EP Wealth Advisors, LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$2.3B
Holdings
367
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (367 positions)
| Stock | Value |
|---|---|
DDOMINION ENERGY INC | $783K |
PIEINVESCO EXCH TRADED FD TR II | $761K |
NFLXNETFLIX INC | $755K |
IWRISHARES TR | $732K |
SPIPSPDR SER TR | $731K |
USBUS BANCORP DEL | $730K |
ORCLORACLE CORP | $708K |
ICSHISHARES TR | $708K |
SOXXISHARES TR | $707K |
DUKDUKE ENERGY CORP NEW | $687K |
ALTREURALTAIR ENGR INC | $679K |
PUIINVESCO EXCHANGE TRADED FD T | $674K |
ILCGISHARES TR | $665K |
GPCGENUINE PARTS CO | $659K |
IEMGISHARES INC | $657K |
ADPAUTOMATIC DATA PROCESSING IN | $657K |
SCHASCHWAB STRATEGIC TR | $651K |
TERTERADYNE INC | $633K |
VYMVANGUARD WHITEHALL FDS | $632K |
FEFIRSTENERGY CORP | $631K |
VXUSVANGUARD STAR FDS | $630K |
4I1PHILIP MORRIS INTL INC | $623K |
IYCISHARES TR | $616K |
YUMYUM BRANDS INC | $616K |
LAMRLAMAR ADVERTISING CO NEW | $610K |
TXNTEXAS INSTRS INC | $605K |
MARMARRIOTT INTL INC NEW | $596K |
IUSVISHARES TR | $584K |
WMWASTE MGMT INC DEL | $579K |
WBAWALGREENS BOOTS ALLIANCE INC | $575K |
NVSNNOVARTIS AG | $572K |
FMSFRESENIUS MED CARE AG&CO KGA | $554K |
ENBENBRIDGE INC | $550K |
IVOVVANGUARD ADMIRAL FDS INC | $546K |
HRLHORMEL FOODS CORP | $528K |
LHXL3HARRIS TECHNOLOGIES INC | $526K |
BAXBAXTER INTL INC | $525K |
AORISHARES TR | $504K |
DESWISDOMTREE TR | $493K |
EDCONSOLIDATED EDISON INC | $492K |
MDLZMONDELEZ INTL INC | $487K |
VIOVVANGUARD ADMIRAL FDS INC | $484K |
WELLWELLTOWER INC | $476K |
CICIGNA CORP NEW | $473K |
ESSESSEX PPTY TR INC | $472K |
PPLPPL CORP | $471K |
SCHMSCHWAB STRATEGIC TR | $470K |
IJSISHARES TR | $469K |
SUBISHARES TR | $468K |
SCHBSCHWAB STRATEGIC TR | $466K |
CMPCOMPASS MINERALS INTL INC | $465K |
IBDQISHARES TR | $462K |
NEARISHARES U S ETF TR | $461K |
QTECFIRST TRUST PORTFOLIOS LP | $456K |
IOOISHARES TR | $452K |
LQDISHARES TR | $451K |
FQIDIGITAL RLTY TR INC | $450K |
CAGCONAGRA BRANDS INC | $450K |
LVLNSPDR SER TR | $448K |
HYGISHARES TR | $444K |
BF/BBROWN FORMAN CORP | $439K |
RWOSPDR INDEX SHS FDS | $428K |
ITA*ISHARES TR | $427K |
APDAIR PRODS & CHEMS INC | $421K |
SHWSHERWIN WILLIAMS CO | $418K |
ECLECOLAB INC | $416K |
AMEAMETEK INC | $411K |
HN9HANESBRANDS INC | $410K |
IAUUSDISHARES GOLD TRUST | $410K |
VOVANGUARD INDEX FDS | $408K |
PHOINVESCO EXCHANGE TRADED FD T | $405K |
DHRDANAHER CORPORATION | $404K |
LULULULULEMON ATHLETICA INC | $402K |
VTEBVANGUARD MUN BD FDS | $395K |
TMUST-MOBILE US INC | $389K |
PRIPRIMERICA INC | $389K |
IGIBISHARES TR | $384K |
RSPHINVESCO EXCHANGE TRADED FD T | $380K |
JNKSPDR SER TR | $380K |
FMUSDISHARES INC | $380K |
GDXVANECK VECTORS ETF TR | $379K |
BXBLACKSTONE GROUP INC | $375K |
GSKGLAXOSMITHKLINE PLC | $375K |
TRVCCITIGROUP INC | $372K |
SPEMSPDR INDEX SHS FDS | $369K |
CATCATERPILLAR INC DEL | $365K |
8CWCROWN CASTLE INTL CORP NEW | $365K |
INTUINTUIT | $365K |
FDSFACTSET RESH SYS INC | $364K |
XELXCEL ENERGY INC | $352K |
TRMBTRIMBLE INC | $350K |
MUMICRON TECHNOLOGY INC | $350K |
OREALTY INCOME CORP | $340K |
ROKROCKWELL AUTOMATION INC | $327K |
BIPBROOKFIELD INFRAST PARTNERS | $325K |
VTIPVANGUARD MALVERN FDS | $324K |
WPMWHEATON PRECIOUS METALS CORP | $323K |
LOWLOWES COS INC | $323K |
—VIRNETX HLDG CORP | $311K |
AKXANSYS INC | $309K |