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 |
|---|---|
AVNSAVANOS MED INC | $161K |
AMANTERO MIDSTREAM CORP | $159K |
PBWINVESCO EXCHANGE TRADED FD T | $159K |
NUSI1USDNEOS ETF TRUST | $158K |
SPYINEOS ETF TRUST | $157K |
ACHRARCHER AVIATION INC | $156K |
CRBNISHARES TR | $156K |
RDVYFIRST TR EXCHANGE-TRADED FD | $156K |
USALIBERTY ALL STAR EQUITY FD | $155K |
BSMRINVESCO EXCH TRD SLF IDX FD | $155K |
EQWLINVESCO EXCHANGE TRADED FD T | $153K |
SPMBSPDR SER TR | $151K |
SPXNPROSHARES TR | $151K |
PDTHANCOCK JOHN PREM DIVID FD | $148K |
BVSBIOVENTUS INC | $148K |
ICLNISHARES TR | $146K |
HLHECLA MNG CO | $146K |
G2CEVERI HLDGS INC | $143K |
IMTMISHARES TR | $143K |
RIVNRIVIAN AUTOMOTIVE INC | $142K |
EBNDSPDR SER TR | $141K |
URTHISHARES INC | $140K |
PGXINVESCO EXCH TRADED FD TR II | $139K |
BAC 7.25 PERP LBANK AMERICA CORP | $139K |
KOMPSPDR SER TR | $139K |
PPAINVESCO EXCHANGE TRADED FD T | $138K |
REGLPROSHARES TR | $138K |
SPHYSPDR SER TR | $136K |
BKLNINVESCO EXCH TRADED FD TR II | $133K |
IYRISHARES TR | $133K |
BBEUJ P MORGAN EXCHANGE TRADED F | $132K |
FTXNFIRST TR EXCHANGE-TRADED FD | $132K |
BBCAJ P MORGAN EXCHANGE TRADED F | $130K |
FELGFIDELITY COVINGTON TRUST | $129K |
PSCMINVESCO EXCH TRADED FD TR II | $128K |
PHOINVESCO EXCHANGE TRADED FD T | $126K |
COSTCOSTCO WHSL CORP NEW | $125K |
VONVVANGUARD SCOTTSDALE FDS | $125K |
FXZFIRST TR EXCHANGE TRADED FD | $124K |
IDV*ISHARES TR | $122K |
HEIHEICO CORP NEW | $122K |
PEYINVESCO EXCHANGE TRADED FD T | $122K |
FXRFIRST TR EXCHANGE TRADED FD | $120K |
IAGGISHARES TR | $120K |
MINTPIMCO ETF TR | $119K |
CDECOEUR MNG INC | $117K |
WBAWALGREENS BOOTS ALLIANCE INC | $117K |
PTNQPACER FDS TR | $115K |
SOYSUNOPTA INC | $113K |
SCHPSCHWAB STRATEGIC TR | $113K |
DIVOAMPLIFY ETF TR | $113K |
QQXTFIRST TR EXCHANGE-TRADED FD | $112K |
FLCAFRANKLIN TEMPLETON ETF TR | $112K |
AGNCAGNC INVT CORP | $112K |
XEXGXEATON VANCE TAX-MANAGED GLOB | $111K |
METAMETA PLATFORMS INC | $111K |
FDLOFIDELITY COVINGTON TRUST | $110K |
AVDEAMERICAN CENTY ETF TR | $110K |
VPLVANGUARD INTL EQUITY INDEX F | $110K |
UAUNDER ARMOUR INC | $110K |
EBSEMERGENT BIOSOLUTIONS INC | $110K |
IDGTISHARES TR | $109K |
SPLBSPDR SER TR | $109K |
SCHISCHWAB STRATEGIC TR | $109K |
EDIVSPDR INDEX SHS FDS | $108K |
IVOGVANGUARD ADMIRAL FDS INC | $107K |
NLRVANECK ETF TRUST | $107K |
DFAUDIMENSIONAL ETF TRUST | $107K |
CXMSPRINKLR INC | $105K |
UAAUNDER ARMOUR INC | $105K |
VFMOVANGUARD WELLINGTON FD | $104K |
PSCCINVESCO EXCH TRADED FD TR II | $104K |
FXLFIRST TR EXCHANGE TRADED FD | $103K |
IBHHISHARES TR | $102K |
IBHGISHARES TR | $101K |
GQREFLEXSHARES TR | $100K |
BSCVINVESCO EXCH TRD SLF IDX FD | $100K |
—INSPIRATO INCORPORATED | $100K |
KGCKINROSS GOLD CORP | $94K |
QBTSD-WAVE QUANTUM INC | $93K |
53SBRIDGE INVT GROUP HLDGS INC | $89K |
ACCOACCO BRANDS CORP | $85K |
GSATUSDGLOBALSTAR INC | $84K |
LXULSB INDS INC | $84K |
SIGASIGA TECHNOLOGIES INC | $83K |
JBLUJETBLUE AWYS CORP | $83K |
CFFNCAPITOL FED FINL INC | $79K |
VOOVANGUARD INDEX FDS | $79K |
BRYBERRY CORP | $75K |
HDSNHUDSON TECHNOLOGIES INC | $71K |
AMPYAMPLIFY ENERGY CORP NEW | $69K |
RLGTRADIANT LOGISTICS INC | $67K |
BLKBLACKROCK INC | $62K |
COMPCOMPASS INC | $59K |
SANBANCO SANTANDER S.A. | $55K |
PANLPANGAEA LOGISTICS SOLUTION L | $54K |
NDQINVESCO QQQ TR | $52K |
IVVISHARES TR | $51K |
STTKSHATTUCK LABS INC | $50K |
ALLOALLOGENE THERAPEUTICS INC | $49K |