EP Wealth Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationtorrance, CA
- CIK0001540569
- Alternate namesEP Wealth Advisors, Inc.
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,234 | $12.25B | VUG, AAPL, VTV, BIV | 13F-HR | Feb 13, 2025 | 000139834425002748 | ||
1,181 | $11.63B | VUG, AAPL, VTV, MSFT | 13F-HR | Nov 15, 2024 | 000139834424020942 | ||
859 | $9.41B | VUG, VTV, AAPL, MSFT | 13F-HR | Aug 19, 2024 | 000139834424014915 | ||
833 | $8.56B | VUG, VTV, AAPL, MSFT | 13F-HR | May 14, 2024 | 000139834424009596 | ||
814 | $7.84B | VUG, VTV, AAPL, MSFT | 13F-HR | Feb 28, 2024 | 000139834424004748 | ||
752 | $6.45B | VUG, VTV, AAPL, MSFT | 13F-HR | Nov 24, 2023 | 000139834423021089 | ||
685 | $6.94B | VUG, VTV, NEAR, AAPL | 13F-HR | Aug 14, 2023 | 000139834423014787 | ||
658 | $5.81B | VV, VUG, NEE, AAPL | 13F-HR | Jun 5, 2023 | 000139834423011544 | ||
621 | $5.55B | VUG, VTV, NEAR, AAPL | 13F-HR | Jun 12, 2023 | 000139834423011940 | ||
342 | $4.41B | VUG, VTV, NEAR, AAPL | 13F-HR | Dec 2, 2022 | 000139834422023959 | ||
636 | $4.44B | VUG, VTV, NEAR, AAPL | 13F-HR | Aug 11, 2022 | 000139834422015324 | ||
635 | $4.56B | VUG, VTV, AAPL, MSFT | 13F-HR | May 20, 2022 | 000139834422010157 | ||
545 | $4.23B | VUG, VTV, AAPL, MSFT | 13F-HR | Feb 17, 2022 | 000139834422003584 | ||
528 | $3.65B | VUG, VTV, AAPL, MSFT | RESTATEMENT | Nov 23, 2021 | 000139834421021955 | ||
535 | $3.61B | VUG, VTV, AAPL, MSFT | 13F-HR | Aug 24, 2021 | 000139834421016733 | ||
491 | $3.15B | VUG, VTV, AAPL, MSFT | 13F-HR | May 17, 2021 | 000139834421010979 | ||
455 | $2.84B | VUG, IGSB, VTV, AAPL | 13F-HR | Feb 18, 2021 | 000139834421003702 | ||
353 | $2.32B | VUG, IGSB, VTV, AAPL | 13F-HR | Nov 17, 2020 | 000139834420022790 | ||
367 | $2.34B | VTV, IGSB, VUG, AAPL | 13F-HR | Aug 14, 2020 | 000139834420015910 | ||
362 | $2.04B | VTV, IGSB, VUG, VB | 13F-HR | May 18, 2020 | 000139834420010859 | ||
413 | $2.43B | VTV, IGSB, VUG, VB | 13F-HR | Feb 14, 2020 | 000139834420003530 | ||
359 | $2.02B | VTV, IGSB, VUG, VB | 13F-HR | Nov 18, 2019 | 000139834419020518 | ||
308 | $1.60B | VTV, VUG, IGSB, VB | 13F-HR | Aug 27, 2019 | 000139834419015296 | ||
244 | $1.04B | VB, IWP, AAPL, MSFT | 13F-HR | May 20, 2019 | 000139834419009127 | ||
259 | $1.30B | VTV, VUG, VB, IWP | 13F-HR | Feb 19, 2019 | 000139834419003054 | ||
279 | $1.28B | VTV, VUG, VB, AAPL | 13F-HR | Nov 15, 2018 | 000139834418016646 | ||
188 | $1.06B | VTV, VUG, VB, AAPL | 13F-HR | Aug 14, 2018 | 000139834418011900 | ||
201 | $1.03B | VTV, VUG, VB, AAPL | 13F-HR | May 15, 2018 | 000139834418007630 | ||
194 | $947.76M | VTV, VUG, VB, AAPL | 13F-HR | Feb 15, 2018 | 000139834418002447 | ||
177 | $865.85M | VTV, VUG, VB, META | 13F-HR | Nov 15, 2017 | 000139834417014723 | ||
179 | $815.84M | VTV, VUG, VB, META | 13F-HR | Aug 17, 2017 | 000139834417010510 | ||
160 | $724.99M | VTV, VUG, VB, AAPL | 13F-HR | May 15, 2017 | 000139834417006421 | ||
141 | $684.25M | VTV, NEAR, AGG, VUG | 13F-HR | Feb 15, 2017 | 000139834417002115 | ||
137 | $639.94M | VTV, NEAR, VUG, AAPL | 13F-HR | Nov 15, 2016 | 000139834416020774 | ||
129 | $627.53M | VTV, NEAR, VUG, AAPL | 13F-HR | Aug 15, 2016 | 000139834416016738 | ||
137 | $652.09M | VTV, NEAR, VUG, AAPL | 13F-HR | May 16, 2016 | 000139834416013425 | ||
145 | $594.91M | VTV, VUG, AAPL, JPM | 13F-HR | Feb 16, 2016 | 000139834416009911 | ||
139 | $524.60M | VTV, VUG, AAPL, GOOGL | 13F-HR | Nov 17, 2015 | 000139834415007712 | ||
123 | $533.60B | VTV, VUG, AAPL, JPM | 13F-HR | Aug 14, 2015 | 000139834415005374 | ||
131 | $531.80B | VTV, VUG, AAPL, PNC | 13F-HR | May 15, 2015 | 000139834415003288 | ||
136 | $606.80M | VTV, VGK, AAPL, VUG | 13F-HR | Feb 17, 2015 | 000139834415001064 | ||
117 | $617.50M | AGG, VTV, VGK, AAPL | 13F-HR | Nov 12, 2014 | 000139834414005830 | ||
112 | $430.32M | VGK, AAPL, UPS, XOM | 13F-HR | Jul 25, 2014 | 000139834414003709 | ||
114 | $365.62M | AAPL, UPS, XOM, JPM | 13F-HR | May 15, 2014 | 000139834414002802 | ||
125 | $385.57M | AAPL, UPS, XOM, GOOGL | 13F-HR | Feb 14, 2014 | 000139834414001041 |