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EP Wealth Advisors, Inc. Buys Activision Blizzard Inc, Berkshire Hathaway Inc, Starbucks Corp, Sells Aptiv PLC, Allergan PLC, Marathon Petroleum Corp

Torrance, CA, based Investment company EP Wealth Advisors, Inc. (Current Portfolio) buys Activision Blizzard Inc, Berkshire Hathaway Inc, Starbucks Corp, iShares MSCI EAFE, Valero Energy Corp, sells Aptiv PLC, Allergan PLC, Marathon Petroleum Corp, Marathon Oil Corp, SPDR Select Sector Fund - Consumer Discretionary during the 3-months ended 2020Q1, according to the most recent filings of the investment company, EP Wealth Advisors, Inc.. As of 2020Q1, EP Wealth Advisors, Inc. owns 328 stocks with a total value of $2 billion. These are the details of the buys and sells.

For the details of EP Wealth Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/ep+wealth+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of EP Wealth Advisors, Inc.
  1. Vanguard Value (VTV) - 3,209,752 shares, 14.64% of the total portfolio. Shares added by 12.99%
  2. iShares 1-3 Year Credit Bond ETF (IGSB) - 4,311,368 shares, 11.56% of the total portfolio. Shares added by 9.34%
  3. Vanguard Growth (VUG) - 976,428 shares, 7.84% of the total portfolio. Shares added by 7.81%
  4. Vanguard Small-Cap (VB) - 705,163 shares, 4.17% of the total portfolio. Shares added by 8.60%
  5. Apple Inc (AAPL) - 232,599 shares, 3.03% of the total portfolio. Shares reduced by 17.97%
New Purchase: Berkshire Hathaway Inc (BRK.B)

EP Wealth Advisors, Inc. initiated holding in Berkshire Hathaway Inc. The purchase prices were between $162.13 and $230.2, with an estimated average price of $213.25. The stock is now traded at around $175.46. The impact to a portfolio due to this purchase was 0.61%. The holding were 64,862 shares as of .

New Purchase: Activision Blizzard Inc (ATVI)

EP Wealth Advisors, Inc. initiated holding in Activision Blizzard Inc. The purchase prices were between $52.05 and $64.37, with an estimated average price of $59.45. The stock is now traded at around $72.88. The impact to a portfolio due to this purchase was 0.61%. The holding were 198,713 shares as of .

New Purchase: Global Payments Inc (GPN)

EP Wealth Advisors, Inc. initiated holding in Global Payments Inc. The purchase prices were between $116.07 and $208.47, with an estimated average price of $183.36. The stock is now traded at around $180.10. The impact to a portfolio due to this purchase was 0.23%. The holding were 30,513 shares as of .

New Purchase: Walmart Inc (WMT)

EP Wealth Advisors, Inc. initiated holding in Walmart Inc. The purchase prices were between $104.05 and $122.58, with an estimated average price of $115.48. The stock is now traded at around $127.66. The impact to a portfolio due to this purchase was 0.13%. The holding were 22,608 shares as of .

New Purchase: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

EP Wealth Advisors, Inc. initiated holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The purchase prices were between $97.3 and $101.94, with an estimated average price of $101.18. The stock is now traded at around $100.79. The impact to a portfolio due to this purchase was 0.11%. The holding were 21,180 shares as of .

New Purchase: Vanguard Intermediate-Term Bond (BIV)

EP Wealth Advisors, Inc. initiated holding in Vanguard Intermediate-Term Bond. The purchase prices were between $83.42 and $91.83, with an estimated average price of $88.16. The stock is now traded at around $91.28. The impact to a portfolio due to this purchase was 0.07%. The holding were 16,250 shares as of .

Added: Starbucks Corp (SBUX)

EP Wealth Advisors, Inc. added to a holding in Starbucks Corp by 477.32%. The purchase prices were between $56.33 and $93.75, with an estimated average price of $81.31. The stock is now traded at around $76.23. The impact to a portfolio due to this purchase was 0.48%. The holding were 171,607 shares as of .

Added: iShares MSCI EAFE (EFA)

EP Wealth Advisors, Inc. added to a holding in iShares MSCI EAFE by 46.12%. The purchase prices were between $46.5 and $70.38, with an estimated average price of $63.47. The stock is now traded at around $57.39. The impact to a portfolio due to this purchase was 0.36%. The holding were 419,741 shares as of .

Added: Valero Energy Corp (VLO)

EP Wealth Advisors, Inc. added to a holding in Valero Energy Corp by 1594.54%. The purchase prices were between $32.62 and $96.89, with an estimated average price of $73.41. The stock is now traded at around $64.35. The impact to a portfolio due to this purchase was 0.3%. The holding were 137,580 shares as of .

Added: Stryker Corp (SYK)

EP Wealth Advisors, Inc. added to a holding in Stryker Corp by 26.47%. The purchase prices were between $126.5 and $225.1, with an estimated average price of $196.28. The stock is now traded at around $191.92. The impact to a portfolio due to this purchase was 0.22%. The holding were 123,181 shares as of .

Added: Cisco Systems Inc (CSCO)

EP Wealth Advisors, Inc. added to a holding in Cisco Systems Inc by 30.41%. The purchase prices were between $33.2 and $49.93, with an estimated average price of $44.06. The stock is now traded at around $45.06. The impact to a portfolio due to this purchase was 0.18%. The holding were 385,374 shares as of .

Added: iShares S&P 500 Value (IVE)

EP Wealth Advisors, Inc. added to a holding in iShares S&P 500 Value by 121.13%. The purchase prices were between $82.22 and $130.6, with an estimated average price of $117.99. The stock is now traded at around $106.06. The impact to a portfolio due to this purchase was 0.14%. The holding were 52,212 shares as of .

Sold Out: Aptiv PLC (APTV)

EP Wealth Advisors, Inc. sold out a holding in Aptiv PLC. The sale prices were between $33.55 and $96.31, with an estimated average price of $79.06.

Sold Out: Allergan PLC (AGN)

EP Wealth Advisors, Inc. sold out a holding in Allergan PLC. The sale prices were between $164.7 and $202.1, with an estimated average price of $188.56.

Sold Out: E-TRACS Linked to the Bloomberg Commodity Index To (DJCI)

EP Wealth Advisors, Inc. sold out a holding in E-TRACS Linked to the Bloomberg Commodity Index To. The sale prices were between $11.01 and $15.31, with an estimated average price of $13.6.

Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)

EP Wealth Advisors, Inc. sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $169.3 and $236.98, with an estimated average price of $212.89.

Sold Out: First Trust DJ Internet Index Fund (FDN)

EP Wealth Advisors, Inc. sold out a holding in First Trust DJ Internet Index Fund. The sale prices were between $107.38 and $154.58, with an estimated average price of $138.67.

Sold Out: Southwest Airlines Co (LUV)

EP Wealth Advisors, Inc. sold out a holding in Southwest Airlines Co. The sale prices were between $30.86 and $58.54, with an estimated average price of $49.85.



Here is the complete portfolio of EP Wealth Advisors, Inc.. Also check out:

1. EP Wealth Advisors, Inc.'s Undervalued Stocks
2. EP Wealth Advisors, Inc.'s Top Growth Companies, and
3. EP Wealth Advisors, Inc.'s High Yield stocks
4. Stocks that EP Wealth Advisors, Inc. keeps buying

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