EP Wealth Advisors, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$12.5B
Holdings
1,282
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,282 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | KMBKIMBERLY-CLARK CORP | 20,692 | $2.9B | 23.51% | |
| 302 | NOWSERVICENOW INC | 3,661 | $2.9B | 23.28% | |
| 303 | UBSIUNITED BANKSHARES INC WEST V | 83,746 | $2.9B | 23.19% | |
| 304 | XIFRXPLR INFRASTRUCTURE LP | 304,671 | $2.9B | 23.12% | |
| 305 | MDYVSPDR SER TR | 37,163 | $2.9B | 22.87% | |
| 306 | GDXVANECK ETF TRUST | 62,166 | $2.9B | 22.83% | |
| 307 | BONDPIMCO ETF TR | 30,507 | $2.8B | 22.54% | |
| 308 | SPSBSPDR SER TR | 93,586 | $2.8B | 22.50% | |
| 309 | EMREMERSON ELEC CO | 25,661 | $2.8B | 22.47% | |
| 310 | HEIHEICO CORP NEW | 10,492 | $2.8B | 22.39% | |
| 311 | OREALTY INCOME CORP | 48,028 | $2.8B | 22.26% | |
| 312 | CVIEMORGAN STANLEY ETF TRUST | 47,869 | $2.8B | 22.14% | |
| 313 | IVOVVANGUARD ADMIRAL FDS INC | 29,600 | $2.7B | 21.76% | |
| 314 | VLUEISHARES TR | 25,477 | $2.7B | 21.71% | |
| 315 | FDNFIRST TR EXCHANGE-TRADED FD | 12,164 | $2.7B | 21.59% | |
| 316 | XLRESELECT SECTOR SPDR TR | 64,335 | $2.7B | 21.51% | |
| 317 | TECLDIREXION SHS ETF TR | 45,276 | $2.7B | 21.18% | |
| 318 | VRTXVERTEX PHARMACEUTICALS INC | 5,449 | $2.6B | 21.10% | |
| 319 | SHWSHERWIN WILLIAMS CO | 7,541 | $2.6B | 21.04% | |
| 320 | SCHESCHWAB STRATEGIC TR | 93,881 | $2.6B | 20.68% | |
| 321 | SLVISHARES SILVER TR | 83,460 | $2.6B | 20.66% | |
| 322 | DEDEERE & CO | 5,503 | $2.6B | 20.63% | |
| 323 | AONAON PLC | 6,460 | $2.6B | 20.60% | |
| 324 | JPSTJ P MORGAN EXCHANGE TRADED F | 50,610 | $2.6B | 20.47% | |
| 325 | VYMIVANGUARD WHITEHALL FDS | 34,541 | $2.5B | 20.33% | |
| 326 | EMBISHARES TR | 28,052 | $2.5B | 20.30% | |
| 327 | EAGGISHARES TR | 53,350 | $2.5B | 20.24% | |
| 328 | ZSZSCALER INC | 12,764 | $2.5B | 20.23% | |
| 329 | IXUSISHARES TR | 36,173 | $2.5B | 20.17% | |
| 330 | FAFFIRST AMERN FINL CORP | 37,891 | $2.5B | 19.87% | |
| 331 | SPLVINVESCO EXCH TRADED FD TR II | 33,151 | $2.5B | 19.79% | |
| 332 | FNFFIDELITY NATIONAL FINANCIAL | 37,288 | $2.4B | 19.39% | |
| 333 | ITA*ISHARES TR | 15,711 | $2.4B | 19.22% | |
| 334 | UTWORBB FD INC | 49,313 | $2.4B | 19.09% | |
| 335 | GISGENERAL MLS INC | 39,606 | $2.4B | 18.92% | |
| 336 | WRBBERKLEY W R CORP | 33,231 | $2.4B | 18.89% | |
| 337 | SCHBSCHWAB STRATEGIC TR | 109,691 | $2.4B | 18.87% | |
| 338 | PHPARKER-HANNIFIN CORP | 3,884 | $2.4B | 18.86% | |
| 339 | IYWISHARES TR | 16,739 | $2.4B | 18.78% | |
| 340 | VNQVANGUARD INDEX FDS | 25,838 | $2.3B | 18.69% | |
| 341 | MUMICRON TECHNOLOGY INC | 26,825 | $2.3B | 18.62% | |
| 342 | FNCLFIDELITY COVINGTON TRUST | 33,326 | $2.3B | 18.51% | |
| 343 | USFDUS FOODS HLDG CORP | 35,393 | $2.3B | 18.51% | |
| 344 | PWRQUANTA SVCS INC | 9,086 | $2.3B | 18.45% | |
| 345 | FCNCAFIRST CTZNS BANCSHARES INC N | 1,240 | $2.3B | 18.36% | |
| 346 | AZNASTRAZENECA PLC | 31,043 | $2.3B | 18.23% | |
| 347 | SOFISOFI TECHNOLOGIES INC | 192,811 | $2.2B | 17.91% | |
| 348 | APPAPPLOVIN CORP | 8,441 | $2.2B | 17.87% | |
| 349 | YUMYUM BRANDS INC | 14,124 | $2.2B | 17.76% | |
