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)

StockValue
EUSAISHARES INC
$439K
VOOGVANGUARD ADMIRAL FDS INC
$438K
HQYHEALTHEQUITY INC
$437K
SCZISHARES TR
$437K
RIORIO TINTO PLC
$437K
CCOCAMECO CORP
$433K
SUNSUNOCO LP/SUNOCO FIN CORP
$432K
KAPRINNOVATOR ETFS TRUST
$431K
PRGSPROGRESS SOFTWARE CORP
$429K
EVREVERCORE INC
$429K
TSNTYSON FOODS INC
$428K
MRVLMARVELL TECHNOLOGY INC
$428K
MTBM & T BK CORP
$427K
COSCNO FINL GROUP INC
$426K
IEURISHARES TR
$421K
KIESPDR SER TR
$416K
PFMINVESCO EXCHANGE TRADED FD T
$416K
IEFISHARES TR
$414K
ALSNALLISON TRANSMISSION HLDGS I
$413K
COWZPACER FDS TR
$410K
FLOTISHARES TR
$409K
CPSACALAMOS ETF TR
$408K
OZKBANK OZK LITTLE ROCK ARK
$408K
COOCOOPER COS INC
$408K
DGXQUEST DIAGNOSTICS INC
$407K
BKRBAKER HUGHES COMPANY
$406K
BPBP PLC
$405K
WEAWESTERN ALLIANCE BANCORP
$399K
BABAALIBABA GROUP HLDG LTD
$397K
IBDUISHARES TR
$394K
CBRECBRE GROUP INC
$394K
HYGISHARES TR
$394K
CFLTCONFLUENT INC
$392K
INCYINCYTE CORP
$391K
CUBECUBESMART
$391K
PHYS/USPROTT PHYSICAL GOLD TR
$389K
ELSEQUITY LIFESTYLE PPTYS INC
$389K
IWYISHARES TR
$387K
BSMQINVESCO EXCH TRD SLF IDX FD
$386K
DFCADIMENSIONAL ETF TRUST
$386K
ROPROPER TECHNOLOGIES INC
$385K
DTEDTE ENERGY CO
$383K
IMFLINVESCO EXCH TRD SLF IDX FD
$382K
CMECME GROUP INC
$381K
GGENPACT LIMITED
$379K
GWXSPDR INDEX SHS FDS
$375K
HTOSJW GROUP
$374K
APTVAPTIV PLC
$373K
VRTVERTIV HOLDINGS CO
$372K
IXJISHARES TR
$370K
DDOGDATADOG INC
$370K
ITGARTNER INC
$369K
ADMARCHER DANIELS MIDLAND CO
$369K
WAFDWAFD INC
$368K
CRSCARPENTER TECHNOLOGY CORP
$368K
MFCMANULIFE FINL CORP
$368K
IXNISHARES TR
$367K
PAGPENSKE AUTOMOTIVE GRP INC
$367K
DOXAMDOCS LTD
$365K
VSGXVANGUARD WORLD FD
$363K
PIEINVESCO EXCH TRADED FD TR II
$363K
LFVNLIFEVANTAGE CORP
$362K
DKNGDRAFTKINGS INC NEW
$362K
PEOEXELON CORP
$362K
WSOWATSCO INC
$360K
CRCRANE COMPANY
$360K
BSMBLACK STONE MINERALS L P
$359K
KDKYNDRYL HLDGS INC
$358K
OVVOVINTIV INC
$358K
ROBOEXCHANGE TRADED CONCEPTS TRU
$356K
VTHRVANGUARD SCOTTSDALE FDS
$356K
ITTITT INC
$355K
ONON SEMICONDUCTOR CORP
$354K
HTDCORCEPT THERAPEUTICS INC
$353K
AIC3 AI INC
$353K
SPOTSPOTIFY TECHNOLOGY S A
$352K
ESSESSEX PPTY TR INC
$351K
UALUNITED AIRLS HLDGS INC
$350K
CHICALAMOS CONV OPPORTUNITIES &
$350K
EFSCENTERPRISE FINL SVCS CORP
$348K
SOLVSOLVENTUM CORP
$348K
ACWVISHARES INC
$348K
RYROYAL BK CDA
$348K
XMMOINVESCO EXCHANGE TRADED FD T
$343K
PDIPIMCO DYNAMIC INCOME FD
$342K
QAINEW YORK LIFE INVESTMENTS ET
$338K
ICSHISHARES TR
$338K
CWCURTISS WRIGHT CORP
$337K
RELYREMITLY GLOBAL INC
$336K
BWABORGWARNER INC
$336K
QYLDGLOBAL X FDS
$335K
JACKJACK IN THE BOX INC
$335K
WTRGESSENTIAL UTILS INC
$335K
HACKAMPLIFY ETF TR
$334K
LNCLINCOLN NATL CORP IND
$334K
CRUSCIRRUS LOGIC INC
$332K
LQDHISHARES U S ETF TR
$330K
DUHPDIMENSIONAL ETF TRUST
$329K
YELPYELP INC
$329K
AMRALPHA METALLURGICAL RESOUR I
$327K
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