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 |
|---|---|
CITHE CIGNA GROUP | $2.8B |
VCSHVANGUARD SCOTTSDALE FDS | $2.8B |
VLUEISHARES TR | $2.7B |
SPYVSPDR SER TR | $2.7B |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2.7B |
GILDGILEAD SCIENCES INC | $2.7B |
KMBKIMBERLY-CLARK CORP | $2.7B |
IXUSISHARES TR | $2.7B |
FDXFEDEX CORP | $2.7B |
TMUST-MOBILE US INC | $2.7B |
EAGGISHARES TR | $2.6B |
SHWSHERWIN WILLIAMS CO | $2.6B |
GISGENERAL MLS INC | $2.6B |
VNQVANGUARD INDEX FDS | $2.6B |
VRTXVERTEX PHARMACEUTICALS INC | $2.6B |
SLYVSPDR SER TR | $2.6B |
FISVFISERV INC | $2.6B |
GBDCGOLUB CAP BDC INC | $2.6B |
OREALTY INCOME CORP | $2.6B |
FCNCAFIRST CTZNS BANCSHARES INC N | $2.6B |
TRVCCITIGROUP INC | $2.5B |
SCHESCHWAB STRATEGIC TR | $2.5B |
SCHBSCHWAB STRATEGIC TR | $2.5B |
LINLINDE PLC | $2.5B |
HEIHEICO CORP NEW | $2.5B |
DFEVDIMENSIONAL ETF TRUST | $2.5B |
FAFFIRST AMERN FINL CORP | $2.5B |
ISCVISHARES TR | $2.4B |
MUMICRON TECHNOLOGY INC | $2.4B |
VYMIVANGUARD WHITEHALL FDS | $2.4B |
VIOVVANGUARD ADMIRAL FDS INC | $2.4B |
PHPARKER-HANNIFIN CORP | $2.4B |
PWRQUANTA SVCS INC | $2.3B |
DEDEERE & CO | $2.3B |
SPLVINVESCO EXCH TRADED FD TR II | $2.3B |
ITA*ISHARES TR | $2.3B |
FNCLFIDELITY COVINGTON TRUST | $2.3B |
EWEDWARDS LIFESCIENCES CORP | $2.3B |
JVALJ P MORGAN EXCHANGE TRADED F | $2.3B |
DYHTARGET CORP | $2.2B |
PLTRPALANTIR TECHNOLOGIES INC | $2.2B |
SMOTVANECK ETF TRUST | $2.2B |
IUSGISHARES TR | $2.2B |
SLVISHARES SILVER TR | $2.2B |
FDISFIDELITY COVINGTON TRUST | $2.1B |
NULVNUSHARES ETF TR | $2.1B |
IBITISHARES BITCOIN TRUST ETF | $2.1B |
GDXVANECK ETF TRUST | $2.1B |
CBCHUBB LIMITED | $2.1B |
CZAINVESCO EXCHANGE TRADED FD T | $2.1B |
SOXXISHARES TR | $2.1B |
PZTINVESCO EXCH TRADED FD TR II | $2.1B |
PMAYINNOVATOR ETFS TRUST | $2.1B |
EOGEOG RES INC | $2.1B |
CMGCHIPOTLE MEXICAN GRILL INC | $2.1B |
SSDSIMPSON MFG INC | $2.0B |
FLSWFRANKLIN TEMPLETON ETF TR | $2.0B |
FNFFIDELITY NATIONAL FINANCIAL | $2.0B |
LDOSLEIDOS HOLDINGS INC | $2.0B |
TIPISHARES TR | $2.0B |
FNDESCHWAB STRATEGIC TR | $2.0B |
VTRSVIATRIS INC | $2.0B |
FDVVFIDELITY COVINGTON TRUST | $2.0B |
DALDELTA AIR LINES INC DEL | $2.0B |
GLPIGAMING & LEISURE PPTYS INC | $2.0B |
FBTCFIDELITY WISE ORIGIN BITCOIN | $1.9B |
GEVGE VERNOVA INC | $1.9B |
YUMYUM BRANDS INC | $1.9B |
PCARPACCAR INC | $1.9B |
INTCINTEL CORP | $1.9B |
AZNASTRAZENECA PLC | $1.9B |
HIGHARTFORD FINL SVCS GROUP INC | $1.8B |
IRMIRON MTN INC DEL | $1.8B |
TTDTHE TRADE DESK INC | $1.8B |
TRVTRAVELERS COMPANIES INC | $1.8B |
NOBLPROSHARES TR | $1.8B |
KHCKRAFT HEINZ CO | $1.8B |
UTWORBB FD INC | $1.8B |
BSXBOSTON SCIENTIFIC CORP | $1.7B |
NSCNORFOLK SOUTHN CORP | $1.7B |
AFLAFLAC INC | $1.7B |
SPSMSPDR SER TR | $1.7B |
MARMARRIOTT INTL INC NEW | $1.7B |
MBBISHARES TR | $1.7B |
AVDVAMERICAN CENTY ETF TR | $1.7B |
BF/BBROWN FORMAN CORP | $1.7B |
NEMNEWMONT CORP | $1.7B |
DSIISHARES TR | $1.6B |
FNDXSCHWAB STRATEGIC TR | $1.6B |
VCITVANGUARD SCOTTSDALE FDS | $1.6B |
SPDWSPDR INDEX SHS FDS | $1.6B |
DONWISDOMTREE TR | $1.6B |
PCGPG&E CORP | $1.6B |
JBLJABIL INC | $1.6B |
MDLZMONDELEZ INTL INC | $1.6B |
OUNZVANECK MERK GOLD ETF | $1.6B |
SPTMSPDR SER TR | $1.6B |
IJJISHARES TR | $1.6B |
TPLTEXAS PACIFIC LAND CORPORATI | $1.6B |
PLDPROLOGIS INC. | $1.6B |