EP Wealth Advisors, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings455 positions
VANGUARD INDEX FDS | 1.4M | $359.5M | 12.6% | $29.40 | +39.23% | 7 qtrssince 2019-Q2 | Increased 67 |
ISHARES TR | 5.5M | $304.4M | 10.7% | $43.55 | +5.50% | 7 qtrssince 2019-Q2 | Increased 66 |
VANGUARD INDEX FDS | 2.1M | $250M | 8.8% | $91.31 | +13.82% | 7 qtrssince 2019-Q2 | Decreased 0 |
APPLE INC | 911,545 | $121M | 4.3% | $59.80 | +115.43% | 6 qtrssince 2019-Q3 | Increased 58 |
MICROSOFT CORP | 310,124 | $69M | 2.4% | $105.06 | +101.85% | 9 qtrssince 2018-Q4 | Increased 54 |
SPDR S&P 500 ETF TR | 145,325 | $54.3M | 1.9% | $254.15 | +36.26% | 9 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 16,524 | $53.8M | 1.9% | $92.11 | +76.79% | 6 qtrssince 2019-Q3 | Increased 49 |
JPMORGAN CHASE & CO. | 393,331 | $50M | 1.8% | $82.57 | +33.27% | 9 qtrssince 2018-Q4 | Increased 48 |
JOHNSON & JOHNSON | 282,277 | $44.4M | 1.6% | $110.06 | +22.10% | 9 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC | 25,310 | $44.4M | 1.6% | $59.75 | +45.29% | 8 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 333,726 | $44M | 1.5% | $90.17 | +31.59% | 9 qtrssince 2018-Q4 | Increased 48 |
DISNEY WALT CO | 227,472 | $41.2M | 1.4% | $110.28 | +59.28% | 9 qtrssince 2018-Q4 | Increased 48 |
HONEYWELL INTL INC | 168,531 | $35.8M | 1.3% | $187.33 | 0.00% | 1 qtr | New 66 |
SELECT SECTOR SPDR TR | 275,363 | $35.8M | 1.3% | $38.72 | +60.88% | 7 qtrssince 2019-Q2 | Increased 48 |
STRYKER CORPORATION | 145,089 | $35.6M | 1.2% | $154.88 | +48.98% | 9 qtrssince 2018-Q4 | Increased 48 |
COSTCO WHSL CORP NEW | 92,920 | $35M | 1.2% | $196.64 | +80.50% | 9 qtrssince 2018-Q4 | Increased 48 |
VISA INC | 151,678 | $33.2M | 1.2% | $132.26 | +58.54% | 9 qtrssince 2018-Q4 | Increased 48 |
BLACKROCK INC | 44,933 | $32.4M | 1.1% | $351.46 | +78.92% | 9 qtrssince 2018-Q4 | Increased 47 |
BROADCOM INC | 72,956 | $31.9M | 1.1% | $25.62 | +52.91% | 8 qtrssince 2019-Q1 | Increased 47 |
META PLATFORMS INC | 115,156 | $31.5M | 1.1% | $139.15 | +94.45% | 9 qtrssince 2018-Q4 | Increased 48 |
EP Wealth Advisors, LLC manages $2.8B across 455 positions as of Q4 2020. Top holdings: VUG (12.6%), IGSB (10.7%), VTV (8.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 115 new positions, 13 exits, 180 increased. Top move: VUG (INCREASED, conviction 67). Portfolio: $2.8B across 455 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