| 350 | GBDCGOLUB CAP BDC INC | 145,855 | $2.2B | 17.64% | |
| 351 | SPYGSPDR SER TR | 27,471 | $2.2B | 17.64% | |
| 352 | SPYVSPDR SER TR | 43,023 | $2.2B | 17.55% | |
| 353 | FDXFEDEX CORP | 9,006 | $2.2B | 17.54% | |
| 354 | IBITISHARES BITCOIN TRUST ETF | 46,665 | $2.2B | 17.45% | |
| 355 | EWEDWARDS LIFESCIENCES CORP | 30,074 | $2.2B | 17.41% | |
| 356 | NULVNUSHARES ETF TR | 53,641 | $2.2B | 17.35% | |
| 357 | JVALJ P MORGAN EXCHANGE TRADED F | 52,332 | $2.2B | 17.32% | |
| 358 | VIOVVANGUARD ADMIRAL FDS INC | 25,608 | $2.1B | 17.17% | |
| 359 | VCSHVANGUARD SCOTTSDALE FDS | 27,148 | $2.1B | 17.12% | |
| 360 | FBTCFIDELITY WISE ORIGIN BITCOIN | 29,450 | $2.1B | 16.93% | |
| 361 | FLSWFRANKLIN TEMPLETON ETF TR | 59,080 | $2.1B | 16.86% | |
| 362 | ISCVISHARES TR | 35,204 | $2.1B | 16.68% | |
| 363 | CZAINVESCO EXCHANGE TRADED FD T | 20,018 | $2.1B | 16.61% | |
| 364 | SMOTVANECK ETF TRUST | 62,950 | $2.1B | 16.49% | |
| 365 | HIGHARTFORD INSURANCE GROUP INC | 16,611 | $2.1B | 16.42% | |
| 366 | TRVTRAVELERS COMPANIES INC | 7,713 | $2.0B | 16.29% | |
| 367 | MRSHMARSH & MCLENNAN COS INC | 8,268 | $2.0B | 16.12% | |
| 368 | PLTRPALANTIR TECHNOLOGIES INC | 23,789 | $2.0B | 16.04% | |
| 369 | FNDESCHWAB STRATEGIC TR | 64,960 | $2.0B | 15.98% | |
| 370 | NEMNEWMONT CORP | 41,355 | $2.0B | 15.95% | |
| 371 | IUSGISHARES TR | 15,645 | $2.0B | 15.88% | |
| 372 | TIPISHARES TR | 17,802 | $2.0B | 15.80% | |
| 373 | MDLZMONDELEZ INTL INC | 29,073 | $2.0B | 15.76% | |
| 374 | PMAYINNOVATOR ETFS TRUST | 54,910 | $2.0B | 15.70% | |
| 375 | SSDSIMPSON MFG INC | 12,211 | $1.9B | 15.32% | |
| 376 | FDVVFIDELITY COVINGTON TRUST | 38,645 | $1.9B | 15.31% | |
| 377 | GLPIGAMING & LEISURE PPTYS INC | 37,346 | $1.9B | 15.19% | |
| 378 | LDOSLEIDOS HOLDINGS INC | 14,078 | $1.9B | 15.18% | |
| 379 | OUNZVANECK MERK GOLD ETF | 62,591 | $1.9B | 15.07% | |
| 380 | AFLAFLAC INC | 16,965 | $1.9B | 15.07% | |
| 381 | OKEONEOK INC NEW | 18,982 | $1.9B | 15.05% | |
| 382 | INTCINTEL CORP | 82,075 | $1.9B | 14.89% | |
| 383 | NSCNORFOLK SOUTHN CORP | 7,738 | $1.8B | 14.64% | |
| 384 | SLYVSPDR SER TR | 23,136 | $1.8B | 14.49% | |
| 385 | FDISFIDELITY COVINGTON TRUST | 21,347 | $1.8B | 14.41% | |
| 386 | FNDXSCHWAB STRATEGIC TR | 75,128 | $1.8B | 14.17% | |
| 387 | AVDVAMERICAN CENTY ETF TR | 25,398 | $1.8B | 14.15% | |
| 388 | JEPQJ P MORGAN EXCHANGE TRADED F | 34,172 | $1.8B | 14.14% | |
| 389 | ADIANALOG DEVICES INC | 8,767 | $1.8B | 14.12% | |
| 390 | DYHTARGET CORP | 16,826 | $1.8B | 14.03% | |
| 391 | PCARPACCAR INC | 17,802 | $1.7B | 13.85% | |
| 392 | NOBLPROSHARES TR | 16,833 | $1.7B | 13.74% | |
| 393 | GEVGE VERNOVA INC | 5,607 | $1.7B | 13.67% | |
| 394 | ITWILLINOIS TOOL WKS INC | 6,898 | $1.7B | 13.67% | |
| 395 | PZTINVESCO EXCH TRADED FD TR II | 76,370 | $1.7B | 13.48% | |
| 396 | CMGCHIPOTLE MEXICAN GRILL INC | 32,815 | $1.6B | 13.16% | |
| 397 | HDVISHARES TR | 13,270 | $1.6B | 12.84% | |
| 398 | SHELSHELL PLC | 21,673 | $1.6B | 12.69% | |
| 399 | MGVVANGUARD WORLD FD | 12,315 | $1.6B | 12.68% | |
| 400 | SBACSBA COMMUNICATIONS CORP NEW | 7,195 | $1.6B | 12.65% |