EP Wealth Advisors, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings635 positions
VANGUARD INDEX FDS | 2.3M | $654.7M | 14.4% | $35.60 | +31.37% | 12 qtrssince 2019-Q2 | Increased 67 |
VANGUARD INDEX FDS | 2.4M | $351.1M | 7.7% | $95.18 | +39.54% | 12 qtrssince 2019-Q2 | Increased 62 |
APPLE INC | 1.3M | $227.7M | 5.0% | $83.14 | +105.41% | 11 qtrssince 2019-Q3 | Increased 57 |
MICROSOFT CORP | 466,238 | $143.7M | 3.2% | $159.75 | +85.95% | 14 qtrssince 2018-Q4 | Increased 60 |
AMAZON COM INC | 26,652 | $86.9M | 1.9% | $119.49 | +36.42% | 11 qtrssince 2019-Q3 | Increased 50 |
ALPHABET INC | 28,752 | $80M | 1.8% | $67.28 | +104.75% | 13 qtrssince 2019-Q1 | Increased 48 |
STATE STR SPDR S&P 500 ETF T | 163,955 | $74M | 1.6% | $270.75 | +57.05% | 14 qtrssince 2018-Q4 | Increased 48 |
COSTCO WHSL CORP NEW | 116,359 | $67M | 1.5% | $232.04 | +135.92% | 14 qtrssince 2018-Q4 | Increased 47 |
JPMORGAN CHASE & CO. | 484,418 | $66M | 1.4% | $92.36 | +31.81% | 14 qtrssince 2018-Q4 | Increased 48 |
JOHNSON & JOHNSON | 342,841 | $60.8M | 1.3% | $116.43 | +34.10% | 14 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR | 352,514 | $56.9M | 1.2% | $94.37 | +56.89% | 14 qtrssince 2018-Q4 | Increased 48 |
BROADCOM INC | 89,618 | $56.4M | 1.2% | $29.13 | +100.50% | 13 qtrssince 2019-Q1 | Increased 46 |
EXXON MOBIL CORP | 598,325 | $49.4M | 1.1% | $51.12 | +42.81% | 14 qtrssince 2018-Q4 | Increased 53 |
VISA INC | 222,515 | $49.3M | 1.1% | $157.51 | +36.03% | 14 qtrssince 2018-Q4 | Increased 49 |
FMC CORP | 372,596 | $49M | 1.1% | $82.52 | +36.61% | 14 qtrssince 2018-Q4 | Increased 63 |
SELECT SECTOR SPDR TR | 305,033 | $48.5M | 1.1% | $46.68 | +64.67% | 12 qtrssince 2019-Q2 | Increased 48 |
AMERICAN TOWER CORP NEW | 184,332 | $46.3M | 1.0% | $171.00 | +26.87% | 14 qtrssince 2018-Q4 | Increased 50 |
CISCO SYS INC | 826,048 | $46.1M | 1.0% | $42.68 | +15.04% | 14 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR | 877,351 | $45.4M | 1.0% | $44.16 | -0.47% | 12 qtrssince 2019-Q2 | Increased 66 |
BLACKROCK INC | 58,962 | $45.1M | 1.0% | $707.79 | 0.00% | 1 qtr | New 57 |
EP Wealth Advisors, LLC manages $4.6B across 635 positions as of Q1 2022. Top holdings: VUG (14.4%), VTV (7.7%), AAPL (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 128 new positions, 38 exits, 244 increased. Top move: VUG (INCREASED, conviction 67). Portfolio: $4.6B across 635 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR