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
$12.5B
$1.97 Million 0.02% of portfolio
40,993
Q4 2024 Added 0.75%
$41.5B
$1.9 Million 0.02% of portfolio
14,157
Q4 2024 Added 3.13%
$31.1B
$1.89 Million 0.02% of portfolio
18,157
Q4 2024 Reduced 1.99%
$83.4B
$1.86 Million 0.02% of portfolio
92,845
Q4 2024 Reduced 13.74%
$211B
$1.85 Million 0.02% of portfolio
28,238
Q4 2024 Added 38.18%
$37.4B
$1.84 Million 0.02% of portfolio
16,855
Q4 2024 Reduced 2.82%
$24.5B
$1.83 Million 0.02% of portfolio
17,416
Q4 2024 Added 26.23%
$21.6B
$1.82 Million 0.02% of portfolio
15,449
Q4 2024 Added 46.05%
$58.8B
$1.81 Million 0.02% of portfolio
7,526
Q4 2024 Added 22.79%
$0
$1.8 Million 0.02% of portfolio
18,095
Q4 2024 Added 2.71%
$36.5B
$1.78 Million 0.02% of portfolio
58,118
Q4 2024 Added 4.35%
$79.5B
$1.57 Million 0.01% of portfolio
12,559
Q4 2024 Added 1.5%
$135B
$1.74 Million 0.01% of portfolio
19,454
Q4 2024 Added 22.04%
$51.3B
$1.73 Million 0.01% of portfolio
7,381
Q4 2024 Reduced 3.28%
$68.6B
$1.73 Million 0.01% of portfolio
16,677
Q4 2024 Added 17.08%
$0
$1.72 Million 0.01% of portfolio
38,287
Q4 2024 Reduced 37.26%
$0
$1.72 Million 0.01% of portfolio
18,741
Q4 2024 Added 235.38%
$0
$1.68 Million 0.01% of portfolio
25,789
Q4 2024 Reduced 1.21%
$43.5B
$1.66 Million 0.01% of portfolio
44,477
Q4 2024 Reduced 1.65%
$0
$1.64 Million 0.01% of portfolio
14,913
Q4 2024 Reduced 1.19%
$0
$1.64 Million 0.01% of portfolio
69,379
Q4 2024 Added 220.01%
$0
$1.64 Million 0.01% of portfolio
20,392
Q4 2024 Added 4.0%
$0
$1.64 Million 0.01% of portfolio
47,947
Q4 2024 Added 0.22%
$0
$1.63 Million 0.01% of portfolio
31,998
Q4 2024 Added 4.4%
$33.9B
$1.6 Million 0.01% of portfolio
79,099
Q4 2024 Reduced 5.74%
$18B
$1.58 Million 0.01% of portfolio
11,008
Q4 2024 Reduced 5.09%
$93.6B
$1.58 Million 0.01% of portfolio
26,413
Q4 2024 Reduced 2.11%
$1.09B
$1.58 Million 0.01% of portfolio
62,300
Q4 2023 Added 206.9%
$0
$1.57 Million 0.01% of portfolio
21,981
Q4 2024 Added 4.65%
$0
$1.57 Million 0.01% of portfolio
12,539
Q4 2024 Added 87.85%
$9.62B
$1.56 Million 0.01% of portfolio
1,412
Q4 2024 Added 38.84%
$90.8B
$1.55 Million 0.01% of portfolio
14,710
Q4 2024 Added 2.03%
$0
$1.55 Million 0.01% of portfolio
4,129
Q4 2024 Added 4.48%
$0
$1.54 Million 0.01% of portfolio
12,725
Q4 2024 Added 23.07%
$35.7B
$1.54 Million 0.01% of portfolio
25,415
Q4 2024 Added 0.65%
$0
$1.54 Million 0.01% of portfolio
46,104
Q4 2024 Reduced 38.6%
$0
$1.53 Million 0.01% of portfolio
19,623
Q4 2024 Added 0.17%
$0
$1.53 Million 0.01% of portfolio
21,028
Q1 2024 Reduced 0.1%
$0
$1.52 Million 0.01% of portfolio
12,181
Q4 2024 Reduced 2.61%
$37.3B
$1.52 Million 0.01% of portfolio
15,116
Q4 2024 Reduced 33.87%
$0
$1.52 Million 0.01% of portfolio
30,374
Q4 2024 Added 95.19%
$0
$1.52 Million 0.01% of portfolio
30,142
Q4 2024 Reduced 5.65%
$0
$1.51 Million 0.01% of portfolio
26,761
Q4 2024 Added 19.53%
$0
$1.5 Million 0.01% of portfolio
13,383
Q4 2024 Reduced 35.82%
$76.4B
$1.49 Million 0.01% of portfolio
15,816
Q4 2024 Reduced 15.67%
$18.1B
$1.46 Million 0.01% of portfolio
12,598
Q4 2024 Reduced 3.93%
$67.1B
$1.46 Million 0.01% of portfolio
6,493
Q4 2024 Added 2.8%
$71.7B
$1.45 Million 0.01% of portfolio
5,718
Q4 2024 Added 42.24%
$79.5B
$1.45 Million 0.01% of portfolio
4,025
Q4 2024 Reduced 7.22%

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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