
PDPINVESCO EXCHANGE TRADED FD T | $3.8B |
INTCINTEL CORP | $3.7B |
VXFVANGUARD INDEX FDS | $3.7B |
VMBSVANGUARD SCOTTSDALE FDS | $3.6B |
BIVVANGUARD BD INDEX FDS | $3.6B |
SDYSPDR SER TR | $3.6B |
ABBVABBVIE INC | $3.5B |
TAT&T INC | $3.5B |
NVDANVIDIA CORPORATION | $3.5B |
IWBISHARES TR | $3.5B |
FDNFIRST TR EXCHANGE-TRADED FD | $3.4B |
BABOEING CO | $3.4B |
SRESEMPRA | $3.4B |
SCHVSCHWAB STRATEGIC TR | $3.3B |
IUSVISHARES TR | $3.3B |
IWVISHARES TR | $3.2B |
VGSHVANGUARD SCOTTSDALE FDS | $3.2B |
KLACKLA CORP | $3.2B |
WMTWALMART INC | $3.2B |
VNQVANGUARD INDEX FDS | $3.1B |
AXPAMERICAN EXPRESS CO | $3.1B |
VLUEISHARES TR | $3.1B |
UBSIUNITED BANKSHARES INC WEST V | $3.0B |
KOCOCA COLA CO | $3.0B |
IYY*ISHARES TR | $2.9B |
CMCSACOMCAST CORP NEW | $2.9B |
AQLTISHARES TR | $2.8B |
DYHTARGET CORP | $2.8B |
IJHISHARES TR | $2.7B |
ORCLORACLE CORP | $2.7B |
GDGENERAL DYNAMICS CORP | $2.7B |
ADBEADOBE SYSTEMS INCORPORATED | $2.7B |
VEUVANGUARD INTL EQUITY INDEX F | $2.7B |
CLCOLGATE PALMOLIVE CO | $2.7B |
ABTABBOTT LABS | $2.6B |
MGVVANGUARD WORLD FD | $2.6B |
TWLOTWILIO INC | $2.5B |
FAFFIRST AMERN FINL CORP | $2.5B |
PYPLPAYPAL HLDGS INC | $2.5B |
ISRGINTUITIVE SURGICAL INC | $2.4B |
GWWGRAINGER W W INC | $2.4B |
DLNWISDOMTREE TR | $2.3B |
VGTVANGUARD WORLD FDS | $2.3B |
CZAINVESCO EXCHANGE TRADED FD T | $2.3B |
FDVVFIDELITY COVINGTON TRUST | $2.2B |
SPLVINVESCO EXCH TRADED FD TR II | $2.2B |
AMDADVANCED MICRO DEVICES INC | $2.2B |
GEGENERAL ELECTRIC CO | $2.1B |
MMM3M CO | $2.1B |
SCHXSCHWAB STRATEGIC TR | $2.1B |
TIPISHARES TR | $2.1B |
VOVANGUARD INDEX FDS | $2.1B |
NEENEXTERA ENERGY INC | $2.0B |
SPEMSPDR INDEX SHS FDS | $2.0B |
VWOBVANGUARD WHITEHALL FDS | $2.0B |
JCIJOHNSON CTLS INTL PLC | $2.0B |
VGKVANGUARD INTL EQUITY INDEX F | $2.0B |
GLPIGAMING & LEISURE PPTYS INC | $1.9B |
ESGUISHARES TR | $1.9B |
SCHZSCHWAB STRATEGIC TR | $1.9B |
UPSUNITED PARCEL SERVICE INC | $1.9B |
AQLTISHARES TR | $1.9B |
SMARGBPSMARTSHEET INC | $1.9B |
INTUINTUIT | $1.9B |
ACNACCENTURE PLC IRELAND | $1.9B |
STLDSTEEL DYNAMICS INC | $1.9B |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.9B |
IEFISHARES TR | $1.8B |
—ALTABANCORP | $1.8B |
PLDPROLOGIS INC. | $1.8B |
XTISHARES TR | $1.8B |
AQLTISHARES TR | $1.8B |
BSYBENTLEY SYS INC | $1.7B |
MRKMERCK & CO INC | $1.7B |
VVVANGUARD INDEX FDS | $1.7B |
FNDFSCHWAB STRATEGIC TR | $1.7B |
CRMSALESFORCE COM INC | $1.6B |
MCKMCKESSON CORP | $1.6B |
—ISHARES TR | $1.6B |
XLESELECT SECTOR SPDR TR | $1.6B |
USBUS BANCORP DEL | $1.6B |
LMTLOCKHEED MARTIN CORP | $1.6B |
YUMYUM BRANDS INC | $1.5B |
BSVVANGUARD BD INDEX FDS | $1.5B |
ABNBAIRBNB INC | $1.5B |
SPTMSPDR SER TR | $1.5B |
USMVISHARES TR | $1.5B |
IBMINTERNATIONAL BUSINESS MACHS | $1.5B |
EFGISHARES TR | $1.4B |
MAMASTERCARD INCORPORATED | $1.4B |