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 25 of 65
REGIONS FINANCIAL CORP
Shares:50.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$12.5B)
CONSTELLATION BRANDS, INC.
Shares:5.9K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$12.5B)
Kraft Heinz Co
Shares:35.5K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$12.5B)
CONSOLIDATED EDISON INC
Shares:9.8K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$12.5B)
808524763
Shares:38.9K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$12.5B)
92206C706
Shares:17.9K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$12.5B)
46434V860
Shares:20.9K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$12.5B)
EDISON INTERNATIONAL
Shares:17.9K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$12.5B)
CLOROX CO /DE/
Shares:7.1K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$12.5B)
HORTON D R INC /DE/
Shares:8.2K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$12.5B)
COOPER COMPANIES, INC.
Shares:12.3K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$12.5B)
MICROSTRATEGY Inc
Shares:3.6K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$12.5B)
OCCIDENTAL PETROLEUM CORP /DE/
Shares:20.8K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$12.5B)
DoorDash, Inc.
Shares:5.6K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$12.5B)
Vistra Corp.
Shares:8.7K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$12.5B)
SHOPIFY INC.
Shares:10.6K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$12.5B)
Ally Financial Inc.
Shares:27.4K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$12.5B)
Shares:36.1K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$12.5B)
INDIA FUND, INC.
Shares:63.4K
Value:$999.1K
% of Portfolio:0.0% ($999.1K/$12.5B)
REPUBLIC SERVICES, INC.
Shares:4.1K
Value:$996.7K
% of Portfolio:0.0% ($996.7K/$12.5B)