EP Wealth Advisors, LLC Q3 2024 Filing

Filed November 15, 2024

Portfolio Value

$11.6M

Holdings

1,181

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (1,181 positions)

StockValue
SPGSIMON PPTY GROUP INC NEW
$312K
VGREURVECTOR GROUP LTD
$312K
PEGPUBLIC SVC ENTERPRISE GRP IN
$310K
ABNBAIRBNB INC
$310K
FCALFIRST TR EXCH TRADED FD III
$309K
EDENISHARES TR
$309K
XMMOINVESCO EXCHANGE TRADED FD T
$309K
GGENPACT LIMITED
$308K
EHCENCOMPASS HEALTH CORP
$308K
STAGSTAG INDL INC
$308K
STTSTATE STR CORP
$307K
EX9EXELIXIS INC
$306K
CLHCLEAN HARBORS INC
$305K
MCOMOODYS CORP
$304K
WMGWARNER MUSIC GROUP CORP
$304K
BIZDVANECK ETF TRUST
$304K
SABRSABRE CORP
$304K
REEVEREST GROUP LTD
$302K
IBDUISHARES TR
$302K
MTSIMACOM TECH SOLUTIONS HLDGS I
$301K
HTDCORCEPT THERAPEUTICS INC
$301K
PRFZINVESCO EXCHANGE TRADED FD T
$301K
FENIFIDELITY COVINGTON TRUST
$301K
FSLRFIRST SOLAR INC
$298K
VICIVICI PPTYS INC
$298K
CWCURTISS WRIGHT CORP
$298K
HACKAMPLIFY ETF TR
$296K
CHDCHURCH & DWIGHT CO INC
$296K
ADCAGREE RLTY CORP
$294K
BLKBBLACKBAUD INC
$293K
PIIMPINJ INC
$293K
CFLTCONFLUENT INC
$292K
RELYREMITLY GLOBAL INC
$292K
RCLROYAL CARIBBEAN GROUP
$290K
BGCBGC GROUP INC
$289K
WYNNWYNN RESORTS LTD
$289K
QYLDGLOBAL X FDS
$288K
AEEAMEREN CORP
$286K
HLNHALEON PLC
$285K
LNCLINCOLN NATL CORP IND
$284K
BALLBALL CORP
$283K
CGWINVESCO EXCH TRADED FD TR II
$283K
STKCOLUMBIA SELIGM PREM TECH GR
$281K
XEVVXEATON VANCE LTD DURATION INC
$281K
AYIACUITY BRANDS INC
$278K
TELTE CONNECTIVITY PLC
$277K
EBNDSPDR SER TR
$277K
XFRAXBLACKROCK FLOATING RATE INCO
$276K
AWCAMERICAN WTR WKS CO INC NEW
$274K
CTVHELIX ENERGY SOLUTIONS GRP I
$273K
LPLALPL FINL HLDGS INC
$272K
CRLCHARLES RIV LABS INTL INC
$272K
SCHCSCHWAB STRATEGIC TR
$271K
FNVFRANCO NEV CORP
$271K
CMECME GROUP INC
$270K
HRBBLOCK H & R INC
$269K
MTXMINERALS TECHNOLOGIES INC
$269K
MMSMAXIMUS INC
$269K
SKYYFIRST TR EXCHANGE TRADED FD
$269K
SWIMLATHAM GROUP INC
$269K
RGLDROYAL GOLD INC
$267K
SIGISELECTIVE INS GROUP INC
$267K
VONGVANGUARD SCOTTSDALE FDS
$266K
ALBALBEMARLE CORP
$265K
ABMABM INDS INC
$265K
WSOWATSCO INC
$265K
LIESUN LIFE FINANCIAL INC.
$265K
DHTDHT HOLDINGS INC
$264K
YELPYELP INC
$264K
SMARGBPSMARTSHEET INC
$264K
PETQEURPETIQ INC
$263K
AIC3 AI INC
$262K
AIVIWISDOMTREE TR
$261K
FBINFORTUNE BRANDS INNOVATIONS I
$261K
XNCRXENCOR INC
$261K
DIODDIODES INC
$260K
GIFIGULF IS FABRICATION INC
$259K
AMGAFFILIATED MANAGERS GROUP IN
$259K
PPLPPL CORP
$259K
HUBBHUBBELL INC
$257K
ONONON HLDG AG
$257K
WASHWASHINGTON TR BANCORP INC
$257K
LWLAMB WESTON HLDGS INC
$257K
CHKPCHECK POINT SOFTWARE TECH LT
$257K
XRNPXCOHEN & STEERS REIT & PFD &
$254K
ANDEANDERSONS INC
$252K
DRIDARDEN RESTAURANTS INC
$251K
HOGHARLEY DAVIDSON INC
$251K
MBCMASTERBRAND INC
$251K
WEXWEX INC
$251K
SONOSONOS INC
$251K
ROCKGIBRALTAR INDS INC
$250K
SCISERVICE CORP INTL
$250K
WYWEYERHAEUSER CO MTN BE
$250K
LFVNLIFEVANTAGE CORP
$249K
AMWDAMERICAN WOODMARK CORPORATIO
$249K
ADUSADDUS HOMECARE CORP
$248K
HWMHOWMET AEROSPACE INC
$248K
AOSSMITH A O CORP
$248K
PAYCPAYCOM SOFTWARE INC
$247K
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