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
$5.35 Million 0.05% of portfolio
204,254
Q4 2024 Reduced 3.06%
$0
$5.28 Million 0.04% of portfolio
210,770
Q4 2024 Added 8.45%
$96.5B
$5.18 Million 0.04% of portfolio
29,292
Q4 2024 Added 1.02%
$165B
$5.15 Million 0.04% of portfolio
8,193
Q4 2024 Reduced 17.96%
$0
$5.12 Million 0.04% of portfolio
39,623
Q4 2024 Added 3.17%
$0
$5.11 Million 0.04% of portfolio
29,153
Q4 2024 Reduced 35.8%
$0
$5.03 Million 0.04% of portfolio
15,041
Q4 2024 Reduced 3.02%
$0
$5.02 Million 0.04% of portfolio
55,237
Q4 2024 Reduced 3.35%
$131B
$5 Million 0.04% of portfolio
58,105
Q4 2024 Reduced 23.11%
$0
$4.99 Million 0.04% of portfolio
45,948
Q4 2024 Added 25.28%
$0
$4.96 Million 0.04% of portfolio
189,436
Q4 2024 Added 644.02%
$0
$4.91 Million 0.04% of portfolio
37,166
Q4 2024 Reduced 3.03%
$22.6B
$4.9 Million 0.04% of portfolio
26,127
Q4 2024 Added 1.49%
$52.2B
$4.87 Million 0.04% of portfolio
34,699
Q4 2024 Reduced 4.58%
$80.7B
$4.84 Million 0.04% of portfolio
14,160
Q4 2024 Added 9.38%
$0
$4.84 Million 0.04% of portfolio
248,502
Q4 2024 Added 57.19%
$88.3B
$4.71 Million 0.04% of portfolio
104,918
Q4 2024 Reduced 15.62%
$0
$4.68 Million 0.04% of portfolio
26,295
Q4 2024 Added 79.08%
$193B
$4.67 Million 0.04% of portfolio
205,279
Q4 2024 Added 31.68%
$89.9B
$4.67 Million 0.04% of portfolio
7,406
Q4 2024 Reduced 0.52%
$0
$4.63 Million 0.04% of portfolio
78,582
Q4 2024 Added 93.07%
$113B
$4.53 Million 0.04% of portfolio
45,697
Q4 2024 Added 18.11%
$24.3B
$4.47 Million 0.04% of portfolio
25,230
Q4 2024 Reduced 6.42%
$0
$4.47 Million 0.04% of portfolio
88,053
Q4 2024 Reduced 11.15%
$8.78B
$4.41 Million 0.04% of portfolio
286,461
Q4 2024 Reduced 23.77%
$0
$4.32 Million 0.04% of portfolio
36,461
Q4 2024 Reduced 3.13%
$0
$4.25 Million 0.04% of portfolio
47,779
Q4 2024 Added 126.29%
$0
$4.24 Million 0.04% of portfolio
170,430
Q4 2024 Added 9.83%
$58.2B
$4.24 Million 0.04% of portfolio
131,303
Q4 2024 Added 5.86%
$787B
$4.21 Million 0.04% of portfolio
21,331
Q4 2024 Reduced 16.71%
$104B
$4.2 Million 0.04% of portfolio
80,315
Q4 2024 Reduced 0.99%
$0
$4.17 Million 0.04% of portfolio
65,339
Q4 2024 Added 133.55%
$0
$4.15 Million 0.04% of portfolio
61,878
Q4 2024 Added 3.04%
$79.7B
$4.14 Million 0.04% of portfolio
45,530
Q4 2024 Reduced 0.03%
$0
$4.11 Million 0.03% of portfolio
38,946
Q4 2024 Added 2.09%
$0
$4.1 Million 0.03% of portfolio
45,276
Q4 2024 Reduced 13.59%
$0
$4.05 Million 0.03% of portfolio
52,042
Q4 2024 Reduced 0.1%
$199B
$4.05 Million 0.03% of portfolio
24,262
Q4 2024 Reduced 16.02%
$92.5B
$4.05 Million 0.03% of portfolio
23,464
Q4 2024 Reduced 14.51%
$58.3B
$4.05 Million 0.03% of portfolio
13,948
Q4 2024 Added 15.44%
$0
$3.99 Million 0.03% of portfolio
37,078
Q4 2024 Reduced 0.12%
$156B
$3.94 Million 0.03% of portfolio
3,718
Q4 2024 Added 10.1%
$149B
$3.91 Million 0.03% of portfolio
64,841
Q4 2024 Reduced 26.02%
$0
$3.9 Million 0.03% of portfolio
36,768
Q4 2024 Added 0.12%
$0
$3.88 Million 0.03% of portfolio
148,924
Q4 2024 Added 186.09%
$75.8B
$3.83 Million 0.03% of portfolio
14,517
Q4 2024 Reduced 20.46%
$60.9B
$3.81 Million 0.03% of portfolio
139,232
Q4 2024 Added 1.25%
$70.3B
$3.81 Million 0.03% of portfolio
30,206
Q4 2024 Reduced 6.7%
$56.7B
$3.8 Million 0.03% of portfolio
16,734
Q4 2024 Added 0.23%

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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