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 20 of 65
ONEOK INC /NEW/
Shares:19.0K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$12.5B)
INTEL CORP
Shares:82.1K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$12.5B)
NORFOLK SOUTHERN CORP
Shares:7.7K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$12.5B)
78464A300
Shares:23.1K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$12.5B)
316092204
Shares:21.3K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$12.5B)
808524771
Shares:75.1K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$12.5B)
025072802
Shares:25.4K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$12.5B)
46654Q203
Shares:34.2K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$12.5B)
ANALOG DEVICES INC
Shares:8.8K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$12.5B)
TARGET CORP
Shares:16.8K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$12.5B)
PACCAR INC
Shares:17.8K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$12.5B)
74348A467
Shares:16.8K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$12.5B)
GE Vernova Inc.
Shares:5.6K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$12.5B)
ILLINOIS TOOL WORKS INC
Shares:6.9K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$12.5B)
46138E529
Shares:76.4K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$12.5B)
CHIPOTLE MEXICAN GRILL INC
Shares:32.8K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$12.5B)
46429B663
Shares:13.3K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$12.5B)
Shell plc
Shares:21.7K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$12.5B)
921910840
Shares:12.3K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$12.5B)
SBA COMMUNICATIONS CORP
Shares:7.2K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$12.5B)