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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.34T
$448 Million 3.75% of portfolio
2,016,719
Q1 2025 Reduced 1.61%
$3.67T
$269 Million 2.25% of portfolio
715,551
Q1 2025 Added 4.08%
$2.25T
$207 Million 1.73% of portfolio
1,085,574
Q1 2025 Added 1.97%
$852B
$173 Million 1.45% of portfolio
704,605
Q1 2025 Added 2.87%
$1.06T
$162 Million 1.35% of portfolio
1,045,421
Q1 2025 Added 2.45%
$382B
$158 Million 1.32% of portfolio
1,453,222
Q1 2025 Added 1.77%
$107B
$147 Million 1.23% of portfolio
879,535
Q1 2025 Reduced 2.52%
$436B
$132 Million 1.1% of portfolio
139,638
Q1 2025 Added 2.27%
$637B
$109 Million 0.91% of portfolio
204,449
Q1 2025 New
$1.61T
$108 Million 0.91% of portfolio
187,851
Q1 2025 Reduced 1.01%
$455B
$107 Million 0.9% of portfolio
901,263
Q1 2025 Added 6.31%
$408B
$93.3 Million 0.78% of portfolio
562,576
Q1 2025 Added 3.35%
$581B
$86.2 Million 0.72% of portfolio
246,003
Q1 2025 Added 6.64%
$212B
$78 Million 0.65% of portfolio
589,007
Q1 2025 Added 3.82%
$284B
$72.8 Million 0.61% of portfolio
1,180,257
Q1 2025 Reduced 4.08%
$150B
$72.5 Million 0.61% of portfolio
194,858
Q1 2025 Added 0.89%
$219B
$70 Million 0.59% of portfolio
224,203
Q1 2025 Added 4.08%
$54.1B
$64.2 Million 0.54% of portfolio
310,027
Q1 2025 Reduced 2.11%
$105B
$61.3 Million 0.51% of portfolio
281,727
Q1 2025 Reduced 15.31%
$161B
$57.3 Million 0.48% of portfolio
270,693
Q1 2025 Reduced 25.77%
$737B
$57.1 Million 0.48% of portfolio
69,144
Q1 2025 Added 103.74%
$172B
$55.8 Million 0.47% of portfolio
109,745
Q1 2025 Added 0.92%
$186B
$54.3 Million 0.45% of portfolio
361,823
Q1 2025 Added 2.9%
$145B
$54 Million 0.45% of portfolio
228,764
Q1 2025 Added 3.28%
$305B
$43.5 Million 0.36% of portfolio
83,141
Q1 2025 Reduced 0.48%
$74.5B
$42.7 Million 0.36% of portfolio
259,118
Q1 2025 Added 4.86%
$160B
$40.4 Million 0.34% of portfolio
1,095,934
Q1 2025 Added 11.69%
$1.08T
$39.6 Million 0.33% of portfolio
253,687
Q1 2025 Added 15.0%
$112B
$36.2 Million 0.3% of portfolio
104,811
Q1 2025 Reduced 29.58%
$5.68B
$32.9 Million 0.28% of portfolio
22,990
Q1 2025 Added 3.39%
$145B
$32.8 Million 0.27% of portfolio
268,884
Q1 2025 Added 6.21%
$100B
$31.9 Million 0.27% of portfolio
346,815
Q1 2025 Added 0.93%
$93.9B
$30.7 Million 0.26% of portfolio
132,583
Q1 2025 Added 668.33%
$382B
$30.1 Million 0.25% of portfolio
82,166
Q1 2025 Added 10.24%
$272B
$28.9 Million 0.24% of portfolio
107,781
Q1 2025 Added 2.75%
$92.5B
$27.8 Million 0.23% of portfolio
438,092
Q1 2025 Added 7.64%
$70.2B
$27.8 Million 0.23% of portfolio
181,143
Q1 2025 Added 4,257.54%
$336B
$26.4 Million 0.22% of portfolio
126,128
Q1 2025 Added 20.08%
$53.2B
$25.5 Million 0.21% of portfolio
193,087
Q1 2025 Added 3.76%
$23.9B
$25.5 Million 0.21% of portfolio
357,181
Q1 2025 Added 1.41%
$22.7B
$25.4 Million 0.21% of portfolio
258,964
Q1 2025 Added 3.94%
$285B
$24.6 Million 0.21% of portfolio
147,035
Q1 2025 Added 14.32%
$29.4B
$24.2 Million 0.2% of portfolio
161,649
Q1 2025 Reduced 1.52%
$950B
$23.8 Million 0.2% of portfolio
91,864
Q1 2025 Added 29.9%
$39.1B
$23.4 Million 0.2% of portfolio
90,516
Q1 2025 Added 1.65%
$191B
$22.8 Million 0.19% of portfolio
73,055
Q1 2025 Added 192.98%
$440B
$21.6 Million 0.18% of portfolio
27
Q1 2025 Added 575.0%
$59.1B
$20.5 Million 0.17% of portfolio
120,213
Q1 2025 Added 12.87%
$23.6B
$19.8 Million 0.17% of portfolio
166,100
Q1 2025 Added 8.18%

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
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