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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Page 15 of 65
Blackstone Inc.
Shares:23.1K
Value:$3.2M
% of Portfolio:0.0% ($3.2M/$12.5B)
464288406
Shares:43.2K
Value:$3.2M
% of Portfolio:0.0% ($3.2M/$12.5B)
Cigna Group
Shares:9.7K
Value:$3.2M
% of Portfolio:0.0% ($3.2M/$12.5B)
46432F339
Shares:18.7K
Value:$3.2M
% of Portfolio:0.0% ($3.2M/$12.5B)
BERKSHIRE HATHAWAY INC
Shares:4
Value:$3.2M
% of Portfolio:0.0% ($3.2M/$12.5B)
808524607
Shares:133.9K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$12.5B)
TRI-CONTINENTAL Corp
Shares:101.9K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$12.5B)
Marvell Technology, Inc.
Shares:50.6K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$12.5B)
464287846
Shares:22.9K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$12.5B)
LAM RESEARCH CORP
Shares:42.8K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$12.5B)
GILEAD SCIENCES, INC.
Shares:27.6K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$12.5B)
Medtronic plc
Shares:34.2K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$12.5B)
381430438
Shares:40.3K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$12.5B)
T-Mobile US, Inc.
Shares:11.5K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$12.5B)
STEEL DYNAMICS INC
Shares:24.3K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$12.5B)
Marathon Petroleum Corp
Shares:20.7K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$12.5B)
78468R788
Shares:68.3K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$12.5B)
46435UAA9
Shares:124.5K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$12.5B)
SCHWAB CHARLES CORP
Shares:38.3K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$12.5B)
464287168
Shares:22.2K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$12.5B)