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 |
|---|---|
VCRVANGUARD WORLD FD | $1.5B |
VDEVANGUARD WORLD FD | $1.5B |
CNCCENTENE CORP DEL | $1.5B |
ESGEISHARES INC | $1.5B |
CWBSPDR SER TR | $1.5B |
PTFINVESCO EXCHANGE TRADED FD T | $1.5B |
MGVVANGUARD WORLD FD | $1.5B |
OKEONEOK INC NEW | $1.5B |
XLGINVESCO EXCHANGE TRADED FD T | $1.5B |
USFRWISDOMTREE TR | $1.5B |
JEPQJ P MORGAN EXCHANGE TRADED F | $1.5B |
HDVISHARES TR | $1.5B |
FTNTFORTINET INC | $1.5B |
NTAPNETAPP INC | $1.5B |
CEGCONSTELLATION ENERGY CORP | $1.5B |
ITWILLINOIS TOOL WKS INC | $1.4B |
AONAON PLC | $1.4B |
QDFFLEXSHARES TR | $1.4B |
SGOVISHARES TR | $1.4B |
WTWWILLIS TOWERS WATSON PLC LTD | $1.4B |
BBYBEST BUY INC | $1.4B |
IJTISHARES TR | $1.4B |
A4SAMERIPRISE FINL INC | $1.4B |
VGITVANGUARD SCOTTSDALE FDS | $1.4B |
BRBROADRIDGE FINL SOLUTIONS IN | $1.3B |
MSCIMSCI INC | $1.3B |
VSSVANGUARD INTL EQUITY INDEX F | $1.3B |
SPEMSPDR INDEX SHS FDS | $1.3B |
METMETLIFE INC | $1.3B |
BSCSINVESCO EXCH TRD SLF IDX FD | $1.3B |
EBAEBAY INC. | $1.3B |
EIXEDISON INTL | $1.3B |
DDDUPONT DE NEMOURS INC | $1.3B |
BSVVANGUARD BD INDEX FDS | $1.3B |
ASMLASML HOLDING N V | $1.3B |
FNDFSCHWAB STRATEGIC TR | $1.3B |
MASMASCO CORP | $1.3B |
VEUVANGUARD INTL EQUITY INDEX F | $1.3B |
DFSEURDISCOVER FINL SVCS | $1.3B |
ESEVERSOURCE ENERGY | $1.3B |
AG8AGILENT TECHNOLOGIES INC | $1.3B |
EAELECTRONIC ARTS INC | $1.3B |
DECKDECKERS OUTDOOR CORP | $1.3B |
PRFINVESCO EXCHANGE TRADED FD T | $1.2B |
DFSIDIMENSIONAL ETF TRUST | $1.2B |
IEUSISHARES TR | $1.2B |
IGROISHARES TR | $1.2B |
UHSUNIVERSAL HLTH SVCS INC | $1.2B |
LQDISHARES TR | $1.2B |
IBBISHARES TR | $1.2B |
CDNSCADENCE DESIGN SYSTEM INC | $1.2B |
NTRSNORTHERN TR CORP | $1.2B |
CARRCARRIER GLOBAL CORPORATION | $1.2B |
SHOPSHOPIFY INC | $1.2B |
SPYMSPDR SER TR | $1.2B |
OMFLINVESCO EXCH TRD SLF IDX FD | $1.2B |
IAU*ISHARES GOLD TR | $1.2B |
NVSNNOVARTIS AG | $1.2B |
VTVANGUARD INTL EQUITY INDEX F | $1.2B |
SYYSYSCO CORP | $1.2B |
ENBENBRIDGE INC | $1.2B |
ADIANALOG DEVICES INC | $1.2B |
ESGUISHARES TR | $1.2B |
CMICUMMINS INC | $1.2B |
FNDASCHWAB STRATEGIC TR | $1.2B |
URIUNITED RENTALS INC | $1.1B |
OXYOCCIDENTAL PETE CORP | $1.1B |
BTZBLACKROCK CR ALLOCATION INCO | $1.1B |
AMEAMETEK INC | $1.1B |
COINCOINBASE GLOBAL INC | $1.1B |
SLBSCHLUMBERGER LTD | $1.1B |
7HPHP INC | $1.1B |
CLXCLOROX CO DEL | $1.1B |
IGPTINVESCO EXCHANGE TRADED FD T | $1.1B |
PSXPHILLIPS 66 | $1.1B |
GBCIGLACIER BANCORP INC NEW | $1.1B |
VSTVISTRA CORP | $1.1B |
ULTAULTA BEAUTY INC | $1.1B |
DHID R HORTON INC | $1.1B |
XNTKSPDR SER TR | $1.1B |
TYLTYLER TECHNOLOGIES INC | $1.1B |
MTGMGIC INVT CORP WIS | $1.1B |
TXTTEXTRON INC | $1.1B |
RFREGIONS FINANCIAL CORP NEW | $1.0B |
RPMRPM INTL INC | $1.0B |
WDAYWORKDAY INC | $1.0B |
ETENERGY TRANSFER L P | $1.0B |
RUNSUNRUN INC | $1.0B |
NXPINXP SEMICONDUCTORS N V | $1.0B |
SONYSONY GROUP CORP | $1.0B |
MDTMEDTRONIC PLC | $1.0B |
CTVACORTEVA INC | $1.0B |
CDWCDW CORP | $1.0B |
SNPSSYNOPSYS INC | $1.0B |
FTVFORTIVE CORP | $1.0B |
SCHMSCHWAB STRATEGIC TR | $1.0B |
ICEINTERCONTINENTAL EXCHANGE IN | $1.0B |
IFNINDIA FD INC | $1.0B |
TROWPRICE T ROWE GROUP INC | $1.0B |
BBSIBARRETT BUSINESS SVCS INC | $1.0B |