Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
38
4
6
2
0
1
39
4
4
EP WEALTH ADVISORS INC

Time Period2017-12-31

Total Holdings194

Total Value ($x1000)947,758
Activities
New30

Increased94

Unchanged15

Decreased55

Sold Out13

Top 10 Stock Holdingstotal 50.4%
VTV19.29

VUG8.19

VB6.8

AAPL3.05

FB2.89

 
JPM2.24

PEP2.12

MMM1.99

SSD1.94

JNJ1.89

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTV
19.29%
VALUE ETF
VUG
8.19%
GROWTH ETF
VB
6.8%
SMALL CP ETF
AAPL
3.05%
COM
FB
2.89%
CL A
JPM
2.24%
COM
PEP
2.12%
COM
MMM
1.99%
COM
SSD
1.94%
COM
JNJ
1.89%
COM
ORCL
1.77%
COM
V
1.77%
COM CL A
ALL
1.69%
COM
BLK
1.65%
COM
COST
1.6%
COM
AMT
1.59%
COM
XOM
1.59%
COM
SYK
1.58%
COM
HON
1.55%
COM
DIS
1.53%
COM DISNEY
AVGO
1.46%
SHS
ACN
1.42%
SHS CLASS A
BBT
1.35%
COM
TJX
1.3%
COM
AMZN
1.17%
COM
FMC
1.15%
COM NEW
UNP
1.15%
COM
SCHW
1.13%
COM
WYN
1.12%
COM
ANDV
1.12%
COM
BIIB
1.09%
COM
VZ
1.09%
COM
SPGI
1.06%
COM
DVN
1.01%
COM
HOLX
0.94%
COM
GD
0.9%
COM
EIX
0.79%
COM
UPS
0.62%
CL B
SPY
0.59%
TR UNIT
CVX
0.54%
COM
AGN
0.51%
SHS
AGG
0.36%
CORE TOTUSBD ETF
FDN
0.33%
DJ INTERNT IDX
SBUX
0.31%
COM
QTEC
0.28%
SHS
MSFT
0.26%
COM
GLPI
0.25%
COM
T
0.25%
COM
EFA
0.24%
MSCI EAFE ETF
FXR
0.24%
INDLS PROD DUR
WFC
0.23%
COM
IWP
0.22%
RUS MD CP GR ETF
BRK.B
0.21%
CL B NEW
IVV
0.19%
CORE S&P500 ETF
BA
0.17%
COM
RSP
0.17%
GUG S&P500 EQ WT
SOXX
0.16%
PHLX SEMICND ETF
IYC
0.16%
U.S. CNSM SV ETF
IHI
0.16%
U.S. MED DVC ETF
ITA
0.16%
U.S. AER&DEF ETF
PIE
0.15%
DWA EMRG MKTS
IWF
0.15%
RUS 1000 GRW ETF
IWV
0.15%
RUSSELL 3000 ETF
IGV
0.15%
NA TEC-SFTWR ETF
VEA
0.14%
FTSE DEV MKT ETF
PIZ
0.14%
DWA DEVEL MKTS
XLV
0.14%
SBI HEALTHCARE
IJR
0.13%
CORE S&P SCP ETF
IJH
0.13%
CORE S&P MCP ETF
SPLV
0.13%
S&P500 LOW VOL
FTXO
0.12%
NASDAQ BK ETF
IAK
0.12%
U.S. INSRNCE ETF
IAT
0.12%
US REGNL BKS ETF
DJP
0.12%
DJUBS CMDT ETN36
MUB
0.12%
NAT AMT FREE BD
CCT
0.12%
COM
QQQ
0.11%
UNIT SER 1
IBM
0.11%
COM
AMGN
0.11%
COM
VWO
0.11%
FTSE EMR MKT ETF
NAC
0.1%
COM
SCHX
0.1%
US LRG CAP ETF
PG
0.1%
COM
KO
0.1%
COM
PM
0.09%
COM
MO
0.09%
COM
PDP
0.09%
DWA TECH LDRS
XLF
0.09%
SBI INT-FINL
INTC
0.09%
COM
MA
0.08%
CL A
HD
0.08%
COM
EWBC
0.07%
COM
BAC
0.07%
COM
HYG
0.07%
IBOXX HI YD ETF
NID
