EP Wealth Advisors, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$12.3B
Holdings
1,234
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,234 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $1.3T |
AAPLAPPLE INC | $513.3B |
VTVVANGUARD INDEX FDS | $420.0B |
BIVVANGUARD BD INDEX FDS | $341.9B |
VIGIVANGUARD WHITEHALL FDS | $300.6B |
MSFTMICROSOFT CORP | $289.8B |
IGSBISHARES TR | $266.7B |
VOTVANGUARD INDEX FDS | $237.6B |
AMZNAMAZON COM INC | $233.6B |
SPYSPDR S&P 500 ETF TR | $226.3B |
AGGISHARES TR | $224.4B |
VWOVANGUARD INTL EQUITY INDEX F | $209.7B |
AVGOBROADCOM INC | $209.2B |
VOEVANGUARD INDEX FDS | $206.5B |
GOOGLALPHABET INC | $193.2B |
NVDANVIDIA CORPORATION | $191.8B |
FUNLADVISOR MANAGED PORTFOLIOS | $178.6B |
JPMJPMORGAN CHASE & CO. | $164.2B |
XLKSELECT SECTOR SPDR TR | $159.2B |
DFLVDIMENSIONAL ETF TRUST | $152.3B |
VBKVANGUARD INDEX FDS | $129.0B |
COSTCOSTCO WHSL CORP NEW | $125.1B |
DFATDIMENSIONAL ETF TRUST | $124.2B |
AQLTISHARES TR | $123.5B |
MUBISHARES TR | $111.9B |
METAMETA PLATFORMS INC | $111.1B |
DFIVDIMENSIONAL ETF TRUST | $94.6B |
XOMEXXON MOBIL CORP | $91.2B |
HONHONEYWELL INTL INC | $82.4B |
CMFISHARES TR | $81.5B |
EFAISHARES TR | $81.0B |
VOOVANGUARD INDEX FDS | $79.2B |
JNJJOHNSON & JOHNSON | $78.7B |
NEENEXTERA ENERGY INC | $74.4B |
IWFISHARES TR | $73.9B |
VVISA INC | $72.9B |
CSCOCISCO SYS INC | $72.8B |
SYKSTRYKER CORPORATION | $69.5B |
VEAVANGUARD TAX-MANAGED FDS | $66.6B |
DFSVDIMENSIONAL ETF TRUST | $66.2B |
RTXRTX CORPORATION | $65.7B |
XLBSELECT SECTOR SPDR TR | $63.6B |
MCDMCDONALDS CORP | $62.4B |
BLKBLACKROCK INC | $62.3B |
ALSALLSTATE CORP | $61.1B |
AMTAMERICAN TOWER CORP NEW | $61.0B |
IWDISHARES TR | $59.0B |
JSCPJ P MORGAN EXCHANGE TRADED F | $57.3B |
VTIVANGUARD INDEX FDS | $54.5B |
SPGIS&P GLOBAL INC | $54.2B |
PEPPEPSICO INC | $53.5B |
DISDISNEY WALT CO | $53.3B |
NDQINVESCO QQQ TR | $52.4B |
BILSPDR SER TR | $52.3B |
IVVISHARES TR | $50.7B |
UNPUNION PAC CORP | $50.5B |
VWOBVANGUARD WHITEHALL FDS | $48.8B |
XLESELECT SECTOR SPDR TR | $48.0B |
XLFISELECT SECTOR SPDR TR | $45.5B |
HCAHCA HEALTHCARE INC | $44.7B |
UNHUNITEDHEALTH GROUP INC | $42.3B |
ESGDISHARES TR | $42.2B |
GOOGALPHABET INC | $42.0B |
DFACDIMENSIONAL ETF TRUST | $40.9B |
VTEBVANGUARD MUN BD FDS | $40.4B |
ZTSZOETIS INC | $40.3B |
XLYSELECT SECTOR SPDR TR | $40.1B |
DFAIDIMENSIONAL ETF TRUST | $37.9B |
XOPSPDR SER TR | $37.1B |
CMCSACOMCAST CORP NEW | $36.8B |
CRMSALESFORCE INC | $35.1B |
PZAINVESCO EXCH TRADED FD TR II | $33.3B |
MOATVANECK ETF TRUST | $31.2B |
SRESEMPRA | $30.9B |
NKENIKE INC | $30.8B |
QQQMINVESCO EXCH TRADED FD TR II | $30.8B |
TJXTJX COS INC NEW | $30.6B |
BCCCGLOBAL X FDS | $30.4B |
EFVISHARES TR | $29.8B |
HDHOME DEPOT INC | $29.0B |
TSLATESLA INC | $28.6B |
SOSOUTHERN CO | $28.3B |
MGKVANGUARD WORLD FD | $28.0B |
GPNGLOBAL PMTS INC | $27.9B |
LVLNSPDR SER TR | $26.7B |
ORLYOREILLY AUTOMOTIVE INC | $26.4B |
KEYSKEYSIGHT TECHNOLOGIES INC | $26.4B |
LLYELI LILLY & CO | $26.2B |
ROKROCKWELL AUTOMATION INC | $25.4B |
TAXXBONDBLOXX ETF TRUST | $25.2B |
AMLPALPS ETF TR | $25.2B |
SKYWSKYWEST INC | $24.7B |
EFGISHARES TR | $24.4B |
VIGVANGUARD SPECIALIZED FUNDS | $24.1B |
LBAYTIDAL ETF TR | $23.5B |
VLOVALERO ENERGY CORP | $22.8B |
VBVANGUARD INDEX FDS | $22.7B |
IJRISHARES TR | $22.6B |
PWZINVESCO EXCH TRADED FD TR II | $20.7B |
FDRRFIDELITY COVINGTON TRUST | $20.2B |
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