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
$50.7B
$8.73 Million 0.07% of portfolio
8,279
Q4 2024 Reduced 0.1%
$122B
$8.66 Million 0.07% of portfolio
17,818
Q4 2024 Added 13.97%
$0
$8.63 Million 0.07% of portfolio
67,630
Q4 2024 Added 3.16%
$167B
$8.25 Million 0.07% of portfolio
15,858
Q4 2024 Reduced 2.33%
$148B
$8.21 Million 0.07% of portfolio
31,506
Q4 2024 Reduced 4.1%
$124B
$8.19 Million 0.07% of portfolio
308,801
Q4 2024 Reduced 2.56%
$0
$8.14 Million 0.07% of portfolio
139,562
Q4 2024 Reduced 8.15%
$0
$8.03 Million 0.07% of portfolio
60,972
Q4 2024 Added 16.8%
$72.5B
$7.98 Million 0.07% of portfolio
6,296
Q4 2024 Reduced 0.03%
$0
$7.96 Million 0.07% of portfolio
41,698
Q4 2024 Added 4.1%
$188B
$7.91 Million 0.07% of portfolio
26,641
Q4 2024 Added 24.56%
$0
$7.9 Million 0.07% of portfolio
24,512
Q4 2024 Reduced 1.0%
$0
$7.87 Million 0.07% of portfolio
137,365
Q4 2024 Reduced 2.39%
$0
$7.77 Million 0.07% of portfolio
126,742
Q4 2024 Added 53.25%
$0
$7.72 Million 0.07% of portfolio
29,222
Q4 2024 Added 1.5%
$0
$7.72 Million 0.07% of portfolio
128,565
Q4 2024 Reduced 2.16%
$0
$7.56 Million 0.06% of portfolio
26,257
Q4 2024 Added 0.02%
$0
$7.33 Million 0.06% of portfolio
81,779
Q4 2024 Reduced 2.75%
$141B
$7.3 Million 0.06% of portfolio
60,402
Q4 2024 Reduced 8.66%
$0
$7.21 Million 0.06% of portfolio
11,595
Q4 2024 Reduced 23.39%
$182B
$7.14 Million 0.06% of portfolio
1,437
Q4 2024 Reduced 10.19%
$171B
$7.12 Million 0.06% of portfolio
13,643
Q4 2024 Reduced 2.11%
$316B
$6.95 Million 0.06% of portfolio
111,569
Q4 2024 Reduced 7.57%
$48.2B
$6.86 Million 0.06% of portfolio
3,444
Q4 2024 Reduced 47.16%
$0
$6.79 Million 0.06% of portfolio
52,800
Q4 2024 Added 153.59%
$0
$6.74 Million 0.06% of portfolio
290,958
Q4 2024 Added 209.65%
$0
$6.71 Million 0.06% of portfolio
63,603
Q4 2024 Added 6.16%
$0
$6.62 Million 0.06% of portfolio
15,567
Q4 2024 Reduced 9.27%
$122B
$6.58 Million 0.06% of portfolio
22,487
Q4 2024 Added 11.69%
$155B
$6.39 Million 0.05% of portfolio
17,613
Q4 2024 Reduced 2.32%
$229B
$6.27 Million 0.05% of portfolio
55,410
Q4 2024 Reduced 1.22%
$136B
$6.26 Million 0.05% of portfolio
27,275
Q4 2024 Added 0.78%
$0
$6.26 Million 0.05% of portfolio
25,850
Q4 2024 Added 0.68%
$0
$6.25 Million 0.05% of portfolio
77,943
Q4 2024 Added 1,183.22%
$0
$6.05 Million 0.05% of portfolio
144,607
Q4 2024 Added 0.02%
$0
$6.03 Million 0.05% of portfolio
60,859
Q4 2024 Reduced 1.58%
$0
$5.99 Million 0.05% of portfolio
23,597
Q4 2024 Reduced 8.36%
$0
$5.79 Million 0.05% of portfolio
80,483
Q4 2024 Added 17.7%
$0
$5.78 Million 0.05% of portfolio
65,116
Q4 2024 Reduced 15.22%
$67.5B
$5.73 Million 0.05% of portfolio
182,644
Q4 2024 Reduced 6.58%
$253B
$5.73 Million 0.05% of portfolio
47,583
Q4 2024 Added 8.04%
$0
$5.68 Million 0.05% of portfolio
275,135
Q4 2024 Added 68.0%
$177B
$5.88 Million 0.05% of portfolio
30,234
Q4 2024 Added 3.95%
$185B
$5.66 Million 0.05% of portfolio
141,518
Q4 2024 Added 22.9%
$759M
$5.58 Million 0.05% of portfolio
313,249
Q4 2024 Reduced 12.62%
$0
$5.55 Million 0.05% of portfolio
105,477
Q4 2024 Added 6.81%
$0
$5.54 Million 0.05% of portfolio
285,086
Q4 2024 Added 54.34%
$93.5B
$5.42 Million 0.05% of portfolio
59,504
Q4 2024 Reduced 14.39%
$0
$5.36 Million 0.05% of portfolio
196,138
Q4 2024 Added 210.96%

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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