EP Wealth Advisors, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$12.3B
Holdings
1,234
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,234 positions)
| Stock | Value |
|---|---|
FISFIDELITY NATL INFORMATION SV | $260K |
HVTHAVERTY FURNITURE COS INC | $260K |
RGLDROYAL GOLD INC | $257K |
UVEUNIVERSAL INS HLDGS INC | $257K |
VCTRVICTORY CAP HLDGS INC | $257K |
EDENISHARES TR | $256K |
TDYTELEDYNE TECHNOLOGIES INC | $256K |
HMNHORACE MANN EDUCATORS CORP N | $255K |
0E41ENLINK MIDSTREAM LLC | $254K |
PQ3PROVIDENT FINL SVCS INC | $254K |
STAGSTAG INDL INC | $253K |
MTSIMACOM TECH SOLUTIONS HLDGS I | $253K |
MMSMAXIMUS INC | $253K |
CHTRCHARTER COMMUNICATIONS INC N | $253K |
CXTCRANE NXT CO | $252K |
SPMDSPDR SER TR | $252K |
DRIDARDEN RESTAURANTS INC | $252K |
WASHWASHINGTON TR BANCORP INC | $250K |
SANMSANMINA CORPORATION | $250K |
TPCTUTOR PERINI CORP | $249K |
FNVFRANCO NEV CORP | $249K |
USRTISHARES TR | $248K |
RAMPLIVERAMP HLDGS INC | $248K |
ILCGISHARES TR | $248K |
AMWDAMERICAN WOODMARK CORPORATIO | $248K |
KDPKEURIG DR PEPPER INC | $248K |
KRGKITE RLTY GROUP TR | $246K |
XARSPDR SER TR | $246K |
XCHYXCALAMOS CONV & HIGH INCOME F | $246K |
NHINATIONAL HEALTH INVS INC | $245K |
CPBTHE CAMPBELLS COMPANY | $243K |
DHTDHT HOLDINGS INC | $243K |
ALBALBEMARLE CORP | $242K |
NTRANATERA INC | $242K |
ATOATMOS ENERGY CORP | $241K |
SMCISUPER MICRO COMPUTER INC | $241K |
LZLEGALZOOM COM INC | $240K |
HUBBHUBBELL INC | $240K |
GLDMWORLD GOLD TR | $240K |
HRBBLOCK H & R INC | $239K |
EBCEASTERN BANKSHARES INC | $239K |
ROCKGIBRALTAR INDS INC | $238K |
JETSETF SER SOLUTIONS | $238K |
WEXWEX INC | $238K |
EMLCVANECK ETF TRUST | $237K |
NETCLOUDFLARE INC | $237K |
FT2FIRST HORIZON CORPORATION | $237K |
AVLVAMERICAN CENTY ETF TR | $237K |
GTOINVESCO ACTIVELY MANAGED EXC | $236K |
PPLPPL CORP | $236K |
PAYCPAYCOM SOFTWARE INC | $236K |
GVAGRANITE CONSTR INC | $236K |
PIIMPINJ INC | $236K |
AFGAMERICAN FINL GROUP INC OHIO | $235K |
AIVIWISDOMTREE TR | $235K |
INTFISHARES TR | $234K |
ECVTECOVYST INC | $234K |
EFXEQUIFAX INC | $234K |
MATMATTEL INC | $233K |
VLTOVERALTO CORP | $232K |
DKSDICKS SPORTING GOODS INC | $232K |
LGLVSPDR SER TR | $232K |
CSGSCSG SYS INTL INC | $232K |
FUNSIX FLAGS ENTERTAINMENT CORP | $231K |
VBTXVERITEX HLDGS INC | $231K |
AVAAVISTA CORP | $230K |
CDPCOPT DEFENSE PROPERTIES | $230K |
BALLBALL CORP | $230K |
WSWORTHINGTON STL INC | $230K |
QTUMETF SER SOLUTIONS | $229K |
XSMOINVESCO EXCHANGE TRADED FD T | $229K |
ALLYALLY FINL INC | $229K |
AWCAMERICAN WTR WKS CO INC NEW | $229K |
SJMSMUCKER J M CO | $229K |
HLMNHILLMAN SOLUTIONS CORP | $229K |
DEODIAGEO PLC | $229K |
MBCMASTERBRAND INC | $228K |
AOAISHARES TR | $228K |
FSLRFIRST SOLAR INC | $228K |
COHRCOHERENT CORP | $227K |
VONGVANGUARD SCOTTSDALE FDS | $226K |
SPYSPDR S&P 500 ETF TR | $226K |
CFBCROSSFIRST BANKSHARES INC | $225K |
VTYVERINT SYS INC | $224K |
PINSPINTEREST INC | $223K |
QSRRESTAURANT BRANDS INTL INC | $223K |
HUBGHUB GROUP INC | $223K |
KELKELLANOVA | $223K |
HLNHALEON PLC | $223K |
STKCOLUMBIA SELIGM PREM TECH GR | $222K |
RJFRAYMOND JAMES FINL INC | $222K |
PEGAPEGASYSTEMS INC | $221K |
CPRXCATALYST PHARMACEUTICALS INC | $220K |
EVRGEVERGY INC | $219K |
BBJPJ P MORGAN EXCHANGE TRADED F | $219K |
ADTADT INC DEL | $218K |
RPGINVESCO EXCHANGE TRADED FD T | $218K |
VNTVONTIER CORPORATION | $217K |
KBESPDR SER TR | $217K |
MOG/AMOOG INC | $217K |