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EP Wealth Advisors, Inc. Buys iShares Russell Midcap Growth, iShares MSCI EAFE, iShares Core U.S. Aggregate Bond, Sells Vanguard Short-Term Bond, United Technologies Corp, Wyndham Hotels & Resorts Inc

Torrance, CA, based Investment company EP Wealth Advisors, Inc. buys iShares Russell Midcap Growth, iShares MSCI EAFE, iShares Core U.S. Aggregate Bond, iPath Bloomberg Commodity Index Total Return ETN, iShares Russell 1000 Value, Marathon Petroleum Corp, iShares National Muni Bond, iShares Russell 2000 Value, iShares Russell Mid-cap Value, SPDR Select Sector Fund - Industrial, SPDR Select Sector Fund - Energy Select Sector, Amazon.com Inc, iShares Russell 2000 Growth, SPDR Select Sector Fund - Health Care, Target Corp, iShares Core S&P Small-Cap, iShares Russell 1000 Growth, Schwab International Equity, iShares Russell 2000, SPDR S&P 500, SPDR Select Sector Fund - Consumer Discretionary, SPDR S&P Oil & Gas Explor & Product, iShares S&P Mid-Cap 400 Growth, Vanguard Mid-Cap Growth, SPDR Select Sector Fund - Financial, iShares Russell 3000, SPDR S&P Dividend, Vanguard FTSE Emerging Markets, iShares S&P 500 Growth, SPDR Blackstone GSO Senior Loan, PIMCO Active Bond Exchange-Traded Fund Exchange-Tr, iShares Russell 1000, The Communication Services Select Sector SPDR Fund, Vanguard FTSE Developed Markets, Invesco Dynamic Biotech & Genome, Caterpillar Inc, Schwab U.S. Mid Cap, iShares MBS ETF, SPDR Select Sector Fund - Utilities, Schwab U.S. Large-Cap Value, Essex Property Trust Inc, iShares S&P 500 Value, iShares U.S. Consumer Services, Raytheon Co, iShares U.S. Real Estate, Invesco BulletShares 2020 Corporate Bond, iShares MSCI EAFE Value, Valero Energy Corp, Qualcomm Inc, iShares U.S. Energy, Novartis AG, iShares MSCI Emerging Index Fund, iShares Russell Mid-Cap, iShares Nasdaq Biotechnology Index Fund, Twenty-First Century Fox Inc, Schwab U.S. Large-Cap, Schwab U.S. Large-Cap Growth, Schwab Emerging Markets Equity, W.P. Carey Inc, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, PIMCO Strategic Global Government, Vanguard Mid-Cap, SPDR Dow Jones Industrial Average, PacWest Bancorp, Schwab U.S. Small-Cap, Encana Corp, LiqTech International Inc, sells Vanguard Short-Term Bond, United Technologies Corp, Wyndham Hotels & Resorts Inc, Marathon Oil Corp, iShares MSCI EAFE Small-Cap ETF, iShares J.P. Morgan USD Emerging Markets Bond ETF, Aptiv PLC, Allergan PLC, Bank of New York Mellon Corp, SPDR S&P Regional Banking, Schlumberger, Schwab US Aggregate Bond, SPDR Bloomberg Barclays Short Term High Yield Bond, SPDR Gold Trust, Celgene Corp, AT&T Inc, iShares California Muni Bond, iShares U.S. Regional Banks, Cigna Corp, Sempra Energy, ConocoPhillips, PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun, Rockwell Automation Inc, iShares Short-Term National Muni Bond, NVIDIA Corp, Occidental Petroleum Corp, Schwab U.S. Broad Market, Resideo Technologies Inc, Aetna Inc, Nuveen Intermediate Dur Muni Term Fund, Nuveen California Quality Municipal Income Fund, ONEOK Inc, Xtrackers MSCI EAFE Hedged Equity, iShares S&P Small-Cap 600 Growth ETF, iShares Core MSCI Emerging Markets, Zoetis Inc, iShares iBoxx $ High Yield Corporate Bond, JPMorgan Chase Capital XVI JP Morgan Alerian MLP E, SPDR Portfolio Aggregate Bond, Nuveen AMT-Free Municipal Income Fund, VF Corp, Intuit Inc, HP Inc, Ansys Inc, FedEx Corp, Express Scripts Holding Co, Archer-Daniels Midland Co, Emerson Electric Co, Danaher Corp, Cummins Inc, Marriott International Inc, Morgan Stanley, Universal Display Corp, Silicon Motion Technology Corp, AAON Inc, Air Products & Chemicals Inc, Ross Stores Inc, Ameriprise Financial Inc, Prudential Financial Inc, PG&E Corp, Becton, Dickinson and Co, Vanguard Small-Cap Value, Enbridge Inc, Ford Motor Co, Garrett Motion Inc, Alibaba Group Holding, SVB Financial Group, Vanguard Short-Term Corporate Bond ETF, Ampio Pharmaceuticals Inc during the 3-months ended 2018Q4, according to the most recent filings of the investment company, EP Wealth Advisors, Inc.. As of 2018Q4, EP Wealth Advisors, Inc. owns 242 stocks with a total value of $1.3 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) - 2,219,648 shares, 16.94% of the total portfolio. Shares added by 11.97%
  2. Vanguard Growth (VUG) - 674,894 shares, 7.06% of the total portfolio. Shares added by 12.36%
  3. Vanguard Small-Cap (VB) - 491,742 shares, 5.06% of the total portfolio. Shares reduced by 0.58%
  4. iShares Russell Midcap Growth (IWP) - 523,203 shares, 4.63% of the total portfolio. Shares added by 5091.02%
  5. iShares MSCI EAFE (EFA) - 723,379 shares, 3.31% of the total portfolio. Shares added by 1080.78%
New Purchase: Marathon Petroleum Corp (MPC)

EP Wealth Advisors, Inc. initiated holding in Marathon Petroleum Corp. The purchase prices were between $54.32 and $86.39, with an estimated average price of $67.67. The stock is now traded at around $65.15. The impact to a portfolio due to this purchase was 0.68%. The holding were 148,105 shares as of .

