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)

StockValue
AXONAXON ENTERPRISE INC
$673.4M
WABWABTEC
$672.3M
BIIBBIOGEN INC
$671.5M
VGKVANGUARD INTL EQUITY INDEX F
$670.6M
MDYGSPDR SER TR
$670.0M
NYFISHARES TR
$667.1M
CAGCONAGRA BRANDS INC
$662.8M
EFAVISHARES TR
$662.7M
OMCOMNICOM GROUP INC
$661.8M
FASTFASTENAL CO
$661.6M
BIPBROOKFIELD INFRAST PARTNERS
$655.3M
PXFINVESCO EXCH TRADED FD TR II
$655.0M
HOLXHOLOGIC INC
$653.7M
IGMISHARES TR
$643.2M
DFSEDIMENSIONAL ETF TRUST
$642.7M
GEHCGE HEALTHCARE TECHNOLOGIES I
$638.3M
LENLENNAR CORP
$637.5M
GMGENERAL MTRS CO
$637.4M
MLMMARTIN MARIETTA MATLS INC
$634.8M
CAHCARDINAL HEALTH INC
$631.4M
CTRACOTERRA ENERGY INC
$630.2M
HSTHOST HOTELS & RESORTS INC
$630.0M
8CWCROWN CASTLE INC
$629.2M
FCXFREEPORT-MCMORAN INC
$626.3M
TEAMATLASSIAN CORPORATION
$625.5M
COFCAPITAL ONE FINL CORP
$620.6M
MCOMOODYS CORP
$619.9M
TFCTRUIST FINL CORP
$618.0M
BSCUINVESCO EXCH TRD SLF IDX FD
$614.7M
ATKRATKORE INC
$614.5M
LHXL3HARRIS TECHNOLOGIES INC
$613.8M
OTISOTIS WORLDWIDE CORP
$613.5M
TTCTORO CO
$612.4M
SPXLDIREXION SHS ETF TR
$610.4M
SUSAISHARES TR
$607.8M
SRPTSAREPTA THERAPEUTICS INC
$606.5M
GPCGENUINE PARTS CO
$606.3M
FFORD MTR CO
$601.2M
WPMWHEATON PRECIOUS METALS CORP
$600.9M
WF2WINTRUST FINL CORP
$598.0M
OIIOCEANEERING INTL INC
$596.9M
UTHUNITED THERAPEUTICS CORP DEL
$594.5M
RSPTINVESCO EXCHANGE TRADED FD T
$593.8M
TDIVFIRST TR EXCHANGE-TRADED FD
$590.2M
EXREXTRA SPACE STORAGE INC
$588.5M
ONEQFIDELITY COMWLTH TR
$586.0M
EWDISHARES INC
$582.8M
WECWEC ENERGY GROUP INC
$581.6M
LYBLYONDELLBASELL INDUSTRIES N
$578.4M
EEMVISHARES INC
$573.3M
SNASNAP ON INC
$571.7M
IYHISHARES TR
$563.8M
SNAPSNAP INC
$560.5M
CPRTCOPART INC
$558.0M
AJGGALLAGHER ARTHUR J & CO
$555.4M
RMERESMED INC
$552.8M
HYMBSPDR SER TR
$551.5M
RMTROYCE MICRO-CAP TR INC
$550.9M
MUNIPIMCO ETF TR
$550.4M
NNNNNN REIT INC
$548.4M
FAIFIRST TR EXCHANGE-TRADED FD
$547.6M
MLPXGLOBAL X FDS
$546.9M
PGRPROGRESSIVE CORP
$545.1M
VGSHVANGUARD SCOTTSDALE FDS
$545.1M
IOOISHARES TR
$544.8M
EMXCISHARES INC
$544.6M
AGQPROSHARES TR
$544.2M
XELXCEL ENERGY INC
$541.9M
CFCF INDS HLDGS INC
$541.4M
CSQCALAMOS STRATEGIC TOTAL RETU
$537.4M
NRANRG ENERGY INC
$536.6M
ORIOLD REP INTL CORP
$536.2M
VEEVVEEVA SYS INC
$536.1M
SSNCSS&C TECHNOLOGIES HLDGS INC
$530.7M
NINISOURCE INC
$530.6M
TEVATEVA PHARMACEUTICAL INDS LTD
$527.9M
SMARGBPSMARTSHEET INC
$526.9M
TDTORONTO DOMINION BK ONT
$525.4M
IDUISHARES TR
$524.4M
WELLWELLTOWER INC
$523.9M
IRINGERSOLL RAND INC
$523.1M
QQQINVESCO EXCH TRD SLF IDX FD
$522.0M
DRLLEA SERIES TRUST
$520.4M
NBIXNEUROCRINE BIOSCIENCES INC
$520.2M
AMCRAMCOR PLC
$519.7M
XTISHARES TR
$519.6M
IYCISHARES TR
$516.2M
PFFISHARES TR
$515.0M
CRCCANADIAN NAT RES LTD
$510.6M
DGRWWISDOMTREE TR
$509.3M
NUENUCOR CORP
$504.9M
BKBANK NEW YORK MELLON CORP
$504.0M
TMTOYOTA MOTOR CORP
$503.3M
CRBGCOREBRIDGE FINL INC
$500.1M
XBISPDR SER TR
$498.3M
SBACSBA COMMUNICATIONS CORP NEW
$496.9M
MAAMID-AMER APT CMNTYS INC
$495.4M
SEVNSEVEN HILLS REALTY TRUST
$495.2M
NUSNU SKIN ENTERPRISES INC
$494.8M
TPGTPG INC
$493.3M
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