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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.3 Million 0.45% of portfolio
572,020
Q4 2024 Reduced 2.01%
$0
$50.7 Million 0.43% of portfolio
86,045
Q4 2024 Reduced 17.39%
$135B
$50.5 Million 0.43% of portfolio
221,501
Q4 2024 Added 2.61%
$0
$48.2 Million 0.41% of portfolio
772,884
Q4 2024 Added 24.55%
$0
$48 Million 0.41% of portfolio
559,998
Q4 2024 Added 0.88%
$96.2B
$44.7 Million 0.38% of portfolio
148,846
Q4 2024 Reduced 1.23%
$0
$44 Million 0.37% of portfolio
579,145
Q4 2024 Added 2.15%
$425B
$42.3 Million 0.36% of portfolio
83,544
Q4 2024 Reduced 3.58%
$0
$42.2 Million 0.36% of portfolio
553,762
Q4 2024 Added 7.49%
$933B
$42 Million 0.36% of portfolio
220,606
Q4 2024 Reduced 9.14%
$0
$40.9 Million 0.35% of portfolio
1,183,027
Q4 2024 Added 21.11%
$0
$40.4 Million 0.34% of portfolio
806,374
Q4 2024 Added 4.44%
$69.6B
$40.3 Million 0.34% of portfolio
247,100
Q4 2024 Added 1.85%
$0
$40.1 Million 0.34% of portfolio
178,664
Q4 2024 Added 0.9%
$0
$37.9 Million 0.32% of portfolio
1,299,556
Q4 2024 Reduced 41.23%
$0
$37.1 Million 0.32% of portfolio
280,084
Q4 2024 Reduced 0.57%
$247B
$35.1 Million 0.3% of portfolio
104,899
Q4 2024 Added 2.45%
$0
$33.3 Million 0.28% of portfolio
1,408,827
Q4 2024 Added 7.26%
$22.4B
$30.9 Million 0.26% of portfolio
352,207
Q4 2024 Reduced 1.87%
$70.2B
$30.8 Million 0.26% of portfolio
407,012
Q4 2024 Added 3.01%
$0
$30.8 Million 0.26% of portfolio
146,117
Q4 2024 Added 2.64%
$148B
$30.6 Million 0.26% of portfolio
253,154
Q4 2024 Added 1.2%
$0
$30.4 Million 0.26% of portfolio
752,650
Q4 2024 Reduced 0.08%
$0
$28.9 Million 0.25% of portfolio
336,389
Q4 2024 Reduced 3.31%
$0
$29.8 Million 0.25% of portfolio
568,756
Q4 2024 Reduced 41.39%
$363B
$29 Million 0.25% of portfolio
74,535
Q4 2024 Reduced 1.99%
$762B
$28.6 Million 0.24% of portfolio
70,718
Q4 2024 Added 5.75%
$100B
$28.3 Million 0.24% of portfolio
343,633
Q4 2024 Reduced 3.17%
$0
$28 Million 0.24% of portfolio
81,466
Q4 2024 Reduced 0.75%
$19.3B
$27.9 Million 0.24% of portfolio
249,155
Q4 2024 Reduced 1.2%
$0
$26.7 Million 0.23% of portfolio
442,505
Q4 2024 Reduced 1.63%
$87.3B
$26.4 Million 0.22% of portfolio
22,236
Q4 2024 Added 0.82%
$24.2B
$26.4 Million 0.22% of portfolio
164,138
Q4 2024 Reduced 3.12%
$798B
$26.2 Million 0.22% of portfolio
33,937
Q4 2024 Added 0.31%
$26.8B
$25.4 Million 0.22% of portfolio
89,045
Q4 2024 Added 1.71%
$0
$25.2 Million 0.21% of portfolio
523,378
Q4 2024 Added 2.33%
$4.32B
$24.7 Million 0.21% of portfolio
246,277
Q4 2024 Reduced 3.97%
$0
$24.4 Million 0.21% of portfolio
252,324
Q4 2024 Reduced 33.07%
$0
$23.5 Million 0.2% of portfolio
970,220
Q4 2024 Reduced 9.67%
$0
$22.4 Million 0.19% of portfolio
123,192
Q4 2024 Reduced 7.24%
$42.4B
$22.8 Million 0.19% of portfolio
186,085
Q4 2024 Added 2.4%
$0
$22.7 Million 0.19% of portfolio
94,486
Q4 2024 Reduced 4.55%
$0
$22.6 Million 0.19% of portfolio
195,735
Q4 2024 Added 1.44%
$0
$20.7 Million 0.18% of portfolio
836,569
Q4 2024 Added 8.17%
$0
$20.2 Million 0.17% of portfolio
393,071
Q4 2024 Reduced 5.49%
$162B
$20.2 Million 0.17% of portfolio
45,346
Q4 2024 Reduced 0.86%
$198B
$19.8 Million 0.17% of portfolio
199,213
Q4 2024 Reduced 8.25%
$0
$19.7 Million 0.17% of portfolio
710,346
Q4 2024 Reduced 1.43%
$300B
$19.7 Million 0.17% of portfolio
447,303
Q4 2024 Reduced 1.25%

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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