0.07%
COM
BND
0.07%
TOTAL BND MRKT
GHYG
0.07%
GLB HGH YLD ETF
NOC
0.07%
COM
USB
0.06%
COM NEW
RTN
0.06%
COM NEW
GE
0.06%
COM
IVE
0.06%
S&P 500 VAL ETF
PHYS
0.06%
UNIT
QCOM
0.06%
COM
PFE
0.06%
COM
LMT
0.06%
COM
DIA
0.06%
UT SER 1
XLI
0.06%
SBI INT-INDS
IWS
0.06%
RUS MDCP VAL ETF
MRK
0.05%
COM
CSCO
0.05%
COM
NEA
0.05%
COM
MTB
0.05%
COM
SCHF
0.05%
INTL EQTY ETF
VTI
0.05%
TOTAL STK MKT
MCD
0.05%
COM
LQD
0.05%
IBOXX INV CP ETF
NEAR
0.05%
SHT MAT BD ETF
CEMB
0.04%
EM CRP BD ETF
SIVB
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
SLB
0.04%
COM
PCG
0.04%
COM
ADBE
0.04%
COM
PRI
0.04%
COM
CSM
0.04%
PSHS LC COR PLUS
VO
0.04%
MID CAP ETF
IWM
0.04%
RUSSELL 2000 ETF
AXP
0.04%
COM
TRMB
0.04%
COM
IWN
0.04%
RUS 2000 VAL ETF
PSX
0.04%
COM
IWR
0.04%
RUS MID-CAP ETF
PACW
0.04%
COM
VGT
0.04%
INF TECH ETF
MDLZ
0.04%
CL A
IWO
0.03%
RUS 2000 GRW ETF
ABBV
0.03%
COM
VIG
0.03%
DIV APP ETF
DLN
0.03%
LARGECAP DIVID
NFJ
0.03%
COM
VCSH
0.03%
SHRT TRM CORP BD
SCHA
0.03%
US SML CAP ETF
QAI
0.03%
HEDGE MLTI ETF
BRK.A
0.03%
CL A
MON
0.03%
COM
CATY
0.03%
COM
VOO
0.03%
SHS
ECA
0.03%
COM
ETJ
0.03%
COM
TSLA
0.03%
COM
YUM
0.03%
COM
PX
0.03%
COM
XLY
0.03%
SBI CONS DISCR
SCHV
0.03%
US LCAP VA ETF
NFLX
0.03%
COM
XLE
0.03%
SBI INT-ENERGY
SRLN
0.03%
BLKSTN GSOSRLN
ESRX
0.03%
COM
HRS
0.03%
COM
BKLN
0.03%
SENIOR LN PORT
XLU
0.03%
SBI INT-UTILS
DBEF
0.03%
XTRAK MSCI EAFE
EPD
0.03%
COM
VSH
0.03%
COM
EFAV
0.03%
EAFE MIN VOL ETF
ETY
0.03%
COM
DFS
0.03%
COM
KLIC
0.03%
COM
SCHM
0.03%
US MID-CAP ETF
PNC
0.03%
COM
EMB
0.03%
JP MOR EM MK ETF
SIMO
0.02%
SPONSORED ADR
NEE
0.02%
COM
TXN
0.02%
COM
MAR
0.02%
CL A
JNK
0.02%
BRC HGH YLD BD
TWX
0.02%
COM NEW
IAU
0.02%
ISHARES
AJG
0.02%
COM
IWB
0.02%
RUS 1000 ETF
TWTR
0.02%
COM
FXH
0.02%
HLTH CARE ALPH
SRE
0.02%
COM
LOW
0.02%
COM
COL
0.02%
COM
IWD
0.02%
RUS 1000 VAL ETF
FNDF
0.02%
SCHWB FDT INT LG
GLD
0.02%
GOLD SHS
ABT
0.02%
COM
EXG
0.02%
COM
BOE
0.02%
COM
VHC
0.02%
COM
BGY
0.02%
COM BENE INTER
FXU
0.24%
UTILITIES ALPH
EMHY
0.17%
EM HGHYL BD ETF
BAX
0.04%
COM
DWDP
0.03%
COM
NEP
0.03%
COM UNIT PART IN
CNP
0.03%
COM
VLP
0.03%
COMUNT REP LP
CUNB
0.03%
COM
HSIC
0.02%
COM
VFH
0.02%
FINANCIALS ETF
RQI
0.02%
COM
GXG
0.01%
FTSE COLOMBIA20
BKD
0.01%
COM