Ep Wealth Advisors, LLC Portfolio Holdings

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

Ep Wealth Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $12 Billion distributed in 1283 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $1.24B, Apple Inc. with a value of $448M, Vanguard Bd Index Fd Inc Inter with a value of $413M, Vanguard Value ETF with a value of $412M, and Vanguard Whitehall Fds Intl Di with a value of $356M.

Examining the 13F form we can see an increase of $203M in the current position value, from $11.7B to 12B.

Ep Wealth Advisors, LLC is based out at Torrance, CA

Below you can find more details about Ep Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $12 Billion
ETFs: $7.21 Billion
Technology: $1.39 Billion
Financial Services: $705 Million
Healthcare: $517 Million
Consumer Cyclical: $485 Million
Industrials: $462 Million
Communication Services: $400 Million
Consumer Defensive: $271 Million
Other: $501 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.24 Billion 10.35% of portfolio
3,336,464
Q1 2025 Added 3.4%
$3.44T
$448 Million 3.75% of portfolio
2,016,719
Q1 2025 Reduced 1.61%
$0
$413 Million 3.46% of portfolio
5,394,520
Q1 2025 Added 17.91%
$0
$412 Million 3.44% of portfolio
2,383,097
Q1 2025 Reduced 3.94%
$0
$356 Million 2.98% of portfolio
4,298,002
Q1 2025 Added 14.39%
$0
$299 Million 2.5% of portfolio
5,712,698
Q1 2025 Added 10.75%
$3.83T
$269 Million 2.25% of portfolio
715,551
Q1 2025 Added 4.08%
$0
$260 Million 2.17% of portfolio
1,061,830
Q1 2025 Added 13.39%
$0
$245 Million 2.05% of portfolio
5,412,696
Q1 2025 Added 13.65%
$0
$243 Million 2.04% of portfolio
1,515,445
Q1 2025 Added 18.74%
$0
$232 Million 1.94% of portfolio
2,345,970
Q1 2025 Added 1.32%
$0
$227 Million 1.9% of portfolio
406,522
Q1 2025 Added 5.26%
$2.36T
$207 Million 1.73% of portfolio
1,085,574
Q1 2025 Added 1.97%
$876B
$173 Million 1.45% of portfolio
704,605
Q1 2025 Added 2.87%
$1.15T
$162 Million 1.35% of portfolio
1,045,421
Q1 2025 Added 2.45%
$432B
$158 Million 1.32% of portfolio
1,453,222
Q1 2025 Added 1.77%
$0
$151 Million 1.27% of portfolio
601,701
Q1 2025 Added 30.66%
$118B
$147 Million 1.23% of portfolio
879,535
Q1 2025 Reduced 2.52%
$0
$143 Million 1.19% of portfolio
690,537
Q1 2025 Added 0.84%
$414B
$132 Million 1.1% of portfolio
139,638
Q1 2025 Added 2.27%
$0
$132 Million 1.1% of portfolio
5,744,383
Q1 2025 Added 6.91%
$0
$118 Million 0.99% of portfolio
3,007,183
Q1 2025 Added 12.83%
$630B
$109 Million 0.91% of portfolio
204,449
Q1 2025 New
$1.6T
$108 Million 0.91% of portfolio
187,851
Q1 2025 Reduced 1.01%
$460B
$107 Million 0.9% of portfolio
901,263
Q1 2025 Added 6.31%
$0
$100 Million 0.84% of portfolio
949,055
Q1 2025 Reduced 9.66%
$0
$94.9 Million 0.79% of portfolio
184,743
Q1 2025 Added 25.68%
$440B
$93.3 Million 0.78% of portfolio
562,576
Q1 2025 Added 3.35%
$584B
$86.2 Million 0.72% of portfolio
246,003
Q1 2025 Added 6.64%
$231B
$78 Million 0.65% of portfolio
589,007
Q1 2025 Added 3.82%
$282B
$72.8 Million 0.61% of portfolio
1,180,257
Q1 2025 Reduced 4.08%
$153B
$72.5 Million 0.61% of portfolio
194,858
Q1 2025 Added 0.89%
$141B
$72.1 Million 0.6% of portfolio
1,016,640
Q1 2025 Reduced 2.08%
$0
$71.7 Million 0.6% of portfolio
1,274,491
Q1 2025 Reduced 10.43%
$220B
$70 Million 0.59% of portfolio
224,203
Q1 2025 Added 4.08%
$0
$69 Million 0.58% of portfolio
802,070
Q1 2025 Added 6.14%
$0
$64.5 Million 0.54% of portfolio
178,504
Q1 2025 Reduced 3.01%
$52.9B
$64.2 Million 0.54% of portfolio
310,027
Q1 2025 Reduced 2.11%
$107B
$61.3 Million 0.51% of portfolio
281,727
Q1 2025 Reduced 15.31%
$0
$59.2 Million 0.5% of portfolio
1,253,794
Q1 2025 Added 1.95%
$0
$58.9 Million 0.49% of portfolio
312,937
Q1 2025 Reduced 1.86%
$151B
$57.3 Million 0.48% of portfolio
270,693
Q1 2025 Reduced 25.77%
$772B
$57.1 Million 0.48% of portfolio
69,144
Q1 2025 Added 103.74%
$0
$57.1 Million 0.48% of portfolio
2,028,357
Q1 2025 Reduced 5.72%
$174B
$55.8 Million 0.47% of portfolio
109,745
Q1 2025 Added 0.92%
$0
$53.5 Million 0.45% of portfolio
857,792
Q1 2025 Added 10.99%
$198B
$54.3 Million 0.45% of portfolio
361,823
Q1 2025 Added 2.9%
$138B
$54 Million 0.45% of portfolio
228,764
Q1 2025 Added 3.28%
$0
$53.7 Million 0.45% of portfolio
195,300
Q1 2025 Added 3.83%

Summary

  • Portfolio
  • No. of Stocks 1,283
  • Current Value $12 Billion
  • Prior Value $11.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 149 stocks
  • Additional Purchases 536 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 531 stocks
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email