EP Wealth Advisors, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings244 positions
VANGUARD | 507,997 | $77.6M | 7.5% | $118.71 | +15.54% | 2 qtrssince 2018-Q4 | Increased 60 |
ISHARES INC | 546,777 | $74.2M | 7.1% | $55.15 | +18.52% | 2 qtrssince 2018-Q4 | Increased 60 |
APPLE INC | 195,030 | $37M | 3.6% | $37.46 | +20.73% | 2 qtrssince 2018-Q4 | Increased 54 |
MICROSOFT CORP | 282,630 | $33.3M | 3.2% | $94.64 | +16.36% | 2 qtrssince 2018-Q4 | Increased 54 |
META PLATFORMS INC | 179,417 | $29.9M | 2.9% | $131.78 | +25.29% | 2 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC | 22,085 | $26M | 2.5% | $58.29 | 0.00% | 1 qtr | New 74 |
JPMORGAN CHASE & CO | 241,838 | $24.5M | 2.4% | $79.23 | +4.38% | 2 qtrssince 2018-Q4 | Increased 51 |
JOHNSON & JOHNSON | 168,622 | $23.6M | 2.3% | $104.55 | +8.81% | 2 qtrssince 2018-Q4 | Increased 50 |
VISA INC | 146,003 | $22.8M | 2.2% | $124.91 | +18.59% | 2 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 12,377 | $22M | 2.1% | $75.64 | +17.71% | 2 qtrssince 2018-Q4 | Increased 51 |
COSTCO WHOLESALE CORPORATION | 89,973 | $21.8M | 2.1% | $183.62 | +19.19% | 2 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 160,458 | $19.7M | 1.9% | $86.72 | +11.82% | 2 qtrssince 2018-Q4 | Decreased 0 |
HONEYWELL INTL INC | 123,147 | $19.6M | 1.9% | $111.93 | +20.40% | 2 qtrssince 2018-Q4 | Increased 46 |
STRYKER CORPORATION | 98,095 | $19.4M | 1.9% | $144.29 | +26.34% | 2 qtrssince 2018-Q4 | Decreased 0 |
DISNEY WALT CO | 170,356 | $18.9M | 1.8% | $105.07 | +1.22% | 2 qtrssince 2018-Q4 | Increased 46 |
ACCENTURE PLC IRELAND | 107,445 | $18.9M | 1.8% | $124.21 | +24.62% | 2 qtrssince 2018-Q4 | Increased 45 |
EXXON MOBIL CORP | 228,896 | $18.5M | 1.8% | $50.06 | +17.11% | 2 qtrssince 2018-Q4 | Increased 51 |
BROADCOM INC | 61,200 | $18.4M | 1.8% | $25.00 | 0.00% | 1 qtr | New 65 |
ISHARES TR | 276,465 | $17.9M | 1.7% | $47.49 | +10.53% | 2 qtrssince 2018-Q4 | Decreased 0 |
ALLSTATE CORP | 187,788 | $17.7M | 1.7% | $70.15 | +13.33% | 2 qtrssince 2018-Q4 | Increased 48 |
EP Wealth Advisors, LLC manages $1B across 244 positions as of Q1 2019. Top holdings: VB (7.5%), IWP (7.1%), AAPL (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 43 new positions, 58 exits, 82 increased. Top move: GOOGL (NEW, conviction 74). Portfolio: $1.0B across 244 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR