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EP Wealth Advisors, LLC has disclosed 637 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-03-31. The current portfolio value is calculated to be $4.55 Bil. The turnover rate is 15%.
In EP Wealth Advisors, LLC's current portfolio as of 2022-03-31, the top 5 holdings are not including call and put options. EP Wealth Advisors, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for EP Wealth Advisors, LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for EP Wealth Advisors, LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for EP Wealth Advisors, LLC.
EP Wealth Advisors, LLC's Top Stock Picks View Full List
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EP Wealth Advisors, LLC Total Holding History ($B)
EP Wealth Advisors, LLC's Asset Allocation
EP Wealth Advisors, LLC Past Portfolios
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EP Wealth Advisors, LLC's Hypothetical Growth since 2022-03-31
EP Wealth Advisors, LLC's Yearly Returns
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EP Wealth Advisors, LLC's Holdings Heat Map
EP Wealth Advisors, LLC's Holdings Bubble Chart
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