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CIK: 0001540569
Total reported value
$26.2B
$26.2B
1181 檔
10.5%
At the close of Q3 2024, EP Wealth Advisors, LLC disclosed equity holdings valued at approximately $26.2B, spread across 1181 reported holdings.
In Q3 2024, EP Wealth Advisors, LLC displayed an active expansion posture, initiating 35 new positions and adding to 149 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1181 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 10.48% | -0.16% | +6.52% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.15% | +0.60% | +7.58% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 4.11% | -0.64% | +5.81% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | -0.17% | +4.90% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.35% | -0.21% | +16.35% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.08% | -0.05% | +10.80% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.05% | -0.32% | +38.53% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.81% | -0.28% | +17.03% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | -0.06% | +7.00% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.67% | -0.62% | +21.88% | |
| 11 | ✓ | Advisor Managed Portfolios | Stock-Other | 1.57% | — | — | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | +0.10% | +7.86% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.50% | +0.09% | +38.10% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | — | +19.30% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.47% | -0.07% | +4.10% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.41% | +0.04% | +904.67% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.34% | -0.36% | +26.89% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.31% | +0.12% | +39.76% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | -0.04% | +6.88% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.17% | +7.52% | |
| 21 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.05% | -0.18% | +3.79% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.06% | +12.50% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.94% | +0.23% | +37.47% | |
| 24 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.92% | -0.08% | +29.94% | |
| 25 | DFAT | Dimensional US Target Value | ETF-Other | 0.88% | -0.05% | +18.48% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.88% | -0.09% | +3.53% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.81% | EXIT | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.77% | -0.04% | -8.98% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.05% | +8.90% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.71% | +0.01% | +27.43% | |
| 31 | DFIV | Dimensional International Va | ETF-Other | 0.69% | +0.02% | +20.99% | |
| 32 | CMF | Ishares California Muni Bond | ETF-Other | 0.65% | +0.04% | +2.79% | |
| 33 | AMT | American Tower CORP | Stock-Real Estate | 0.65% | -0.05% | +3.68% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.64% | -0.36% | EXIT | |
| 35 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.62% | -0.04% | -6.84% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.62% | +0.06% | +6.53% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.61% | -0.06% | +3.98% | |
| 38 | XLB | Ss Materials Select Sector | ETF-Other | 0.60% | -0.05% | +7.68% | |
| 39 | DFAI | Dimensional International Co | ETF-Other | 0.60% | -0.06% | -10.46% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.59% | -0.03% | +3.39% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.01% | +7.58% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.08% | +6.82% | |
| 43 | ALL | Allstate CORP | Stock-Financials | 0.53% | -0.03% | +2.20% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.53% | -0.02% | +3.65% | |
| 45 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.53% | -0.07% | -33.06% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.13% | +30.16% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | -0.14% | +6.28% | |
| 48 | SPGI | S&p Global Inc | Stock-Financials | 0.49% | -0.13% | +3.66% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.48% | -0.04% | -12.46% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.10% | +22.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Advisor Managed Portfolios | +1.6% | NEW | New buy |
