
Entity | Amount | Change
09/30/2024 to 12/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
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3,226,810 | +50,082 | $1,324,412 |
VUG | 3,226,810 | +50,082 | $1,324,412 |
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2,049,802 | -24,497 | $513,311 |
AAPL | 2,049,802 | -24,497 | $513,311 |
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2,480,962 | -260,166 | $420,027 |
VTV | 2,480,962 | -260,166 | $420,027 |
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4,575,308 | +1,537,319 | $341,913 |
BIV | 4,575,308 | +1,537,319 | $341,913 |
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3,757,454 | +655,933 | $300,559 |
VIGI | 3,757,454 | +655,933 | $300,559 |
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687,532 | -7,443 | $289,795 |
MSFT | 687,532 | -7,443 | $289,795 |
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5,158,068 | +1,147,985 | $266,672 |
IGSB | 5,158,068 | +1,147,985 | $266,672 |
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936,468 | +220,475 | $237,629 |
VOT | 936,468 | +220,475 | $237,629 |
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1,064,585 | -44,315 | $233,559 |
AMZN | 1,064,585 | -44,315 | $233,559 |
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386,193 | -34,889 | $226,340 |
SPY | 386,193 | -34,889 | $226,340 |
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2,315,491 | +626,728 | $224,371 |
AGG | 2,315,491 | +626,728 | $224,371 |
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4,762,715 | +711,909 | $209,750 |
VWO | 4,762,715 | +711,909 | $209,750 |
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902,292 | -48,826 | $209,187 |
AVGO | 902,292 | -48,826 | $209,187 |
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1,276,253 | +349,161 | $206,459 |
VOE | 1,276,253 | +349,161 | $206,459 |
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1,020,401 | -16,508 | $193,162 |
GOOGL | 1,020,401 | -16,508 | $193,162 |
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1,427,979 | -45,826 | $191,763 |
NVDA | 1,427,979 | -45,826 | $191,763 |
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4,287,136 | -40,606 | $178,578 |
FUNL | 4,287,136 | -40,606 | $178,578 |
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684,934 | -9,245 | $164,185 |
JPM | 684,934 | -9,245 | $164,185 |
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684,800 | +9,104 | $159,230 |
XLK | 684,800 | +9,104 | $159,230 |
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5,072,131 | +1,609,219 | $152,316 |
DFLV | 5,072,131 | +1,609,219 | $152,316 |
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460,505 | +53,391 | $128,969 |
VBK | 460,505 | +53,391 | $128,969 |
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136,542 | -2,881 | $125,109 |
COST | 136,542 | -2,881 | $125,109 |
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2,231,308 | +382,653 | $124,195 |
DFAT | 2,231,308 | +382,653 | $124,195 |
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5,373,142 | +179,314 | $123,475 |
GOVT | 5,373,142 | +179,314 | $123,475 |
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1,050,511 | +110,174 | $111,932 |
MUB | 1,050,511 | +110,174 | $111,932 |
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189,774 | -10,232 | $111,114 |
META | 189,774 | -10,232 | $111,114 |
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2,665,257 | +564,915 | $94,563 |
DFIV | 2,665,257 | +564,915 | $94,563 |
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847,789 | -15,018 | $91,197 |
XOM | 847,789 | -15,018 | $91,197 |
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364,659 | +2,246 | $82,373 |
HON | 364,659 | +2,246 | $82,373 |
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1,422,978 | +113,763 | $81,508 |
CMF | 1,422,978 | +113,763 | $81,508 |
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1,071,136 | +894,597 | $80,989 |
EFA | 1,071,136 | +894,597 | $80,989 |
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146,996 | +51,301 | $79,203 |
VOO | 146,996 | +51,301 | $79,203 |
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544,338 | -381 | $78,722 |
JNJ | 544,338 | -381 | $78,722 |
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1,038,282 | -18,723 | $74,434 |
NEE | 1,038,282 | -18,723 | $74,434 |
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184,040 | -34,629 | $73,907 |
IWF | 184,040 | -34,629 | $73,907 |
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230,691 | -15,526 | $72,908 |
V | 230,691 | -15,526 | $72,908 |
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1,230,444 | -114,760 | $72,842 |
CSCO | 1,230,444 | -114,760 | $72,842 |
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193,142 | -3,649 | $69,541 |
SYK | 193,142 | -3,649 | $69,541 |
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1,392,566 | +710,436 | $66,593 |
VEA | 1,392,566 | +710,436 | $66,593 |
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2,151,513 | -188,945 | $66,224 |
DFSV | 2,151,513 | -188,945 | $66,224 |
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567,351 | +1,432 | $65,654 |
RTX | 567,351 | +1,432 | $65,654 |
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755,687 | +26,133 | $63,584 |
XLB | 755,687 | +26,133 | $63,584 |
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215,408 | -778 | $62,445 |
MCD | 215,408 | -778 | $62,445 |
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60,780 | +60,780 | $62,306 |
BLK | 60,780 | +60,780 | $62,306 |
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316,713 | -7,264 | $61,059 |
ALL | 316,713 | -7,264 | $61,059 |
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332,640 | +5,720 | $61,009 |
AMT | 332,640 | +5,720 | $61,009 |
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318,876 | -4,460 | $59,034 |
IWD | 318,876 | -4,460 | $59,034 |
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1,229,803 | +76,862 | $57,346 |
JSCP | 1,229,803 | +76,862 | $57,346 |
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188,095 | +1,868 | $54,512 |
VTI | 188,095 | +1,868 | $54,512 |
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108,747 | -1,040 | $54,159 |
SPGI | 108,747 | -1,040 | $54,159 |
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
![]() At 12/31/2024: $12,253,649 At 09/30/2024: $11,634,929 EP Wealth Advisors LLC AUM history 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 |