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
$11.3B
$1.38 Million 0.01% of portfolio
158,266
Q1 2025 Reduced 1.53%
$14.4B
$1.52 Million 0.01% of portfolio
16,749
Q1 2025 Added 61.98%
$35.1B
$1.34 Million 0.01% of portfolio
30,845
Q1 2025 Reduced 6.03%
$55.2B
$1.33 Million 0.01% of portfolio
2,751
Q1 2025 Added 5.85%
$48.4B
$1.33 Million 0.01% of portfolio
6,800
Q1 2025 New
$23B
$1.32 Million 0.01% of portfolio
21,290
Q1 2025 Reduced 4.42%
$22.7B
$1.32 Million 0.01% of portfolio
15,039
Q1 2025 Added 19.38%
$56B
$1.29 Million 0.01% of portfolio
11,830
Q1 2025 Added 14.27%
$28.7B
$1.29 Million 0.01% of portfolio
14,936
Q1 2025 Reduced 14.24%
$59.8B
$1.28 Million 0.01% of portfolio
10,372
Q1 2025 Added 6.92%
$253B
$1.27 Million 0.01% of portfolio
11,359
Q1 2025 Reduced 5.34%
$43.4B
$1.26 Million 0.01% of portfolio
2,235
Q1 2025 Reduced 0.36%
$62B
$1.26 Million 0.01% of portfolio
15,721
Q1 2025 Reduced 4.05%
$54.7B
$1.25 Million 0.01% of portfolio
7,346
Q1 2025 Reduced 1.33%
$93.2B
$1.25 Million 0.01% of portfolio
2,911
Q1 2025 Added 37.9%
$42.4B
$1.24 Million 0.01% of portfolio
8,578
Q1 2025 Reduced 1.28%
$50B
$1.23 Million 0.01% of portfolio
29,517
Q1 2025 Added 0.84%
$21.8B
$1.23 Million 0.01% of portfolio
32,881
Q1 2025 Added 43.21%
$15.2B
$1.23 Million 0.01% of portfolio
17,645
Q1 2025 Reduced 1.43%
$15.1B
$1.22 Million 0.01% of portfolio
16,632
Q1 2025 Added 2.27%
$103B
$1.22 Million 0.01% of portfolio
7,090
Q1 2025 Added 4.62%
$52.5B
$1.18 Million 0.01% of portfolio
18,691
Q1 2025 Added 3.19%
$31.4B
$1.17 Million 0.01% of portfolio
46,112
Q1 2025 Reduced 5.65%
$145B
$1.16 Million 0.01% of portfolio
4,096
Q1 2025 Added 80.04%
$71.6B
$1.16 Million 0.01% of portfolio
19,359
Q1 2025 Added 8.22%
$3.1B
$1.14 Million 0.01% of portfolio
22,725
Q1 2025 Reduced 0.18%
$29B
$1.13 Million 0.01% of portfolio
9,091
Q1 2025 Reduced 2.94%
$66.4B
$1.13 Million 0.01% of portfolio
17,803
Q1 2025 Added 3.38%
$7.8B
$1.13 Million 0.01% of portfolio
45,481
Q1 2025 Added 0.88%
$60.7B
$1.11 Million 0.01% of portfolio
1,775
Q1 2025 Added 9.5%
$35.6B
$1.11 Million 0.01% of portfolio
9,448
Q1 2025 Reduced 0.71%
$26.8B
$1.09 Million 0.01% of portfolio
11,095
Q1 2025 Reduced 3.36%
$92B
$1.09 Million 0.01% of portfolio
24,669
Q1 2025 Reduced 9.96%
$59.4B
$1.09 Million 0.01% of portfolio
1,848
Q1 2025 Added 149.73%
$24.6B
$1.09 Million 0.01% of portfolio
49,996
Q1 2025 Added 12.35%
$28.3B
$1.08 Million 0.01% of portfolio
5,912
Q1 2025 New
$35.3B
$1.08 Million 0.01% of portfolio
35,499
Q1 2025 Reduced 38.92%
$36.2B
$1.08 Million 0.01% of portfolio
9,750
Q1 2025 Added 0.2%
$19.6B
$1.06 Million 0.01% of portfolio
17,919
Q1 2025 Added 7.12%
$16.2B
$1.05 Million 0.01% of portfolio
7,103
Q1 2025 Added 3.54%
$50.3B
$1.04 Million 0.01% of portfolio
8,205
Q1 2025 Added 5.18%
$3.98B
$1.03 Million 0.01% of portfolio
3,586
Q1 2025 Added 6.76%
$41.6B
$1.03 Million 0.01% of portfolio
20,804
Q1 2025 Reduced 9.03%
$87.2B
$1.02 Million 0.01% of portfolio
5,596
Q1 2025 Reduced 1.13%
$81.7B
$1.02 Million 0.01% of portfolio
8,707
Q1 2025 Added 9.11%
$147B
$1.01 Million 0.01% of portfolio
10,577
Q1 2025 Reduced 4.1%
$11.5B
$1 Million 0.01% of portfolio
27,450
Q1 2025 Added 331.13%
$26.6B
$1 Million 0.01% of portfolio
36,115
Q1 2025 Added 5.05%
$0
$999,000 0.01% of portfolio
63,356
Q1 2025 Reduced 0.93%

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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