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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$285M
$1.01 Million 0.01% of portfolio
23,140
Q4 2024 Reduced -0.0%
$242M
$731,000 0.01% of portfolio
60,825
Q3 2024 Added 5.0%
$188M
$495,000 0.0% of portfolio
37,856
Q4 2023 New
$215M
$362,000 0.0% of portfolio
20,675
Q1 2024 Added 6.3%
$202M
$283,000 0.0% of portfolio
48,655
Q3 2024 Added 5.2%
$231M
$89,000 0.0% of portfolio
10,628
Q4 2024 New
$260M
$71,000 0.0% of portfolio
12,734
Q4 2024 New
$194M
$68,000 0.0% of portfolio
11,496
Q4 2024 Added 8.06%
$239M
$53,000 0.0% of portfolio
10,072
Q4 2024 New
$58.1M
$49,000 0.0% of portfolio
41,167
Q3 2024 New
$50.1M
$25,000 0.0% of portfolio
28,000
Q2 2024 New
$200M
$23,000 0.0% of portfolio
10,000
Q3 2024 Reduced 50.0%
$124M
$14,000 0.0% of portfolio
10,500
Q4 2024 Reduced 0.63%

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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