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EP Wealth Advisors, LLC

Q4 2019 Holdings

Filed 2020-02-14 | 414 holdings | $55.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Cbre Group Inc(CBRE)CL A12504L109$313.0K5,1090.6%
Vanguard Index FDS(VTV)VALUE ETF922908744$340.5K2,840,6870.6%
Conocophillips(COP)COM20825C104$351.0K5,3920.6%
Cummins Inc(CMI)COM231021106$551.0K3,0801.0%
Crown Castle Intl Corp New(CCI)COM22822V101$681.0K4,7941.2%
Corteva Inc(CTVA)COM22052L104$733.0K24,8101.3%
Adobe Inc(ADBE)COM00724F101$1.1M3,3952.0%
Abbvie Inc(ABBV)COM00287Y109$1.2M13,7692.2%
Alibaba Group Hldg LTD(BABA)SPONSORED ADS01609W102$1.6M7,6893.0%
Barclays BK PLC(DJP)DJUBS CMDT ETN3606738C778$2.2M94,9153.9%
Boeing Co(BA)COM097023105$3.4M10,3206.1%
Cisco SYS Inc(CSCO)COM17275R102$14.2M295,51825.6%
Costco Whsl Corp New(COST)COM22160K105$25.4M86,33845.9%
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