EP Wealth Advisors, LLC Q1 2022 Filing
Filed May 20, 2022
Portfolio Value
$4.6B
Holdings
635
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (635 positions)
| Stock | Value |
|---|---|
8CWCROWN CASTLE INTL CORP NEW | $791K |
SRLNSSGA ACTIVE ETF TR | $788K |
ELVANTHEM INC | $783K |
BAXBAXTER INTL INC | $770K |
ACWXISHARES TR | $755K |
BSCMUSDINVESCO EXCH TRD SLF IDX FD | $741K |
LRCXEURLAM RESEARCH CORP | $722K |
GRMNGARMIN LTD | $722K |
GSGOLDMAN SACHS GROUP INC | $717K |
NVSNNOVARTIS AG | $717K |
7HPHP INC | $715K |
NUMVNUSHARES ETF TR | $714K |
MRVLMARVELL TECHNOLOGY INC | $714K |
TROWPRICE T ROWE GROUP INC | $713K |
IJJISHARES TR | $713K |
IGVISHARES TR | $712K |
CICIGNA CORP NEW | $711K |
RMERESMED INC | $707K |
HRLHORMEL FOODS CORP | $706K |
CTVACORTEVA INC | $702K |
SCHOSCHWAB STRATEGIC TR | $700K |
AMATAPPLIED MATLS INC | $693K |
CHTRCHARTER COMMUNICATIONS INC N | $688K |
SCHPSCHWAB STRATEGIC TR | $677K |
PSIINVESCO EXCHANGE TRADED FD T | $667K |
QUALISHARES TR | $664K |
ITOTISHARES TR | $663K |
DGROISHARES TR | $660K |
FNDFSCHWAB STRATEGIC TR | $654K |
BALLBALL CORP | $645K |
VTIPVANGUARD MALVERN FDS | $645K |
SIVBEURSVB FINANCIAL GROUP | $639K |
GPCGENUINE PARTS CO | $634K |
AMEAMETEK INC | $632K |
CDNSCADENCE DESIGN SYSTEM INC | $629K |
SPIPSPDR SER TR | $624K |
NUMGNUSHARES ETF TR | $620K |
WMWASTE MGMT INC DEL | $617K |
FFORD MTR CO DEL | $616K |
CMICUMMINS INC | $612K |
VPUVANGUARD WORLD FDS | $612K |
OREALTY INCOME CORP | $608K |
GDXVANECK ETF TRUST | $607K |
MPCMARATHON PETE CORP | $600K |
NOWSERVICENOW INC | $600K |
ETNEATON CORP PLC | $598K |
SPDWSPDR INDEX SHS FDS | $597K |
PFFISHARES TR | $596K |
IYCISHARES TR | $594K |
TRVCCITIGROUP INC | $591K |
DESWISDOMTREE TR | $584K |
PHPARKER-HANNIFIN CORP | $584K |
QQQINVESCO EXCH TRD SLF IDX FD | $579K |
MTUMISHARES TR | $578K |
DC4DEXCOM INC | $578K |
VRSKVERISK ANALYTICS INC | $571K |
METMETLIFE INC | $569K |
SCHCSCHWAB STRATEGIC TR | $565K |
EDCONSOLIDATED EDISON INC | $559K |
OMCOMNICOM GROUP INC | $552K |
MCHPMICROCHIP TECHNOLOGY INC. | $551K |
RBLXROBLOX CORP | $550K |
AZNASTRAZENECA PLC | $546K |
SLYSPDR SER TR | $546K |
CRWDCROWDSTRIKE HLDGS INC | $545K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $544K |
DWDMORGAN STANLEY | $543K |
DDDUPONT DE NEMOURS INC | $542K |
IVOVVANGUARD ADMIRAL FDS INC | $541K |
ECLECOLAB INC | $540K |
LULULULULEMON ATHLETICA INC | $538K |
MDYGSPDR SER TR | $536K |
SLYVSPDR SER TR | $536K |
SYYSYSCO CORP | $534K |
BIPBROOKFIELD INFRAST PARTNERS | $521K |
NEMNEWMONT CORP | $520K |
MGKVANGUARD WORLD FD | $519K |
PRUPRUDENTIAL FINL INC | $518K |
A4SAMERIPRISE FINL INC | $518K |
NVONOVO-NORDISK A S | $514K |
PKBINVESCO EXCHANGE TRADED FD T | $509K |
XELXCEL ENERGY INC | $508K |
PRFINVESCO EXCHANGE TRADED FD T | $507K |
BABAALIBABA GROUP HLDG LTD | $507K |
FNDASCHWAB STRATEGIC TR | $499K |
—DIGITALBRIDGE GROUP INC | $487K |
MDTMEDTRONIC PLC | $485K |
LAMRLAMAR ADVERTISING CO NEW | $480K |
IHIISHARES TR | $478K |
DFSEURDISCOVER FINL SVCS | $476K |
PWZINVESCO EXCH TRADED FD TR II | $475K |
APDAIR PRODS & CHEMS INC | $475K |
PIEINVESCO EXCH TRADED FD TR II | $467K |
FDSFACTSET RESH SYS INC | $463K |
ITA*ISHARES TR | $462K |
ESGEISHARES INC | $460K |
PTHINVESCO EXCHANGE TRADED FD T | $456K |
DALDELTA AIR LINES INC DEL | $456K |
NTAPNETAPP INC | $451K |
PRIPRIMERICA INC | $445K |