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 30 of 65
EXELIXIS, INC.
Shares:19.8K
Value:$729.7K
% of Portfolio:0.0% ($729.7K/$12.5B)
WEC ENERGY GROUP, INC.
Shares:6.7K
Value:$729.4K
% of Portfolio:0.0% ($729.4K/$12.5B)
PayPal Holdings, Inc.
Shares:11.1K
Value:$725.2K
% of Portfolio:0.0% ($725.2K/$12.5B)
46429B689
Shares:9.3K
Value:$724.3K
% of Portfolio:0.0% ($724.3K/$12.5B)
Apollo Global Management, Inc.
Shares:5.3K
Value:$724.2K
% of Portfolio:0.0% ($724.2K/$12.5B)
TRIMBLE INC.
Shares:11.0K
Value:$723.5K
% of Portfolio:0.0% ($723.5K/$12.5B)
46138E842
Shares:9.2K
Value:$719.2K
% of Portfolio:0.0% ($719.2K/$12.5B)
XCEL ENERGY INC
Shares:10.2K
Value:$718.7K
% of Portfolio:0.0% ($718.7K/$12.5B)
46138J619
Shares:13.5K
Value:$718.5K
% of Portfolio:0.0% ($718.5K/$12.5B)
Sunrun Inc.
Shares:122.1K
Value:$715.3K
% of Portfolio:0.0% ($715.3K/$12.5B)
Arthur J. Gallagher & Co.
Shares:2.1K
Value:$715.0K
% of Portfolio:0.0% ($715.0K/$12.5B)
92204A876
Shares:4.2K
Value:$713.9K
% of Portfolio:0.0% ($713.9K/$12.5B)
CORNING INC /NY
Shares:15.6K
Value:$713.6K
% of Portfolio:0.0% ($713.6K/$12.5B)
46137V647
Shares:15.0K
Value:$712.9K
% of Portfolio:0.0% ($712.9K/$12.5B)
25434V682
Shares:21.1K
Value:$712.0K
% of Portfolio:0.0% ($712.0K/$12.5B)
ROSS STORES, INC.
Shares:5.5K
Value:$705.4K
% of Portfolio:0.0% ($705.4K/$12.5B)
LAMAR ADVERTISING CO/NEW
Shares:6.2K
Value:$703.6K
% of Portfolio:0.0% ($703.6K/$12.5B)
CROWN CASTLE INC.
Shares:6.7K
Value:$697.7K
% of Portfolio:0.0% ($697.7K/$12.5B)
BAXTER INTERNATIONAL INC
Shares:20.4K
Value:$697.3K
% of Portfolio:0.0% ($697.3K/$12.5B)
COGNIZANT TECHNOLOGY SOLUTIONS CORP
Shares:9.0K
Value:$691.4K
% of Portfolio:0.0% ($691.4K/$12.5B)