EP Wealth Advisors, LLC Q3 2023 Filing
Filed November 24, 2023
Portfolio Value
$6.4M
Holdings
752
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (752 positions)
| Stock | Value |
|---|---|
SPYXSPDR SER TR | $233K |
BLNDBLEND LABS INC | $233K |
WTRGESSENTIAL UTILS INC | $231K |
VONEVANGUARD SCOTTSDALE FDS | $231K |
WELLWELLTOWER INC | $230K |
AIC3 AI INC | $229K |
KBESPDR SER TR | $229K |
CFCF INDS HLDGS INC | $229K |
ARWRARROWHEAD PHARMACEUTICALS IN | $228K |
TDIVFIRST TR EXCHANGE-TRADED FD | $228K |
APOAPOLLO GLOBAL MGMT INC | $227K |
LITGLOBAL X FDS | $224K |
IVOGVANGUARD ADMIRAL FDS INC | $224K |
BDJBLACKROCK ENHANCED EQUITY DI | $223K |
NUENUCOR CORP | $223K |
RUNSUNRUN INC | $222K |
IXNISHARES TR | $222K |
MGRCMCGRATH RENTCORP | $221K |
AQLTISHARES TR | $221K |
CPCANADIAN PACIFIC KANSAS CITY | $220K |
STMSTMICROELECTRONICS N V | $220K |
CACCCREDIT ACCEP CORP MICH | $219K |
DRIDARDEN RESTAURANTS INC | $219K |
VSSVANGUARD INTL EQUITY INDEX F | $218K |
HOGHARLEY DAVIDSON INC | $218K |
WPMWHEATON PRECIOUS METALS CORP | $218K |
VTIPVANGUARD MALVERN FDS | $217K |
ADSKAUTODESK INC | $216K |
AREALEXANDRIA REAL ESTATE EQ IN | $215K |
NUSNU SKIN ENTERPRISES INC | $215K |
J40TPROSHARES TR | $213K |
BF/ABROWN FORMAN CORP | $212K |
IEIISHARES TR | $211K |
FLOTISHARES TR | $211K |
PLTRPALANTIR TECHNOLOGIES INC | $211K |
MDBMONGODB INC | $210K |
HALOHALOZYME THERAPEUTICS INC | $210K |
DKNGDRAFTKINGS INC NEW | $209K |
PGRPROGRESSIVE CORP | $208K |
MTSIMACOM TECH SOLUTIONS HLDGS I | $208K |
ALNYALNYLAM PHARMACEUTICALS INC | $208K |
WTWWILLIS TOWERS WATSON PLC LTD | $207K |
VGLTVANGUARD SCOTTSDALE FDS | $207K |
XMMOINVESCO EXCHANGE TRADED FD T | $207K |
AIGAMERICAN INTL GROUP INC | $205K |
DFIPDIMENSIONAL ETF TRUST | $205K |
INCYINCYTE CORP | $204K |
BHPBHP GROUP LTD | $202K |
UALUNITED AIRLS HLDGS INC | $200K |
CCLCARNIVAL CORP | $199K |
XEVGXEATON VANCE SHORT DURATION D | $198K |
VOXVANGUARD WORLD FDS | $187K |
LGLVSPDR SER TR | $187K |
ICLNISHARES TR | $185K |
VAWVANGUARD WORLD FDS | $185K |
PTHINVESCO EXCHANGE TRADED FD T | $183K |
XCHYXCALAMOS CONV & HIGH INCOME F | $183K |
IGRCBRE GBL REAL ESTATE INC FD | $183K |
AOAISHARES TR | $182K |
XOPSPDR SER TR | $181K |
JWNUSDNORDSTROM INC | $179K |
VOOGVANGUARD ADMIRAL FDS INC | $171K |
SIRIEURSIRIUS XM HOLDINGS INC | $171K |
NUMVNUSHARES ETF TR | $169K |
HYMBSPDR SER TR | $169K |
SCHRSCHWAB STRATEGIC TR | $168K |
SPLBSPDR SER TR | $166K |
SLYGSPDR SER TR | $165K |
CHICALAMOS CONV OPPORTUNITIES & | $163K |
HLNHALEON PLC | $162K |
XJQCXNUVEEN CR STRATEGIES INCOME | $161K |
SPIBSPDR SER TR | $158K |
VONVVANGUARD SCOTTSDALE FDS | $156K |
NUMGNUSHARES ETF TR | $156K |
NOBLPROSHARES TR | $154K |
SNAPSNAP INC | $151K |
DFAEDIMENSIONAL ETF TRUST | $150K |
XFOFXCOHEN & STEERS CLOSED-END OP | $147K |
XLGINVESCO EXCHANGE TRADED FD T | $146K |
SPDWSPDR INDEX SHS FDS | $146K |
SLVPISHARES INC | $145K |
SHYISHARES TR | $145K |
MBBISHARES TR | $143K |
LQDISHARES TR | $141K |
SLYVSPDR SER TR | $141K |
VTWOVANGUARD SCOTTSDALE FDS | $141K |
EWJISHARES INC | $139K |
NACNUVEEN CA QUALTY MUN INCOME | $134K |
VIOOVANGUARD ADMIRAL FDS INC | $133K |
FNDCSCHWAB STRATEGIC TR | $132K |
USIGISHARES TR | $131K |
LASRNLIGHT INC | $131K |
NRGVENERGY VAULT HOLDINGS INC | $127K |
SCHISCHWAB STRATEGIC TR | $126K |
LFVNLIFEVANTAGE CORP | $125K |
IYTISHARES TR | $123K |
SPHYSPDR SER TR | $123K |
SPXNPROSHARES TR | $123K |
CIMCHIMERA INVT CORP | $122K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $122K |