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
$19.5 Million 0.17% of portfolio
313,103
Q4 2024 Reduced 3.82%
$50.2B
$19.4 Million 0.16% of portfolio
106,508
Q4 2024 Added 108.83%
$306B
$18.7 Million 0.16% of portfolio
105,038
Q4 2024 Added 4.67%
$270B
$18.6 Million 0.16% of portfolio
128,620
Q4 2024 Reduced 0.41%
$0
$18.5 Million 0.16% of portfolio
374,178
Q4 2024 Added 17.82%
$136B
$18.1 Million 0.15% of portfolio
73,314
Q4 2024 Added 1.61%
$404B
$17.9 Million 0.15% of portfolio
106,587
Q4 2024 Added 3.06%
$19.9B
$17.8 Million 0.15% of portfolio
153,543
Q4 2024 Reduced 4.39%
$0
$17.7 Million 0.15% of portfolio
139,776
Q4 2024 Added 0.89%
$0
$17.5 Million 0.15% of portfolio
30,798
Q4 2024 Reduced 7.39%
$253B
$16.2 Million 0.14% of portfolio
179,650
Q4 2024 Added 3.71%
$347B
$16.1 Million 0.14% of portfolio
96,791
Q4 2024 Added 2.27%
$0
$15.8 Million 0.13% of portfolio
274,694
Q4 2024 Added 5.15%
$433B
$15.7 Million 0.13% of portfolio
17,592
Q4 2024 Added 4.7%
$153B
$15.6 Million 0.13% of portfolio
101,565
Q4 2024 Added 3.68%
$0
$15.5 Million 0.13% of portfolio
621,555
Q4 2024 Added 71.56%
$0
$15 Million 0.13% of portfolio
79,602
Q4 2024 Reduced 0.17%
$100B
$14.9 Million 0.13% of portfolio
26,125
Q4 2024 Added 7.7%
$0
$14.3 Million 0.12% of portfolio
307,643
Q4 2024 Reduced 0.32%
$0
$14.1 Million 0.12% of portfolio
291,984
Q4 2024 Added 16.06%
$0
$13.6 Million 0.12% of portfolio
209,338
Q4 2024 Reduced 0.22%
$0
$12.9 Million 0.11% of portfolio
132,997
Q4 2024 Added 5.91%
$0
$12.7 Million 0.11% of portfolio
501,220
Q4 2024 Reduced 52.1%
$246B
$12.1 Million 0.1% of portfolio
172,050
Q4 2024 Reduced 16.61%
$0
$11.8 Million 0.1% of portfolio
116,245
Q4 2024 Reduced 6.0%
$0
$11.4 Million 0.1% of portfolio
408,444
Q4 2024 Added 385.42%
$0
$11 Million 0.09% of portfolio
67,269
Q4 2024 Reduced 0.17%
$0
$10.8 Million 0.09% of portfolio
466,300
Q4 2024 Added 31.37%
$0
$10.5 Million 0.09% of portfolio
108,944
Q4 2024 Reduced 0.08%
$118B
$10.5 Million 0.09% of portfolio
64,369
Q4 2024 Reduced 8.33%
$0
$10.4 Million 0.09% of portfolio
255,305
Q4 2024 Reduced 4.78%
$0
$10.4 Million 0.09% of portfolio
562,697
Q4 2024 Added 107.99%
$107B
$10.2 Million 0.09% of portfolio
30,829
Q4 2024 Added 2.49%
$493B
$10.2 Million 0.09% of portfolio
19,290
Q4 2024 Reduced 3.15%
$106B
$9.95 Million 0.08% of portfolio
41,098
Q4 2024 Added 1.5%
$0
$9.9 Million 0.08% of portfolio
71,980
Q4 2024 Added 24.51%
$0
$9.73 Million 0.08% of portfolio
51,228
Q4 2024 Reduced 3.36%
$0
$9.73 Million 0.08% of portfolio
44,028
Q4 2024 Reduced 5.81%
$0
$9.66 Million 0.08% of portfolio
337,610
Q4 2024 Reduced 2.74%
$0
$9.56 Million 0.08% of portfolio
266,656
Q4 2024 Reduced 1.1%
$0
$9.5 Million 0.08% of portfolio
135,192
Q4 2024 Added 91.17%
$20.9B
$9.26 Million 0.08% of portfolio
50,668
Q4 2024 Reduced 0.86%
$0
$9.22 Million 0.08% of portfolio
373,250
Q4 2024 Added 8.19%
$0
$9.16 Million 0.08% of portfolio
46,243
Q4 2024 Added 3.84%
$83.2B
$9.08 Million 0.08% of portfolio
19,345
Q4 2024 Reduced 0.45%
$214B
$9.04 Million 0.08% of portfolio
41,134
Q4 2024 Added 17.25%
$0
$8.36 Million 0.07% of portfolio
31,429
Q4 2024 Reduced 2.47%
$178B
$8.77 Million 0.07% of portfolio
24,935
Q4 2024 Reduced 22.0%
$0
$8.74 Million 0.07% of portfolio
207,847
Q4 2024 Added 14.91%

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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