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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921943858
Shares:860.8K
Value:$43.8M
% of Portfolio:0.4% ($43.8M/$12.5B)
UNITEDHEALTH GROUP INC
Shares:83.1K
Value:$43.5M
% of Portfolio:0.3% ($43.5M/$12.5B)
Zoetis Inc.
Shares:259.1K
Value:$42.7M
% of Portfolio:0.3% ($42.7M/$12.5B)
COMCAST CORP
Shares:1.1M
Value:$40.4M
% of Portfolio:0.3% ($40.4M/$12.5B)
Alphabet Inc.
Shares:253.7K
Value:$39.6M
% of Portfolio:0.3% ($39.6M/$12.5B)
922907746
Shares:778.9K
Value:$38.6M
% of Portfolio:0.3% ($38.6M/$12.5B)
78468R556
Shares:289.5K
Value:$38.1M
% of Portfolio:0.3% ($38.1M/$12.5B)
464287481
Shares:316.4K
Value:$37.2M
% of Portfolio:0.3% ($37.2M/$12.5B)
25434V203
Shares:1.2M
Value:$36.8M
% of Portfolio:0.3% ($36.8M/$12.5B)
HCA Healthcare, Inc.
Shares:104.8K
Value:$36.2M
% of Portfolio:0.3% ($36.2M/$12.5B)
81369Y407
Shares:176.8K
Value:$34.9M
% of Portfolio:0.3% ($34.9M/$12.5B)
46138E537
Shares:1.5M
Value:$33.5M
% of Portfolio:0.3% ($33.5M/$12.5B)
O REILLY AUTOMOTIVE INC
Shares:23.0K
Value:$32.9M
% of Portfolio:0.3% ($32.9M/$12.5B)
TJX COMPANIES INC /DE/
Shares:268.9K
Value:$32.8M
% of Portfolio:0.3% ($32.8M/$12.5B)
09789C721
Shares:646.3K
Value:$32.7M
% of Portfolio:0.3% ($32.7M/$12.5B)
SOUTHERN CO
Shares:346.8K
Value:$31.9M
% of Portfolio:0.3% ($31.9M/$12.5B)
WASTE MANAGEMENT INC
Shares:132.6K
Value:$30.7M
% of Portfolio:0.2% ($30.7M/$12.5B)
HOME DEPOT, INC.
Shares:82.2K
Value:$30.1M
% of Portfolio:0.2% ($30.1M/$12.5B)
464288877
Shares:505.5K
Value:$29.8M
% of Portfolio:0.2% ($29.8M/$12.5B)
Salesforce, Inc.
Shares:107.8K
Value:$28.9M
% of Portfolio:0.2% ($28.9M/$12.5B)