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Stock Style
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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
70
5
7
2
3
1
55
10
9
EP WEALTH ADVISORS INC

Time Period2018-09-30

Total Holdings279

Total Value ($x1000)1,279,878
Activities
New98

Increased119

Unchanged18

Decreased44

Sold Out7

Top 10 Stock Holdingstotal 45.81%
VTV17.14

VUG7.56

VB6.28

AAPL3.37

MSFT2.46

 
FB2.1

JPM1.89

JNJ1.72

SSD1.66

XOM1.63

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTV
17.14%
VALUE ETF
VUG
7.56%
GROWTH ETF
VB
6.28%
SMALL CP ETF
AAPL
3.37%
COM
MSFT
2.46%
COM
FB
2.1%
CL A
JPM
1.89%
COM
JNJ
1.72%
COM
SSD
1.66%
COM
XOM
1.63%
COM
V
1.63%
COM CL A
COST
1.53%
COM
HON
1.49%
COM
AMZN
1.49%
COM
DIS
1.49%
COM DISNEY
TJX
1.44%
COM
SYK
1.39%
COM
PEP
1.38%
COM
ACN
1.32%
SHS CLASS A
ALL
1.3%
COM
UTX
1.27%
COM
MRO
1.24%
COM
BBT
1.18%
COM
BLK
1.15%
COM
BSV
1.11%
SHORT TRM BOND
VZ
1.09%
COM
UNP
1.08%
COM
BIIB
1.07%
COM
AMT
1.07%
COM
ANDV
1.03%
COM
FMC
1.02%
COM NEW
SCHW
0.98%
COM
AGG
0.96%
CORE TOTUSBD ETF
CVS
0.88%
COM
SPGI
0.85%
COM
EIX
0.8%
COM
APTV
0.77%
SHS
GD
0.77%
COM
AGN
0.77%
SHS
SPY
0.61%
TR UNIT
UPS
0.53%
CL B
EMB
0.52%
JP MOR EM MK ETF
CVX
0.51%
COM
XLY
0.46%
SBI CONS DISCR
BRK.B
0.43%
CL B NEW
IJR
0.39%
CORE S&P SCP ETF
SCZ
0.38%
EAFE SML CP ETF
WH
0.37%
COM
GLD
0.37%
GOLD SHS
TMO
0.34%
COM
EFA
0.33%
MSCI EAFE ETF
KRE
0.32%
S&P REGL BKG
BA
0.26%
COM
SCHZ
0.26%
US AGGREGATE B
FDN
0.26%
DJ INTERNT IDX
XLV
0.26%
SBI HEALTHCARE
T
0.24%
COM
WFC
0.24%
COM
MU
0.23%
COM
ARE
0.23%
COM
BK
0.22%
COM
CZA
0.22%
ZACKS MID CAP
CMCSA
0.21%
CL A
PFE
0.2%
COM
SBUX
0.19%
COM
CELG
0.19%
COM
SLB
0.18%
COM
NOC
0.18%
COM
AMGN
0.18%
COM
PXD
0.17%
COM
VIG
0.17%
DIV APP ETF
PLD
0.17%
COM
EQIX
0.16%
COM PAR $0.001
IVV
0.16%
CORE S&P500 ETF
SJNK
0.16%
SHT TRM HGH YLD
GLPI
0.15%
COM
QTEC
0.15%
SHS
HD
0.15%
COM
SDY
0.14%
S&P DIVID ETF
CLX
0.14%
COM
KO
0.14%
COM
INTC
0.14%
COM
RTN
0.14%
COM NEW
MMM
0.14%
COM
PG
0.13%
