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 |
|---|---|
AXONAXON ENTERPRISE INC | $673K |
WABWABTEC | $672K |
BIIBBIOGEN INC | $671K |
VGKVANGUARD INTL EQUITY INDEX F | $671K |
MDYGSPDR SER TR | $670K |
NYFISHARES TR | $667K |
CAGCONAGRA BRANDS INC | $663K |
EFAVISHARES TR | $663K |
OMCOMNICOM GROUP INC | $662K |
FASTFASTENAL CO | $662K |
BIPBROOKFIELD INFRAST PARTNERS | $655K |
PXFINVESCO EXCH TRADED FD TR II | $655K |
HOLXHOLOGIC INC | $654K |
IGMISHARES TR | $643K |
DFSEDIMENSIONAL ETF TRUST | $643K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $638K |
LENLENNAR CORP | $638K |
GMGENERAL MTRS CO | $637K |
MLMMARTIN MARIETTA MATLS INC | $635K |
CAHCARDINAL HEALTH INC | $631K |
CTRACOTERRA ENERGY INC | $630K |
HSTHOST HOTELS & RESORTS INC | $630K |
8CWCROWN CASTLE INC | $629K |
FCXFREEPORT-MCMORAN INC | $626K |
TEAMATLASSIAN CORPORATION | $625K |
COFCAPITAL ONE FINL CORP | $621K |
MCOMOODYS CORP | $620K |
TFCTRUIST FINL CORP | $618K |
BSCUINVESCO EXCH TRD SLF IDX FD | $615K |
ATKRATKORE INC | $615K |
LHXL3HARRIS TECHNOLOGIES INC | $614K |
OTISOTIS WORLDWIDE CORP | $614K |
TTCTORO CO | $612K |
SPXLDIREXION SHS ETF TR | $610K |
SUSAISHARES TR | $608K |
SRPTSAREPTA THERAPEUTICS INC | $606K |
GPCGENUINE PARTS CO | $606K |
FFORD MTR CO | $601K |
WPMWHEATON PRECIOUS METALS CORP | $601K |
WF2WINTRUST FINL CORP | $598K |
OIIOCEANEERING INTL INC | $597K |
UTHUNITED THERAPEUTICS CORP DEL | $595K |
RSPTINVESCO EXCHANGE TRADED FD T | $594K |
TDIVFIRST TR EXCHANGE-TRADED FD | $590K |
EXREXTRA SPACE STORAGE INC | $589K |
ONEQFIDELITY COMWLTH TR | $586K |
EWDISHARES INC | $583K |
WECWEC ENERGY GROUP INC | $582K |
LYBLYONDELLBASELL INDUSTRIES N | $578K |
EEMVISHARES INC | $573K |
SNASNAP ON INC | $572K |
IYHISHARES TR | $564K |
SNAPSNAP INC | $560K |
CPRTCOPART INC | $558K |
AJGGALLAGHER ARTHUR J & CO | $555K |
RMERESMED INC | $553K |
HYMBSPDR SER TR | $552K |
RMTROYCE MICRO-CAP TR INC | $551K |
MUNIPIMCO ETF TR | $550K |
NNNNNN REIT INC | $548K |
FAIFIRST TR EXCHANGE-TRADED FD | $548K |
MLPXGLOBAL X FDS | $547K |
PGRPROGRESSIVE CORP | $545K |
VGSHVANGUARD SCOTTSDALE FDS | $545K |
IOOISHARES TR | $545K |
EMXCISHARES INC | $545K |
AGQPROSHARES TR | $544K |
XELXCEL ENERGY INC | $542K |
CFCF INDS HLDGS INC | $541K |
CSQCALAMOS STRATEGIC TOTAL RETU | $537K |
NRANRG ENERGY INC | $537K |
ORIOLD REP INTL CORP | $536K |
VEEVVEEVA SYS INC | $536K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $531K |
NINISOURCE INC | $531K |
TEVATEVA PHARMACEUTICAL INDS LTD | $528K |
SMARGBPSMARTSHEET INC | $527K |
TDTORONTO DOMINION BK ONT | $525K |
IDUISHARES TR | $524K |
WELLWELLTOWER INC | $524K |
IRINGERSOLL RAND INC | $523K |
QQQINVESCO EXCH TRD SLF IDX FD | $522K |
DRLLEA SERIES TRUST | $520K |
NBIXNEUROCRINE BIOSCIENCES INC | $520K |
AMCRAMCOR PLC | $520K |
XTISHARES TR | $520K |
IYCISHARES TR | $516K |
PFFISHARES TR | $515K |
CRCCANADIAN NAT RES LTD | $511K |
DGRWWISDOMTREE TR | $509K |
NUENUCOR CORP | $505K |
BKBANK NEW YORK MELLON CORP | $504K |
TMTOYOTA MOTOR CORP | $503K |
CRBGCOREBRIDGE FINL INC | $500K |
XBISPDR SER TR | $498K |
SBACSBA COMMUNICATIONS CORP NEW | $497K |
MAAMID-AMER APT CMNTYS INC | $495K |
SEVNSEVEN HILLS REALTY TRUST | $495K |
NUSNU SKIN ENTERPRISES INC | $495K |
TPGTPG INC | $493K |