Ep Wealth Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $11.3 Billion distributed in 1181 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $1.22B, Apple Inc. with a value of $483M, Vanguard Value ETF with a value of $479M, Microsoft Corp with a value of $299M, and Vanguard Whitehall Fds Intl Di with a value of $274M.
Examining the 13F form we can see an increase of $1.97B in the current position value, from $9.28B to 11.3B.
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
$11.3 Billion
ETFs: $6.56 Billion
Technology: $1.49 Billion
Healthcare: $529 Million
Financial Services: $499 Million
Consumer Cyclical: $477 Million
Industrials: $455 Million
Communication Services: $444 Million
Consumer Defensive: $263 Million
Other: $522 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
