EP Wealth Advisors, Inc. Buys Alphabet Inc, Broadcom Inc, Stanley Black & Decker Inc, Sells Vanguard Value, Vanguard Growth, iShares MSCI EAFE

Torrance, CA, based Investment company EP Wealth Advisors, Inc. buys Alphabet Inc, Broadcom Inc, Stanley Black & Decker Inc, Marathon Oil Corp, United Technologies Corp, Invesco S&P 500 Equal Weight, Aptiv PLC, Invesco S&P 500 Low Volatility, Invesco QQQ Trust Series 1, Allergan PLC, Alphabet Inc, HEXO Corp, Livent Corp, Lamar Advertising Co, iShares Core MSCI EAFE, BT Group PLC, Cigna Corp, SPDR Nuveen Bloomberg Barclays Short Term Municipa, Sensata Technologies Holding PLC, Invesco BulletShares 2019 Corporate Bond, Autodesk Inc, iShares S&P Mid-Cap 400 Growth, Anthem Inc, WisdomTree U.S. LargeCap Dividend Fund, Universal Display Corp, UnitedHealth Group Inc, Zoetis Inc, Danaher Corp, Intuit Inc, Emerson Electric Co, Dell Technologies Inc, Eli Lilly and Co, iShares Select Dividend ETF, Selective Insurance Group Inc, Abbott Laboratories, iShares S&P Small-Cap 600 Growth ETF, Consolidated Edison Inc, Becton, Dickinson and Co, Ansys Inc, Air Products & Chemicals Inc, Fortive Corp, Marriott International Inc, Chipotle Mexican Grill Inc, Roper Technologies Inc, Morgan Stanley, SBA Communications Corp, Lam Research Corp, Mondelez International Inc, CDW Corp, SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm, PayPal Holdings Inc, Sprint Corp, Encana Corp, Lloyds Banking Group PLC, DowDuPont Inc, sells Vanguard Value, Vanguard Growth, iShares MSCI EAFE, iShares Core U.S. Aggregate Bond, Verizon Communications Inc, iPath Bloomberg Commodity Index Total Return ETN, Edison International, SPDR Select Sector Fund - Consumer Discretionary, SPDR Select Sector Fund - Health Care, iShares Russell 2000 Value, SPDR Select Sector Fund - Industrial, iShares National Muni Bond, Berkshire Hathaway Inc, SPDR Select Sector Fund - Energy Select Sector, Vanguard Short-Term Bond, SPDR Gold Trust, iShares Russell Mid-cap Value, Wells Fargo, Vanguard FTSE Emerging Markets, Vanguard FTSE Developed Markets, Vanguard Div Appreciation, iShares J.P. Morgan USD Emerging Markets Bond ETF, SPDR Select Sector Fund - Financial, SPDR S&P Oil & Gas Explor & Product, Vanguard Total Stock Market, Schwab International Equity, SPDR Bloomberg Barclays Short Term High Yield Bond, SPDR Blackstone GSO Senior Loan, Pioneer Natural Resources Co, Valero Energy Corp, Welltower Inc, Schwab US Aggregate Bond, PIMCO Active Bond Exchange-Traded Fund Exchange-Tr, Ventas Inc, Equinix Inc, First Trust Industrials AlphaDEX, iShares MSCI EAFE Small-Cap ETF, Vanguard Short-Term Corporate Bond ETF, Fox Corp, The Communication Services Select Sector SPDR Fund, Cable One Inc, Qualcomm Inc, iShares Russell 1000, SPDR Select Sector Fund - Utilities, Vanguard S&P 500, Bank of New York Mellon Corp, Graham Holdings Co, First Trust NASDAQ-100- Technology Index Fund, Vanguard Mid-Cap, PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fun, iShares U.S. Real Estate, Invesco BulletShares 2020 Corporate Bond, Celgene Corp, iShares U.S. Energy, Walmart Inc, iShares MSCI EAFE Value, SPDR S&P Regional Banking, Kulicke & Soffa Industries Inc, W.P. Carey Inc, Western Alliance Bancorp, Cathay General Bancorp, Vishay Intertechnology Inc, VF Corp, Schlumberger, Humana Inc, Citigroup Inc, Berkshire Hathaway Inc, Vanguard Information Tech, Vanguard Financials, iShares MBS ETF, iShares S&P SmallCap 600 Value, iShares Nasdaq Biotechnology Index Fund, Schwab U.S. Mid Cap, Primerica Inc, iShares Short-Term National Muni Bond, iShares MSCI Emerging Index Fund, PIMCO Strategic Global Government, PNC Financial Services Group Inc, VirnetX Holding Corp, PacWest Bancorp, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, Nuveen Intermediate Dur Muni Term Fund during the 3-months ended 2019Q1, according to the most recent filings of the investment company, EP Wealth Advisors, Inc.. As of 2019Q1, EP Wealth Advisors, Inc. owns 232 stocks with a total value of $1 billion. These are the details of the buys and sells.

