EP Wealth Advisors, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings353 positions
VANGUARD INDEX FDS | 1.3M | $292.2M | 12.6% | $28.18 | +30.24% | 6 qtrssince 2019-Q2 | Increased 68 |
ISHARES TR | 5.1M | $277.9M | 12.0% | $43.33 | +4.74% | 6 qtrssince 2019-Q2 | Increased 66 |
VANGUARD INDEX FDS | 2.2M | $232.4M | 10.0% | $91.31 | -0.67% | 6 qtrssince 2019-Q2 | Decreased 0 |
APPLE INC | 869,831 | $100.7M | 4.3% | $56.49 | +98.70% | 5 qtrssince 2019-Q3 | Increased 89 |
MICROSOFT CORP | 293,220 | $61.7M | 2.7% | $98.89 | +102.26% | 8 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 15,681 | $49.4M | 2.1% | $88.31 | +78.28% | 5 qtrssince 2019-Q3 | Decreased 0 |
SPDR S&P 500 ETF TRUST | 146,696 | $49.1M | 2.1% | $254.15 | +21.53% | 8 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 262,623 | $39.1M | 1.7% | $108.24 | +16.63% | 8 qtrssince 2018-Q4 | Increased 48 |
JPMORGAN CHASE & CO | 377,872 | $36.4M | 1.6% | $81.44 | +1.42% | 8 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL A | 24,201 | $35.5M | 1.5% | $58.51 | +24.07% | 7 qtrssince 2019-Q1 | Increased 46 |
ISHARES TR | 320,607 | $31.8M | 1.4% | $89.01 | 0.00% | 8 qtrssince 2018-Q4 | Increased 73 |
COSTCO WHOLESALE CORP | 88,696 | $31.5M | 1.4% | $189.10 | +72.00% | 8 qtrssince 2018-Q4 | Increased 46 |
SELECT SECTOR SPDR TR | 262,783 | $30.7M | 1.3% | $37.59 | +48.39% | 6 qtrssince 2019-Q2 | Increased 46 |
STRYKER CORP | 138,381 | $28.8M | 1.2% | $151.20 | +29.43% | 8 qtrssince 2018-Q4 | Increased 48 |
FACEBOOK INC-CLASS A | 110,067 | $28.8M | 1.2% | $133.07 | +94.95% | 8 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 143,327 | $28.7M | 1.2% | $127.74 | +49.84% | 8 qtrssince 2018-Q4 | Increased 46 |
WALT DISNEY CO/THE | 219,474 | $27.2M | 1.2% | $107.90 | +11.49% | 8 qtrssince 2018-Q4 | Increased 46 |
AMERICAN TOWER CORP | 110,049 | $26.6M | 1.1% | $141.57 | +43.80% | 8 qtrssince 2018-Q4 | Increased 46 |
ACCENTURE PLC-CL A | 112,882 | $25.5M | 1.1% | $128.16 | +60.18% | 8 qtrssince 2018-Q4 | Increased 45 |
BROADCOM INC | 70,019 | $25.5M | 1.1% | $25.05 | +29.02% | 7 qtrssince 2019-Q1 | Increased 46 |
EP Wealth Advisors, LLC manages $2.3B across 353 positions as of Q3 2020. Top holdings: VUG (12.6%), IGSB (12.0%), VTV (10.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 30 new positions, 44 exits, 144 increased. Top move: AAPL (INCREASED, conviction 89). Portfolio: $2.3B across 353 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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