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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78463X889
Shares:43.4K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$12.5B)
464285204
Shares:26.8K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$12.5B)
78468R853
Shares:38.1K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$12.5B)
AMETEK INC/
Shares:9.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$12.5B)
464288570
Shares:15.1K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$12.5B)
92204A306
Shares:11.9K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$12.5B)
SYSCO CORP
Shares:20.5K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$12.5B)
ASML HOLDING NV
Shares:2.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$12.5B)
Elevance Health, Inc.
Shares:3.5K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$12.5B)
78464A359
Shares:19.6K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$12.5B)
MARRIOTT INTERNATIONAL INC /MD/
Shares:6.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$12.5B)
JABIL INC
Shares:11.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$12.5B)
78464A805
Shares:22.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$12.5B)
464287705
Shares:12.5K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$12.5B)
Constellation Energy Corp
Shares:7.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$12.5B)
BROWN FORMAN CORP
Shares:43.6K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$12.5B)
Fortinet, Inc.
Shares:15.2K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$12.5B)
BROADRIDGE FINANCIAL SOLUTIONS, INC.
Shares:6.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$12.5B)
DuPont de Nemours, Inc.
Shares:19.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$12.5B)
WILLIS TOWERS WATSON PLC
Shares:4.2K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$12.5B)