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 |
|---|---|
JAZZJAZZ PHARMACEUTICALS PLC | $217K |
LEVILEVI STRAUSS & CO NEW | $216K |
XFOFXCOHEN & STEERS CLOSED-END OP | $216K |
HYDVANECK ETF TRUST | $216K |
CAVACAVA GROUP INC | $215K |
MGCVANGUARD WORLD FD | $215K |
SBCSABRA HEALTH CARE REIT INC | $214K |
CIVICIVITAS RESOURCES INC | $214K |
ENRENERGIZER HLDGS INC NEW | $213K |
FHIFEDERATED HERMES INC | $213K |
YUMCYUM CHINA HLDGS INC | $213K |
KWRQUAKER HOUGHTON | $213K |
SOUNSOUNDHOUND AI INC | $212K |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $211K |
XEVGXEATON VANCE SHORT DURATION D | $211K |
HWCHANCOCK WHITNEY CORPORATION | $210K |
FMCFMC CORP | $210K |
PXHINVESCO EXCH TRADED FD TR II | $210K |
BFORALPS ETF TR | $210K |
RSRELIANCE INC | $209K |
WKCWORLD KINECT CORPORATION | $209K |
ASHASHLAND INC | $209K |
CRLCHARLES RIV LABS INTL INC | $209K |
AVUSAMERICAN CENTY ETF TR | $208K |
STESTERIS PLC | $208K |
SONSONOCO PRODS CO | $208K |
LWLAMB WESTON HLDGS INC | $207K |
ZBHZIMMER BIOMET HOLDINGS INC | $207K |
BKHBLACK HILLS CORP | $206K |
AMHAMERICAN HOMES 4 RENT | $206K |
AHRAMERICAN HEALTHCARE REIT INC | $206K |
HTLFEURHEARTLAND FINL USA INC | $206K |
RVTROYCE SMALL CAP TRUST INC | $206K |
SPGPINVESCO EXCHANGE TRADED FD T | $206K |
CUBICUSTOMERS BANCORP INC | $205K |
ALRMALARM COM HLDGS INC | $205K |
IVZINVESCO LTD | $204K |
VAWVANGUARD WORLD FD | $204K |
NRIXNURIX THERAPEUTICS INC | $204K |
SHYISHARES TR | $204K |
HBANHUNTINGTON BANCSHARES INC | $203K |
EXPEAGLE MATLS INC | $203K |
GNTXGENTEX CORP | $203K |
NWENORTHWESTERN ENERGY GROUP IN | $203K |
EPRTESSENTIAL PPTYS RLTY TR INC | $203K |
J40TPROSHARES TR | $203K |
FNDCSCHWAB STRATEGIC TR | $202K |
AEMAGNICO EAGLE MINES LTD | $202K |
AEEAMEREN CORP | $202K |
CA8ACACI INTL INC | $202K |
EMEEMCOR GROUP INC | $202K |
XMLVINVESCO EXCH TRADED FD TR II | $201K |
EPREPR PPTYS | $201K |
37MMRC GLOBAL INC | $200K |
MBWMMERCANTILE BK CORP | $200K |
ESNTESSENT GROUP LTD | $200K |
FELCFIDELITY COVINGTON TRUST | $200K |
AEOAMERICAN EAGLE OUTFITTERS IN | $199K |
CGWINVESCO EXCH TRADED FD TR II | $197K |
PSLV/USPROTT PHYSICAL SILVER TR | $192K |
KEYKEYCORP | $192K |
PDNINVESCO EXCH TRADED FD TR II | $190K |
SPTLSPDR SER TR | $190K |
BDJBLACKROCK ENHANCED EQUITY DI | $189K |
MUCBLACKROCK MUNIHLDNGS CALI QL | $189K |
PTHINVESCO EXCHANGE TRADED FD T | $188K |
SCHHSCHWAB STRATEGIC TR | $187K |
TMFGRBB FD INC | $187K |
JAMFJAMF HLDG CORP | $187K |
NACNUVEEN CA QUALTY MUN INCOME | $184K |
ALITALIGHT INC | $183K |
XJQCXNUVEEN CR STRATEGIES INCOME | $182K |
IYTISHARES TR | $180K |
AQLTISHARES TR | $180K |
IYJISHARES TR | $180K |
GSLCGOLDMAN SACHS ETF TR | $178K |
DFIPDIMENSIONAL ETF TRUST | $177K |
IYEISHARES TR | $176K |
SCHCSCHWAB STRATEGIC TR | $172K |
NADNUVEEN QUALITY MUNCP INCOME | $172K |
UDMYUDEMY INC | $172K |
BITBLACKROCK MULTI SECTOR INC T | $170K |
IGRCBRE GBL REAL ESTATE INC FD | $170K |
FHLCFIDELITY COVINGTON TRUST | $169K |
BLOKAMPLIFY ETF TR | $167K |
KROKRONOS WORLDWIDE INC | $167K |
IYKISHARES TR | $166K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $165K |
AMBPARDAGH METAL PACKAGING S A | $164K |
KCESPDR SER TR | $164K |
INGING GROEP N.V. | $164K |
ZUOUSDZUORA INC | $164K |
IVLUISHARES TR | $164K |
TDTTFLEXSHARES TR | $163K |
FEMRFIDELITY COVINGTON TRUST | $163K |
IYGISHARES TR | $163K |
ACELACCEL ENTERTAINMENT INC | $162K |
FENIFIDELITY COVINGTON TRUST | $162K |
HBNCHORIZON BANCORP INC | $162K |
RSPHINVESCO EXCHANGE TRADED FD T | $162K |