Ep-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NECB",
  null,
  "VSGX",
  null,
  "JWN",
  null,
  null,
  null,
  "PINS",
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  null,
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  null,
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  null,
  null,
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  null,
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  "TROW",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
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  "O",
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  null,
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  null,
  null,
  null,
  null,
  null,
  "SPYG",
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  "IBM",
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  "NFLX",
  "PM",
  "PH",
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: ep-wealth-advisors
Manager Name: Ep-Wealth-Advisors

Data Enrichment

72% identified

922 identified360 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,282 positions • $12.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CORCEPT THERAPEUTICS INC

CORT|218352102

Shares:6.8K

Value:$782.4K

% of Portfolio:0.0% ($782.4K/$12.5B)

92206C680

VONG|92206C680

Shares:8.3K

Value:$772.0K

% of Portfolio:0.0% ($772.0K/$12.5B)

Texas Pacific Land Corp

TPL|88262P102

Shares:580

Value:$768.5K

% of Portfolio:0.0% ($768.5K/$12.5B)

Blend Labs, Inc.

BLND|09352U108

Shares:229.3K

Value:$768.1K

% of Portfolio:0.0% ($768.1K/$12.5B)

Otis Worldwide Corp

OTIS|68902V107

Shares:7.4K

Value:$765.6K

% of Portfolio:0.0% ($765.6K/$12.5B)

78468R796

Shares:16.7K

Value:$765.5K

% of Portfolio:0.0% ($765.5K/$12.5B)

Autodesk, Inc.

ADSK|052769106

Shares:2.9K

Value:$760.7K

% of Portfolio:0.0% ($760.7K/$12.5B)

316092402

Shares:29.6K

Value:$755.2K

% of Portfolio:0.0% ($755.2K/$12.5B)

Woodward, Inc.

WWD|980745103

Shares:4.1K

Value:$749.3K

% of Portfolio:0.0% ($749.3K/$12.5B)

33939L407

Shares:19.1K

Value:$742.7K

% of Portfolio:0.0% ($742.7K/$12.5B)

Trade Desk, Inc.

TTD|88339J105

Shares:13.6K

Value:$742.6K

% of Portfolio:0.0% ($742.6K/$12.5B)

78464A862

Shares:3.7K

Value:$742.4K

% of Portfolio:0.0% ($742.4K/$12.5B)

Avery Dennison Corp

AVY|053611109

Shares:4.2K

Value:$740.9K

% of Portfolio:0.0% ($740.9K/$12.5B)

KKR & Co. Inc.

KKR|48251W104

Shares:6.4K

Value:$739.1K

% of Portfolio:0.0% ($739.1K/$12.5B)

Q2 Holdings, Inc.

QTWO|74736L109

Shares:9.2K

Value:$737.6K

% of Portfolio:0.0% ($737.6K/$12.5B)

CHEMED CORP

CHE|16359R103

Shares:1.2K

Value:$737.2K

% of Portfolio:0.0% ($737.2K/$12.5B)

SECURITY NATIONAL FINANCIAL CORP

SNFCA|814785309

Shares:60.8K

Value:$736.0K

% of Portfolio:0.0% ($736.0K/$12.5B)

46138E743

PXF|46138E743

Shares:14.1K

Value:$734.0K

% of Portfolio:0.0% ($734.0K/$12.5B)

381430206

Shares:22.1K

Value:$734.0K

% of Portfolio:0.0% ($734.0K/$12.5B)

lululemon athletica inc.

