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
$6.27 Million 0.05% of portfolio
100,934
Q1 2025 Added 28.44%
$0
$6.2 Million 0.05% of portfolio
141,824
Q1 2025 Reduced 1.92%
$0
$6.07 Million 0.05% of portfolio
22,929
Q1 2025 Reduced 2.83%
$0
$6.04 Million 0.05% of portfolio
14,388
Q1 2025 Reduced 7.57%
$0
$5.82 Million 0.05% of portfolio
79,249
Q1 2025 Reduced 1.53%
$0
$5.79 Million 0.05% of portfolio
61,795
Q1 2025 Reduced 5.1%
$0
$5.7 Million 0.05% of portfolio
57,295
Q1 2025 Reduced 5.86%
$0
$5.58 Million 0.05% of portfolio
269,711
Q1 2025 Reduced 1.97%
$0
$5.56 Million 0.05% of portfolio
210,119
Q1 2025 Added 10.92%
$0
$5.56 Million 0.05% of portfolio
26,284
Q1 2025 Added 1.68%
$0
$5.48 Million 0.05% of portfolio
191,363
Q1 2025 Reduced 6.31%
$0
$5.48 Million 0.05% of portfolio
107,738
Q1 2025 Added 22.36%
$0
$5.47 Million 0.05% of portfolio
106,291
Q1 2025 Added 0.77%
$0
$5.46 Million 0.05% of portfolio
280,446
Q1 2025 Reduced 1.63%
$0
$5.29 Million 0.04% of portfolio
189,094
Q1 2025 Reduced 3.59%
$0
$5.1 Million 0.04% of portfolio
37,616
Q1 2025 Added 1.21%
$0
$4.84 Million 0.04% of portfolio
38,454
Q1 2025 Reduced 2.95%
$0
$4.83 Million 0.04% of portfolio
246,459
Q1 2025 Reduced 0.82%
$0
$4.66 Million 0.04% of portfolio
26,883
Q1 2025 Reduced 7.79%
$0
$4.6 Million 0.04% of portfolio
55,238
Q1 2025 Added 0.0%
$0
$4.49 Million 0.04% of portfolio
14,128
Q1 2025 Reduced 6.07%
$0
$4.36 Million 0.04% of portfolio
37,442
Q1 2025 Added 22.0%
$0
$4.17 Million 0.03% of portfolio
165,037
Q1 2025 Reduced 3.16%
$0
$4.16 Million 0.03% of portfolio
125,079
Q1 2025 Added 12.8%
$0
$4.1 Million 0.03% of portfolio
35,976
Q1 2025 Reduced 1.33%
$0
$4.1 Million 0.03% of portfolio
15,935
Q1 2025 Added 26.28%
$0
$4.06 Million 0.03% of portfolio
51,155
Q1 2025 Reduced 1.7%
$0
$4.01 Million 0.03% of portfolio
58,458
Q1 2025 Reduced 5.53%
$0
$3.91 Million 0.03% of portfolio
40,127
Q1 2025 Reduced 12.67%
$0
$3.81 Million 0.03% of portfolio
48,270
Q1 2025 Reduced 2.02%
$0
$3.77 Million 0.03% of portfolio
141,900
Q1 2025 Reduced 4.72%
$0
$3.77 Million 0.03% of portfolio
38,150
Q1 2025 Reduced 2.04%
$0
$3.73 Million 0.03% of portfolio
160,570
Q1 2025 Added 32.56%
$0
$3.68 Million 0.03% of portfolio
36,829
Q1 2025 Reduced 0.67%
$0
$3.48 Million 0.03% of portfolio
146,634
Q1 2025 Reduced 1.45%
$0
$3.54 Million 0.03% of portfolio
36,711
Q1 2025 Reduced 0.16%
$0
$3.53 Million 0.03% of portfolio
58,429
Q1 2025 Reduced 10.58%
$0
$3.46 Million 0.03% of portfolio
57,443
Q1 2025 Reduced 1.39%
$0
$3.45 Million 0.03% of portfolio
37,410
Q1 2025 Reduced 0.96%
$0
$3.33 Million 0.03% of portfolio
27,301
Q1 2025 Reduced 48.29%
$0
$3.25 Million 0.03% of portfolio
38,202
Q1 2025 Added 9.44%
$0
$3.2 Million 0.03% of portfolio
43,166
Q1 2025 Reduced 1.59%
$0
$3.19 Million 0.03% of portfolio
18,693
Q1 2025 Reduced 28.91%
$0
$3.14 Million 0.03% of portfolio
133,900
Q1 2025 Added 9.81%
$0
$3.11 Million 0.03% of portfolio
22,863
Q1 2025 Reduced 0.2%
$0
$3.06 Million 0.03% of portfolio
40,271
Q1 2025 Reduced 0.2%
$0
$3.02 Million 0.03% of portfolio
68,253
Q1 2025 Reduced 10.38%
$0
$3.01 Million 0.03% of portfolio
124,482
Q1 2025 Reduced 1.04%
$0
$2.98 Million 0.02% of portfolio
22,224
Q1 2025 Reduced 2.71%

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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