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 Market Cap. of $10 Billions to $200 Billions
