EP Wealth Advisors, LLC Q3 2024 Filing
Filed November 15, 2024
Portfolio Value
$11.6B
Holdings
1,181
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (1,181 positions)
| Stock | Value |
|---|---|
AZNASTRAZENECA PLC | $2K |
AFLAFLAC INC | $2K |
OUNZVANECK MERK GOLD ETF | $2K |
NVSNNOVARTIS AG | $2K |
DONWISDOMTREE TR | $2K |
FNDXSCHWAB STRATEGIC TR | $2K |
UHSUNIVERSAL HLTH SVCS INC | $2K |
REGNREGENERON PHARMACEUTICALS | $2K |
DHID R HORTON INC | $2K |
SGOVISHARES TR | $2K |
PSXPHILLIPS 66 | $2K |
GEVGE VERNOVA INC | $2K |
AONAON PLC | $2K |
CWBSPDR SER TR | $2K |
TXTTEXTRON INC | $1K |
SPTMSPDR SER TR | $1K |
FTNTFORTINET INC | $1K |
MDTMEDTRONIC PLC | $1K |
MASMASCO CORP | $1K |
TRVTRAVELERS COMPANIES INC | $1K |
ESGVVANGUARD WORLD FD | $1K |
IJTISHARES TR | $1K |
AG8AGILENT TECHNOLOGIES INC | $1K |
EBAEBAY INC. | $1K |
IBBISHARES TR | $1K |
JBLJABIL INC | $1K |
IEUSISHARES TR | $1K |
URIUNITED RENTALS INC | $1K |
WTWWILLIS TOWERS WATSON PLC LTD | $1K |
METMETLIFE INC | $1K |
VCRVANGUARD WORLD FD | $1K |
BRBROADRIDGE FINL SOLUTIONS IN | $1K |
EWEDWARDS LIFESCIENCES CORP | $1K |
BSXBOSTON SCIENTIFIC CORP | $1K |
PTFINVESCO EXCHANGE TRADED FD T | $1K |
BTZBLACKROCK CR ALLOCATION INCO | $1K |
MSCIMSCI INC | $1K |
DDDUPONT DE NEMOURS INC | $1K |
SPYVSPDR SER TR | $1K |
BROBROWN & BROWN INC | $1K |
BF/ABROWN FORMAN CORP | $1K |
VDEVANGUARD WORLD FD | $1K |
IFNINDIA FD INC | $1K |
CDWCDW CORP | $1K |
NXPINXP SEMICONDUCTORS N V | $1K |
ADIANALOG DEVICES INC | $1K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $1K |
SYYSYSCO CORP | $1K |
EAELECTRONIC ARTS INC | $1K |
JEPQJ P MORGAN EXCHANGE TRADED F | $1K |
SLBSCHLUMBERGER LTD | $1K |
IDEVISHARES TR | $1K |
7HPHP INC | $1K |
FNDASCHWAB STRATEGIC TR | $1K |
VPUVANGUARD WORLD FD | $1K |
DOWDOW INC | $1K |
ABGCENCORA INC | $1K |
MCHPMICROCHIP TECHNOLOGY INC. | $1K |
PRFINVESCO EXCHANGE TRADED FD T | $1K |
TTDTHE TRADE DESK INC | $1K |
PRCTPROCEPT BIOROBOTICS CORP | $1K |
IDXXIDEXX LABS INC | $1K |
MTGMGIC INVT CORP WIS | $1K |
VONEVANGUARD SCOTTSDALE FDS | $1K |
MTBM & T BK CORP | $1K |
AMEAMETEK INC | $1K |
AEPAMERICAN ELEC PWR CO INC | $1K |
IGPTINVESCO EXCHANGE TRADED FD T | $1K |
PSAPUBLIC STORAGE OPER CO | $1K |
ESEVERSOURCE ENERGY | $1K |
EDCONSOLIDATED EDISON INC | $1K |
ICEINTERCONTINENTAL EXCHANGE IN | $1K |
AKAMAKAMAI TECHNOLOGIES INC | $1K |
SHELSHELL PLC | $1K |
DECKDECKERS OUTDOOR CORP | $1K |
CMICUMMINS INC | $1K |
TLTISHARES TR | $1K |
ULTAULTA BEAUTY INC | $1K |
ESGUISHARES TR | $1K |
SOXLDIREXION SHS ETF TR | $1K |
ELVELEVANCE HEALTH INC | $1K |
NTRSNORTHERN TR CORP | $1K |
CLXCLOROX CO DEL | $1K |
ITWILLINOIS TOOL WKS INC | $1K |
GBCIGLACIER BANCORP INC NEW | $1K |
ENBENBRIDGE INC | $1K |
GEMGOLDMAN SACHS ETF TR | $1K |
SNPSSYNOPSYS INC | $1K |
CDNSCADENCE DESIGN SYSTEM INC | $1K |
DFSEURDISCOVER FINL SVCS | $1K |
STIPISHARES TR | $1K |
ULUNILEVER PLC | $1K |
A4SAMERIPRISE FINL INC | $1K |
CTVACORTEVA INC | $1K |
SCHMSCHWAB STRATEGIC TR | $1K |
SHOPSHOPIFY INC | $1K |
FNDESCHWAB STRATEGIC TR | $1K |
SHVISHARES TR | $989 |
ETENERGY TRANSFER L P | $986 |
BTTBLACKROCK MUN TARGET TERM TR | $979 |