LULU|550021109

Shares:2.6K

Value:$731.7K

% of Portfolio:0.0% ($731.7K/$12.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CORCEPT THERAPEUTICS INC(CORTcusip218352102)	6.8K	QoQ -2.14% (-150) YoY NEW(+6.8K)	All Managers (Combined)	$782.4K	0.0% ($782.4K/$12.5B)	QoQ +121.81% (-$429.7K) YoY NEW(+$782.4K)
(VONGcusip92206C680)	8.3K	QoQ +279.56% (+6.1K) YoY NEW(+8.3K)	All Managers (Combined)	$772.0K	0.0% ($772.0K/$12.5B)	QoQ +241.00% (+$545.6K) YoY NEW(+$772.0K)
Texas Pacific Land Corp(TPLcusip88262P102)	580	QoQ -58.92% (-832) YoY NEW(+580)	All Managers (Combined)	$768.5K	0.0% ($768.5K/$12.5B)	QoQ -50.78% (-$793.1K) YoY NEW(+$768.5K)
Blend Labs, Inc.(BLNDcusip09352U108)	229.3K	QoQ +0.11% (-272) YoY +16.52% (+32.5K)	All Managers (Combined)	$768.1K	0.0% ($768.1K/$12.5B)	QoQ -20.33% (-$196.0K) YoY +20.11% (+$128.6K)
Otis Worldwide Corp(OTIScusip68902V107)	7.4K	QoQ +11.98% (+794) YoY +65.71% (+2.9K)	All Managers (Combined)	$765.6K	0.0% ($765.6K/$12.5B)	QoQ +24.79% (+$152.1K) YoY +72.26% (+$321.2K)
(cusip78468R796)✕	16.7K	QoQ +0.04% (-8) YoY +174.41% (+10.6K)	All Managers (Combined)	$765.5K	0.0% ($765.5K/$12.5B)	QoQ -4.93% (-$39.8K) YoY +193.34% (+$504.5K)
Autodesk, Inc.(ADSKcusip052769106)	2.9K	QoQ +5.82% (-160) YoY +274.00% (+2.1K)	All Managers (Combined)	$760.7K	0.0% ($760.7K/$12.5B)	QoQ -6.26% (-$50.8K) YoY +275.87% (+$558.3K)
(cusip316092402)✕	29.6K	QoQ -0.65% (-196) YoY -1.82% (-550)	All Managers (Combined)	$755.2K	0.0% ($755.2K/$12.5B)	QoQ +6.46% (-$45.9K) YoY -3.04% (-$23.7K)
Woodward, Inc.(WWDcusip980745103)	4.1K	QoQ -16.52% (-813) YoY -23.09% (-1.2K)	All Managers (Combined)	$749.3K	0.0% ($749.3K/$12.5B)	QoQ -8.46% (-$69.3K) YoY -8.93% (-$73.5K)
(cusip33939L407)✕	19.1K	QoQ -19.64% (-4.7K) YoY -33.71% (-9.7K)	All Managers (Combined)	$742.7K	0.0% ($742.7K/$12.5B)	QoQ -14.23% (-$123.3K) YoY -37.36% (-$443.1K)
Trade Desk, Inc.(TTDcusip88339J105)	13.6K	QoQ -12.15% (-1.9K) YoY +32.34% (-3.3K)	All Managers (Combined)	$742.6K	0.0% ($742.6K/$12.5B)	QoQ -59.10% (-$1.1M) YoY -17.15% (-$153.8K)
(cusip78464A862)✕	3.7K	QoQ -6.04% (-238) YoY +31.41% (+884)	All Managers (Combined)	$742.4K	0.0% ($742.4K/$12.5B)	QoQ -24.07% (-$235.5K) YoY +13.67% (+$89.3K)
Avery Dennison Corp(AVYcusip053611109)	4.2K	QoQ -5.64% (-249) YoY +346.19% (+3.2K)	All Managers (Combined)	$740.9K	0.0% ($740.9K/$12.5B)	QoQ -10.26% (-$84.7K) YoY +255.69% (+$532.6K)
KKR & Co. Inc.(KKRcusip48251W104)	6.4K	QoQ -0.24% (-16) YoY +53.60% (+2.2K)	All Managers (Combined)	$739.1K	0.0% ($739.1K/$12.5B)	QoQ -22.02% (-$208.8K) YoY +76.54% (+$320.5K)
Q2 Holdings, Inc.(QTWOcusip74736L109)	9.2K	QoQ +27.70% (+2.0K) YoY NEW(+9.2K)	All Managers (Combined)	$737.6K	0.0% ($737.6K/$12.5B)	QoQ +1.51% (+$11.0K) YoY NEW(+$737.6K)
CHEMED CORP(CHEcusip16359R103)	1.2K	QoQ -8.89% (-117) YoY -17.88% (-261)	All Managers (Combined)	$737.2K	0.0% ($737.2K/$12.5B)	QoQ +5.80% (-$40.5K) YoY -21.29% (-$199.4K)
SECURITY NATIONAL FINANCIAL CORP(SNFCAcusip814785309)	60.8K	QoQ 0.00% (+0) YoY +4.99% (+2.9K)	All Managers (Combined)	$736.0K	0.0% ($736.0K/$12.5B)	QoQ +0.58% (+$4.3K) YoY +60.61% (+$277.8K)
(PXFcusip46138E743)	14.1K	QoQ +3.22% (+441) YoY NEW(+14.1K)	All Managers (Combined)	$734.0K	0.0% ($734.0K/$12.5B)	QoQ +12.06% (+$79.0K) YoY NEW(+$734.0K)
(cusip381430206)✕	22.1K	QoQ -19.71% (-5.4K) YoY -28.94% (-9.0K)	All Managers (Combined)	$734.0K	0.0% ($734.0K/$12.5B)	QoQ -16.54% (-$145.5K) YoY -24.77% (-$241.7K)
lululemon athletica inc.(LULUcusip550021109)	2.6K	QoQ +10.00% (-235) YoY -1.52% (-40)	All Managers (Combined)	$731.7K	0.0% ($731.7K/$12.5B)	QoQ -18.59% (-$167.1K) YoY -28.63% (-$293.6K)