Ep Wealth Advisors, LLC Portfolio Holdings

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

Ep Wealth Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $11.7 Billion distributed in 1234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $1.32B, Apple Inc. with a value of $513M, Vanguard Value ETF with a value of $420M, Vanguard Bd Index Fd Inc Inter with a value of $342M, and Vanguard Whitehall Fds Intl Di with a value of $301M.

Examining the 13F form we can see an increase of $499M in the current position value, from $11.3B to 11.7B.

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 $11.7 Billion
ETFs: $7.07 Billion
Technology: $1.55 Billion
Financial Services: $533 Million
Consumer Cyclical: $500 Million
Communication Services: $472 Million
Healthcare: $455 Million
Industrials: $452 Million
Consumer Defensive: $256 Million
Other: $442 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43T
$513 Million 4.37% of portfolio
2,049,802
Q4 2024 Reduced 1.18%
$2.9T
$290 Million 2.47% of portfolio
687,532
Q4 2024 Reduced 1.07%
$2.02T
$234 Million 1.99% of portfolio
1,064,585
Q4 2024 Reduced 4.0%
$79.2B
$209 Million 1.78% of portfolio
902,292
Q4 2024 Reduced 5.13%
$988B
$193 Million 1.64% of portfolio
1,020,401
Q4 2024 Reduced 1.59%
$303B
$192 Million 1.63% of portfolio
1,427,979
Q4 2024 Reduced 3.11%
$682B
$164 Million 1.4% of portfolio
684,934
Q4 2024 Reduced 1.33%
$400B
$125 Million 1.06% of portfolio
136,542
Q4 2024 Reduced 2.07%
$1.37T
$112 Million 0.95% of portfolio
189,774
Q4 2024 Reduced 5.12%
$466B
$91.2 Million 0.78% of portfolio
847,789
Q4 2024 Reduced 1.74%
$141B
$82.4 Million 0.7% of portfolio
364,659
Q4 2024 Added 0.62%
$426B
$78.7 Million 0.67% of portfolio
544,338
Q4 2024 Reduced 0.07%
$145B
$74.4 Million 0.63% of portfolio
1,038,282
Q4 2024 Reduced 1.77%
$542B
$72.9 Million 0.62% of portfolio
230,691
Q4 2024 Reduced 6.31%
$248B
$72.8 Million 0.62% of portfolio
1,230,444
Q4 2024 Reduced 8.53%
$140B
$69.5 Million 0.59% of portfolio
193,142
Q4 2024 Reduced 1.85%
$221B
$62.4 Million 0.53% of portfolio
215,408
Q4 2024 Reduced 0.36%
$56.1B
$61.1 Million 0.52% of portfolio
316,713
Q4 2024 Reduced 2.24%
$98.2B
$61 Million 0.52% of portfolio
332,640
Q4 2024 Added 1.75%
$158B
$54.2 Million 0.46% of portfolio
108,747
Q4 2024 Reduced 0.95%
$205B
$53.5 Million 0.46% of portfolio
351,623
Q4 2024 Reduced 0.34%
$180B
$53.3 Million 0.45% of portfolio
478,883
Q4 2024 Reduced 3.18%
$146B
$50.5 Million 0.43% of portfolio
221,501
Q4 2024 Added 2.61%
$91.7B
$44.7 Million 0.38% of portfolio
148,846
Q4 2024 Reduced 1.23%
$457B
$42.3 Million 0.36% of portfolio
83,544
Q4 2024 Reduced 3.58%
$1.02T
$42 Million 0.36% of portfolio
220,606
Q4 2024 Reduced 9.14%
$75.5B
$40.3 Million 0.34% of portfolio
247,100
Q4 2024 Added 1.85%
$156B
$36.8 Million 0.31% of portfolio
981,256
Q4 2024 Reduced 0.79%
$279B
$35.1 Million 0.3% of portfolio
104,899
Q4 2024 Added 2.45%
$22.1B
$30.9 Million 0.26% of portfolio
352,207
Q4 2024 Reduced 1.87%
$90.3B
$30.8 Million 0.26% of portfolio
407,012
Q4 2024 Added 3.01%
$132B
$30.6 Million 0.26% of portfolio
253,154
Q4 2024 Added 1.2%
$360B
$29 Million 0.25% of portfolio
74,535
Q4 2024 Reduced 1.99%
$789B
$28.6 Million 0.24% of portfolio
70,718
Q4 2024 Added 5.75%
$98.4B
$28.3 Million 0.24% of portfolio
343,633
Q4 2024 Reduced 3.17%
$26.1B
$27.9 Million 0.24% of portfolio
249,155
Q4 2024 Reduced 1.2%
$83.4B
$26.4 Million 0.22% of portfolio
22,236
Q4 2024 Added 0.82%
$27.2B
$26.4 Million 0.22% of portfolio
164,138
Q4 2024 Reduced 3.12%
$773B
$26.2 Million 0.22% of portfolio
33,937
Q4 2024 Added 0.31%
$30B
$25.4 Million 0.22% of portfolio
89,045
Q4 2024 Added 1.71%
$4.42B
$24.7 Million 0.21% of portfolio
246,277
Q4 2024 Reduced 3.97%
$49.8B
$22.8 Million 0.19% of portfolio
186,085
Q4 2024 Added 2.4%
$184B
$20.2 Million 0.17% of portfolio
45,346
Q4 2024 Reduced 0.86%
$240B
$19.8 Million 0.17% of portfolio
199,213
Q4 2024 Reduced 8.25%
$328B
$19.7 Million 0.17% of portfolio
447,303
Q4 2024 Reduced 1.25%
$54.6B
$19.4 Million 0.16% of portfolio
106,508
Q4 2024 Added 108.83%
$374B
$18.7 Million 0.16% of portfolio
105,038
Q4 2024 Added 4.67%
$307B
$18.6 Million 0.16% of portfolio
128,620
Q4 2024 Reduced 0.41%
$139B
$18.1 Million 0.15% of portfolio
73,314
Q4 2024 Added 1.61%

Summary

  • Portfolio
  • No. of Stocks 1,234
  • Current Value $11.7 Billion
  • Prior Value $11.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 165 stocks
  • Additional Purchases 523 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 476 stocks
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