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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.24 Billion 10.35% of portfolio
3,336,464
Q1 2025 Added 3.4%
$0
$413 Million 3.46% of portfolio
5,394,520
Q1 2025 Added 17.91%
$0
$412 Million 3.44% of portfolio
2,383,097
Q1 2025 Reduced 3.94%
$0
$356 Million 2.98% of portfolio
4,298,002
Q1 2025 Added 14.39%
$0
$299 Million 2.5% of portfolio
5,712,698
Q1 2025 Added 10.75%
$0
$260 Million 2.17% of portfolio
1,061,830
Q1 2025 Added 13.39%
$0
$245 Million 2.05% of portfolio
5,412,696
Q1 2025 Added 13.65%
$0
$243 Million 2.04% of portfolio
1,515,445
Q1 2025 Added 18.74%
$0
$232 Million 1.94% of portfolio
2,345,970
Q1 2025 Added 1.32%
$0
$227 Million 1.9% of portfolio
406,522
Q1 2025 Added 5.26%
$0
$155 Million 1.3% of portfolio
3,016,203
Q1 2025 Added 35.18%
$0
$151 Million 1.27% of portfolio
601,701
Q1 2025 Added 30.66%
$0
$143 Million 1.19% of portfolio
690,537
Q1 2025 Added 0.84%
$0
$132 Million 1.1% of portfolio
5,744,383
Q1 2025 Added 6.91%
$0
$118 Million 0.99% of portfolio
3,007,183
Q1 2025 Added 12.83%
$0
$100 Million 0.84% of portfolio
949,055
Q1 2025 Reduced 9.66%
$0
$71.7 Million 0.6% of portfolio
1,274,491
Q1 2025 Reduced 10.43%
$0
$69 Million 0.58% of portfolio
802,070
Q1 2025 Added 6.14%
$0
$64.5 Million 0.54% of portfolio
178,504
Q1 2025 Reduced 3.01%
$0
$59.2 Million 0.5% of portfolio
1,253,794
Q1 2025 Added 1.95%
$0
$58.9 Million 0.49% of portfolio
312,937
Q1 2025 Reduced 1.86%
$0
$57.1 Million 0.48% of portfolio
2,028,357
Q1 2025 Reduced 5.72%
$0
$53.5 Million 0.45% of portfolio
857,792
Q1 2025 Added 10.99%
$0
$53.7 Million 0.45% of portfolio
195,300
Q1 2025 Added 3.83%
$0
$52.8 Million 0.44% of portfolio
564,828
Q1 2025 Added 0.86%
$0
$52.3 Million 0.44% of portfolio
570,422
Q1 2025 Reduced 0.28%
$0
$49.2 Million 0.41% of portfolio
87,505
Q1 2025 Added 1.7%
$0
$48.5 Million 0.41% of portfolio
1,469,214
Q1 2025 Added 24.19%
$0
$48 Million 0.4% of portfolio
102,385
Q1 2025 Reduced 0.19%
$0
$45.5 Million 0.38% of portfolio
598,971
Q1 2025 Added 3.42%
$0
$45.1 Million 0.38% of portfolio
551,520
Q1 2025 Reduced 0.4%
$0
$43.8 Million 0.37% of portfolio
860,783
Q1 2025 Reduced 38.19%
$0
$38.6 Million 0.32% of portfolio
778,873
Q1 2025 Reduced 3.41%
$0
$38.1 Million 0.32% of portfolio
289,507
Q1 2025 Added 3.36%
$0
$37.2 Million 0.31% of portfolio
316,353
Q1 2025 Added 126.33%
$0
$36.8 Million 0.31% of portfolio
1,179,788
Q1 2025 Reduced 9.22%
$0
$34.9 Million 0.29% of portfolio
176,834
Q1 2025 Reduced 1.02%
$0
$33.5 Million 0.28% of portfolio
1,452,311
Q1 2025 Added 3.09%
$0
$29.8 Million 0.25% of portfolio
505,497
Q1 2025 Reduced 11.12%
$0
$28.5 Million 0.24% of portfolio
755,241
Q1 2025 Added 0.34%
$0
$27.8 Million 0.23% of portfolio
144,061
Q1 2025 Reduced 1.41%
$0
$27.6 Million 0.23% of portfolio
530,502
Q1 2025 Added 1.36%
$0
$25.8 Million 0.22% of portfolio
141,540
Q1 2025 Added 14.89%
$0
$26 Million 0.22% of portfolio
117,396
Q1 2025 Added 24.25%
$0
$25 Million 0.21% of portfolio
80,936
Q1 2025 Reduced 0.65%
$0
$24.4 Million 0.2% of portfolio
429,602
Q1 2025 Reduced 2.92%
$0
$23.9 Million 0.2% of portfolio
860,660
Q1 2025 Added 675.82%
$0
$22.6 Million 0.19% of portfolio
263,765
Q1 2025 Reduced 21.59%
$0
$22.4 Million 0.19% of portfolio
224,071
Q1 2025 Reduced 11.2%

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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