EP Wealth Advisors, LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$2.4T
Holdings
413
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (413 positions)
| Stock | Value |
|---|---|
LOWLOWES COS INC | $390K |
PGFINVESCO EXCHANGE TRADED FD T | $389K |
ROKROCKWELL AUTOMATION INC | $384K |
WEPMAGELLAN MIDSTREAM PRTNRS LP | $383K |
TRVCCITIGROUP INC | $381K |
IYRISHARES TR | $381K |
ISTBISHARES TR | $374K |
IWCISHARES TR | $373K |
MDYVSPDR SERIES TRUST | $371K |
TMUST MOBILE US INC | $370K |
IXNISHARES TR | $369K |
DFSEURDISCOVER FINL SVCS | $363K |
COPCONOCOPHILLIPS | $351K |
ELVANTHEM INC | $348K |
—MEDICINES CO | $343K |
IXJISHARES TR | $342K |
TRMBTRIMBLE INC | $339K |
LWLAMB WESTON HLDGS INC | $339K |
IGIBISHARES TR | $338K |
FISFIDELITY NATL INFORMATION SV | $332K |
ITOTISHARES TR | $322K |
CDWCDW CORP | $317K |
CBRECBRE GROUP INC | $313K |
INTUINTUIT | $312K |
PAYXPAYCHEX INC | $309K |
SCHASCHWAB STRATEGIC TR | $308K |
MDTMEDTRONIC PLC | $307K |
VFCV F CORP | $304K |
VTEBVANGUARD MUN BD FD INC | $304K |
FDSFACTSET RESH SYS INC | $303K |
IJTISHARES TR | $291K |
DHRDANAHER CORPORATION | $291K |
BDXBECTON DICKINSON & CO | $291K |
NUMVNUSHARES ETF TR | $289K |
LRCXEURLAM RESEARCH CORP | $289K |
VIGIVANGUARD WHITEHALL FDS INC | $289K |
SIVBEURSVB FINL GROUP | $283K |
COR1EURCORESITE RLTY CORP | $282K |
BSCKINVESCO EXCH TRD SLF IDX FD | $282K |
FVDFIRST TR VALUE LINE DIVID IN | $280K |
UNHUNITEDHEALTH GROUP INC | $279K |
BSCLINVESCO EXCH TRD SLF IDX FD | $277K |
ADSKAUTODESK INC | $277K |
ASMLASML HOLDING N V | $276K |
MTUMISHARES TR | $276K |
AKXANSYS INC | $272K |
AIGAMERICAN INTL GROUP INC | $272K |
AZNASTRAZENECA PLC | $270K |
ELLAUDER ESTEE COS INC | $270K |
A4SAMERIPRISE FINL INC | $267K |
DELLDELL TECHNOLOGIES INC | $266K |
PPGPPG INDS INC | $266K |
SBACSBA COMMUNICATIONS CORP NEW | $265K |
CACCCREDIT ACCEP CORP MICH | $265K |
RWRSPDR SERIES TRUST | $260K |
STPZPIMCO ETF TR | $259K |
GNMAISHARES TR | $258K |
SPHDINVESCO EXCHNG TRADED FD TR | $254K |
IAUUSDISHARES GOLD TRUST | $253K |
BKNGBOOKING HLDGS INC | $251K |
GILDGILEAD SCIENCES INC | $250K |
PRFINVESCO EXCHANGE TRADED FD T | $250K |
IOOISHARES TR | $246K |
FISVFISERV INC | $245K |
VVVANGUARD INDEX FDS | $243K |
METMETLIFE INC | $242K |
MARMARRIOTT INTL INC NEW | $236K |
BCOBRINKS CO | $235K |
AMDADVANCED MICRO DEVICES INC | $234K |
DC4DEXCOM INC | $233K |
HEIHEICO CORP NEW | $228K |
PRUPRUDENTIAL FINL INC | $226K |
GDXVANECK VECTORS ETF TRUST | $226K |
DHID R HORTON INC | $224K |
PNCPNC FINL SVCS GROUP INC | $222K |
EMREMERSON ELEC CO | $222K |
ABALLIANCEBERNSTEIN HOLDING LP | $221K |
CQPCHENIERE ENERGY PARTNERS LP | $220K |
ROPROPER TECHNOLOGIES INC | $218K |
XYLXYLEM INC | $217K |
VMBSVANGUARD SCOTTSDALE FDS | $216K |
DSIISHARES TR | $215K |
CSXCSX CORP | $214K |
ZIONZIONS BANCORPORATION N A | $214K |
CMGCHIPOTLE MEXICAN GRILL INC | $213K |
SEESEALED AIR CORP NEW | $211K |
PEYINVESCO EXCHANGE TRADED FD T | $211K |
CITCINTAS CORP | $209K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $209K |
SIGISELECTIVE INS GROUP INC | $209K |
TAKTAKEDA PHARMACEUTICAL CO LTD | $206K |
LEALEAR CORP | $205K |
DWDMORGAN STANLEY | $203K |
BSCMUSDINVESCO EXCH TRD SLF IDX FD | $203K |
RIORIO TINTO PLC | $202K |
ARKKARK ETF TR | $201K |
SYYSYSCO CORP | $201K |
UNUSDUNILEVER N V | $200K |
SIRIEURSIRIUS XM HLDGS INC | $199K |
—VIRNETX HLDG CORP | $182K |