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Home > Institutional Investor > Ep Wealth Advisors, Inc. > Profile

Instuitional Investor - Ep Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Ep Wealth Advisors, Inc.
Portfolio Value $6,446,761,264
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 2,833,826 $771,679,089 11.97%
2.
Vanguard Index Fds
 2,392,839 $330,044,313 5.11%
3.
Apple Inc.
 AAPL 1,692,472 $289,768,126 4.49%
4.
Microsoft Corp
 MSFT 617,913 $195,106,132 3.02%
5.
Spdr S & P 500 Etf Trust
 SPY 340,310 $145,475,697 2.25%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)