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
$11.1B
$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%
$31.4B
$1.34 Million 0.01% of portfolio
30,845
Q1 2025 Reduced 6.03%
$57.5B
$1.33 Million 0.01% of portfolio
2,751
Q1 2025 Added 5.85%
$47.8B
$1.33 Million 0.01% of portfolio
6,800
Q1 2025 New
$22.4B
$1.32 Million 0.01% of portfolio
21,290
Q1 2025 Reduced 4.42%
$23.2B
$1.32 Million 0.01% of portfolio
15,039
Q1 2025 Added 19.38%
$53.6B
$1.29 Million 0.01% of portfolio
11,830
Q1 2025 Added 14.27%
$29B
$1.29 Million 0.01% of portfolio
14,936
Q1 2025 Reduced 14.24%
$59.2B
$1.28 Million 0.01% of portfolio
10,372
Q1 2025 Added 6.92%
$265B
$1.27 Million 0.01% of portfolio
11,359
Q1 2025 Reduced 5.34%
$46.5B
$1.26 Million 0.01% of portfolio
2,235
Q1 2025 Reduced 0.36%
$64.7B
$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%
$79.8B
$1.25 Million 0.01% of portfolio
2,911
Q1 2025 Added 37.9%
$44.2B
$1.24 Million 0.01% of portfolio
8,578
Q1 2025 Reduced 1.28%
$49.9B
$1.23 Million 0.01% of portfolio
29,517
Q1 2025 Added 0.84%
$21.4B
$1.23 Million 0.01% of portfolio
32,881
Q1 2025 Added 43.21%
$15.1B
$1.23 Million 0.01% of portfolio
17,645
Q1 2025 Reduced 1.43%
$15.9B
$1.22 Million 0.01% of portfolio
16,632
Q1 2025 Added 2.27%
$102B
$1.22 Million 0.01% of portfolio
7,090
Q1 2025 Added 4.62%
$54B
$1.18 Million 0.01% of portfolio
18,691
Q1 2025 Added 3.19%
$31.5B
$1.17 Million 0.01% of portfolio
46,112
Q1 2025 Reduced 5.65%
$155B
$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%
$3.21B
$1.14 Million 0.01% of portfolio
22,725
Q1 2025 Reduced 0.18%
$30.8B
$1.13 Million 0.01% of portfolio
9,091
Q1 2025 Reduced 2.94%
$62.1B
$1.13 Million 0.01% of portfolio
17,803
Q1 2025 Added 3.38%
$8.56B
$1.13 Million 0.01% of portfolio
45,481
Q1 2025 Added 0.88%
$53.7B
$1.11 Million 0.01% of portfolio
1,775
Q1 2025 Added 9.5%
$35.7B
$1.11 Million 0.01% of portfolio
9,448
Q1 2025 Reduced 0.71%
$26.7B
$1.09 Million 0.01% of portfolio
11,095
Q1 2025 Reduced 3.36%
$91B
$1.09 Million 0.01% of portfolio
24,669
Q1 2025 Reduced 9.96%
$60.7B
$1.09 Million 0.01% of portfolio
1,848
Q1 2025 Added 149.73%
$22.6B
$1.09 Million 0.01% of portfolio
49,996
Q1 2025 Added 12.35%
$26.8B
$1.08 Million 0.01% of portfolio
5,912
Q1 2025 New
$32.6B
$1.08 Million 0.01% of portfolio
35,499
Q1 2025 Reduced 38.92%
$35.7B
$1.08 Million 0.01% of portfolio
9,750
Q1 2025 Added 0.2%
$20.2B
$1.06 Million 0.01% of portfolio
17,919
Q1 2025 Added 7.12%
$15.2B
$1.05 Million 0.01% of portfolio
7,103
Q1 2025 Added 3.54%
$46.5B
$1.04 Million 0.01% of portfolio
8,205
Q1 2025 Added 5.18%
$3.49B
$1.03 Million 0.01% of portfolio
3,586
Q1 2025 Added 6.76%
$39.9B
$1.03 Million 0.01% of portfolio
20,804
Q1 2025 Reduced 9.03%
$85.2B
$1.02 Million 0.01% of portfolio
5,596
Q1 2025 Reduced 1.13%
$77.1B
$1.02 Million 0.01% of portfolio
8,707
Q1 2025 Added 9.11%
$134B
$1.01 Million 0.01% of portfolio
10,577
Q1 2025 Reduced 4.1%
$12.1B
$1 Million 0.01% of portfolio
27,450
Q1 2025 Added 331.13%
$26.4B
$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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email