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 Market Cap. of $10 Billions to $200 Billions
