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
$383B
$19.4 Million 0.16% of portfolio
464,223
Q1 2025 Added 3.78%
$250B
$19.1 Million 0.16% of portfolio
185,442
Q1 2025 Added 207.01%
$173B
$18.7 Million 0.16% of portfolio
48,703
Q1 2025 Added 7.4%
$375B
$18.3 Million 0.15% of portfolio
107,524
Q1 2025 Added 0.88%
$102B
$17.8 Million 0.15% of portfolio
26,502
Q1 2025 Added 1.44%
$313B
$17.2 Million 0.14% of portfolio
240,236
Q1 2025 Added 39.63%
$141B
$17 Million 0.14% of portfolio
72,814
Q1 2025 Reduced 0.68%
$177B
$16.9 Million 0.14% of portfolio
109,788
Q1 2025 Added 8.1%
$642B
$16.4 Million 0.14% of portfolio
117,265
Q1 2025 Added 21.15%
$260B
$16 Million 0.13% of portfolio
182,703
Q1 2025 Added 1.7%
$530B
$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%
$5.7B
$13 Million 0.11% of portfolio
149,214
Q1 2025 Reduced 39.41%
$164B
$12.4 Million 0.1% of portfolio
39,823
Q1 2025 Added 26.4%
$86.8B
$11.7 Million 0.1% of portfolio
22,774
Q1 2025 Added 17.73%
$22.3B
$10.6 Million 0.09% of portfolio
51,503
Q1 2025 Added 1.65%
$161B
$9.82 Million 0.08% of portfolio
67,674
Q1 2025 Added 5.13%
$253B
$9.81 Million 0.08% of portfolio
39,467
Q1 2025 Reduced 4.05%
$221B
$9.04 Million 0.08% of portfolio
91,591
Q1 2025 Reduced 80.87%
$168B
$8.74 Million 0.07% of portfolio
17,562
Q1 2025 Added 10.75%
$85.2B
$8.72 Million 0.07% of portfolio
6,304
Q1 2025 Added 0.13%
$52.3B
$8.4 Million 0.07% of portfolio
8,505
Q1 2025 Added 2.73%
$220B
$8.37 Million 0.07% of portfolio
63,123
Q1 2025 Added 13.92%
$148B
$8.31 Million 0.07% of portfolio
30,572
Q1 2025 Reduced 0.83%
$108B
$7.99 Million 0.07% of portfolio
17,893
Q1 2025 Added 0.42%
$301B
$7.9 Million 0.07% of portfolio
110,324
Q1 2025 Reduced 1.12%
$227B
$7.64 Million 0.06% of portfolio
28,395
Q1 2025 Added 6.58%
$256B
$7.48 Million 0.06% of portfolio
47,107
Q1 2025 Reduced 1.0%
$80.2B
$7.23 Million 0.06% of portfolio
106,682
Q1 2025 Added 1.68%
$126B
$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%
$181B
$6.66 Million 0.06% of portfolio
13,449
Q1 2025 Reduced 1.42%
$229B
$6.56 Million 0.05% of portfolio
1,425
Q1 2025 Reduced 0.84%
$38.7B
$6.36 Million 0.05% of portfolio
3,447
Q1 2025 Added 0.09%
$68.2B
$6.26 Million 0.05% of portfolio
183,410
Q1 2025 Added 0.42%
$180B
$6.26 Million 0.05% of portfolio
138,031
Q1 2025 Reduced 2.46%
$52.1B
$5.9 Million 0.05% of portfolio
38,265
Q1 2025 Added 10.28%
$111B
$5.73 Million 0.05% of portfolio
58,411
Q1 2025 Reduced 1.84%
$220B
$5.71 Million 0.05% of portfolio
17,319
Q1 2025 Reduced 1.67%
$138B
$5.64 Million 0.05% of portfolio
27,491
Q1 2025 Added 0.79%
$195B
$5.43 Million 0.05% of portfolio
192,053
Q1 2025 Reduced 6.44%
$118B
$5.38 Million 0.05% of portfolio
51,268
Q1 2025 Added 12.19%
$126B
$5.08 Million 0.04% of portfolio
7,473
Q1 2025 Added 0.9%
$216B
$4.98 Million 0.04% of portfolio
8,111
Q1 2025 Reduced 1.0%
$101B
$4.98 Million 0.04% of portfolio
14,112
Q1 2025 Reduced 0.34%
$26.6B
$4.91 Million 0.04% of portfolio
27,947
Q1 2025 Added 6.97%
$283B
$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
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