EP Wealth Advisors, LLC Q4 2021 Filing
Filed February 17, 2022
Portfolio Value
$4.2B
Holdings
545
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (545 positions)
| Stock | Value |
|---|---|
RSPINVESCO EXCHANGE TRADED FD T | $5.1M |
EWEDWARDS LIFESCIENCES CORP | $5.1M |
VXUSVANGUARD STAR FDS | $5.1M |
ACWIISHARES TR | $4.8M |
VCSHVANGUARD SCOTTSDALE FDS | $4.8M |
DOVDOVER CORP | $4.7M |
IWVISHARES TR | $4.7M |
AMGNAMGEN INC | $4.7M |
SCHGSCHWAB STRATEGIC TR | $4.6M |
SCHASCHWAB STRATEGIC TR | $4.6M |
NKENIKE INC | $4.6M |
IWSISHARES TR | $4.5M |
BDXBECTON DICKINSON & CO | $4.4M |
AVDVAMERICAN CENTY ETF TR | $4.4M |
INTCINTEL CORP | $4.4M |
ESMLISHARES TR | $4.4M |
ABBVABBVIE INC | $4.3M |
IWMISHARES TR | $4.2M |
BACVERIZON COMMUNICATIONS INC | $4.2M |
PDPINVESCO EXCHANGE TRADED FD T | $4.1M |
IJSISHARES TR | $4.0M |
VGITVANGUARD SCOTTSDALE FDS | $4.0M |
IAUISHARES TR | $4.0M |
IJHISHARES TR | $4.0M |
IBDPISHARES TR | $3.9M |
BIVVANGUARD BD INDEX FDS | $3.9M |
WMTWALMART INC | $3.8M |
KLACKLA CORP | $3.8M |
VMBSVANGUARD SCOTTSDALE FDS | $3.8M |
SCHDSCHWAB STRATEGIC TR | $3.8M |
SCHVSCHWAB STRATEGIC TR | $3.7M |
IWBISHARES TR | $3.7M |
SDYSPDR SER TR | $3.6M |
VVVANGUARD INDEX FDS | $3.6M |
TAT&T INC | $3.5M |
IUSVISHARES TR | $3.5M |
SRESEMPRA | $3.4M |
VLUEISHARES TR | $3.3M |
ABTABBOTT LABS | $3.3M |
VCITVANGUARD SCOTTSDALE FDS | $3.3M |
KOCOCA COLA CO | $3.3M |
FDNFIRST TR EXCHANGE-TRADED FD | $3.2M |
IYY*ISHARES TR | $3.2M |
GWWGRAINGER W W INC | $3.0M |
UBSIUNITED BANKSHARES INC WEST V | $3.0M |
AMDADVANCED MICRO DEVICES INC | $3.0M |
BABOEING CO | $3.0M |
VGSHVANGUARD SCOTTSDALE FDS | $3.0M |
ACNACCENTURE PLC IRELAND | $3.0M |
AXPAMERICAN EXPRESS CO | $2.9M |
CLCOLGATE PALMOLIVE CO | $2.9M |
FAFFIRST AMERN FINL CORP | $2.8M |
ADBEADOBE SYSTEMS INCORPORATED | $2.8M |
ORCLORACLE CORP | $2.8M |
SCHXSCHWAB STRATEGIC TR | $2.7M |
VOVANGUARD INDEX FDS | $2.7M |
DYHTARGET CORP | $2.7M |
CMCSACOMCAST CORP NEW | $2.7M |
ABNBAIRBNB INC | $2.7M |
GDGENERAL DYNAMICS CORP | $2.7M |
DLNWISDOMTREE TR | $2.6M |
VGTVANGUARD WORLD FDS | $2.6M |
MGVVANGUARD WORLD FD | $2.6M |
ISRGINTUITIVE SURGICAL INC | $2.6M |
VEUVANGUARD INTL EQUITY INDEX F | $2.5M |
SPLVINVESCO EXCH TRADED FD TR II | $2.5M |
NEENEXTERA ENERGY INC | $2.5M |
CZAINVESCO EXCHANGE TRADED FD T | $2.5M |
PLDPROLOGIS INC. | $2.4M |
XLCSELECT SECTOR SPDR TR | $2.4M |
AQLTISHARES TR | $2.4M |
FDVVFIDELITY COVINGTON TRUST | $2.4M |
SUSBISHARES TR | $2.3M |
VWOBVANGUARD WHITEHALL FDS | $2.3M |
UPSUNITED PARCEL SERVICE INC | $2.3M |
JCIJOHNSON CTLS INTL PLC | $2.2M |
XLESELECT SECTOR SPDR TR | $2.1M |
MDYSPDR S&P MIDCAP 400 ETF TR | $2.1M |
ESGUISHARES TR | $2.1M |
TIPISHARES TR | $2.1M |
MMM3M CO | $2.0M |
FNDFSCHWAB STRATEGIC TR | $2.0M |
MCKMCKESSON CORP | $2.0M |
GLPIGAMING & LEISURE PPTYS INC | $2.0M |
ICFISHARES TR | $2.0M |
INTUINTUIT | $2.0M |
VGKVANGUARD INTL EQUITY INDEX F | $1.9M |
CRMSALESFORCE COM INC | $1.9M |
AQLTISHARES TR | $1.9M |
STLDSTEEL DYNAMICS INC | $1.9M |
AQLTISHARES TR | $1.9M |
TERTERADYNE INC | $1.8M |
XTISHARES TR | $1.8M |
MRKMERCK & CO INC | $1.8M |
GEGENERAL ELECTRIC CO | $1.8M |
YUMYUM BRANDS INC | $1.8M |
PYPLPAYPAL HLDGS INC | $1.8M |
SCHZSCHWAB STRATEGIC TR | $1.8M |
LLYLILLY ELI & CO | $1.8M |
MAMASTERCARD INCORPORATED | $1.8M |