EP Wealth Advisors, LLC Q2 2024 Filing
Filed August 19, 2024
Portfolio Value
$9.4B
Holdings
859
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (859 positions)
| Stock | Value |
|---|---|
PXFINVESCO EXCH TRADED FD TR II | $135K |
WBAWALGREENS BOOTS ALLIANCE INC | $134K |
SCHHSCHWAB STRATEGIC TR | $134K |
DFAUDIMENSIONAL ETF TRUST | $133K |
FELGFIDELITY COVINGTON TRUST | $132K |
LFVNLifevantage Corp | $132K |
URTHISHARES INC | $127K |
XARSPDR SER TR | $126K |
IYEISHARES TR | $124K |
SLYVSPDR SER TR | $123K |
SPHYSPDR SER TR | $121K |
CRBNISHARES TR | $120K |
SHYISHARES TR | $118K |
FNDCSCHWAB STRATEGIC TR | $117K |
IVLUISHARES TR | $115K |
RINGISHARES INC | $115K |
IYGISHARES TR | $114K |
FXLFIRST TR EXCHANGE TRADED FD | $114K |
VSGXVANGUARD WORLD FD | $112K |
FHLCFIDELITY COVINGTON TRUST | $112K |
PEYINVESCO EXCHANGE TRADED FD T | $112K |
MDYVSPDR SER TR | $111K |
PTNQPACER FDS TR | $111K |
INDAISHARES TR | $111K |
JQUAJ P MORGAN EXCHANGE TRADED F | $108K |
ICLNISHARES TR | $105K |
EWWISHARES INC | $105K |
IVOGVANGUARD ADMIRAL FDS INC | $104K |
IYKISHARES TR | $103K |
EWJISHARES INC | $100K |
FEZSPDR INDEX SHS FDS | $100K |
CCIVGBPLUCID GROUP INC | $100K |
UAUNDER ARMOUR INC | $96K |
SIRIEURSIRIUS XM HOLDINGS INC | $95K |
UAAUnder Armour Inc | $88K |
AMBPARDAGH METAL PACKAGING S A | $85K |
JBLUJETBLUE AWYS CORP | $79K |
GSATUSDGlobalstar Inc | $45K |
OPKOpko Health Inc | $38K |
—NIOCORP DEVS LTD | $36K |
ACHRARCHER AVIATION INC | $35K |
MINMFS INTER INCOME TR | $30K |
PDSBPDS Biotechnology Corp | $29K |
HYPRHYPERFINE INC | $29K |
BBBlackBerry Ltd | $27K |
ALLOALLOGENE THERAPEUTICS INC | $25K |
CTSOCYTOSORBENTS CORP | $19K |
PRQRPROQR THRAPEUTICS N V | $19K |
NRGVENERGY VAULT HOLDINGS INC | $18K |
—Mesa Air Group Inc | $17K |
CLNNEURCLENE INC | $16K |
LDIloanDepot Inc | $16K |
EVTLVertical Aerospace Ltd | $14K |
—DANIMER SCIENTIFIC INC | $12K |
MAPSWM TECHNOLOGY INC | $10K |
—AGAPE ATP CORP | $8K |
—HYZON MOTORS INC | $6K |
SPCBSUPERCOM LTD NEW | $2K |
MOVEMovano Inc | $2K |
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