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
$2.84B
$264,000 0.0% of portfolio
4,747
Q1 2025 Added 41.11%
$47.5B
$263,000 0.0% of portfolio
7,696
Q1 2025 Reduced 0.18%
$5.92B
$263,000 0.0% of portfolio
8,015
Q1 2025 Added 34.43%
$25B
$263,000 0.0% of portfolio
2,559
Q1 2025 Reduced 1.16%
$2.23B
$262,000 0.0% of portfolio
10,044
Q1 2025 Added 23.12%
$1.39B
$262,000 0.0% of portfolio
14,358
Q1 2025 New
$2.03B
$260,000 0.0% of portfolio
5,856
Q1 2025 New
$1.28B
$260,000 0.0% of portfolio
32,947
Q1 2025 New
$32.7B
$312,000 0.0% of portfolio
3,606
Q1 2025 Added 10.21%
$24B
$259,000 0.0% of portfolio
522
Q1 2025 Reduced 5.26%
$5.17B
$259,000 0.0% of portfolio
8,696
Q1 2025 New
$2.13B
$259,000 0.0% of portfolio
2,096
Q1 2025 Added 38.62%
$7.17B
$270,000 0.0% of portfolio
24,543
Q1 2025 Reduced 8.53%
$31.9B
$258,000 0.0% of portfolio
13,249
Q1 2025 Added 6.8%
$777M
$257,000 0.0% of portfolio
11,378
Q1 2025 New
$7.58B
$257,000 0.0% of portfolio
3,072
Q1 2025 New
$4.38B
$256,000 0.0% of portfolio
4,880
Q1 2025 Added 7.37%
$3.99B
$255,000 0.0% of portfolio
6,271
Q1 2025 Added 20.9%
$9.86B
$255,000 0.0% of portfolio
970
Q1 2025 Added 1.57%
$6.55B
$255,000 0.0% of portfolio
7,067
Q1 2025 Reduced 5.67%
$13B
$254,000 0.0% of portfolio
3,179
Q1 2025 Reduced 12.76%
$3.04B
$254,000 0.0% of portfolio
4,242
Q1 2025 Reduced 42.4%
$8.85B
$253,000 0.0% of portfolio
4,609
Q1 2025 Added 1.86%
$2.71B
$223,000 0.0% of portfolio
9,265
Q1 2025 Added 24.85%
$15.9B
$251,000 0.0% of portfolio
744
Q1 2025 Reduced 10.36%
$5.15B
$251,000 0.0% of portfolio
26,235
Q1 2025 Added 116.59%
$1.59B
$250,000 0.0% of portfolio
8,115
Q1 2025 New
$18.8B
$247,000 0.0% of portfolio
7,461
Q1 2025 Reduced 23.41%
$7.6B
$247,000 0.0% of portfolio
3,974
Q1 2025 Reduced 6.1%
$357M
$246,000 0.0% of portfolio
12,776
Q1 2025 New
$1.32B
$245,000 0.0% of portfolio
11,375
Q1 2025 New
$1.04B
$245,000 0.0% of portfolio
39,599
Q1 2025 Added 29.55%
$30.6B
$245,000 0.0% of portfolio
967
Q1 2025 Reduced 75.88%
$1.33B
$245,000 0.0% of portfolio
7,012
Q1 2025 New
$3.69B
$243,000 0.0% of portfolio
8,679
Q1 2025 New
$4.42B
$242,000 0.0% of portfolio
4,193
Q1 2025 Added 6.96%
$11.3B
$242,000 0.0% of portfolio
1,534
Q1 2025 Added 7.35%
$15.7B
$242,000 0.0% of portfolio
7,785
Q1 2025 New
$392M
$241,000 0.0% of portfolio
10,308
Q1 2025 New
$687M
$241,000 0.0% of portfolio
10,386
Q1 2025 New
$2.7B
$241,000 0.0% of portfolio
40,678
Q1 2025 Added 53.71%
$2.33B
$240,000 0.0% of portfolio
38,746
Q1 2025 Added 22.08%
$29.9B
$239,000 0.0% of portfolio
4,990
Q1 2025 Reduced 31.72%
$1.45B
$238,000 0.0% of portfolio
9,568
Q1 2025 Added 12.64%
$923M
$238,000 0.0% of portfolio
4,057
Q1 2025 Added 30.28%
$47.2B
$238,000 0.0% of portfolio
23,137
Q1 2025 Reduced 0.81%
$8.45B
$237,000 0.0% of portfolio
3,396
Q1 2025 New
$52.3B
$236,000 0.0% of portfolio
2,101
Q1 2025 Reduced 4.54%
$3.55B
$236,000 0.0% of portfolio
42,518
Q1 2025 Added 43.32%

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