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 |
|---|---|
ESGVVANGUARD WORLD FD | $999.0M |
AKAMAKAMAI TECHNOLOGIES INC | $989.0M |
IGVISHARES TR | $981.5M |
BF/ABROWN FORMAN CORP | $978.4M |
XSDSPDR SER TR | $977.9M |
MIGAMICROSTRATEGY INC | $972.7M |
PSAPUBLIC STORAGE OPER CO | $972.7M |
WMBWILLIAMS COS INC | $968.2M |
HLTHILTON WORLDWIDE HLDGS INC | $966.9M |
BLNDBLEND LABS INC | $964.1M |
BROBROWN & BROWN INC | $955.5M |
EXPEEXPEDIA GROUP INC | $955.3M |
STIPISHARES TR | $955.2M |
AEPAMERICAN ELEC PWR CO INC | $954.9M |
DASHDOORDASH INC | $949.5M |
KKRKKR & CO INC | $947.9M |
MSIMOTOROLA SOLUTIONS INC | $943.8M |
XYZBLOCK INC | $940.4M |
JCIJOHNSON CTLS INTL PLC | $939.8M |
TLTISHARES TR | $933.6M |
SPHQINVESCO EXCHANGE TRADED FD T | $932.8M |
BTTBLACKROCK MUN TARGET TERM TR | $932.8M |
APHAMPHENOL CORP NEW | $930.6M |
APOAPOLLO GLOBAL MGMT INC | $918.2M |
PSIINVESCO EXCHANGE TRADED FD T | $916.2M |
PKBINVESCO EXCHANGE TRADED FD T | $915.1M |
WTHWORTHINGTON ENTERPRISES INC | $913.1M |
IGIBISHARES TR | $910.8M |
EWBCEAST WEST BANCORP INC | $910.1M |
PRUPRUDENTIAL FINL INC | $905.8M |
LULULULULEMON ATHLETICA INC | $898.8M |
PNCPNC FINL SVCS GROUP INC | $891.2M |
VFHVANGUARD WORLD FD | $888.4M |
REGNREGENERON PHARMACEUTICALS | $887.8M |
FTECFIDELITY COVINGTON TRUST | $882.4M |
IQDFFLEXSHARES TR | $880.9M |
DWASINVESCO EXCH TRADED FD TR II | $879.9M |
GEMGOLDMAN SACHS ETF TR | $879.5M |
ULUNILEVER PLC | $877.0M |
SHELSHELL PLC | $874.4M |
GNMAISHARES TR | $869.5M |
EDCONSOLIDATED EDISON INC | $868.3M |
GUNRFLEXSHARES TR | $866.0M |
NULGNUSHARES ETF TR | $865.5M |
HYGVFLEXSHARES TR | $863.6M |
DDOMINION ENERGY INC | $860.4M |
PRCTPROCEPT BIOROBOTICS CORP | $856.8M |
TTTRANE TECHNOLOGIES PLC | $853.9M |
VDCVANGUARD WORLD FD | $852.1M |
RSGREPUBLIC SVCS INC | $837.3M |
FQIDIGITAL RLTY TR INC | $834.0M |
IDEVISHARES TR | $833.3M |
VRSNVERISIGN INC | $829.7M |
KRKROGER CO | $825.7M |
AVYAVERY DENNISON CORP | $825.6M |
BSCTINVESCO EXCH TRD SLF IDX FD | $825.4M |
ROSTROSS STORES INC | $819.2M |
WWDWOODWARD INC | $818.6M |
IDXXIDEXX LABS INC | $818.6M |
PG4PRINCIPAL FINANCIAL GROUP IN | $812.1M |
ELVELEVANCE HEALTH INC | $812.0M |
ADSKAUTODESK INC | $811.5M |
PYPLPAYPAL HLDGS INC | $807.3M |
SPYXSPDR SER TR | $805.2M |
SOXLDIREXION SHS ETF TR | $802.2M |
TRMBTRIMBLE INC | $798.0M |
GRMNGARMIN LTD | $790.1M |
MCHPMICROCHIP TECHNOLOGY INC. | $789.5M |
MTUMISHARES TR | $783.7M |
ETRENTERGY CORP NEW | $774.6M |
GLWCORNING INC | $770.7M |
VPUVANGUARD WORLD FD | $765.1M |
HPEHEWLETT PACKARD ENTERPRISE C | $763.0M |
MRSHMARSH & MCLENNAN COS INC | $760.7M |
SPGSIMON PPTY GROUP INC NEW | $755.6M |
DELLDELL TECHNOLOGIES INC | $752.3M |
PPGPPG INDS INC | $752.2M |
DVNDEVON ENERGY CORP NEW | $751.5M |
ZMZOOM COMMUNICATIONS INC | $744.0M |
COKECOCA COLA CONS INC | $738.5M |
SNFCASECURITY NATL FINL CORP | $731.7M |
QTWOQ2 HLDGS INC | $726.6M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $723.3M |
LAMRLAMAR ADVERTISING CO NEW | $714.9M |
BAXBAXTER INTL INC | $714.1M |
ABGCENCORA INC | $710.6M |
SCHZSCHWAB STRATEGIC TR | $710.3M |
BNDXVANGUARD CHARLOTTE FDS | $709.9M |
DOWDOW INC | $709.7M |
FENYFIDELITY COVINGTON TRUST | $709.3M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $699.7M |
CHECHEMED CORP NEW | $696.7M |
LF2PACIFIC PREMIER BANCORP | $692.4M |
ZIONZIONS BANCORPORATION N A | $691.1M |
WPCWP CAREY INC | $688.5M |
FLTRVANECK ETF TRUST | $685.8M |
FITBFIFTH THIRD BANCORP | $682.4M |
FCFRANKLIN COVEY CO | $681.3M |
PSNPARSONS CORP DEL | $674.7M |
SAPSAP SE | $674.1M |