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
$1.43 Million 0.01% of portfolio
20,222
Q4 2024 Added 237.03%
$0
$1.41 Million 0.01% of portfolio
14,019
Q4 2024 Reduced 6.52%
$36.5B
$1.39 Million 0.01% of portfolio
4,456
Q4 2024 Reduced 3.9%
$13.9B
$1.4 Million 0.01% of portfolio
16,263
Q4 2024 Reduced 0.56%
$0
$1.39 Million 0.01% of portfolio
10,241
Q4 2024 Added 0.47%
$50.6B
$1.38 Million 0.01% of portfolio
2,599
Q4 2024 Added 20.16%
$0
$1.36 Million 0.01% of portfolio
23,442
Q4 2024 Reduced 28.59%
$36.5B
$1.35 Million 0.01% of portfolio
5,964
Q4 2024 Reduced 4.24%
$44.1B
$1.35 Million 0.01% of portfolio
2,243
Q4 2024 Reduced 0.84%
$0
$1.35 Million 0.01% of portfolio
11,751
Q4 2024 Reduced 35.54%
$0
$1.34 Million 0.01% of portfolio
34,966
Q4 2024 Added 59.35%
$58.2B
$1.34 Million 0.01% of portfolio
16,385
Q4 2024 Reduced 0.49%
$0
$1.34 Million 0.01% of portfolio
66,632
Q4 2024 Added 1,192.57%
$36.3B
$1.34 Million 0.01% of portfolio
21,632
Q4 2024 Reduced 0.75%
$21.8B
$1.34 Million 0.01% of portfolio
16,728
Q4 2024 Reduced 12.97%
$30.5B
$1.34 Million 0.01% of portfolio
17,509
Q4 2024 Added 18.31%
$267B
$1.31 Million 0.01% of portfolio
1,889
Q4 2024 Reduced 16.53%
$0
$1.3 Million 0.01% of portfolio
39,242
Q4 2024 Reduced 16.59%
$14.1B
$1.3 Million 0.01% of portfolio
17,901
Q4 2024 Added 4.73%
$0
$1.3 Million 0.01% of portfolio
22,559
Q4 2024 Reduced 13.04%
$43.5B
$1.29 Million 0.01% of portfolio
7,445
Q4 2024 Added 2.11%
$20.3B
$1.28 Million 0.01% of portfolio
22,274
Q4 2024 Added 35.92%
$31.1B
$1.28 Million 0.01% of portfolio
9,516
Q4 2024 Reduced 0.57%
$40.5B
$1.27 Million 0.01% of portfolio
8,689
Q4 2024 Added 1.29%
$2.84B
$1.26 Million 0.01% of portfolio
6,228
Q4 2024 Reduced 9.5%
$0
$1.25 Million 0.01% of portfolio
30,970
Q4 2024 Added 7.93%
$0
$1.23 Million 0.01% of portfolio
22,845
Q3 2024 New
$0
$1.21 Million 0.01% of portfolio
17,766
Q4 2024 New
$11.8B
$1.2 Million 0.01% of portfolio
6,709
Q4 2024 Reduced 0.64%
$0
$1.2 Million 0.01% of portfolio
11,260
Q4 2024 Added 200.99%
$0
$1.19 Million 0.01% of portfolio
8,981
Q4 2024 Reduced 7.19%
$71.5B
$1.18 Million 0.01% of portfolio
3,931
Q4 2024 Added 3.83%
$18.7B
$1.18 Million 0.01% of portfolio
11,481
Q4 2024 Reduced 2.68%
$50.7B
$1.18 Million 0.01% of portfolio
17,221
Q4 2024 Reduced 20.67%
$115B
$1.17 Million 0.01% of portfolio
11,029
Q4 2024 Reduced 11.74%
$0
$1.17 Million 0.01% of portfolio
16,983
Q4 2024 Added 108.94%
$0
$1.17 Million 0.01% of portfolio
21,584
Q4 2024 New
$51.4B
$1.17 Million 0.01% of portfolio
23,619
Q4 2024 Added 41.43%
$235B
$1.17 Million 0.01% of portfolio
12,000
Q4 2024 Reduced 11.96%
$0
$1.17 Million 0.01% of portfolio
9,937
Q4 2024 Reduced 59.04%
$36.4B
$1.16 Million 0.01% of portfolio
15,214
Q4 2024 Reduced 3.62%
$89.1B
$1.16 Million 0.01% of portfolio
27,399
Q4 2024 Added 6.65%
$91.9B
$1.16 Million 0.01% of portfolio
5,447
Q4 2024 Added 0.85%
$0
$1.16 Million 0.01% of portfolio
8,977
Q4 2024 Added 4.53%
$40.7B
$1.16 Million 0.01% of portfolio
3,317
Q4 2024 Reduced 2.15%
$0
$1.15 Million 0.01% of portfolio
38,851
Q4 2024 Added 91.71%
$41.4B
$1.14 Million 0.01% of portfolio
1,621
Q4 2024 Reduced 4.48%
$35.3B
$1.13 Million 0.01% of portfolio
22,868
Q4 2024 Added 80.7%
$0
$1.13 Million 0.01% of portfolio
107,812
Q4 2024 Reduced 8.08%

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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