• New Purchases: GOOGL, AVGO, SWK, RSP, SPLV, QQQ, GOOG, HEXO, LTHM, LAMR, IEFA, BT, BSCJ, CI, SHM, ST, ADSK, ANTM, ZTS, OLED, UNH, INTU, EMR, DHR, IJT, ED, BDX, DELL, ANSS, LRCX, FTV, SIGI, CMG, SBAC, ROP, MS, CDW, MAR, APD, S,
• Added Positions: MRO, UTX, IWP, APTV, AGN, VB, XOM, BLK, FB, BBT, ALL, JPM, AMZN, GD, MPC, DIS, JNJ, MSFT, HON, IJK, SCHW, BIIB, DLN, SPGI, PFE, MDLZ, ABT, RTN, SCHV, DVY, FMC, AMGN, LLY, IJH, KO, CLX, MA, CSCO, CVX, CVS, PYPL, BA, IWF, SCHX, SLYG, SO, ECA, NOC, ADP, LYG, GE, AXP, LQD, ADBE, GIS, GILD, SHW, BMY, MRK, CMP, CRM, D, DWDP, PPL, PSX, EW, ABBV, HRS,
• Reduced Positions: EFA, AGG, DJP, IWN, MUB, BSV, GLD, IWS, EMB, XLF, PXD, SCHF, AMT, SRLN, BOND, SCHZ, IJR, EQIX, XLC, QCOM, SPY, UNP, TGT, IWB, IWO, STPZ, SYK, CELG, QTEC, KRE, EFV, IWM, V, IYC, MBB, IWV, SCHM, SOXX, T, MU, PLD, CMCSA, IBM, ISRG, IWD, MMM, IVV, ITA, HD, PACW, DUK, SCHE, CAT, BAC, ARE, SUB, IHI, SDY, EEM, PNC, TJX, FDN, NFLX, VOT, BABA, NID, BAX, TSLA, CMI, SLYV, MO, PM, NAC, YUM, DFS, VBK, VBR, IGV, SCHA, IVE, NKE, IVW, MCD, ORCL, LMT, PG, FE, DIA, NEE, ESS, SIVB, PBE, QAI, SIRI, SCHG,
• Sold Out: VTV, VUG, VZ, EIX, XLY, XLV, XLI, BRK.B, XLE, WFC, VWO, VEA, VIG, XOP, VTI, VLO, SJNK, VTR, WELL, CABO, FOXA, VCSH, SCZ, FXR, VOO, XLU, GHC, BK, IYR, WMT, VO, BSCK, IYE, CATY, C, KLIC, SLB, VFC, IBB, HUM, VSH, WPC, IJS, WAL, VGT, VFH, BRK.A, PRI, VHC, RCS,

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 Small-Cap (VB) - 507,997 shares, 7.58% of the total portfolio. Shares added by 3.31%
2. iShares Russell Midcap Growth (IWP) - 546,777 shares, 7.24% of the total portfolio. Shares added by 4.51%
3. Apple Inc (AAPL) - 195,030 shares, 3.62% of the total portfolio. Shares added by 0.82%
4. Microsoft Corp (MSFT) - 282,630 shares, 3.25% of the total portfolio. Shares added by 1.34%
5. Facebook Inc (FB) - 179,417 shares, 2.92% of the total portfolio. Shares added by 5.80%

New Purchase: Alphabet Inc (GOOGL)

EP Wealth Advisors, Inc. initiated holding in Alphabet Inc. The purchase prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1168.78. The impact to a portfolio due to this purchase was 2.54%. The holding were 22,085 shares as of .

New Purchase: Broadcom Inc (AVGO)

EP Wealth Advisors, Inc. initiated holding in Broadcom Inc. The purchase prices were between $230.96 and $300.71, with an estimated average price of $270.85. The stock is now traded at around $289.89. The impact to a portfolio due to this purchase was 1.8%. The holding were 61,200 shares as of .

New Purchase: Stanley Black & Decker Inc (SWK)

EP Wealth Advisors, Inc. initiated holding in Stanley Black & Decker Inc. The purchase prices were between $115.69 and $138.92, with an estimated average price of $130.46. The stock is now traded at around $134.85. The impact to a portfolio due to this purchase was 1.44%. The holding were 108,233 shares as of .

