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 |
|---|---|
OPKOPKO HEALTH INC | $42K |
UNHUNITEDHEALTH GROUP INC | $42K |
CNDTCONDUENT INC | $41K |
NBNIOCORP DEVS LTD | $33K |
ORLYOREILLY AUTOMOTIVE INC | $26K |
LLYELI LILLY & CO | $26K |
CTSOCYTOSORBENTS CORP | $25K |
NRGVENERGY VAULT HOLDINGS INC | $23K |
MDYSPDR S&P MIDCAP 400 ETF TR | $18K |
NFLXNETFLIX INC | $16K |
MCKMCKESSON CORP | $15K |
MAPSWM TECHNOLOGY INC | $14K |
—MESA AIR GROUP INC | $12K |
MAMASTERCARD INCORPORATED | $10K |
GWWGRAINGER W W INC | $9K |
TMOTHERMO FISHER SCIENTIFIC INC | $8K |
T7DTRANSDIGM GROUP INC | $8K |
VGTVANGUARD WORLD FD | $7K |
BKNGBOOKING HOLDINGS INC | $7K |
ISRGINTUITIVE SURGICAL INC | $7K |
FICOFAIR ISAAC CORP | $7K |
INTUINTUIT | $5K |
KLACKLA CORP | $5K |
NOWSERVICENOW INC | $4K |
GSGOLDMAN SACHS GROUP INC | $3K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $3K |
FCNCAFIRST CTZNS BANCSHARES INC N | $3K |
PHPARKER-HANNIFIN CORP | $2K |
TPLTEXAS PACIFIC LAND CORPORATI | $2K |
A4SAMERIPRISE FINL INC | $1K |
MSCIMSCI INC | $1K |
ASMLASML HOLDING N V | $1K |
URIUNITED RENTALS INC | $1K |
TYLTYLER TECHNOLOGIES INC | $1K |
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