EP Wealth Advisors, LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$2.4B
Holdings
413
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (413 positions)
| Stock | Value |
|---|---|
VTVVANGUARD INDEX FDS | $340.5M |
IGSBISHARES TR | $211.5M |
VUGVANGUARD INDEX FDS | $165.0M |
VBVANGUARD INDEX FDS | $107.5M |
AAPLAPPLE INC | $83.3M |
SPYSPDR S&P 500 ETF TR | $50.4M |
MSFTMICROSOFT CORP | $50.0M |
JPMJPMORGAN CHASE & CO | $42.0M |
JNJJOHNSON & JOHNSON | $32.5M |
GOOGLALPHABET INC | $31.5M |
DISDISNEY WALT CO | $28.3M |
VWOVANGUARD INTL EQUITY INDEX F | $26.7M |
PEPPEPSICO INC | $26.6M |
AMZNAMAZON COM INC | $26.4M |
VVISA INC | $26.0M |
COSTCOSTCO WHSL CORP NEW | $25.4M |
VTIVANGUARD INDEX FDS | $24.4M |
UTXZUNITED TECHNOLOGIES CORP | $23.8M |
AMTAMERICAN TOWER CORP NEW | $23.5M |
XLKSELECT SECTOR SPDR TR | $22.9M |
HONHONEYWELL INTL INC | $22.6M |
ACNACCENTURE PLC IRELAND | $22.6M |
METAFACEBOOK INC | $22.3M |
ALSALLSTATE CORP | $21.8M |
XOMEXXON MOBIL CORP | $21.6M |
SYKSTRYKER CORP | $20.4M |
TJXTJX COS INC NEW | $20.4M |
BLKCHFBLACKROCK INC | $20.3M |
AVGOBROADCOM INC | $20.0M |
EFAISHARES TR | $19.9M |
SWKSTANLEY BLACK & DECKER INC | $19.6M |
VEAVANGUARD TAX MANAGED INTL FD | $18.1M |
BNDXVANGUARD CHARLOTTE FDS | $15.3M |
VEUVANGUARD INTL EQUITY INDEX F | $15.2M |
SPGIS&P GLOBAL INC | $15.2M |
UNPUNION PACIFIC CORP | $15.2M |
PLDPROLOGIS INC | $14.6M |
IWPISHARES TR | $14.6M |
TFCTRUIST FINL CORP | $14.5M |
CSCOCISCO SYS INC | $14.2M |
FMCF M C CORP | $13.9M |
CVSCVS HEALTH CORP | $13.8M |
XLYSELECT SECTOR SPDR TR | $13.5M |
IWDISHARES TR | $12.5M |
APTVAPTIV PLC | $12.3M |
MPCMARATHON PETE CORP | $11.7M |
VNQVANGUARD INDEX FDS | $11.6M |
—ALLERGAN PLC | $11.2M |
MRO*MARATHON OIL CORP | $10.8M |
GDGENERAL DYNAMICS CORP | $10.7M |
ESGDISHARES TR | $10.6M |
VOTVANGUARD INDEX FDS | $10.1M |
IVVISHARES TR | $9.4M |
GOOGALPHABET INC | $9.0M |
SCHGSCHWAB STRATEGIC TR | $8.6M |
VBKVANGUARD INDEX FDS | $8.5M |
XTISHARES TR | $8.1M |
IJRISHARES TR | $8.0M |
—ISHARES TR | $7.5M |
CVXCHEVRON CORP NEW | $7.2M |
BNDVANGUARD BD INDEX FD INC | $7.2M |
TIPISHARES TR | $7.1M |
BACVERIZON COMMUNICATIONS INC | $7.1M |
IAUISHARES TR | $7.0M |
—ISHARES TR | $6.9M |
VOEVANGUARD INDEX FDS | $6.9M |
IWSISHARES TR | $6.9M |
VXFVANGUARD INDEX FDS | $6.8M |
IWFISHARES TR | $6.8M |
DYHTARGET CORP | $6.8M |
BACBANK AMER CORP | $6.8M |
SCHVSCHWAB STRATEGIC TR | $6.7M |
VBRVANGUARD INDEX FDS | $6.7M |
UPSUNITED PARCEL SERVICE INC | $6.5M |
—UBS AG JERSEY BRH | $6.4M |
JPSTJP MORGAN EXCHANGE TRADED FD | $6.4M |
IWOISHARES TR | $6.1M |
TAT&T INC | $6.0M |
NKENIKE INC | $5.9M |
AXPAMERICAN EXPRESS CO | $5.7M |
HDHOME DEPOT INC | $5.5M |
KOCOCA COLA CO | $5.4M |
EMBISHARES TR | $5.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $5.0M |
IVWISHARES TR | $4.9M |
RSPINVESCO EXCHANGE TRADED FD T | $4.8M |
NDQINVESCO QQQ TR | $4.7M |
ICSHISHARES TR | $4.5M |
PFEPFIZER INC | $4.3M |
FMUSDISHARES INC | $4.1M |
IAUISHARES TR | $4.0M |
VOOVANGUARD INDEX FDS | $4.0M |
IWMISHARES TR | $3.8M |
PGPROCTER & GAMBLE CO | $3.8M |
AMGNAMGEN INC | $3.7M |
IWVISHARES TR | $3.6M |
INTCINTEL CORP | $3.5M |
IBDPISHARES TR | $3.5M |
VIGVANGUARD GROUP | $3.4M |
MUBISHARES TR | $3.4M |
Page 1 of 5Next