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 |
|---|---|
BALLBALL CORP | $694K |
DWDMORGAN STANLEY | $692K |
ETNEATON CORP PLC | $691K |
IJJISHARES TR | $686K |
IEFISHARES TR | $683K |
LHXL3HARRIS TECHNOLOGIES INC | $680K |
SCHMSCHWAB STRATEGIC TR | $665K |
PRFINVESCO EXCHANGE TRADED FD T | $664K |
AMEAMETEK INC | $663K |
SPIPSPDR SER TR | $663K |
SPDWSPDR INDEX SHS FDS | $656K |
DESWISDOMTREE TR | $649K |
SLYSPDR SER TR | $640K |
NUMVNUSHARES ETF TR | $638K |
PHPARKER-HANNIFIN CORP | $637K |
EFVISHARES TR | $637K |
LULULULULEMON ATHLETICA INC | $636K |
7HPHP INC | $634K |
OREALTY INCOME CORP | $634K |
DDDUPONT DE NEMOURS INC | $625K |
DOCUDOCUSIGN INC | $624K |
TFCTRUIST FINL CORP | $619K |
CTVACORTEVA INC | $615K |
DC4DEXCOM INC | $609K |
IYCISHARES TR | $601K |
MDYGSPDR SER TR | $594K |
ECLECOLAB INC | $592K |
BABAALIBABA GROUP HLDG LTD | $589K |
FISVFISERV INC | $589K |
ROKROCKWELL AUTOMATION INC | $586K |
ROKUROKU INC | $581K |
CICIGNA CORP NEW | $573K |
SYYSYSCO CORP | $557K |
A4SAMERIPRISE FINL INC | $556K |
PIEINVESCO EXCH TRADED FD TR II | $555K |
NVONOVO-NORDISK A S | $553K |
IVOVVANGUARD ADMIRAL FDS INC | $552K |
EDCONSOLIDATED EDISON INC | $548K |
MCHPMICROCHIP TECHNOLOGY INC. | $543K |
NUMGNUSHARES ETF TR | $542K |
FQIDIGITAL RLTY TR INC | $536K |
XNCRXENCOR INC | $530K |
PTHINVESCO EXCHANGE TRADED FD T | $529K |
MDTMEDTRONIC PLC | $527K |
MINTPIMCO ETF TR | $526K |
SBACSBA COMMUNICATIONS CORP NEW | $521K |
APDAIR PRODS & CHEMS INC | $520K |
FDSFACTSET RESH SYS INC | $517K |
PRIPRIMERICA INC | $510K |
SLYVSPDR SER TR | $508K |
DFSEURDISCOVER FINL SVCS | $503K |
EMREMERSON ELEC CO | $500K |
CBCHUBB LIMITED | $499K |
MTUMISHARES TR | $495K |
AZNASTRAZENECA PLC | $494K |
NTAPNETAPP INC | $494K |
PNQIINVESCO EXCHANGE TRADED FD T | $493K |
PRUPRUDENTIAL FINL INC | $492K |
WEAWESTERN ALLIANCE BANCORP | $491K |
LQDISHARES TR | $487K |
LAMRLAMAR ADVERTISING CO NEW | $487K |
PPGPPG INDS INC | $483K |
MGKVANGUARD WORLD FD | $483K |
BIPBROOKFIELD INFRAST PARTNERS | $478K |
OMCOMNICOM GROUP INC | $477K |
SCHCSCHWAB STRATEGIC TR | $477K |
NETCLOUDFLARE INC | $475K |
IHIISHARES TR | $468K |
VFHVANGUARD WORLD FDS | $457K |
IAU*ISHARES GOLD TR | $455K |
CDWCDW CORP | $453K |
HTOSJW GROUP | $452K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $451K |
CRWDCROWDSTRIKE HLDGS INC | $450K |
MRNAMODERNA INC | $450K |
IVOGVANGUARD ADMIRAL FDS INC | $449K |
NOWSERVICENOW INC | $447K |
DONSPDR DOW JONES INDL AVERAGE | $447K |
ROSTROSS STORES INC | $447K |
MPCMARATHON PETE CORP | $445K |
FNDESCHWAB STRATEGIC TR | $442K |
ITA*ISHARES TR | $439K |
PSXPHILLIPS 66 | $436K |
SPIBSPDR SER TR | $436K |
DSIISHARES TR | $435K |
GDXVANECK ETF TRUST | $434K |
OLMAOLEMA PHARMACEUTICALS INC | $433K |
QUALISHARES TR | $425K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $424K |
YUMCYUM CHINA HLDGS INC | $418K |
CWBSPDR SER TR | $418K |
SCHPSCHWAB STRATEGIC TR | $416K |
FMSFRESENIUS MED CARE AG&CO KGA | $416K |
CACCCREDIT ACCEP CORP MICH | $413K |
ELLAUDER ESTEE COS INC | $413K |
ITGARTNER INC | $408K |
METMETLIFE INC | $408K |
DPZDOMINOS PIZZA INC | $408K |
GILDGILEAD SCIENCES INC | $406K |
VIOVVANGUARD ADMIRAL FDS INC | $405K |