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 |
|---|---|
XLISELECT SECTOR SPDR TR | $1.8M |
IWRISHARES TR | $1.8M |
BSVVANGUARD BD INDEX FDS | $1.7M |
XLVSELECT SECTOR SPDR TR | $1.7M |
EFGISHARES TR | $1.7M |
LMTLOCKHEED MARTIN CORP | $1.6M |
SPEMSPDR INDEX SHS FDS | $1.6M |
TWLOTWILIO INC | $1.6M |
GBCIGLACIER BANCORP INC NEW | $1.6M |
IUSGISHARES TR | $1.5M |
USBUS BANCORP DEL | $1.5M |
DHID R HORTON INC | $1.5M |
VTVANGUARD INTL EQUITY INDEX F | $1.5M |
DONWISDOMTREE TR | $1.5M |
USMVISHARES TR | $1.4M |
SPTMSPDR SER TR | $1.4M |
IBMINTERNATIONAL BUSINESS MACHS | $1.4M |
VYMVANGUARD WHITEHALL FDS | $1.4M |
NFLXNETFLIX INC | $1.4M |
DGXQUEST DIAGNOSTICS INC | $1.4M |
VTEBVANGUARD MUN BD FDS | $1.4M |
TXNTEXAS INSTRS INC | $1.4M |
MOALTRIA GROUP INC | $1.4M |
GISGENERAL MLS INC | $1.4M |
—ISHARES TR | $1.3M |
CSXCSX CORP | $1.3M |
WPCWP CAREY INC | $1.3M |
MDGLMADRIGAL PHARMACEUTICALS INC | $1.3M |
CABOCABLE ONE INC | $1.3M |
SUBISHARES TR | $1.3M |
BXBLACKSTONE INC | $1.3M |
KMBKIMBERLY-CLARK CORP | $1.3M |
AG8AGILENT TECHNOLOGIES INC | $1.3M |
PTFINVESCO EXCHANGE TRADED FD T | $1.2M |
SCHWSCHWAB CHARLES CORP | $1.2M |
DWASINVESCO EXCH TRADED FD TR II | $1.2M |
BNDVANGUARD BD INDEX FDS | $1.2M |
AREALEXANDRIA REAL ESTATE EQ IN | $1.2M |
EQIXEQUINIX INC | $1.2M |
RBLXROBLOX CORP | $1.2M |
ADPAUTOMATIC DATA PROCESSING IN | $1.2M |
COPCONOCOPHILLIPS | $1.1M |
4I1PHILIP MORRIS INTL INC | $1.1M |
GQ9SPDR GOLD TR | $1.1M |
CATCATERPILLAR INC | $1.1M |
IGPTINVESCO EXCHANGE TRADED FD T | $1.1M |
BSYBENTLEY SYS INC | $1.1M |
CLXCLOROX CO DEL | $1.1M |
SOXXISHARES TR | $1.1M |
ZIONZIONS BANCORPORATION N A | $1.1M |
PFFISHARES TR | $1.1M |
SOSOUTHERN CO | $1.1M |
PBWINVESCO EXCHANGE TRADED FD T | $1.0M |
TTCTORO CO | $1.0M |
ILCGISHARES TR | $1.0M |
SCHBSCHWAB STRATEGIC TR | $1.0M |
BONDPIMCO ETF TR | $999K |
TROWPRICE T ROWE GROUP INC | $993K |
LRCXEURLAM RESEARCH CORP | $993K |
XLFSELECT SECTOR SPDR TR | $988K |
IEMGISHARES INC | $974K |
MARMARRIOTT INTL INC NEW | $964K |
DOWDOW INC | $963K |
EWBCEAST WEST BANCORP INC | $948K |
PFMINVESCO EXCHANGE TRADED FD T | $947K |
SHWSHERWIN WILLIAMS CO | $944K |
LINLINDE PLC | $929K |
TSNTYSON FOODS INC | $924K |
PHYS/USPROTT PHYSICAL GOLD TR | $910K |
GRMNGARMIN LTD | $899K |
DGROISHARES TR | $898K |
8CWCROWN CASTLE INTL CORP NEW | $889K |
IGVISHARES TR | $873K |
SHMSPDR SER TR | $868K |
CHTRCHARTER COMMUNICATIONS INC N | $842K |
CMICUMMINS INC | $825K |
MDLZMONDELEZ INTL INC | $822K |
BAXBAXTER INTL INC | $807K |
PZAINVESCO EXCH TRADED FD TR II | $806K |
SHOPSHOPIFY INC | $804K |
MUMICRON TECHNOLOGY INC | $798K |
PSIINVESCO EXCHANGE TRADED FD T | $796K |
APPAPPLOVIN CORP | $778K |
GSGOLDMAN SACHS GROUP INC | $778K |
RMERESMED INC | $778K |
FFORD MTR CO DEL | $776K |
SIVBEURSVB FINANCIAL GROUP | $773K |
DHRDANAHER CORPORATION | $767K |
MRVLMARVELL TECHNOLOGY INC | $766K |
GUNRFLEXSHARES TR | $764K |
PKBINVESCO EXCHANGE TRADED FD T | $763K |
WMWASTE MGMT INC DEL | $753K |
HRLHORMEL FOODS CORP | $743K |
NVSNNOVARTIS AG | $742K |
GPCGENUINE PARTS CO | $733K |
AMATAPPLIED MATLS INC | $728K |
DUKDUKE ENERGY CORP NEW | $726K |
TRVCCITIGROUP INC | $704K |
ITOTISHARES TR | $703K |
CDNSCADENCE DESIGN SYSTEM INC | $699K |