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 |
|---|---|
TMUST-MOBILE US INC | $214K |
GNRCGENERAC HLDGS INC | $213K |
KHCKRAFT HEINZ CO | $211K |
VONGVANGUARD SCOTTSDALE FDS | $211K |
HEZUISHARES TR | $208K |
EAGGISHARES TR | $208K |
NRANRG ENERGY INC | $207K |
ABJAABB LTD | $206K |
EAELECTRONIC ARTS INC | $206K |
ALLYALLY FINL INC | $205K |
XLBSELECT SECTOR SPDR TR | $204K |
SPSBSPDR SER TR | $203K |
HPEHEWLETT PACKARD ENTERPRISE C | $194K |
BCSBARCLAYS PLC | $192K |
—ATLAS CORP | $160K |
BBVABANCO BILBAO VIZCAYA ARGENTA | $155K |
VTRSVIATRIS INC | $148K |
SMFGSUMITOMO MITSUI FINL GROUP I | $111K |
—VIRNETX HLDG CORP | $106K |
NLYEURANNALY CAPITAL MANAGEMENT IN | $94K |
AMZNAMAZON COM INC | $84K |
GOOGLALPHABET INC | $80K |
ZNGAEURZYNGA INC | $71K |
COSTCOSTCO WHSL CORP NEW | $66K |
NYMTEURNEW YORK MTG TR INC | $63K |
AVGOBROADCOM INC | $59K |
GSATUSDGLOBALSTAR INC | $47K |
DHYCREDIT SUISSE HIGH YIELD BD | $44K |
DHFBNY MELLON HIGH YIELD STRATE | $31K |
—ECOARK HLDGS INC | $26K |
—PAVMED INC | $25K |
GOOGALPHABET INC | $19K |
—MIND MEDICINE MINDMED INC | $17K |
UNHUNITEDHEALTH GROUP INC | $14K |
TSLATESLA INC | $8K |
TMOTHERMO FISHER SCIENTIFIC INC | $8K |
VXUSVANGUARD STAR FDS | $5K |
GWWGRAINGER W W INC | $3K |
ADBEADOBE SYSTEMS INCORPORATED | $3K |
MDYSPDR S&P MIDCAP 400 ETF TR | $2K |
INTUINTUIT | $2K |
NFLXNETFLIX INC | $1K |
CABOCABLE ONE INC | $1K |
EQIXEQUINIX INC | $1K |
SOXXISHARES TR | $1K |
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