New Purchase: Invesco S&P 500 Equal Weight (RSP)

EP Wealth Advisors, Inc. initiated holding in Invesco S&P 500 Equal Weight. The purchase prices were between $89.68 and $104.84, with an estimated average price of $100.73. The stock is now traded at around $104.71. The impact to a portfolio due to this purchase was 0.4%. The holding were 39,207 shares as of .

New Purchase: Invesco S&P 500 Low Volatility (SPLV)

EP Wealth Advisors, Inc. initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $53.77. The impact to a portfolio due to this purchase was 0.3%. The holding were 57,887 shares as of .

New Purchase: Invesco QQQ Trust Series 1 (QQQ)

EP Wealth Advisors, Inc. initiated holding in Invesco QQQ Trust Series 1. The purchase prices were between $149.82 and $182.57, with an estimated average price of $169.41. The stock is now traded at around $183.04. The impact to a portfolio due to this purchase was 0.29%. The holding were 16,452 shares as of .

Added: Marathon Oil Corp (MRO)

EP Wealth Advisors, Inc. added to a holding in Marathon Oil Corp by 62.63%. The purchase prices were between $14.34 and $17.69, with an estimated average price of $16.32. The stock is now traded at around $15.47. The impact to a portfolio due to this purchase was 0.51%. The holding were 815,052 shares as of .

Added: United Technologies Corp (UTX)

EP Wealth Advisors, Inc. added to a holding in United Technologies Corp by 42.52%. The purchase prices were between $103.48 and $128.89, with an estimated average price of $120.52. The stock is now traded at around $133.75. The impact to a portfolio due to this purchase was 0.43%. The holding were 115,471 shares as of .

Added: Aptiv PLC (APTV)

EP Wealth Advisors, Inc. added to a holding in Aptiv PLC by 48.76%. The purchase prices were between $60.42 and $84.27, with an estimated average price of $76.59. The stock is now traded at around $73.65. The impact to a portfolio due to this purchase was 0.3%. The holding were 119,407 shares as of .

Added: Allergan PLC (AGN)

EP Wealth Advisors, Inc. added to a holding in Allergan PLC by 47.14%. The purchase prices were between $132.09 and $160.79, with an estimated average price of $144.95. The stock is now traded at around $140.20. The impact to a portfolio due to this purchase was 0.25%. The holding were 55,526 shares as of .

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

EP Wealth Advisors, Inc. added to a holding in iShares S&P Mid-Cap 400 Growth by 20.39%. The purchase prices were between $185.4 and $220.32, with an estimated average price of $210.63. The stock is now traded at around $218.66. The impact to a portfolio due to this purchase was 0.04%. The holding were 10,842 shares as of .

Added: WisdomTree U.S. LargeCap Dividend Fund (DLN)

EP Wealth Advisors, Inc. added to a holding in WisdomTree U.S. LargeCap Dividend Fund by 78.08%. The purchase prices were between $82.18 and $94.41, with an estimated average price of $90.4. The stock is now traded at around $94.92. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,108 shares as of .

Sold Out: Vanguard Value (VTV)

EP Wealth Advisors, Inc. sold out a holding in Vanguard Value. The sale prices were between $96.19 and $109.3, with an estimated average price of $105.18.

Sold Out: Vanguard Growth (VUG)

EP Wealth Advisors, Inc. sold out a holding in Vanguard Growth. The sale prices were between $130.18 and $158.27, with an estimated average price of $147.84.

Sold Out: Verizon Communications Inc (VZ)

EP Wealth Advisors, Inc. sold out a holding in Verizon Communications Inc. The sale prices were between $53.28 and $60.88, with an estimated average price of $56.61.

Sold Out: Edison International (EIX)

EP Wealth Advisors, Inc. sold out a holding in Edison International. The sale prices were between $53.51 and $65.07, with an estimated average price of $59.56.

Sold Out: SPDR Select Sector Fund - Consumer Discretionary (XLY)

EP Wealth Advisors, Inc. sold out a holding in SPDR Select Sector Fund - Consumer Discretionary. The sale prices were between $97.6 and $113.93, with an estimated average price of $108.29.

Sold Out: SPDR Select Sector Fund - Health Care (XLV)

EP Wealth Advisors, Inc. sold out a holding in SPDR Select Sector Fund - Health Care. The sale prices were between $83.47 and $92.95, with an estimated average price of $90.15.

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

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