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
$3.73 Million 0.03% of portfolio
49,266
Q4 2024 Reduced 0.75%
$0
$3.63 Million 0.03% of portfolio
110,887
Q4 2024 Added 1.92%
$0
$3.61 Million 0.03% of portfolio
30,690
Q4 2024 Added 1.16%
$0
$3.53 Million 0.03% of portfolio
148,799
Q4 2024 Added 18.6%
$0
$3.5 Million 0.03% of portfolio
37,772
Q4 2024 Added 3.87%
$0
$3.49 Million 0.03% of portfolio
116,879
Q4 2024 Added 13.5%
$91.6B
$3.48 Million 0.03% of portfolio
17,256
Q4 2024 Added 4.77%
$0
$3.42 Million 0.03% of portfolio
58,250
Q4 2024 Added 5.13%
$0
$3.4 Million 0.03% of portfolio
12,619
Q4 2024 Added 3.0%
$0
$3.29 Million 0.03% of portfolio
76,155
Q4 2024 Added 112.33%
$0
$3.28 Million 0.03% of portfolio
103,486
Q4 2024 Added 0.24%
$0
$3.28 Million 0.03% of portfolio
22,908
Q4 2024 Added 44.82%
$71.6B
$3.26 Million 0.03% of portfolio
13,920
Q4 2024 Added 6.19%
$179B
$3.26 Million 0.03% of portfolio
5,693
Q4 2024 Reduced 0.11%
$0
$3.26 Million 0.03% of portfolio
43,862
Q4 2024 Added 1.39%
$0
$3.22 Million 0.03% of portfolio
63,977
Q4 2024 Reduced 12.82%
$0
$3.15 Million 0.03% of portfolio
121,942
Q4 2024 Added 106.97%
$4.61B
$3.14 Million 0.03% of portfolio
83,670
Q4 2024 Added 0.2%
$80.8B
$3.12 Million 0.03% of portfolio
24,152
Q4 2024 Added 5.35%
$0
$3.12 Million 0.03% of portfolio
40,353
Q4 2024 Reduced 2.14%
$0
$3.11 Million 0.03% of portfolio
76,511
Q4 2024 Added 47.69%
$79.6B
$3.09 Million 0.03% of portfolio
9,545
Q4 2024 Reduced 28.84%
$0
$3.09 Million 0.03% of portfolio
34,906
Q4 2024 Added 5.7%
$189B
$3.08 Million 0.03% of portfolio
24,497
Q4 2024 Added 10.73%
$91B
$3.07 Million 0.03% of portfolio
28,533
Q4 2024 Reduced 5.25%
$16.4B
$3.02 Million 0.03% of portfolio
51,558
Q4 2024 Reduced 21.57%
$0
$3.01 Million 0.03% of portfolio
125,786
Q4 2024 Added 19.26%
$0
$3 Million 0.03% of portfolio
22,842
Q4 2024 Added 21.11%
$68.3B
$2.97 Million 0.03% of portfolio
21,314
Q4 2024 Added 11.18%
$128B
$2.92 Million 0.02% of portfolio
51,589
Q4 2024 Added 4.74%
$0
$2.9 Million 0.02% of portfolio
32,042
Q4 2024 Added 23.92%
$0
$2.87 Million 0.02% of portfolio
11,822
Q4 2024 Added 14.69%
$0
$2.87 Million 0.02% of portfolio
110,936
Q4 2024 Added 842.93%
$134B
$2.85 Million 0.02% of portfolio
38,564
Q4 2024 Added 44.56%
$0
$2.83 Million 0.02% of portfolio
29,600
Q4 2024 Added 0.3%
$0
$2.83 Million 0.02% of portfolio
17,714
Q4 2024 Added 39.35%
$0
$2.8 Million 0.02% of portfolio
121,129
Q4 2024 New
$17.2B
$2.41 Million 0.02% of portfolio
24,562
Q4 2024 Reduced 0.37%
$0
$2.77 Million 0.02% of portfolio
31,551
Q4 2024 Reduced 5.52%
$95.2B
$2.77 Million 0.02% of portfolio
10,026
Q4 2024 Reduced 6.88%
$0
$2.75 Million 0.02% of portfolio
35,254
Q4 2024 Reduced 0.43%
$0
$2.74 Million 0.02% of portfolio
25,915
Q4 2024 Reduced 6.01%
$0
$2.73 Million 0.02% of portfolio
53,478
Q4 2024 Added 118.4%
$454B
$2.72 Million 0.02% of portfolio
4
Q3 2023 Added 100.0%
$142B
$2.71 Million 0.02% of portfolio
29,304
Q4 2024 Reduced 45.68%
$47.3B
$2.69 Million 0.02% of portfolio
20,496
Q4 2024 Reduced 1.52%
$0
$2.66 Million 0.02% of portfolio
40,240
Q4 2024 Added 21.39%
$62.7B
$2.66 Million 0.02% of portfolio
9,459
Q4 2024 Reduced 2.7%
$322B
$2.66 Million 0.02% of portfolio
12,041
Q4 2024 Added 4.26%

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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