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EP Wealth Advisors, LLC

Q1 2025 Holdings

Filed 2025-05-15 | 1283 holdings | $12.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Fidelity National Financial(FNF)FNF GROUP COM31620R303$2.4M37,2880.0%
Invesco Exch Traded FD TR II(SPLV)S&P500 LOW VOL46138E354$2.5M33,1510.0%
First Amern Finl Corp(FAF)COM31847R102$2.5M37,8910.0%
Ishares TR(IXUS)CORE MSCI TOTAL46432F834$2.5M36,1730.0%
Zscaler Inc(ZS)COM98980G102$2.5M12,7640.0%
Ishares TR(EAGG)ESG AWR US AGRGT46435U549$2.5M53,3500.0%
Ishares TR(EMB)JPMORGAN USD EMG464288281$2.5M28,0520.0%
Vanguard Whitehall FDS(VYMI)INTL HIGH ETF921946794$2.5M34,5410.0%
J P Morgan Exchange Traded F(JPST)ULTRA SHRT ETF46641Q837$2.6M50,6100.0%
AON PLC(AON)SHS CL AG0403H108$2.6M6,4600.0%
Deere & Co(DE)COM244199105$2.6M5,5030.0%
Ishares Silver TR(SLV)ISHARES46428Q109$2.6M83,4600.0%
Schwab Strategic TR(SCHE)EMRG MKTEQ ETF808524706$2.6M93,8810.0%
Sherwin Williams Co(SHW)COM824348106$2.6M7,5410.0%
Vertex Pharmaceuticals Inc(VRTX)COM92532F100$2.6M5,4490.0%
Direxion SHS ETF TR(TECL)DLY TECH BULL 3X25459W102$2.7M45,2760.0%
Select Sector Spdr TR(XLRE)RL EST SEL SEC81369Y860$2.7M64,3350.0%
First TR Exchange-Traded FD(FDN)DJ INTERNT IDX33733E302$2.7M12,1640.0%
Ishares TR(VLUE)MSCI USA VALUE46432F388$2.7M25,4770.0%
Vanguard Admiral FDS Inc(IVOV)MIDCP 400 VAL921932844$2.7M29,6000.0%
Morgan Stanley ETF Trust(CVIE)CALVERT INTERNAT61774R106$2.8M47,8690.0%
Realty Income Corp(O)COM756109104$2.8M48,0280.0%
Heico Corp New(HEI)COM422806109$2.8M10,4920.0%
Emerson Elec Co(EMR)COM291011104$2.8M25,6610.0%
Spdr SER TR(SPSB)PORTFOLIO SHORT78464A474$2.8M93,5860.0%
Pimco ETF TR(BOND)ACTIVE BD ETF72201R775$2.8M30,5070.0%
Vaneck ETF Trust(GDX)GOLD MINERS ETF92189F106$2.9M62,1660.0%
Spdr SER TR(MDYV)S&P 400 MDCP VAL78464A839$2.9M37,1630.0%
Xplr Infrastructure LP(XIFR)COM UNIT PART IN65341B106$2.9M304,6710.0%
United Bankshares Inc West V(UBSI)COM909907107$2.9M83,7460.0%
Servicenow Inc(NOW)COM81762P102$2.9M3,6610.0%
Kimberly-Clark Corp(KMB)COM494368103$2.9M20,6920.0%
Ishares TR(DVY)SELECT DIVID ETF464287168$3.0M22,2240.0%
Schwab Charles Corp(SCHW)COM808513105$3.0M38,3240.0%
Ishares TR(IBDS)IBONDS 27 ETF46435UAA9$3.0M124,4820.0%
Spdr SER TR(SPYD)PRTFLO S&P500 HI78468R788$3.0M68,2530.0%
Marathon Pete Corp(MPC)COM56585A102$3.0M20,7460.0%
Steel Dynamics Inc(STLD)COM858119100$3.0M24,2950.0%
T-Mobile US Inc(TMUS)COM872590104$3.1M11,4630.0%
Goldman Sachs ETF TR(GSEW)EQUAL WEIGHT US381430438$3.1M40,2710.0%
Medtronic PLC(MDT)SHSG5960L103$3.1M34,1650.0%
Gilead Sciences Inc(GILD)COM375558103$3.1M27,5840.0%
LAM Research Corp(LRCX)COM NEW512807306$3.1M42,7990.0%
Ishares TR(IYY)DOW JONES US ETF464287846$3.1M22,8630.0%
Marvell Technology Inc(MRVL)COM573874104$3.1M50,6500.0%
TRI Contl Corp(TY)COM895436103$3.1M101,8610.0%
Schwab Strategic TR(SCHA)US SML CAP ETF808524607$3.1M133,9000.0%
Ishares TR(QUAL)MSCI USA QLT FCT46432F339$3.2M18,6930.0%
The Cigna Group(CI)COM125523100$3.2M9,7240.0%
Ishares TR(IMCV)MRGSTR MD CP VAL464288406$3.2M43,1660.0%
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