EP Wealth Advisors, LLC Q3 2023 Filing
Filed November 24, 2023
Portfolio Value
$6.4B
Holdings
752
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (752 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $771.7M |
VTVVANGUARD INDEX FDS | $330.0M |
AAPLAPPLE INC | $289.8M |
MSFTMICROSOFT CORP | $195.1M |
SPYSPDR S&P 500 ETF TR | $145.5M |
VIGIVANGUARD WHITEHALL FDS | $141.6M |
IGSBISHARES TR | $131.6M |
AMZNAMAZON COM INC | $124.1M |
GOOGLALPHABET INC | $109.4M |
AQLTISHARES TR | $103.7M |
VWOVANGUARD INTL EQUITY INDEX F | $94.9M |
JPMJPMORGAN CHASE & CO | $90.6M |
COSTCOSTCO WHSL CORP NEW | $84.4M |
AVGOBROADCOM INC | $82.2M |
XOMEXXON MOBIL CORP | $81.5M |
VOTVANGUARD INDEX FDS | $79.0M |
XLKSELECT SECTOR SPDR TR | $75.7M |
VOEVANGUARD INDEX FDS | $73.0M |
JNJJOHNSON & JOHNSON | $70.5M |
NEENEXTERA ENERGY INC | $69.7M |
AGGISHARES TR | $69.0M |
DFSVDIMENSIONAL ETF TRUST | $61.4M |
CSCOCISCO SYS INC | $58.7M |
METAMETA PLATFORMS INC | $55.5M |
DFATDIMENSIONAL ETF TRUST | $55.1M |
HONHONEYWELL INTL INC | $54.8M |
SBUXSTARBUCKS CORP | $53.1M |
PEPPEPSICO INC | $51.7M |
HCAHCA HEALTHCARE INC | $51.4M |
BLKCHFBLACKROCK INC | $51.2M |
SYKSTRYKER CORPORATION | $49.1M |
VVISA INC | $48.4M |
VBKVANGUARD INDEX FDS | $47.4M |
VLOVALERO ENERGY CORP | $45.1M |
DISDISNEY WALT CO | $45.0M |
XLVSELECT SECTOR SPDR TR | $45.0M |
DFIVDIMENSIONAL ETF TRUST | $44.9M |
AMTAMERICAN TOWER CORP NEW | $43.8M |
GMGENERAL MTRS CO | $42.0M |
KEYSKEYSIGHT TECHNOLOGIES INC | $41.6M |
CVSCVS HEALTH CORP | $39.4M |
BIVVANGUARD BD INDEX FDS | $39.0M |
UNPUNION PAC CORP | $37.7M |
JSCPJ P MORGAN EXCHANGE TRADED F | $36.8M |
DFLVDIMENSIONAL ETF TRUST | $35.8M |
SPGIS&P GLOBAL INC | $35.6M |
XLBSELECT SECTOR SPDR TR | $35.3M |
ZTSZOETIS INC | $34.6M |
ALSALLSTATE CORP | $34.4M |
IVVISHARES TR | $34.4M |
RTXRTX CORPORATION | $34.2M |
SRESEMPRA | $34.1M |
BILSPDR SER TR | $33.6M |
NVDANVIDIA CORPORATION | $33.4M |
SOSOUTHERN CO | $32.6M |
XLFISELECT SECTOR SPDR TR | $32.5M |
BMYBRISTOL-MYERS SQUIBB CO | $32.0M |
NDQINVESCO QQQ TR | $30.8M |
VEAVANGUARD TAX-MANAGED FDS | $30.0M |
MUBISHARES TR | $28.6M |
LBAYTIDAL ETF TR | $27.3M |
IWFISHARES TR | $26.5M |
DFACDIMENSIONAL ETF TRUST | $25.8M |
ESGDISHARES TR | $25.6M |
GPNGLOBAL PMTS INC | $25.0M |
GOOGALPHABET INC | $24.7M |
VTIVANGUARD INDEX FDS | $24.3M |
CMFISHARES TR | $23.8M |
VTEBVANGUARD MUN BD FDS | $23.7M |
VWOBVANGUARD WHITEHALL FDS | $23.6M |
UNHUNITEDHEALTH GROUP INC | $22.1M |
HDHOME DEPOT INC | $22.1M |
MRKMERCK & CO INC | $19.3M |
VBVANGUARD INDEX FDS | $18.8M |
VOOVANGUARD INDEX FDS | $17.9M |
VIGVANGUARD SPECIALIZED FUNDS | $17.0M |
CVXCHEVRON CORP NEW | $17.0M |
SCHDSCHWAB STRATEGIC TR | $16.7M |
IJHISHARES TR | $14.1M |
MCDMCDONALDS CORP | $14.1M |
LLYELI LILLY & CO | $14.0M |
JMSIJ P MORGAN EXCHANGE TRADED F | $14.0M |
MDYSPDR S&P MIDCAP 400 ETF TR | $13.8M |
LOWLOWES COS INC | $13.7M |
FDRRFIDELITY COVINGTON TRUST | $13.6M |
XLYSELECT SECTOR SPDR TR | $13.6M |
ABBVABBVIE INC | $13.0M |
PZAINVESCO EXCH TRADED FD TR II | $12.7M |
TSLATESLA INC | $12.6M |
IWDISHARES TR | $12.5M |
TLTISHARES TR | $12.3M |
PFEPFIZER INC | $12.0M |
BACBANK AMERICA CORP | $11.2M |
PGPROCTER AND GAMBLE CO | $11.1M |
DFASDIMENSIONAL ETF TRUST | $10.8M |
SKYWSKYWEST INC | $10.8M |
EFAISHARES TR | $10.6M |
AVUVAMERICAN CENTY ETF TR | $10.3M |
IJRISHARES TR | $9.8M |
XLFSELECT SECTOR SPDR TR | $9.7M |
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