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 |
|---|---|
HWMHOWMET AEROSPACE INC | $327K |
DJPBARCLAYS BANK PLC | $326K |
AMGAFFILIATED MANAGERS GROUP IN | $326K |
TFLOISHARES TR | $325K |
STTSTATE STR CORP | $325K |
UTFCOHEN & STEERS INFRASTRUCTUR | $325K |
ELLAUDER ESTEE COS INC | $325K |
GSKGSK PLC | $324K |
HALOHALOZYME THERAPEUTICS INC | $324K |
LPLALPL FINL HLDGS INC | $323K |
PECOPHILLIPS EDISON & CO INC | $322K |
COLBCOLUMBIA BKG SYS INC | $321K |
NORWGLOBAL X FDS | $321K |
SKYYFIRST TR EXCHANGE TRADED FD | $318K |
AKXANSYS INC | $318K |
HALHALLIBURTON CO | $318K |
RINGISHARES INC | $317K |
VONEVANGUARD SCOTTSDALE FDS | $317K |
WBSWEBSTER FINL CORP | $317K |
NWLNEWELL BRANDS INC | $316K |
IEIISHARES TR | $314K |
AVSEAMERICAN CENTY ETF TR | $314K |
BGCBGC GROUP INC | $313K |
WBDWARNER BROS DISCOVERY INC | $310K |
CCLCARNIVAL CORP | $309K |
SYU1SYNOVUS FINL CORP | $309K |
MKLMARKEL GROUP INC | $307K |
VOYAVOYA FINANCIAL INC | $307K |
NUSCNUSHARES ETF TR | $307K |
CHDCHURCH & DWIGHT CO INC | $306K |
LHLABCORP HOLDINGS INC | $305K |
BNBROOKFIELD CORP | $305K |
FCALFIRST TR EXCH TRADED FD III | $304K |
SWIMLATHAM GROUP INC | $303K |
SABRSABRE CORP | $303K |
PORPORTLAND GEN ELEC CO | $302K |
EHCENCOMPASS HEALTH CORP | $301K |
KJANINNOVATOR ETFS TRUST | $300K |
XMESPDR SER TR | $300K |
MLB1MERCADOLIBRE INC | $299K |
XNCRXENCOR INC | $299K |
SLYGSPDR SER TR | $298K |
MTXMINERALS TECHNOLOGIES INC | $298K |
GTESGATES INDL CORP PLC | $298K |
SMPLSIMPLY GOOD FOODS CO | $297K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $296K |
TGNATEGNA INC | $296K |
MLIMUELLER INDS INC | $294K |
ADCAGREE RLTY CORP | $292K |
UNMUNUM GROUP | $291K |
SCISERVICE CORP INTL | $291K |
CLHCLEAN HARBORS INC | $290K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $289K |
07WAMR COOPER GROUP INC | $287K |
XFRAXBLACKROCK FLOATING RATE INCO | $284K |
BLKBBLACKBAUD INC | $284K |
OLMAOLEMA PHARMACEUTICALS INC | $284K |
SNYSANOFI | $284K |
ITBISHARES TR | $283K |
ABNBAIRBNB INC | $282K |
PHMPULTE GROUP INC | $282K |
VCRBVANGUARD MALVERN FDS | $282K |
CTVHELIX ENERGY SOLUTIONS GRP I | $281K |
MPWRMONOLITHIC PWR SYS INC | $280K |
CHKPCHECK POINT SOFTWARE TECH LT | $279K |
SYFSYNCHRONY FINANCIAL | $279K |
OLOGBXOLO INC | $279K |
AYIACUITY BRANDS INC | $279K |
DVYEISHARES INC | $279K |
CIBRFIRST TR EXCHANGE TRADED FD | $279K |
ENQENTEGRIS INC | $278K |
TELTE CONNECTIVITY PLC | $277K |
VTIPVANGUARD MALVERN FDS | $277K |
CYBRCYBERARK SOFTWARE LTD | $277K |
ADUSADDUS HOMECARE CORP | $276K |
PRSUVIAD CORP | $276K |
IYMISHARES TR | $275K |
SIGISELECTIVE INS GROUP INC | $274K |
OGEOGE ENERGY CORP | $273K |
LNGCHENIERE ENERGY INC | $273K |
JOBYJOBY AVIATION INC | $272K |
SKORFLEXSHARES TR | $272K |
BLDTOPBUILD CORP | $272K |
HIIHUNTINGTON INGALLS INDS INC | $271K |
EQIXEQUINIX INC | $271K |
BNDCFLEXSHARES TR | $271K |
MGRCMCGRATH RENTCORP | $270K |
FRSHFRESHWORKS INC | $270K |
VOXVANGUARD WORLD FD | $269K |
SRSPIRE INC | $269K |
FBNDFIDELITY MERRIMACK STR TR | $267K |
UMBFUMB FINL CORP | $266K |
ANDEANDERSONS INC | $266K |
WSMWILLIAMS SONOMA INC | $265K |
THFFFIRST FINL CORP IND | $264K |
REEVEREST GROUP LTD | $264K |
CBSHCOMMERCE BANCSHARES INC | $264K |
VICIVICI PPTYS INC | $262K |
XEVVXEATON VANCE LTD DURATION INC | $262K |
EEFTEURONET WORLDWIDE INC | $260K |