Ep Wealth Advisors, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    torrance, CA
  • CIK
    0001540569
  • Alternate names
    EP Wealth Advisors, Inc.
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

1,282

$12.52 B
VUG, AAPL, BIV, VTV
13F-HR
May 15, 2025
000139834425009656

1,234

$12.25 B
VUG, AAPL, VTV, BIV
13F-HR
Feb 13, 2025
000139834425002748

1,181

$11.63 B
VUG, AAPL, VTV, MSFT
13F-HR
Nov 15, 2024
000139834424020942

859

$9.41 B
VUG, VTV, AAPL, MSFT
13F-HR
Aug 19, 2024
000139834424014915

833

$8.56 B
VUG, VTV, AAPL, MSFT
13F-HR
May 14, 2024
000139834424009596

814

$7.84 B
VUG, VTV, AAPL, MSFT
13F-HR
Feb 28, 2024
000139834424004748

752

$6.45 B
VUG, VTV, AAPL, MSFT
13F-HR
Nov 24, 2023
000139834423021089

685

$6.94 B
VUG, VTV, NEAR, AAPL
13F-HR
Aug 14, 2023
000139834423014787

658

$5.81 B
VV, VUG, NEE, AAPL
13F-HR
Jun 5, 2023
000139834423011544

621

$5.55 B
VUG, VTV, NEAR, AAPL
13F-HR
Jun 12, 2023
000139834423011940

342

$4.41 B
VUG, VTV, NEAR, AAPL
13F-HR
Dec 2, 2022
000139834422023959

636

$4.44 B
VUG, VTV, NEAR, AAPL
13F-HR
Aug 11, 2022
000139834422015324

635

$4.56 B
VUG, VTV, AAPL, MSFT
13F-HR
May 20, 2022
000139834422010157

545

$4.23 B
VUG, VTV, AAPL, MSFT
13F-HR
Feb 17, 2022
000139834422003584

528

$3.65 B
VUG, VTV, AAPL, MSFT
RESTATEMENT
Nov 23, 2021
000139834421021955

535

$3.61 B
VUG, VTV, AAPL, MSFT
13F-HR
Aug 24, 2021
000139834421016733

491

$3.15 B
VUG, VTV, AAPL, MSFT
13F-HR
May 17, 2021
000139834421010979

455

$2.84 B
VUG, IGSB, VTV, AAPL
13F-HR
Feb 18, 2021
000139834421003702

353

$2.32 B
VUG, IGSB, VTV, AAPL
13F-HR
Nov 17, 2020
000139834420022790

367

$2.34 B
VTV, IGSB, VUG, AAPL
13F-HR
Aug 14, 2020
000139834420015910

362

$2.04 B
VTV, IGSB, VUG, VB
13F-HR
May 18, 2020
000139834420010859

413

$2.43 B
VTV, IGSB, VUG, VB
13F-HR
Feb 14, 2020
000139834420003530

359

$2.02 B
VTV, IGSB, VUG, VB
13F-HR
Nov 18, 2019
000139834419020518

308

$1.60 B
VTV, VUG, IGSB, VB
13F-HR
Aug 27, 2019
000139834419015296

244

$1.04 B
VB, IWP, AAPL, MSFT
13F-HR
May 20, 2019
000139834419009127

259

$1.30 B
VTV, VUG, VB, IWP
13F-HR
Feb 19, 2019
000139834419003054

279

$1.28 B
VTV, VUG, VB, AAPL
13F-HR
Nov 15, 2018
000139834418016646

188

$1.06 B
VTV, VUG, VB, AAPL
13F-HR
Aug 14, 2018
000139834418011900

201

$1.03 B
VTV, VUG, VB, AAPL
13F-HR
May 15, 2018
000139834418007630

194

$947.76 M
VTV, VUG, VB, AAPL
13F-HR
Feb 15, 2018
000139834418002447

177

$865.85 M
VTV, VUG, VB, META
13F-HR
Nov 15, 2017
000139834417014723

179

$815.84 M
VTV, VUG, VB, META
13F-HR
Aug 17, 2017
000139834417010510

160

$724.99 M
VTV, VUG, VB, AAPL
13F-HR
May 15, 2017
000139834417006421

141

$684.25 M
VTV, NEAR, AGG, VUG
13F-HR
Feb 15, 2017
000139834417002115

137

$639.94 M
VTV, NEAR, VUG, AAPL
13F-HR
Nov 15, 2016
000139834416020774

129

$627.53 M
VTV, NEAR, VUG, AAPL
13F-HR
Aug 15, 2016
000139834416016738

137

$652.09 M
VTV, NEAR, VUG, AAPL
13F-HR
May 16, 2016
000139834416013425

145

$594.91 M
VTV, VUG, AAPL, JPM
13F-HR
Feb 16, 2016
000139834416009911

139

$524.60 M
VTV, VUG, AAPL, GOOGL
13F-HR
Nov 17, 2015
000139834415007712

123

$533.60 B
VTV, VUG, AAPL, JPM
13F-HR
Aug 14, 2015
000139834415005374

131

$531.80 B
VTV, VUG, AAPL, PNC
13F-HR
May 15, 2015
000139834415003288

136

$606.80 M
VTV, VGK, AAPL, VUG
13F-HR
Feb 17, 2015
000139834415001064

117

$617.50 M
AGG, VTV, VGK, AAPL
13F-HR
Nov 12, 2014
000139834414005830

112

$430.32 M
VGK, AAPL, UPS, XOM
13F-HR
Jul 25, 2014
000139834414003709

114

$365.62 M
AAPL, UPS, XOM, JPM
13F-HR
May 15, 2014
000139834414002802

125

$385.57 M
AAPL, UPS, XOM, GOOGL
13F-HR
Feb 14, 2014
000139834414001041
EP Wealth Advisors, LLC Stock Trades - Ep Wealth Advisors, Llc 13F