Ep-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
1,282
Total Value
12499652893
Accession Number
0001398344-25-009656
Form Type
13F-HR
Manager Name
Ep-Wealth-Advisors
Data Enrichment
72% identified
922 identified360 unidentified

Holdings

1,282 positions • $12.5B total value
Manager:
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46137V837
Shares:36.8K
Value:$3.7M
% of Portfolio:0.0% ($3.7M/$12.5B)
Shares:24.8K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$12.5B)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:21.7K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$12.5B)
BOSTON SCIENTIFIC CORP
Shares:35.6K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$12.5B)
46435GAA0
Shares:146.6K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$12.5B)
921932828
Shares:36.7K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$12.5B)
Duke Energy CORP
Shares:29.0K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$12.5B)
25434V401
Shares:58.4K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$12.5B)
ECOLAB INC.
Shares:13.8K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$12.5B)
025072604
Shares:57.4K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$12.5B)
464287663
Shares:37.4K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$12.5B)
BOEING CO
Shares:20.2K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$12.5B)
FISERV INC
Shares:15.5K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$12.5B)
Prologis, Inc.
Shares:30.5K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$12.5B)
UNITED PARCEL SERVICE INC
Shares:30.7K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$12.5B)
464287150
Shares:27.3K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$12.5B)
BRISTOL MYERS SQUIBB CO
Shares:54.3K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$12.5B)
LINDE PLC
Shares:7.0K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$12.5B)
NOVO NORDISK A S
Shares:46.9K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$12.5B)
464287499
Shares:38.2K
Value:$3.2M
% of Portfolio:0.0% ($3.2M/$12.5B)