Ep Wealth Advisors, LLC Portfolio Holdings

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

Ep Wealth Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $11.7 Billion distributed in 1234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $1.32B, Apple Inc. with a value of $513M, Vanguard Value ETF with a value of $420M, Vanguard Bd Index Fd Inc Inter with a value of $342M, and Vanguard Whitehall Fds Intl Di with a value of $301M.

Examining the 13F form we can see an increase of $499M in the current position value, from $11.3B to 11.7B.

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 $11.7 Billion
ETFs: $7.07 Billion
Technology: $1.55 Billion
Financial Services: $533 Million
Consumer Cyclical: $500 Million
Communication Services: $472 Million
Healthcare: $455 Million
Industrials: $452 Million
Consumer Defensive: $256 Million
Other: $442 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.32 Billion 11.27% of portfolio
3,226,810
Q4 2024 Added 1.58%
$0
$420 Million 3.57% of portfolio
2,480,962
Q4 2024 Reduced 9.49%
$0
$342 Million 2.91% of portfolio
4,575,308
Q4 2024 Added 50.6%
$0
$301 Million 2.56% of portfolio
3,757,454
Q4 2024 Added 21.15%
$0
$267 Million 2.27% of portfolio
5,158,068
Q4 2024 Added 28.63%
$0
$238 Million 2.02% of portfolio
936,468
Q4 2024 Added 30.79%
$0
$226 Million 1.93% of portfolio
386,193
Q4 2024 Reduced 8.29%
$0
$224 Million 1.91% of portfolio
2,315,491
Q4 2024 Added 37.11%
$0
$210 Million 1.79% of portfolio
4,762,715
Q4 2024 Added 17.57%
$0
$206 Million 1.76% of portfolio
1,276,253
Q4 2024 Added 37.66%
$0
$159 Million 1.36% of portfolio
684,800
Q4 2024 Added 1.35%
$0
$129 Million 1.1% of portfolio
460,505
Q4 2024 Added 13.11%
$0
$124 Million 1.06% of portfolio
2,231,308
Q4 2024 Added 20.7%
$0
$123 Million 1.05% of portfolio
5,373,142
Q4 2024 Added 3.45%
$0
$112 Million 0.95% of portfolio
1,050,511
Q4 2024 Added 11.72%
$0
$94.5 Million 0.8% of portfolio
2,665,257
Q4 2024 Added 26.9%
$0
$81 Million 0.69% of portfolio
1,071,136
Q4 2024 Added 506.74%
$0
$79.2 Million 0.67% of portfolio
146,996
Q4 2024 Added 53.61%
$0
$73.9 Million 0.63% of portfolio
184,040
Q4 2024 Reduced 15.84%
$0
$66.6 Million 0.57% of portfolio
1,392,566
Q4 2024 Added 104.15%
$0
$66.2 Million 0.56% of portfolio
2,151,513
Q4 2024 Reduced 8.07%
$0
$63.6 Million 0.54% of portfolio
755,687
Q4 2024 Added 3.58%
$0
$59 Million 0.5% of portfolio
318,876
Q4 2024 Reduced 1.38%
$0
$57.3 Million 0.49% of portfolio
1,229,803
Q4 2024 Added 6.67%
$0
$54.5 Million 0.46% of portfolio
188,095
Q4 2024 Added 1.0%
$0
$52.4 Million 0.45% of portfolio
102,584
Q4 2024 Reduced 8.7%
$0
$52.3 Million 0.45% of portfolio
572,020
Q4 2024 Reduced 2.01%
$0
$50.7 Million 0.43% of portfolio
86,045
Q4 2024 Reduced 17.39%
$0
$48.2 Million 0.41% of portfolio
772,884
Q4 2024 Added 24.55%
$0
$48 Million 0.41% of portfolio
559,998
Q4 2024 Added 0.88%
$0
$44 Million 0.37% of portfolio
579,145
Q4 2024 Added 2.15%
$0
$42.2 Million 0.36% of portfolio
553,762
Q4 2024 Added 7.49%
$0
$40.9 Million 0.35% of portfolio
1,183,027
Q4 2024 Added 21.11%
$0
$40.4 Million 0.34% of portfolio
806,374
Q4 2024 Added 4.44%
$0
$40.1 Million 0.34% of portfolio
178,664
Q4 2024 Added 0.9%
$0
$37.9 Million 0.32% of portfolio
1,299,556
Q4 2024 Reduced 41.23%
$0
$37.1 Million 0.32% of portfolio
280,084
Q4 2024 Reduced 0.57%
$0
$33.3 Million 0.28% of portfolio
1,408,827
Q4 2024 Added 7.26%
$0
$30.8 Million 0.26% of portfolio
146,117
Q4 2024 Added 2.64%
$0
$30.4 Million 0.26% of portfolio
752,650
Q4 2024 Reduced 0.08%
$0
$28.9 Million 0.25% of portfolio
336,389
Q4 2024 Reduced 3.31%
$0
$29.8 Million 0.25% of portfolio
568,756
Q4 2024 Reduced 41.39%
$0
$28 Million 0.24% of portfolio
81,466
Q4 2024 Reduced 0.75%
$0
$26.7 Million 0.23% of portfolio
442,505
Q4 2024 Reduced 1.63%
$0
$25.2 Million 0.21% of portfolio
523,378
Q4 2024 Added 2.33%
$0
$24.4 Million 0.21% of portfolio
252,324
Q4 2024 Reduced 33.07%
$0
$23.5 Million 0.2% of portfolio
970,220
Q4 2024 Reduced 9.67%
$0
$22.4 Million 0.19% of portfolio
123,192
Q4 2024 Reduced 7.24%
$0
$22.7 Million 0.19% of portfolio
94,486
Q4 2024 Reduced 4.55%

Summary

  • Portfolio
  • No. of Stocks 1,234
  • Current Value $11.7 Billion
  • Prior Value $11.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 165 stocks
  • Additional Purchases 523 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 476 stocks
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