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CIK: 0001540569
Total reported value
$26.2B
$26.2B
833 檔
8.4%
In Q1 2024, EP Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $26.2B, distributed across 833 disclosed stock positions.
During Q1 2024, EP Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 833 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 11.71% | -0.16% | +0.61% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 4.86% | -0.64% | +0.72% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.67% | +0.60% | +2.59% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | -0.17% | +1.16% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.33% | -0.05% | +4.77% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.24% | -0.21% | +8.71% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | -0.06% | +4.42% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.82% | -0.28% | +8.16% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.78% | -0.07% | -13.63% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | -0.04% | +0.67% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | — | +1.24% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.46% | +0.04% | -1.05% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.42% | -0.62% | +9.76% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.41% | -0.32% | +48.21% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.30% | -0.17% | +0.24% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.27% | +0.09% | -1.50% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.26% | -0.18% | +1.34% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.20% | -0.09% | -9.05% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.19% | -0.36% | +0.26% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.14% | +0.12% | -0.03% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.05% | +0.97% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.81% | EXIT | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.06% | -1.45% | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.94% | -0.04% | +3.68% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 0.90% | -0.04% | +1.27% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.05% | +2.64% | |
| 27 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.86% | -0.07% | +2.41% | |
| 28 | CMF | Ishares California Muni Bond | ETF-Other | 0.85% | +0.04% | -0.29% | |
| 29 | DFAT | Dimensional US Target Value | ETF-Other | 0.84% | -0.05% | +4.33% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | +0.10% | -0.49% | |
| 31 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.80% | -0.08% | +17.77% | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.79% | +0.23% | +5.45% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.78% | -0.36% | EXIT | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.77% | -0.06% | +2.21% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.01% | +0.61% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.06% | +3.90% | |
| 37 | DFIV | Dimensional International Va | ETF-Other | 0.67% | +0.02% | +4.81% | |
| 38 | AMT | American Tower CORP | Stock-Real Estate | 0.67% | -0.05% | +5.00% | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.67% | — | +5.70% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.66% | -0.02% | -2.28% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.14% | +4.18% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.65% | -0.04% | +3.73% | |
| 43 | ALL | Allstate CORP | Stock-Financials | 0.63% | -0.03% | +0.20% | |
| 44 | KEYS | Keysight Technologies In | Stock-Tech | 0.62% | -0.01% | +3.95% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | -0.01% | -24.01% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.60% | -0.03% | +4.59% | |
| 47 | BLKCHF | Blackrock Inc | Stock-Other | 0.57% | — | -27.20% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.57% | -0.02% | +3.60% | |
| 49 | CVS | Cvs Health CORP | Stock-Healthcare | 0.57% | +0.01% | +3.39% | |
| 50 | XLB | Ss Materials Select Sector | ETF-Other | 0.53% | -0.05% | +4.28% |
According to official SEC Form 13F filings, EP Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $26.2B across 833 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, AAPL) accounted for 8.4% of total reported equity market value during Q1 2024.
During Q1 2024, EP Wealth Advisors, LLC's top holdings by market value included VUG (11.7%)、VTV (4.9%)、AAPL (3.7%). The largest single position, VUG, represented 11.7% of total portfolio value.
In Q1 2024, EP Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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