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 23 of 65
AMERICAN ELECTRIC POWER CO INC
Shares:11.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$12.5B)
46435G524
Shares:17.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$12.5B)
46137V613
Shares:31.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$12.5B)
IRON MOUNTAIN INC
Shares:14.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$12.5B)
Phillips 66
Shares:10.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$12.5B)
NOVARTIS AG
Shares:11.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$12.5B)
MSCI Inc.
Shares:2.2K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$12.5B)
METLIFE INC
Shares:15.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$12.5B)
GE HealthCare Technologies Inc.
Shares:15.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$12.5B)
464287887
Shares:10.1K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$12.5B)
Discover Financial Services
Shares:7.3K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$12.5B)
922042718
Shares:10.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$12.5B)
SYNOPSYS INC
Shares:2.9K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$12.5B)
922042775
Shares:20.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$12.5B)
ELECTRONIC ARTS INC.
Shares:8.6K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$12.5B)
46435G425
Shares:10.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$12.5B)
PRUDENTIAL FINANCIAL INC
Shares:11.1K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$12.5B)
SCHLUMBERGER LIMITED/NV
Shares:29.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$12.5B)
25434V740
Shares:45.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$12.5B)
DEVON ENERGY CORP/DE
Shares:32.9K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$12.5B)