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
$120B
$4.6 Million 0.04% of portfolio
15,230
Q1 2025 Added 98.62%
$70.4B
$4.59 Million 0.04% of portfolio
155,967
Q1 2025 Added 18.78%
$182B
$4.48 Million 0.04% of portfolio
61,509
Q1 2025 Reduced 5.14%
$104B
$4.45 Million 0.04% of portfolio
74,214
Q1 2025 Reduced 7.6%
$63.3B
$4.39 Million 0.04% of portfolio
14,902
Q1 2025 Added 6.84%
$69.1B
$4.36 Million 0.04% of portfolio
103,322
Q1 2025 Added 3.3%
$71B
$4.32 Million 0.04% of portfolio
33,715
Q1 2025 Added 99.84%
$167B
$4.27 Million 0.04% of portfolio
60,091
Q1 2025 Added 67.07%
$63.7B
$4.2 Million 0.04% of portfolio
147,156
Q1 2025 Added 5.69%
$76.8B
$4.17 Million 0.03% of portfolio
44,508
Q1 2025 Reduced 2.24%
$5.27B
$3.78 Million 0.03% of portfolio
282,081
Q1 2025 New
$80.8B
$4.09 Million 0.03% of portfolio
15,011
Q1 2025 Added 3.4%
$406M
$4.03 Million 0.03% of portfolio
276,668
Q1 2025 New
$239B
$3.88 Million 0.03% of portfolio
33,273
Q1 2025 Added 35.82%
$6B
$3.78 Million 0.03% of portfolio
68,518
Q1 2025 New
$50.7B
$3.77 Million 0.03% of portfolio
16,439
Q1 2025 Reduced 1.76%
$241B
$3.69 Million 0.03% of portfolio
6,757
Q1 2025 Added 18.69%
$85B
$3.64 Million 0.03% of portfolio
24,812
Q1 2025 Added 2.73%
$1.17T
$3.6 Million 0.03% of portfolio
21,706
Q1 2025 Added 1.76%
$150B
$3.59 Million 0.03% of portfolio
35,603
Q1 2025 Added 83.01%
$91.5B
$3.54 Million 0.03% of portfolio
28,997
Q1 2025 Added 1.63%
$77.7B
$3.51 Million 0.03% of portfolio
13,844
Q1 2025 Reduced 0.55%
$125B
$3.45 Million 0.03% of portfolio
20,210
Q1 2025 Reduced 31.01%
$98.4B
$3.41 Million 0.03% of portfolio
30,492
Q1 2025 Added 107.29%
$76.2B
$3.37 Million 0.03% of portfolio
30,666
Q1 2025 Added 1.52%
$101B
$3.31 Million 0.03% of portfolio
54,328
Q1 2025 Added 5.31%
$158B
$3.26 Million 0.03% of portfolio
46,897
Q1 2025 Reduced 19.29%
$108B
$3.23 Million 0.03% of portfolio
23,077
Q1 2025 Reduced 1.65%
$102B
$3.2 Million 0.03% of portfolio
9,724
Q1 2025 Reduced 3.01%
$0
$3.12 Million 0.03% of portfolio
101,861
Q1 2025 Reduced 1.57%
$65B
$3.12 Million 0.03% of portfolio
50,650
Q1 2025 Added 1,208.45%
$140B
$3.09 Million 0.03% of portfolio
27,584
Q1 2025 Reduced 5.87%
$118B
$3.07 Million 0.03% of portfolio
34,165
Q1 2025 Added 163.94%
$300B
$3.06 Million 0.03% of portfolio
11,463
Q1 2025 Reduced 4.8%
$84.7B
$3.02 Million 0.03% of portfolio
20,746
Q1 2025 Reduced 2.66%
$166B
$3 Million 0.03% of portfolio
38,324
Q1 2025 Reduced 0.62%
$79.5B
$1.94 Million 0.02% of portfolio
15,517
Q1 2025 Added 23.55%
$17.2B
$2.38 Million 0.02% of portfolio
24,295
Q1 2025 Reduced 1.09%
$44.4B
$2.94 Million 0.02% of portfolio
20,692
Q1 2025 Added 0.96%
$204B
$2.91 Million 0.02% of portfolio
3,661
Q1 2025 Reduced 1.53%
$5.06B
$2.9 Million 0.02% of portfolio
83,746
Q1 2025 Added 0.09%
$759M
$2.75 Million 0.02% of portfolio
304,671
Q1 2025 Reduced 2.74%
$80.1B
$2.81 Million 0.02% of portfolio
25,661
Q1 2025 Reduced 1.05%
$17.4B
$2.8 Million 0.02% of portfolio
10,492
Q1 2025 Added 0.16%
$35.7B
$2.79 Million 0.02% of portfolio
48,028
Q1 2025 Reduced 0.11%
$116B
$2.64 Million 0.02% of portfolio
5,449
Q1 2025 Reduced 15.36%
$92.1B
$2.63 Million 0.02% of portfolio
7,541
Q1 2025 Reduced 2.12%
$153B
$2.58 Million 0.02% of portfolio
5,503
Q1 2025 Added 0.42%
$73.8B
$2.58 Million 0.02% of portfolio
6,460
Q1 2025 Added 60.5%

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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