Ep Wealth Advisors, LLC Portfolio Holdings
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
Ep Wealth Advisors, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $8.44 Billion distributed in 833 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $1B, Vanguard Value ETF with a value of $416M, Apple Inc. with a value of $314M, Microsoft Corp with a value of $267M, and Spdr S&P 500 ETF Trust with a value of $200M.
Examining the 13F form we can see an increase of $674M in the current position value, from $7.77B to 8.44B.
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
$8.44 Billion
ETFs: $4.72 Billion
Technology: $1.02 Billion
Financial Services: $509 Million
Healthcare: $500 Million
Consumer Cyclical: $389 Million
Communication Services: $346 Million
Industrials: $346 Million
Consumer Defensive: $218 Million
Other: $387 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 833
- Current Value $8.44 Billion
- Prior Value $7.77 Billion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 65 stocks
- Additional Purchases 373 stocks
- Sold out of 0 stocks
- Reduced holdings in 325 stocks