New Purchase: SPDR S&P Oil & Gas Explor & Product (XOP)

EP Wealth Advisors, Inc. initiated holding in SPDR S&P Oil & Gas Explor & Product. The purchase prices were between $24.12 and $44.57, with an estimated average price of $34.56. The stock is now traded at around $31.00. The impact to a portfolio due to this purchase was 0.14%. The holding were 65,955 shares as of .

New Purchase: iShares S&P Mid-Cap 400 Growth (IJK)

EP Wealth Advisors, Inc. initiated holding in iShares S&P Mid-Cap 400 Growth. The purchase prices were between $179.9 and $230.6, with an estimated average price of $208.58. The stock is now traded at around $218.89. The impact to a portfolio due to this purchase was 0.13%. The holding were 9,006 shares as of .

New Purchase: iShares S&P 500 Growth (IVW)

EP Wealth Advisors, Inc. initiated holding in iShares S&P 500 Growth. The purchase prices were between $140.58 and $177.44, with an estimated average price of $161.19. The stock is now traded at around $166.66. The impact to a portfolio due to this purchase was 0.09%. The holding were 7,453 shares as of .

New Purchase: The Communication Services Select Sector SPDR Fund (XLC)

EP Wealth Advisors, Inc. initiated holding in The Communication Services Select Sector SPDR Fund. The purchase prices were between $38.97 and $48.82, with an estimated average price of $44.63. The stock is now traded at around $46.18. The impact to a portfolio due to this purchase was 0.07%. The holding were 22,637 shares as of .

New Purchase: iShares Russell 1000 (IWB)

EP Wealth Advisors, Inc. initiated holding in iShares Russell 1000. The purchase prices were between $129.86 and $162.25, with an estimated average price of $149.06. The stock is now traded at around $154.52. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,741 shares as of .

Added: iShares Russell Midcap Growth (IWP)

EP Wealth Advisors, Inc. added to a holding in iShares Russell Midcap Growth by 5091.02%. The purchase prices were between $106.03 and $133.93, with an estimated average price of $121.22. The stock is now traded at around $133.01. The impact to a portfolio due to this purchase was 4.54%. The holding were 523,203 shares as of .

Added: iShares MSCI EAFE (EFA)

EP Wealth Advisors, Inc. added to a holding in iShares MSCI EAFE by 1080.78%. The purchase prices were between $56.89 and $67.72, with an estimated average price of $62.28. The stock is now traded at around $63.62. The impact to a portfolio due to this purchase was 3.03%. The holding were 723,379 shares as of .

Added: iShares Core U.S. Aggregate Bond (AGG)

EP Wealth Advisors, Inc. added to a holding in iShares Core U.S. Aggregate Bond by 129.87%. The purchase prices were between $104.01 and $106.49, with an estimated average price of $104.9. The stock is now traded at around $107.30. The impact to a portfolio due to this purchase was 1.26%. The holding were 269,021 shares as of .

Added: iPath Bloomberg Commodity Index Total Return ETN (DJP)

EP Wealth Advisors, Inc. added to a holding in iPath Bloomberg Commodity Index Total Return ETN by 6262.09%. The purchase prices were between $21.22 and $24.59, with an estimated average price of $23.16. The stock is now traded at around $22.59. The impact to a portfolio due to this purchase was 1.17%. The holding were 718,280 shares as of .

Added: iShares Russell 1000 Value (IWD)

EP Wealth Advisors, Inc. added to a holding in iShares Russell 1000 Value by 4328.95%. The purchase prices were between $104.79 and $127.4, with an estimated average price of $119.52. The stock is now traded at around $122.91. The impact to a portfolio due to this purchase was 0.71%. The holding were 83,840 shares as of .

Added: iShares National Muni Bond (MUB)

EP Wealth Advisors, Inc. added to a holding in iShares National Muni Bond by 479.21%. The purchase prices were between $106.42 and $109.04, with an estimated average price of $107.64. The stock is now traded at around $109.62. The impact to a portfolio due to this purchase was 0.55%. The holding were 77,487 shares as of .

Sold Out: Wyndham Hotels & Resorts Inc (WH)

EP Wealth Advisors, Inc. sold out a holding in Wyndham Hotels & Resorts Inc. The sale prices were between $43.5 and $53.85, with an estimated average price of $48.35.

Sold Out: iShares California Muni Bond (CMF)

EP Wealth Advisors, Inc. sold out a holding in iShares California Muni Bond. The sale prices were between $56.95 and $58.45, with an estimated average price of $57.6.

Sold Out: Sempra Energy (SRE)

EP Wealth Advisors, Inc. sold out a holding in Sempra Energy. The sale prices were between $107.27 and $118.49, with an estimated average price of $113.93.

Sold Out: ConocoPhillips (COP)

EP Wealth Advisors, Inc. sold out a holding in ConocoPhillips. The sale prices were between $57.01 and $79.4, with an estimated average price of $67.63.

Sold Out: iShares U.S. Regional Banks (IAT)

EP Wealth Advisors, Inc. sold out a holding in iShares U.S. Regional Banks. The sale prices were between $37.63 and $49.96, with an estimated average price of $45.15.

Sold Out: Cigna Corp (CI)

EP Wealth Advisors, Inc. sold out a holding in Cigna Corp. The sale prices were between $178.01 and $224.84, with an estimated average price of $208.27.



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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