HoldingsChannel.com
EP Wealth Advisors LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VB) 507,997 +16,255 $77,622
     VB507,997+16,255$77,622
ISHARES TR (IWP) 546,777 +23,574 $74,181
     IWP546,777+23,574$74,181
APPLE INC 195,030 +1,592 $37,046
     AAPL195,030+1,592$37,046
MICROSOFT CORP 282,630 +3,744 $33,333
     MSFT282,630+3,744$33,333
FACEBOOK INC 179,417 +9,842 $29,907
     FB179,417+9,842$29,907
ALPHABET INC 22,085 +22,085 $25,991
     GOOGL22,085+22,085$25,991
JPMORGAN CHASE & CO 241,838 +8,291 $24,481
     JPM241,838+8,291$24,481
JOHNSON & JOHNSON 168,622 +3,947 $23,572
     JNJ168,622+3,947$23,572
VISA INC 146,003 -2,871 $22,804
     V146,003-2,871$22,804
AMAZON COM INC 12,377 +480 $22,041
     AMZN12,377+480$22,041
COSTCO WHSL CORP NEW 89,973 -150 $21,786
     COST89,973-150$21,786
PEPSICO INC 160,458 -1,540 $19,664
     PEP160,458-1,540$19,664
HONEYWELL INTL INC 123,147 +2,595 $19,571
     HON123,147+2,595$19,571
STRYKER CORP 98,095 -2,157 $19,376
     SYK98,095-2,157$19,376
DISNEY WALT CO 170,356 +4,818 $18,915
     DIS170,356+4,818$18,915
ACCENTURE PLC IRELAND 107,445 +731 $18,912
     ACN107,445+731$18,912
EXXON MOBIL CORP 228,896 +26,996 $18,495
     XOM228,896+26,996$18,495
BROADCOM INC 61,200 +61,200 $18,403
     AVGO61,200+61,200$18,403
ISHARES TR (EFA) 276,465 -446,914 $17,932
     EFA276,465-446,914$17,932
ALLSTATE CORP 187,788 +14,234 $17,686
     ALL187,788+14,234$17,686
TJX COS INC NEW 328,540 -4,022 $17,482
     TJX328,540-4,022$17,482
AMERICAN TOWER CORP NEW 87,499 -5,431 $17,242
     AMT87,499-5,431$17,242
SIMPSON MANUFACTURING CO INC 283,056 -2,550 $16,777
     SSD283,056-2,550$16,777
BB&T CORP 357,988 +30,777 $16,657
     BBT357,988+30,777$16,657
BLACKROCK INC 37,649 +4,555 $16,090
     BLK37,649+4,555$16,090
UNITED TECHNOLOGIES CORP 115,471 +34,448 $14,883
     UTX115,471+34,448$14,883
STANLEY BLACK & DECKER INC 108,233 +108,233 $14,738
     SWK108,233+108,233$14,738
UNION PACIFIC CORP 82,332 -4,725 $13,766
     UNP82,332-4,725$13,766
MARATHON OIL CORP 815,052 +313,874 $13,620
     MRO815,052+313,874$13,620
S&P GLOBAL INC 60,099 +1,037 $12,654
     SPGI60,099+1,037$12,654
THE CHARLES SCHWAB CORPORATI 254,566 +9,001 $10,885
     SCHW254,566+9,001$10,885
F M C CORP 136,811 +2,032 $10,510
     FMC136,811+2,032$10,510
ISHARES TR (IWD) 82,428 -1,412 $10,179
     IWD82,428-1,412$10,179
APTIV PLC 119,407 +39,138 $9,492
     APTV119,407+39,138$9,492
MARATHON PETE CORP 157,639 +9,534 $9,435
     MPC157,639+9,534$9,435
BIOGEN INC 39,706 +1,487 $9,386
     BIIB39,706+1,487$9,386
GENERAL DYNAMICS CORP 53,725 +4,099 $9,095
     GD53,725+4,099$9,095
SPDR S&P 500 ETF TR (SPY) 32,002 -2,551 $9,040
     SPY32,002-2,551$9,040
CVS HEALTH CORP 153,001 +2,584 $8,251
     CVS153,001+2,584$8,251
ALLERGAN PLC 55,526 +17,789 $8,130
     AGN55,526+17,789$8,130
ISHARES TR (IJR) 85,211 -11,219 $6,574
     IJR85,211-11,219$6,574
UNITED PARCEL SERVICE INC 56,327 -408 $6,294
     UPS56,327-408$6,294
CHEVRON CORP NEW 48,843 +592 $6,017
     CVX48,843+592$6,017
ISHARES TR (IWS) 58,181 -38,060 $5,054
     IWS58,181-38,060$5,054
THERMO FISHER SCIENTIFIC INC 16,681 +48 $4,566
     TMO16,681+48$4,566
INVESCO EXCHANGE TRADED FD T (RSP) 39,207 +39,207 $4,095
     RSP39,207+39,207$4,095
INVESCO EXCHANGE TRADED FD T (PDP) 70,849 +70,849 $4,016
     PDP70,849+70,849$4,016
ISHARES TR (IWF) 26,311 +764 $3,982
     IWF26,311+764$3,982
TARGET CORP 48,902 -7,148 $3,925
     TGT48,902-7,148$3,925
BOEING CO 9,404 +312 $3,587
     BA9,404+312$3,587

See Full List: All Stocks Held By EP Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By EP Wealth Advisors LLC

Size ($ in 1000's)
At 03/31/2019: $1,040,007
At 12/31/2018: $1,296,453

EP Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from EP Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

EP Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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