EP Wealth Advisors, LLC Q3 2023 Filing

Filed November 24, 2023

Portfolio Value

$6.4B

Holdings

752

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (752 positions)

StockValue
MRVLMARVELL TECHNOLOGY INC
$402K
VFHVANGUARD WORLD FDS
$399K
ULTAULTA BEAUTY INC
$397K
AQLTISHARES TR
$396K
BABAALIBABA GROUP HLDG LTD
$395K
MLMMARTIN MARIETTA MATLS INC
$392K
GEHCGE HEALTHCARE TECHNOLOGIES I
$385K
FNDESCHWAB STRATEGIC TR
$385K
OMCOMNICOM GROUP INC
$383K
GGGGRACO INC
$382K
MLPXGLOBAL X FDS
$382K
HPEHEWLETT PACKARD ENTERPRISE C
$371K
IVOVVANGUARD ADMIRAL FDS INC
$371K
CRWDCROWDSTRIKE HLDGS INC
$370K
IOOISHARES TR
$369K
ONON SEMICONDUCTOR CORP
$369K
DDOMINION ENERGY INC
$368K
DVNDEVON ENERGY CORP NEW
$366K
WMBWILLIAMS COS INC
$365K
IGMISHARES TR
$363K
OUNZVANECK MERK GOLD TR
$363K
WCCWESCO INTL INC
$362K
PIEINVESCO EXCH TRADED FD TR II
$362K
BAXBAXTER INTL INC
$359K
DARDARLING INGREDIENTS INC
$358K
RSGREPUBLIC SVCS INC
$355K
BF/BBROWN FORMAN CORP
$353K
VMBSVANGUARD SCOTTSDALE FDS
$353K
METMETLIFE INC
$352K
EBNDSPDR SER TR
$349K
PNCPNC FINL SVCS GROUP INC
$348K
DGRWWISDOMTREE TR
$346K
PXDEURPIONEER NAT RES CO
$344K
PAWZPROSHARES TR
$341K
CPRTCOPART INC
$341K
BALLBALL CORP
$340K
OTISOTIS WORLDWIDE CORP
$338K
MRNAMODERNA INC
$334K
APPAPPLOVIN CORP
$334K
ENBENBRIDGE INC
$334K
AALAMERICAN AIRLS GROUP INC
$333K
CBRECBRE GROUP INC
$326K
WBDWARNER BROS DISCOVERY INC
$324K
CABOCABLE ONE INC
$322K
PHYS/USPROTT PHYSICAL GOLD TR
$321K
NULGNUSHARES ETF TR
$320K
MTUMISHARES TR
$319K
IXJISHARES TR
$319K
EMXCISHARES INC
$317K
IBDSISHARES TR
$317K
AFLAFLAC INC
$315K
BSYBENTLEY SYS INC
$311K
ABRDN ASIA PACIFIC INCOME FU
$310K
WPCWP CAREY INC
$307K
PAGPENSKE AUTOMOTIVE GRP INC
$306K
WECWEC ENERGY GROUP INC
$305K
CRCCANADIAN NAT RES LTD
$302K
SIGISELECTIVE INS GROUP INC
$302K
CCOCAMECO CORP
$302K
DRNDIREXION SHS ETF TR
$300K
BSCPINVESCO EXCH TRD SLF IDX FD
$298K
RSPHINVESCO EXCHANGE TRADED FD T
$298K
MUNIPIMCO ETF TR
$294K
PEOEXELON CORP
$294K
IYCISHARES TR
$293K
7SUSUMMIT MATLS INC
$293K
VDCVANGUARD WORLD FDS
$293K
DESWISDOMTREE TR
$290K
ONEQFIDELITY COMWLTH TR
$290K
ITBISHARES TR
$287K
PEGPUBLIC SVC ENTERPRISE GRP IN
$282K
CEGCONSTELLATION ENERGY CORP
$282K
VMWEURVMWARE INC
$279K
VCITVANGUARD SCOTTSDALE FDS
$274K
CMECME GROUP INC
$274K
HALHALLIBURTON CO
$274K
ACWVISHARES INC
$274K
FCFRANKLIN COVEY CO
$271K
SUNSUNOCO LP/SUNOCO FIN CORP
$270K
SHVISHARES TR
$269K
UTFCOHEN & STEERS INFRASTRUCTUR
$268K
FNVFRANCO NEV CORP
$268K
DC4DEXCOM INC
$267K
NYFISHARES TR
$265K
TTTRANE TECHNOLOGIES PLC
$264K
XNCRXENCOR INC
$261K
TYLTYLER TECHNOLOGIES INC
$260K
SLBSCHLUMBERGER LTD
$260K
LWLAMB WESTON HLDGS INC
$259K
IQVIQVIA HLDGS INC
$259K
CAHCARDINAL HEALTH INC
$258K
MGCVANGUARD WORLD FD
$257K
SPHQINVESCO EXCHANGE TRADED FD T
$257K
SNYSANOFI
$256K
BNDXVANGUARD CHARLOTTE FDS
$255K
KKRKKR & CO INC
$253K
FEFIRSTENERGY CORP
$252K
ABNBAIRBNB INC
$252K
ESSESSEX PPTY TR INC
$251K
SPXLDIREXION SHS ETF TR
$250K
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