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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46428Q109
Shares:83.5K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$12.5B)
DEERE & CO
Shares:5.5K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$12.5B)
Aon plc
Shares:6.5K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$12.5B)
46641Q837
Shares:50.6K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$12.5B)
921946794
Shares:34.5K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$12.5B)
464288281
Shares:28.1K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$12.5B)
46435U549
Shares:53.4K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$12.5B)
Zscaler, Inc.
Shares:12.8K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$12.5B)
46432F834
Shares:36.2K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$12.5B)
First American Financial Corp
Shares:37.9K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$12.5B)
46138E354
Shares:33.2K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$12.5B)
Fidelity National Financial, Inc.
Shares:37.3K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$12.5B)
464288760
Shares:15.7K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$12.5B)
74933W486
Shares:49.3K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$12.5B)
GENERAL MILLS INC
Shares:39.6K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$12.5B)
BERKLEY W R CORP
Shares:33.2K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$12.5B)
808524102
Shares:109.7K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$12.5B)
Parker-Hannifin Corp
Shares:3.9K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$12.5B)
464287721
Shares:16.7K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$12.5B)
922908553
Shares:25.8K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$12.5B)