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
$6.62 Million 0.06% of portfolio
15,567
Q4 2024 Reduced 9.27%
$0
$6.26 Million 0.05% of portfolio
25,850
Q4 2024 Added 0.68%
$0
$6.25 Million 0.05% of portfolio
77,943
Q4 2024 Added 1,183.22%
$0
$6.05 Million 0.05% of portfolio
144,607
Q4 2024 Added 0.02%
$0
$6.03 Million 0.05% of portfolio
60,859
Q4 2024 Reduced 1.58%
$0
$5.99 Million 0.05% of portfolio
23,597
Q4 2024 Reduced 8.36%
$0
$5.79 Million 0.05% of portfolio
80,483
Q4 2024 Added 17.7%
$0
$5.78 Million 0.05% of portfolio
65,116
Q4 2024 Reduced 15.22%
$0
$5.68 Million 0.05% of portfolio
275,135
Q4 2024 Added 68.0%
$0
$5.55 Million 0.05% of portfolio
105,477
Q4 2024 Added 6.81%
$0
$5.54 Million 0.05% of portfolio
285,086
Q4 2024 Added 54.34%
$0
$5.36 Million 0.05% of portfolio
196,138
Q4 2024 Added 210.96%
$0
$5.35 Million 0.05% of portfolio
204,254
Q4 2024 Reduced 3.06%
$0
$5.28 Million 0.04% of portfolio
210,770
Q4 2024 Added 8.45%
$0
$5.12 Million 0.04% of portfolio
39,623
Q4 2024 Added 3.17%
$0
$5.11 Million 0.04% of portfolio
29,153
Q4 2024 Reduced 35.8%
$0
$5.02 Million 0.04% of portfolio
55,237
Q4 2024 Reduced 3.35%
$0
$4.99 Million 0.04% of portfolio
45,948
Q4 2024 Added 25.28%
$0
$4.96 Million 0.04% of portfolio
189,436
Q4 2024 Added 644.02%
$0
$4.91 Million 0.04% of portfolio
37,166
Q4 2024 Reduced 3.03%
$0
$4.84 Million 0.04% of portfolio
248,502
Q4 2024 Added 57.19%
$0
$4.68 Million 0.04% of portfolio
26,295
Q4 2024 Added 79.08%
$0
$4.63 Million 0.04% of portfolio
78,582
Q4 2024 Added 93.07%
$0
$4.47 Million 0.04% of portfolio
88,053
Q4 2024 Reduced 11.15%
$0
$4.32 Million 0.04% of portfolio
36,461
Q4 2024 Reduced 3.13%
$0
$4.25 Million 0.04% of portfolio
47,779
Q4 2024 Added 126.29%
$0
$4.24 Million 0.04% of portfolio
170,430
Q4 2024 Added 9.83%
$0
$4.17 Million 0.04% of portfolio
65,339
Q4 2024 Added 133.55%
$0
$4.15 Million 0.04% of portfolio
61,878
Q4 2024 Added 3.04%
$0
$4.11 Million 0.03% of portfolio
38,946
Q4 2024 Added 2.09%
$0
$4.1 Million 0.03% of portfolio
45,276
Q4 2024 Reduced 13.59%
$0
$4.05 Million 0.03% of portfolio
52,042
Q4 2024 Reduced 0.1%
$0
$3.99 Million 0.03% of portfolio
37,078
Q4 2024 Reduced 0.12%
$0
$3.9 Million 0.03% of portfolio
36,768
Q4 2024 Added 0.12%
$0
$3.88 Million 0.03% of portfolio
148,924
Q4 2024 Added 186.09%
$0
$3.73 Million 0.03% of portfolio
49,266
Q4 2024 Reduced 0.75%
$0
$3.63 Million 0.03% of portfolio
110,887
Q4 2024 Added 1.92%
$0
$3.61 Million 0.03% of portfolio
30,690
Q4 2024 Added 1.16%
$0
$3.53 Million 0.03% of portfolio
148,799
Q4 2024 Added 18.6%
$0
$3.5 Million 0.03% of portfolio
37,772
Q4 2024 Added 3.87%
$0
$3.49 Million 0.03% of portfolio
116,879
Q4 2024 Added 13.5%
$0
$3.42 Million 0.03% of portfolio
58,250
Q4 2024 Added 5.13%
$0
$3.4 Million 0.03% of portfolio
12,619
Q4 2024 Added 3.0%
$0
$3.29 Million 0.03% of portfolio
76,155
Q4 2024 Added 112.33%
$0
$3.28 Million 0.03% of portfolio
22,908
Q4 2024 Added 44.82%
$0
$3.26 Million 0.03% of portfolio
43,862
Q4 2024 Added 1.39%
$0
$3.22 Million 0.03% of portfolio
63,977
Q4 2024 Reduced 12.82%
$0
$3.15 Million 0.03% of portfolio
121,942
Q4 2024 Added 106.97%
$0
$3.12 Million 0.03% of portfolio
40,353
Q4 2024 Reduced 2.14%

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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