| 2 | XLE | Ss Energy Select Sector | +0.3% | +487.33% | Add |
| 3 | BIV | Vanguard Intermediate-term B | +0.3% | +38.53% | Add |
| 4 | PAVE | Global X US Infrastructure | +0.3% | NEW | New buy |
| 5 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | NEW | New buy |
| 6 | VOT | Vanguard Mid-cap Growth ETF | +0.2% | +38.10% | Add |
| 7 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | +4075.03% | Add |
| 8 | SSD | Simpson Manufacturing Co Inc | +0.2% | +1020.15% | Add |
| 9 | KRE | Ss Spdr S&p Regional Bank | +0.2% | +1910.84% | Add |
| 10 | AMLP | Alerian Mlp ETF | +0.2% | +10423.50% | Add |
| 11 | FLEE | Franklin Ftse Europe ETF | +0.2% | NEW | New buy |
| 12 | VOE | Vanguard Mid-cap Value ETF | +0.2% | +26.89% | Add |
| 13 | CRM | Salesforce Inc | +0.2% | +240.96% | Add |
| 14 | FAX | Abrdn Asia-pacific Income | +0.2% | NEW | New buy |
| 15 | XLK | Ss Technology Select Sector | +0.2% | +39.76% | Add |
| 16 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +37.47% | Add |
| 17 | ADBE | Adobe Inc | +0.2% | +411.67% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +77.49% | Add |
| 19 | PULS | Pgim Ultra Short Bond ETF | +0.1% | NEW | New buy |
| 20 | XOP | Ss Spdr S&p Og Exp & Prod | +0.1% | +131.11% | Add |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +966.54% | Add |
| 22 | QTEC | First Trust Nasdq 100 Tech I | +0.1% | +3689.88% | Add |
| 23 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +21.88% | Add |
| 24 | EMO | Clearbridge Energy Midstream | +0.1% | NEW | New buy |
| 25 | DFLV | Dim US Large Cap Value ETF | +0.1% | +29.94% | Add |
| 26 | FLJP | Franklin Ftse Japan ETF | +0.1% | NEW | New buy |
| 27 | HEZU | Ishares Currency Hedged Msci | +0.1% | NEW | New buy |
| 28 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +239.87% | Add |
| 29 | IJR | Ishares Core S&p Small-cap E | +0.1% | +76.27% | Add |
| 30 | OEF | Ishares S&p 100 ETF | +0.1% | +815.45% | Add |
| 31 | JQUA | Jpmorgan US Quality Factor | +0.1% | +6754.51% | Add |
| 32 | IEO | Ishares U.s. Oil & Gas Explo | +0.1% | NEW | New buy |
| 33 | USMC | Principal US Mega-cap ETF | +0.1% | NEW | New buy |
| 34 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.1% | NEW | New buy |
| 35 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +3224.58% | Add |
| 36 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +16.35% | Add |
| 37 | IWF | Ishares Russell 1000 Growth | +0.1% | +27.43% | Add |
| 38 | IVV | Ishares Core S&p 500 ETF | +0.1% | +30.16% | Add |
| 39 | ANETEUR | Arista Networks Inc | +0.1% | NEW | New buy |
| 40 | FLGB | Franklin Ftse United Kingdom | +0.1% | NEW | New buy |
| 41 | INDA | Ishares Msci India ETF | +0.1% | +4857.33% | Add |
| 42 | SHW | Sherwin-williams Co/the | +0.1% | +358.11% | Add |
| 43 | TAXX | Bblx Irm Tax-aware S Dur ETF | +0.1% | NEW | New buy |
| 44 | IWP | Ishares Russell Mid-cap Grow | 0% | +62.01% | Add |
| 45 | SCHF | Schwab Intl Equity ETF | 0% | +93.91% | Add |
| 46 | EWJ | Ishares Msci Japan ETF | 0% | +3965.88% | Add |
| 47 | META | Meta Platforms Inc-class A | 0% | +12.50% | Add |
| 48 | DFIV | Dimensional International Va | 0% | +20.99% | Add |
| 49 | IVOO | Vanguard S&p Mid-cap 400 ETF | 0% | NEW | New buy |
| 50 | VIOO | Vanguard S&p Small-cap 600 E | 0% | +2297.19% | Add |
According to official SEC Form 13F filings, EP Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $26.2B across 1181 disclosed positions in Q3 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, AAPL, VTV) accounted for 10.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
ADVISOR MANAGED PORTFOLIOS
市值: $182.3M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $47.3M
During Q3 2024, EP Wealth Advisors, LLC's top holdings by market value included VUG (10.5%)、AAPL (4.2%)、VTV (4.1%). The largest single position, VUG, represented 10.5% of total portfolio value.
In Q3 2024, EP Wealth Advisors, LLC made 200 total portfolio adjustments, initiating 35 new buys, adding to 149 positions, trimming 14 holdings, and fully liquidating 2 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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