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
$191M
$735,000 0.01% of portfolio
60,825
Q3 2024 Added 5.0%
$30B
$731,000 0.01% of portfolio
2,585
Q1 2025 Added 10.0%
$14B
$729,000 0.01% of portfolio
19,764
Q1 2025 Added 49.8%
$33B
$729,000 0.01% of portfolio
6,693
Q1 2025 Added 8.21%
$87.1B
$725,000 0.01% of portfolio
11,115
Q1 2025 Added 17.51%
$85B
$724,000 0.01% of portfolio
5,289
Q1 2025 Reduced 4.87%
$18.9B
$723,000 0.01% of portfolio
11,020
Q1 2025 Reduced 2.42%
$37.6B
$718,000 0.01% of portfolio
10,153
Q1 2025 Added 26.5%
$1.92B
$715,000 0.01% of portfolio
122,072
Q1 2025 Added 8.18%
$67.2B
$714,000 0.01% of portfolio
2,071
Q1 2025 Added 5.83%
$44.5B
$713,000 0.01% of portfolio
15,587
Q1 2025 Reduced 3.89%
$45.1B
$705,000 0.01% of portfolio
5,520
Q1 2025 Added 1.94%
$10.7B
$703,000 0.01% of portfolio
6,184
Q1 2025 Added 5.31%
$44.9B
$697,000 0.01% of portfolio
6,694
Q1 2025 Reduced 3.43%
$15.7B
$697,000 0.01% of portfolio
20,370
Q1 2025 Reduced 16.82%
$41.7B
$691,000 0.01% of portfolio
9,038
Q1 2025 Reduced 3.91%
$43.1B
$683,000 0.01% of portfolio
4,963
Q1 2025 Reduced 7.03%
$352B
$683,000 0.01% of portfolio
2,545
Q1 2025 Reduced 7.05%
$49.2B
$682,000 0.01% of portfolio
4,766
Q1 2025 Added 1.34%
$4.47B
$682,000 0.01% of portfolio
17,905
Q1 2025 Added 32.53%
$38.1B
$678,000 0.01% of portfolio
3,742
Q1 2025 Added 5.53%
$13.2B
$673,000 0.01% of portfolio
2,184
Q1 2025 Added 29.61%
$19.5B
$666,000 0.01% of portfolio
9,032
Q1 2025 Reduced 0.92%
$7.68B
$660,000 0.01% of portfolio
8,341
Q1 2025 Added 3.6%
$24.5B
$660,000 0.01% of portfolio
8,511
Q1 2025 Reduced 7.49%
$57.3B
$655,000 0.01% of portfolio
1,033
Q1 2025 Reduced 17.09%
$31.5B
$648,000 0.01% of portfolio
7,119
Q1 2025 Added 9.05%
$8.04B
$633,000 0.01% of portfolio
12,711
Q1 2025 Reduced 0.21%
$8.82B
$632,000 0.01% of portfolio
8,235
Q1 2025 Added 72.64%
$39.6B
$632,000 0.01% of portfolio
13,068
Q1 2025 Reduced 5.08%
$29.1B
$627,000 0.01% of portfolio
16,010
Q1 2025 Reduced 0.81%
$10B
$622,000 0.01% of portfolio
14,533
Q1 2025 Added 64.53%
$17.7B
$620,000 0.01% of portfolio
5,204
Q1 2025 Added 0.21%
$2.52B
$619,000 0.01% of portfolio
10,641
Q4 2024 Reduced 26.36%
$10.1B
$619,000 0.01% of portfolio
23,212
Q1 2025 Reduced 2.81%
$302B
$615,000 0.01% of portfolio
4,652
Q1 2025 Reduced 0.58%
$15.4B
$614,000 0.01% of portfolio
20,620
Q1 2025 Added 0.04%
$18.4B
$612,000 0.01% of portfolio
7,840
Q1 2025 Added 23.56%
$22.7B
$609,000 0.01% of portfolio
19,303
Q1 2025 Added 15.52%
$16.3B
$607,000 0.01% of portfolio
9,828
Q1 2025 Added 8.38%
$20.2B
$603,000 0.01% of portfolio
4,062
Q1 2025 Added 3.25%
$73.9B
$603,000 0.01% of portfolio
12,824
Q1 2025 Added 7.18%
$15.1B
$602,000 0.01% of portfolio
7,269
Q1 2025 Reduced 5.5%
$48.3B
$600,000 0.01% of portfolio
2,868
Q1 2025 Reduced 1.75%
$18.7B
$599,000 0.01% of portfolio
4,384
Q1 2025 Reduced 0.16%
$13B
$599,000 0.01% of portfolio
9,499
Q1 2025 Reduced 24.83%
$10.6B
$717,000 0.01% of portfolio
4,682
Q1 2025 Added 7.98%
-
$0 0.0% of portfolio
-
Q1 2025 New
-
$0 0.0% of portfolio
-
Q1 2025 Added 33.6%

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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