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
$10.3B
$4.41 Million 0.04% of portfolio
286,461
Q4 2024 Reduced 23.77%
$62.2B
$4.24 Million 0.04% of portfolio
131,303
Q4 2024 Added 5.86%
$917B
$4.21 Million 0.04% of portfolio
21,331
Q4 2024 Reduced 16.71%
$103B
$4.2 Million 0.04% of portfolio
80,315
Q4 2024 Reduced 0.99%
$75.3B
$4.14 Million 0.04% of portfolio
45,530
Q4 2024 Reduced 0.03%
$223B
$4.05 Million 0.03% of portfolio
24,262
Q4 2024 Reduced 16.02%
$105B
$4.05 Million 0.03% of portfolio
23,464
Q4 2024 Reduced 14.51%
$64.7B
$4.05 Million 0.03% of portfolio
13,948
Q4 2024 Added 15.44%
$167B
$3.94 Million 0.03% of portfolio
3,718
Q4 2024 Added 10.1%
$150B
$3.91 Million 0.03% of portfolio
64,841
Q4 2024 Reduced 26.02%
$72.3B
$3.83 Million 0.03% of portfolio
14,517
Q4 2024 Reduced 20.46%
$62.8B
$3.81 Million 0.03% of portfolio
139,232
Q4 2024 Added 1.25%
$84B
$3.81 Million 0.03% of portfolio
30,206
Q4 2024 Reduced 6.7%
$65.7B
$3.8 Million 0.03% of portfolio
16,734
Q4 2024 Added 0.23%
$92.3B
$3.48 Million 0.03% of portfolio
17,256
Q4 2024 Added 4.77%
$0
$3.28 Million 0.03% of portfolio
103,486
Q4 2024 Added 0.24%
$193B
$3.26 Million 0.03% of portfolio
5,693
Q4 2024 Reduced 0.11%
$66.9B
$3.21 Million 0.03% of portfolio
25,932
Q4 2024 Reduced 30.61%
$4.63B
$3.14 Million 0.03% of portfolio
83,670
Q4 2024 Added 0.2%
$83.1B
$3.12 Million 0.03% of portfolio
24,152
Q4 2024 Added 5.35%
$91.7B
$3.09 Million 0.03% of portfolio
9,545
Q4 2024 Reduced 28.84%
$204B
$3.08 Million 0.03% of portfolio
24,497
Q4 2024 Added 10.73%
$91.7B
$3.07 Million 0.03% of portfolio
28,533
Q4 2024 Reduced 5.25%
$16.8B
$3.02 Million 0.03% of portfolio
51,558
Q4 2024 Reduced 21.57%
$74.8B
$2.97 Million 0.03% of portfolio
21,314
Q4 2024 Added 11.18%
$130B
$2.92 Million 0.02% of portfolio
51,589
Q4 2024 Added 4.74%
$142B
$2.85 Million 0.02% of portfolio
38,564
Q4 2024 Added 44.56%
$17.2B
$2.41 Million 0.02% of portfolio
24,562
Q4 2024 Reduced 0.37%
$96.6B
$2.77 Million 0.02% of portfolio
10,026
Q4 2024 Reduced 6.88%
$469B
$2.72 Million 0.02% of portfolio
4
Q3 2023 Added 100.0%
$134B
$2.71 Million 0.02% of portfolio
29,304
Q4 2024 Reduced 45.68%
$46.8B
$2.69 Million 0.02% of portfolio
20,496
Q4 2024 Reduced 1.52%
$59.9B
$2.66 Million 0.02% of portfolio
9,459
Q4 2024 Reduced 2.7%
$318B
$2.66 Million 0.02% of portfolio
12,041
Q4 2024 Added 4.26%
$86.7B
$2.62 Million 0.02% of portfolio
7,704
Q4 2024 Reduced 56.84%
$34.8B
$2.61 Million 0.02% of portfolio
40,897
Q4 2024 Reduced 2.89%
$129B
$2.59 Million 0.02% of portfolio
6,438
Q4 2024 Added 24.94%
$2.58B
$2.57 Million 0.02% of portfolio
169,764
Q4 2024 Reduced 9.03%
$34.5B
$2.57 Million 0.02% of portfolio
48,081
Q4 2024 Added 9.43%
$27.8B
$2.56 Million 0.02% of portfolio
1,213
Q4 2024 Added 0.25%
$139B
$2.53 Million 0.02% of portfolio
35,968
Q4 2024 Reduced 1.17%
$14.3B
$2.49 Million 0.02% of portfolio
10,475
Q4 2024 New
$6.71B
$2.48 Million 0.02% of portfolio
39,759
Q4 2024 Reduced 3.52%
$103B
$2.39 Million 0.02% of portfolio
28,456
Q4 2024 Reduced 1.64%
$79.9B
$2.36 Million 0.02% of portfolio
3,708
Q4 2024 Added 8.04%
$38.4B
$2.32 Million 0.02% of portfolio
7,355
Q4 2024 Reduced 0.73%
$143B
$2.32 Million 0.02% of portfolio
5,480
Q4 2024 Added 10.82%
$43.6B
$2.26 Million 0.02% of portfolio
30,543
Q4 2024 Added 50.76%
$47.9B
$2.21 Million 0.02% of portfolio
16,325
Q4 2024 Reduced 13.19%

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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