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
$44B
$2.53 Million 0.02% of portfolio
12,764
Q1 2025 New
$6.48B
$2.49 Million 0.02% of portfolio
37,891
Q1 2025 Reduced 4.7%
$15.8B
$2.43 Million 0.02% of portfolio
37,288
Q1 2025 Added 3.61%
$31.6B
$2.37 Million 0.02% of portfolio
39,606
Q1 2025 Reduced 3.16%
$19.4B
$2.36 Million 0.02% of portfolio
33,231
Q1 2025 Reduced 35.55%
$90.3B
$2.36 Million 0.02% of portfolio
3,884
Q1 2025 Added 4.75%
$131B
$2.33 Million 0.02% of portfolio
26,825
Q1 2025 Reduced 5.73%
$17.4B
$2.32 Million 0.02% of portfolio
35,393
Q1 2025 New
$53.2B
$2.31 Million 0.02% of portfolio
9,086
Q1 2025 Added 23.54%
$30.6B
$2.3 Million 0.02% of portfolio
1,240
Q1 2025 Added 2.23%
$221B
$2.28 Million 0.02% of portfolio
31,043
Q1 2025 Added 9.93%
$14.1B
$2.24 Million 0.02% of portfolio
192,811
Q1 2025 Reduced 32.69%
$98.3B
$2.24 Million 0.02% of portfolio
8,441
Q1 2025 Reduced 11.57%
$42.8B
$2.22 Million 0.02% of portfolio
14,124
Q1 2025 Reduced 0.23%
$2.48B
$2.21 Million 0.02% of portfolio
145,855
Q1 2025 Reduced 14.08%
$61B
$2.2 Million 0.02% of portfolio
9,006
Q1 2025 Reduced 4.79%
$40.3B
$2.06 Million 0.02% of portfolio
16,611
Q1 2025 Reduced 1.45%
$62.6B
$2.04 Million 0.02% of portfolio
7,713
Q1 2025 Added 2.48%
$108B
$2.02 Million 0.02% of portfolio
8,268
Q1 2025 Added 130.89%
$257B
$2.01 Million 0.02% of portfolio
23,789
Q1 2025 Reduced 17.85%
$46.7B
$2 Million 0.02% of portfolio
41,355
Q1 2025 Reduced 7.02%
$94.5B
$1.97 Million 0.02% of portfolio
29,073
Q1 2025 Added 10.07%
$6.91B
$1.92 Million 0.02% of portfolio
12,211
Q1 2025 Reduced 0.82%
$12.2B
$1.9 Million 0.02% of portfolio
37,346
Q1 2025 Reduced 8.9%
$22B
$1.9 Million 0.02% of portfolio
14,078
Q1 2025 Added 0.74%
$66.8B
$1.89 Million 0.02% of portfolio
16,965
Q1 2025 Added 1.73%
$36.2B
$1.88 Million 0.02% of portfolio
18,982
Q1 2025 Added 25.58%
$93.8B
$1.86 Million 0.02% of portfolio
82,075
Q1 2025 Reduced 11.6%
$60.7B
$1.83 Million 0.02% of portfolio
7,738
Q1 2025 Added 4.84%
$124B
$1.77 Million 0.01% of portfolio
8,767
Q1 2025 Added 60.95%
$47.8B
$1.76 Million 0.01% of portfolio
16,826
Q1 2025 Added 3.07%
$34.1B
$1.73 Million 0.01% of portfolio
17,802
Q1 2025 Reduced 1.96%
$78.4B
$1.71 Million 0.01% of portfolio
6,898
Q1 2025 Added 20.64%
$1.61B
$1.65 Million 0.01% of portfolio
32,815
Q1 2025 Reduced 3.72%
$257B
$1.59 Million 0.01% of portfolio
21,673
Q1 2025 Added 55.3%
$25.8B
$1.58 Million 0.01% of portfolio
7,195
Q1 2025 Added 195.12%
$42B
$1.55 Million 0.01% of portfolio
8,984
Q1 2025 Added 43.72%
$39.2B
$1.54 Million 0.01% of portfolio
20,517
Q1 2025 Added 34.86%
$314B
$1.53 Million 0.01% of portfolio
2,314
Q1 2025 Added 22.5%
$85.9B
$1.53 Million 0.01% of portfolio
3,508
Q1 2025 Added 59.38%
$90.2B
$1.5 Million 0.01% of portfolio
6,311
Q1 2025 Added 2.37%
$29.1B
$1.5 Million 0.01% of portfolio
10,999
Q1 2025 Reduced 0.08%
$99.5B
$1.48 Million 0.01% of portfolio
7,349
Q1 2025 Added 13.18%
$80.8B
$1.46 Million 0.01% of portfolio
15,174
Q1 2025 Reduced 4.06%
$37.8B
$1.45 Million 0.01% of portfolio
5,972
Q1 2025 Added 0.13%
$35.8B
$1.44 Million 0.01% of portfolio
19,250
Q1 2025 Added 9.94%
$33B
$1.43 Million 0.01% of portfolio
4,229
Q1 2025 Reduced 5.09%
$41.8B
$1.4 Million 0.01% of portfolio
20,671
Q1 2025 Reduced 4.44%
$12.4B
$1.4 Million 0.01% of portfolio
7,425
Q1 2025 Added 10.67%

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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