Ep Wealth Advisors, LLC Portfolio Holdings

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.4B
$930,000 0.01% of portfolio
16,238
Q3 2024 Added 210.48%
$0
$771,000 0.01% of portfolio
16,228
Q3 2024 New
$115B
$1.45 Million 0.01% of portfolio
16,080
Q3 2024 Added 31.21%
$32.9B
$688,000 0.01% of portfolio
16,070
Q3 2024 Added 73.62%
$0
$695,000 0.01% of portfolio
16,013
Q3 2024 New
$920M
$571,000 0.01% of portfolio
16,000
Q3 2024 New
$129B
$1.34 Million 0.01% of portfolio
15,941
Q3 2024 Added 22.0%
$38.4B
$1.23 Million 0.01% of portfolio
15,785
Q3 2024 Added 59.03%
$149B
$1.02 Million 0.01% of portfolio
15,649
Q3 2024 Added 18.36%
$0
$900,000 0.01% of portfolio
15,647
Q2 2024 Added 1.08%
$0
$739,000 0.01% of portfolio
15,561
Q3 2024 Added 0.05%
$41B
$697,000 0.01% of portfolio
15,446
Q3 2024 Added 2.41%
$0
$1.64 Million 0.01% of portfolio
15,092
Q3 2024 Added 8.29%
$0
$1.51 Million 0.01% of portfolio
14,997
Q3 2024 Reduced 0.51%
$41.7B
$1.32 Million 0.01% of portfolio
14,799
Q3 2024 Added 61.61%
$36.8B
$1.18 Million 0.01% of portfolio
14,725
Q3 2024 Added 1.83%
$4.17B
$1.16 Million 0.01% of portfolio
14,451
Q3 2024 New
$63.6B
$616,000 0.01% of portfolio
14,419
Q3 2024 Added 61.76%
$71B
$1.59 Million 0.01% of portfolio
14,244
Q3 2024 Added 150.25%
$0
$699,000 0.01% of portfolio
14,179
Q3 2024 Added 112.36%
$83.2B
$635,000 0.01% of portfolio
14,165
Q3 2024 Reduced 74.36%
$0
$1.43 Million 0.01% of portfolio
14,096
Q3 2024 Added 13.9%
$4.55B
$750,000 0.01% of portfolio
13,988
Q3 2024 Added 68.61%
$54.6B
$697,000 0.01% of portfolio
13,807
Q3 2024 Added 73.98%
$34.6B
$1.64 Million 0.01% of portfolio
13,797
Q3 2024 Reduced 5.23%
$224B
$1.57 Million 0.01% of portfolio
13,630
Q3 2024 Added 15.58%
$17.9B
$829,000 0.01% of portfolio
13,365
Q3 2024 Added 0.04%
$26.6B
$1.62 Million 0.01% of portfolio
13,114
Q3 2024 New
$7.73B
$627,000 0.01% of portfolio
12,951
Q3 2024 New
$48.4B
$652,000 0.01% of portfolio
12,655
Q3 2024 Added 263.13%
$0
$681,000 0.01% of portfolio
12,535
Q3 2024 Reduced 1.57%
$0
$1.6 Million 0.01% of portfolio
12,507
Q3 2024 Reduced 1.82%
$127B
$1 Million 0.01% of portfolio
12,496
Q3 2024 Added 26.3%
$31.6B
$1.29 Million 0.01% of portfolio
12,478
Q3 2024 Added 6.42%
$0
$587,000 0.01% of portfolio
12,471
Q3 2024 Added 36.03%
$79.5B
$1.55 Million 0.01% of portfolio
12,373
Q3 2024 Added 0.79%
$27.7B
$975,000 0.01% of portfolio
12,364
Q3 2024 New
$0
$567,000 0.01% of portfolio
12,301
Q3 2024 Added 9.83%
$0
$1.01 Million 0.01% of portfolio
12,152
Q3 2024 Added 1.88%
$0
$961,000 0.01% of portfolio
12,086
Q3 2023 Added 563.34%
$22.8B
$1.06 Million 0.01% of portfolio
11,797
Q3 2024 Added 359.21%
$0
$793,000 0.01% of portfolio
11,796
Q3 2024 Added 0.23%
$17.7B
$1.39 Million 0.01% of portfolio
11,598
Q3 2024 New
$57.5B
$896,000 0.01% of portfolio
11,545
Q3 2024 Added 18.39%
$64.1B
$1.5 Million 0.01% of portfolio
11,445
Q3 2024 Added 39.85%
$48.9B
$752,000 0.01% of portfolio
11,210
Q3 2024 Added 187.66%
$0
$1.1 Million 0.01% of portfolio
11,180
Q3 2024 Added 75.95%
$44.2B
$722,000 0.01% of portfolio
11,089
Q3 2024 Added 176.88%
$50.1B
$1.13 Million 0.01% of portfolio
11,057
Q3 2024 Added 12.53%

Summary

  • Portfolio
  • No. of Stocks 1,181
  • Current Value $11.3 Billion
  • Prior Value $9.28 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 350 stocks
  • Additional Purchases 579 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 190 stocks
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