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
$179B
$2.19 Million 0.02% of portfolio
28,959
Q4 2024 Added 44.27%
$121B
$2.12 Million 0.02% of portfolio
7,668
Q4 2024 Added 6.09%
$73.4B
$2.07 Million 0.02% of portfolio
16,871
Q4 2024 Reduced 4.88%
$1.35B
$2.06 Million 0.02% of portfolio
34,082
Q4 2024 Reduced 24.79%
$6.71B
$2.04 Million 0.02% of portfolio
12,312
Q4 2024 Reduced 91.19%
$17.6B
$2.02 Million 0.02% of portfolio
35,990
Q4 2024 Added 2.72%
$18.3B
$2.01 Million 0.02% of portfolio
13,974
Q4 2024 Added 31.36%
$11.1B
$2 Million 0.02% of portfolio
160,718
Q4 2024 Reduced 4.62%
$30B
$1.99 Million 0.02% of portfolio
32,825
Q4 2024 Reduced 4.65%
$12.9B
$1.97 Million 0.02% of portfolio
40,993
Q4 2024 Added 0.75%
$44.6B
$1.9 Million 0.02% of portfolio
14,157
Q4 2024 Added 3.13%
$33.8B
$1.89 Million 0.02% of portfolio
18,157
Q4 2024 Reduced 1.99%
$99.6B
$1.86 Million 0.02% of portfolio
92,845
Q4 2024 Reduced 13.74%
$232B
$1.85 Million 0.02% of portfolio
28,238
Q4 2024 Added 38.18%
$37.9B
$1.84 Million 0.02% of portfolio
16,855
Q4 2024 Reduced 2.82%
$25.4B
$1.83 Million 0.02% of portfolio
17,416
Q4 2024 Added 26.23%
$60.2B
$1.81 Million 0.02% of portfolio
7,526
Q4 2024 Added 22.79%
$36.2B
$1.78 Million 0.02% of portfolio
58,118
Q4 2024 Added 4.35%
$79.5B
$1.57 Million 0.01% of portfolio
12,559
Q4 2024 Added 1.5%
$144B
$1.74 Million 0.01% of portfolio
19,454
Q4 2024 Added 22.04%
$53.7B
$1.73 Million 0.01% of portfolio
7,381
Q4 2024 Reduced 3.28%
$68.4B
$1.73 Million 0.01% of portfolio
16,677
Q4 2024 Added 17.08%
$77.1B
$1.72 Million 0.01% of portfolio
6,165
Q4 2024 Reduced 13.12%
$37.6B
$1.66 Million 0.01% of portfolio
44,477
Q4 2024 Reduced 1.65%
$33.6B
$1.6 Million 0.01% of portfolio
79,099
Q4 2024 Reduced 5.74%
$19.6B
$1.58 Million 0.01% of portfolio
11,008
Q4 2024 Reduced 5.09%
$88.4B
$1.58 Million 0.01% of portfolio
26,413
Q4 2024 Reduced 2.11%
$9.82B
$1.56 Million 0.01% of portfolio
1,412
Q4 2024 Added 38.84%
$100B
$1.55 Million 0.01% of portfolio
14,710
Q4 2024 Added 2.03%
$33.4B
$1.54 Million 0.01% of portfolio
25,415
Q4 2024 Added 0.65%
$44.4B
$1.52 Million 0.01% of portfolio
15,116
Q4 2024 Reduced 33.87%
$77.8B
$1.49 Million 0.01% of portfolio
15,816
Q4 2024 Reduced 15.67%
$20.1B
$1.46 Million 0.01% of portfolio
12,598
Q4 2024 Reduced 3.93%
$72.7B
$1.46 Million 0.01% of portfolio
6,493
Q4 2024 Added 2.8%
$77.2B
$1.45 Million 0.01% of portfolio
5,718
Q4 2024 Added 42.24%
$80.7B
$1.45 Million 0.01% of portfolio
4,025
Q4 2024 Reduced 7.22%
$36B
$1.39 Million 0.01% of portfolio
4,456
Q4 2024 Reduced 3.9%
$16.6B
$1.4 Million 0.01% of portfolio
16,263
Q4 2024 Reduced 0.56%
$52.6B
$1.38 Million 0.01% of portfolio
2,599
Q4 2024 Added 20.16%
$36B
$1.35 Million 0.01% of portfolio
5,964
Q4 2024 Reduced 4.24%
$45B
$1.35 Million 0.01% of portfolio
2,243
Q4 2024 Reduced 0.84%
$65.7B
$1.34 Million 0.01% of portfolio
16,385
Q4 2024 Reduced 0.49%
$36.1B
$1.34 Million 0.01% of portfolio
21,632
Q4 2024 Reduced 0.75%
$22.2B
$1.34 Million 0.01% of portfolio
16,728
Q4 2024 Reduced 12.97%
$37.7B
$1.34 Million 0.01% of portfolio
17,509
Q4 2024 Added 18.31%
$284B
$1.31 Million 0.01% of portfolio
1,889
Q4 2024 Reduced 16.53%
$15.7B
$1.3 Million 0.01% of portfolio
17,901
Q4 2024 Added 4.73%
$45B
$1.29 Million 0.01% of portfolio
7,445
Q4 2024 Added 2.11%
$21.1B
$1.28 Million 0.01% of portfolio
22,274
Q4 2024 Added 35.92%

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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