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
$386B
$19.4 Million 0.16% of portfolio
464,223
Q1 2025 Added 3.78%
$220B
$19.1 Million 0.16% of portfolio
185,442
Q1 2025 Added 207.01%
$182B
$18.7 Million 0.16% of portfolio
48,703
Q1 2025 Added 7.4%
$382B
$18.3 Million 0.15% of portfolio
107,524
Q1 2025 Added 0.88%
$105B
$17.8 Million 0.15% of portfolio
26,502
Q1 2025 Added 1.44%
$309B
$17.2 Million 0.14% of portfolio
240,236
Q1 2025 Added 39.63%
$142B
$17 Million 0.14% of portfolio
72,814
Q1 2025 Reduced 0.68%
$179B
$16.9 Million 0.14% of portfolio
109,788
Q1 2025 Added 8.1%
$590B
$16.4 Million 0.14% of portfolio
117,265
Q1 2025 Added 21.15%
$267B
$16 Million 0.13% of portfolio
182,703
Q1 2025 Added 1.7%
$576B
$15.7 Million 0.13% of portfolio
16,850
Q1 2025 Reduced 4.22%
$0
$15.2 Million 0.13% of portfolio
306,580
Q1 2025 Reduced 0.35%
$207B
$13.5 Million 0.11% of portfolio
150,175
Q1 2025 Reduced 24.62%
$5.27B
$13 Million 0.11% of portfolio
149,214
Q1 2025 Reduced 39.41%
$155B
$12.4 Million 0.1% of portfolio
39,823
Q1 2025 Added 26.4%
$77.5B
$11.7 Million 0.1% of portfolio
22,774
Q1 2025 Added 17.73%
$22.8B
$10.6 Million 0.09% of portfolio
51,503
Q1 2025 Added 1.65%
$158B
$9.82 Million 0.08% of portfolio
67,674
Q1 2025 Added 5.13%
$261B
$9.81 Million 0.08% of portfolio
39,467
Q1 2025 Reduced 4.05%
$225B
$9.04 Million 0.08% of portfolio
91,591
Q1 2025 Reduced 80.87%
$165B
$8.74 Million 0.07% of portfolio
17,562
Q1 2025 Added 10.75%
$82B
$8.72 Million 0.07% of portfolio
6,304
Q1 2025 Added 0.13%
$53.2B
$8.4 Million 0.07% of portfolio
8,505
Q1 2025 Added 2.73%
$239B
$8.37 Million 0.07% of portfolio
63,123
Q1 2025 Added 13.92%
$141B
$8.31 Million 0.07% of portfolio
30,572
Q1 2025 Reduced 0.83%
$122B
$7.99 Million 0.07% of portfolio
17,893
Q1 2025 Added 0.42%
$310B
$7.9 Million 0.07% of portfolio
110,324
Q1 2025 Reduced 1.12%
$241B
$7.64 Million 0.06% of portfolio
28,395
Q1 2025 Added 6.58%
$275B
$7.48 Million 0.06% of portfolio
47,107
Q1 2025 Reduced 1.0%
$91.3B
$7.23 Million 0.06% of portfolio
106,682
Q1 2025 Added 1.68%
$129B
$7.19 Million 0.06% of portfolio
23,530
Q1 2025 Added 4.64%
$141B
$7.08 Million 0.06% of portfolio
279,347
Q1 2025 Reduced 9.54%
$177B
$7.29 Million 0.06% of portfolio
37,437
Q1 2025 Added 23.82%
$190B
$6.66 Million 0.06% of portfolio
13,449
Q1 2025 Reduced 1.42%
$228B
$6.56 Million 0.05% of portfolio
1,425
Q1 2025 Reduced 0.84%
$46.5B
$6.36 Million 0.05% of portfolio
3,447
Q1 2025 Added 0.09%
$67.8B
$6.26 Million 0.05% of portfolio
183,410
Q1 2025 Added 0.42%
$183B
$6.26 Million 0.05% of portfolio
138,031
Q1 2025 Reduced 2.46%
$53.1B
$5.9 Million 0.05% of portfolio
38,265
Q1 2025 Added 10.28%
$108B
$5.73 Million 0.05% of portfolio
58,411
Q1 2025 Reduced 1.84%
$206B
$5.71 Million 0.05% of portfolio
17,319
Q1 2025 Reduced 1.67%
$146B
$5.64 Million 0.05% of portfolio
27,491
Q1 2025 Added 0.79%
$206B
$5.43 Million 0.05% of portfolio
192,053
Q1 2025 Reduced 6.44%
$117B
$5.38 Million 0.05% of portfolio
51,268
Q1 2025 Added 12.19%
$127B
$5.08 Million 0.04% of portfolio
7,473
Q1 2025 Added 0.9%
$220B
$4.98 Million 0.04% of portfolio
8,111
Q1 2025 Reduced 1.0%
$106B
$4.98 Million 0.04% of portfolio
14,112
Q1 2025 Reduced 0.34%
$26.1B
$4.91 Million 0.04% of portfolio
27,947
Q1 2025 Added 6.97%
$272B
$4.76 Million 0.04% of portfolio
23,794
Q1 2025 Reduced 1.93%

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