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
$77.4B
$996,000 0.01% of portfolio
4,116
Q1 2025 Reduced 1.11%
$27.5B
$991,000 0.01% of portfolio
57,707
Q1 2025 Reduced 27.04%
$51.5B
$989,000 0.01% of portfolio
3,158
Q1 2025 Reduced 4.79%
$18.9B
$988,000 0.01% of portfolio
34,192
Q1 2025 Added 38.58%
$75.8B
$976,000 0.01% of portfolio
12,194
Q1 2025 Added 2.41%
$26.3B
$973,000 0.01% of portfolio
2,657
Q1 2025 Added 5.35%
$17.9B
$972,000 0.01% of portfolio
11,372
Q1 2025 Added 11.32%
$54.7B
$971,000 0.01% of portfolio
52,285
Q1 2025 Reduced 1.95%
$17.1B
$971,000 0.01% of portfolio
13,444
Q1 2025 Reduced 2.1%
$89.1B
$965,000 0.01% of portfolio
3,797
Q1 2025 Reduced 3.41%
$0
$961,000 0.01% of portfolio
45,304
Q3 2023 New
$15.2B
$955,000 0.01% of portfolio
15,740
Q1 2025 Reduced 38.07%
$18.1B
$949,000 0.01% of portfolio
12,981
Q1 2025 Reduced 4.86%
$58.9B
$944,000 0.01% of portfolio
4,972
Q1 2025 Reduced 0.5%
$4.94B
$939,000 0.01% of portfolio
21,248
Q1 2025 Reduced 3.38%
$24.5B
$939,000 0.01% of portfolio
5,861
Q1 2025 Reduced 0.64%
$15.8B
$918,000 0.01% of portfolio
7,939
Q1 2025 Reduced 6.62%
$72.4B
$914,000 0.01% of portfolio
4,021
Q1 2025 Added 2.79%
$62.1B
$914,000 0.01% of portfolio
13,947
Q1 2025 Added 4.08%
$50.4B
$914,000 0.01% of portfolio
3,055
Q1 2025 Reduced 5.94%
$316M
$910,000 0.01% of portfolio
22,135
Q1 2025 Reduced 4.34%
$0
$902,000 0.01% of portfolio
84,188
Q1 2025 Reduced 21.91%
$44.4B
$894,000 0.01% of portfolio
4,121
Q1 2025 Added 7.57%
$107B
$891,000 0.01% of portfolio
2,647
Q1 2025 Added 14.49%
$155B
$874,000 0.01% of portfolio
14,677
Q1 2025 Reduced 5.11%
$42.5B
$870,000 0.01% of portfolio
11,215
Q1 2025 Added 4.97%
$48.9B
$862,000 0.01% of portfolio
15,391
Q1 2025 Reduced 3.66%
$20B
$862,000 0.01% of portfolio
10,223
Q1 2025 Reduced 2.55%
$14.6B
$862,000 0.01% of portfolio
9,608
Q1 2025 Added 1.09%
$51.8B
$859,000 0.01% of portfolio
12,691
Q1 2025 Reduced 6.01%
$24.3B
$853,000 0.01% of portfolio
9,290
Q1 2025 Added 4.51%
$79.2B
$835,000 0.01% of portfolio
4,755
Q1 2025 Added 2.9%
$70.9B
$832,000 0.01% of portfolio
1,901
Q1 2025 Reduced 6.9%
$45.8B
$815,000 0.01% of portfolio
1,942
Q1 2025 Reduced 1.92%
$29B
$810,000 0.01% of portfolio
4,819
Q1 2025 Reduced 6.01%
$543M
$804,000 0.01% of portfolio
20,093
Q1 2025 New
$936M
$795,000 0.01% of portfolio
589
Q1 2025 Added 0.51%
$56.2B
$790,000 0.01% of portfolio
4,588
Q1 2025 Added 1.41%
$7.4B
$782,000 0.01% of portfolio
6,850
Q1 2025 Reduced 2.14%
$7.48B
$768,000 0.01% of portfolio
580
Q1 2025 Reduced 58.92%
$776M
$768,000 0.01% of portfolio
229,274
Q1 2025 Added 0.12%
$37.2B
$765,000 0.01% of portfolio
7,419
Q1 2025 Added 11.98%
$53.1B
$714,000 0.01% of portfolio
2,906
Q1 2025 Added 5.83%
$15.4B
$749,000 0.01% of portfolio
4,106
Q1 2025 Reduced 16.53%
$37.7B
$742,000 0.01% of portfolio
13,571
Q1 2025 Reduced 12.16%
$14.5B
$740,000 0.01% of portfolio
4,163
Q1 2025 Reduced 5.64%
$129B
$739,000 0.01% of portfolio
6,393
Q1 2025 Reduced 0.25%
$5.15B
$737,000 0.01% of portfolio
9,219
Q1 2025 Added 27.7%
$6.9B
$737,000 0.01% of portfolio
1,198
Q1 2025 Reduced 8.9%

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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