EP Wealth Advisors, LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$2.4T
Holdings
413
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (413 positions)
| Stock | Value |
|---|---|
LOWLOWES COS INC | $390.0M |
PGFINVESCO EXCHANGE TRADED FD T | $389.0M |
ROKROCKWELL AUTOMATION INC | $384.0M |
WEPMAGELLAN MIDSTREAM PRTNRS LP | $383.0M |
TRVCCITIGROUP INC | $381.0M |
IYRISHARES TR | $381.0M |
ISTBISHARES TR | $374.0M |
IWCISHARES TR | $373.0M |
MDYVSPDR SERIES TRUST | $371.0M |
TMUST MOBILE US INC | $370.0M |
IXNISHARES TR | $369.0M |
DFSEURDISCOVER FINL SVCS | $363.0M |
COPCONOCOPHILLIPS | $351.0M |
ELVANTHEM INC | $348.0M |
—MEDICINES CO | $343.0M |
IXJISHARES TR | $342.0M |
TRMBTRIMBLE INC | $339.0M |
LWLAMB WESTON HLDGS INC | $339.0M |
IGIBISHARES TR | $338.0M |
FISFIDELITY NATL INFORMATION SV | $332.0M |
ITOTISHARES TR | $322.0M |
CDWCDW CORP | $317.0M |
CBRECBRE GROUP INC | $313.0M |
INTUINTUIT | $312.0M |
PAYXPAYCHEX INC | $309.0M |
SCHASCHWAB STRATEGIC TR | $308.0M |
MDTMEDTRONIC PLC | $307.0M |
VFCV F CORP | $304.0M |
VTEBVANGUARD MUN BD FD INC | $304.0M |
FDSFACTSET RESH SYS INC | $303.0M |
IJTISHARES TR | $291.0M |
DHRDANAHER CORPORATION | $291.0M |
BDXBECTON DICKINSON & CO | $291.0M |
NUMVNUSHARES ETF TR | $289.0M |
LRCXEURLAM RESEARCH CORP | $289.0M |
VIGIVANGUARD WHITEHALL FDS INC | $289.0M |
SIVBEURSVB FINL GROUP | $283.0M |
COR1EURCORESITE RLTY CORP | $282.0M |
BSCKINVESCO EXCH TRD SLF IDX FD | $282.0M |
FVDFIRST TR VALUE LINE DIVID IN | $280.0M |
UNHUNITEDHEALTH GROUP INC | $279.0M |
BSCLINVESCO EXCH TRD SLF IDX FD | $277.0M |
ADSKAUTODESK INC | $277.0M |
ASMLASML HOLDING N V | $276.0M |
MTUMISHARES TR | $276.0M |
AKXANSYS INC | $272.0M |
AIGAMERICAN INTL GROUP INC | $272.0M |
AZNASTRAZENECA PLC | $270.0M |
ELLAUDER ESTEE COS INC | $270.0M |
A4SAMERIPRISE FINL INC | $267.0M |
DELLDELL TECHNOLOGIES INC | $266.0M |
PPGPPG INDS INC | $266.0M |
SBACSBA COMMUNICATIONS CORP NEW | $265.0M |
CACCCREDIT ACCEP CORP MICH | $265.0M |
RWRSPDR SERIES TRUST | $260.0M |
STPZPIMCO ETF TR | $259.0M |
GNMAISHARES TR | $258.0M |
SPHDINVESCO EXCHNG TRADED FD TR | $254.0M |
IAUUSDISHARES GOLD TRUST | $253.0M |
BKNGBOOKING HLDGS INC | $251.0M |
GILDGILEAD SCIENCES INC | $250.0M |
PRFINVESCO EXCHANGE TRADED FD T | $250.0M |
IOOISHARES TR | $246.0M |
FISVFISERV INC | $245.0M |
VVVANGUARD INDEX FDS | $243.0M |
METMETLIFE INC | $242.0M |
MARMARRIOTT INTL INC NEW | $236.0M |
BCOBRINKS CO | $235.0M |
AMDADVANCED MICRO DEVICES INC | $234.0M |
DC4DEXCOM INC | $233.0M |
HEIHEICO CORP NEW | $228.0M |
PRUPRUDENTIAL FINL INC | $226.0M |
GDXVANECK VECTORS ETF TRUST | $226.0M |
DHID R HORTON INC | $224.0M |
PNCPNC FINL SVCS GROUP INC | $222.0M |
EMREMERSON ELEC CO | $222.0M |
ABALLIANCEBERNSTEIN HOLDING LP | $221.0M |
CQPCHENIERE ENERGY PARTNERS LP | $220.0M |
ROPROPER TECHNOLOGIES INC | $218.0M |
XYLXYLEM INC | $217.0M |
VMBSVANGUARD SCOTTSDALE FDS | $216.0M |
DSIISHARES TR | $215.0M |
CSXCSX CORP | $214.0M |
ZIONZIONS BANCORPORATION N A | $214.0M |
CMGCHIPOTLE MEXICAN GRILL INC | $213.0M |
SEESEALED AIR CORP NEW | $211.0M |
PEYINVESCO EXCHANGE TRADED FD T | $211.0M |
CITCINTAS CORP | $209.0M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $209.0M |
SIGISELECTIVE INS GROUP INC | $209.0M |
TAKTAKEDA PHARMACEUTICAL CO LTD | $206.0M |
LEALEAR CORP | $205.0M |
DWDMORGAN STANLEY | $203.0M |
BSCMUSDINVESCO EXCH TRD SLF IDX FD | $203.0M |
RIORIO TINTO PLC | $202.0M |
ARKKARK ETF TR | $201.0M |
SYYSYSCO CORP | $201.0M |
UNUSDUNILEVER N V | $200.0M |
SIRIEURSIRIUS XM HLDGS INC | $199.0M |
—VIRNETX HLDG CORP | $182.0M |