COM
VEA
0.13%
FTSE DEV MKT ETF
EFV
0.13%
EAFE VALUE ETF
IJH
0.13%
CORE S&P MCP ETF
CSCO
0.12%
COM
SOXX
0.12%
PHLX SEMICND ETF
VTI
0.12%
TOTAL STK MKT
IWV
0.12%
RUSSELL 3000 ETF
IHI
0.11%
U.S. MED DVC ETF
DWAS
0.11%
DWA SMLCP MENT
XLF
0.11%
SBI INT-FINL
PSJ
0.11%
DYNMC SOFTWARE
MUB
0.11%
NAT AMT FREE BD
IGV
0.11%
NA TEC-SFTWR ETF
IWP
0.11%
RUS MD CP GR ETF
STPZ
0.1%
1-5 US TIP IDX
BAC
0.1%
COM
VWO
0.1%
FTSE EMR MKT ETF
PTH
0.1%
DWA HEALTHCARE
PSI
0.1%
DYNMC SEMICNDT
PPA
0.1%
AEROSPACE DEFN
TGT
0.1%
COM
PXQ
0.1%
DYNMC NETWRNG
PNQI
0.09%
NASDAQ INTERNT
ITA
0.09%
U.S. AER&DEF ETF
SCHF
0.09%
INTL EQTY ETF
IBM
0.08%
COM
MCD
0.08%
COM
VOT
0.08%
MCAP GR IDXVIP
DUK
0.08%
COM NEW
O
0.08%
COM
SUB
0.08%
SHT NTLAMTFR ETF
PXE
0.08%
DYNMC ENRG EXP
QCOM
0.07%
COM
PSX
0.07%
COM
XLI
0.07%
SBI INT-INDS
FXR
0.07%
INDLS PROD DUR
USMV
0.07%
USA MIN VOL ETF
IWF
0.07%
RUS 1000 GRW ETF
BOND
0.07%
TOTL RETN ETF
MRK
0.07%
COM
IYC
0.07%
U.S. CNSM SV ETF
MO
0.07%
COM
SCHX
0.07%
US LRG CAP ETF
ABBV
0.07%
COM
IVE
0.06%
S&P 500 VAL ETF
HBI
0.06%
COM
GPC
0.06%
COM
CMF
0.06%
CALI AMT-FRE ETF
ENB
0.06%
COM
CMP
0.06%
COM
ADBE
0.06%
COM
VTR
0.06%
COM
VCSH
0.06%
SHRT TRM CORP BD
ISRG
0.06%
COM NEW
SCHV
0.06%
US LCAP VA ETF
FE
0.06%
COM
USB
0.06%
COM NEW
HCN
0.06%
COM
OMC
0.06%
COM
IBND
0.06%
BRCLY INTL CRP
GIS
0.06%
COM
VOO
0.05%
SHS
IWN
0.05%
RUS 2000 VAL ETF
ORCL
0.05%
COM
CABO
0.05%
COM
SO
0.05%
COM
IAT
0.05%
US REGNL BKS ETF
COP
0.05%
COM
SRE
0.05%
COM
D
0.05%
COM
VLO
0.05%
COM
LMT
0.05%
COM
PPL
0.05%
COM
SCHG
0.05%
US LCAP GR ETF
PM
0.05%
COM
IWS
0.05%
RUS MDCP VAL ETF
CI
0.05%
COM
NFLX
0.05%
COM
DVY
0.05%
SELECT DIVID ETF
VBK
0.04%
SML CP GRW ETF
DIA
0.04%
UT SER 1
IWO
0.04%
RUS 2000 GRW ETF
SIVB
0.04%
COM
MA
0.04%
CL A
PHYS
0.04%
UNIT
VFC
0.04%
COM
CMI
0.04%
COM
BAX
0.04%
COM
VXF
0.04%
EXTEND MKT ETF
NID
0.04%
COM
CAT
0.04%
COM
BABA
0.04%
SPONSORED ADS
C
0.04%
COM NEW
NKE
0.04%
CL B
QAI
0.04%
HEDGE MLTI ETF
ROK
0.04%
COM
LOW
0.03%
COM
IWM
0.03%
RUSSELL 2000 ETF
GHC
0.03%
COM
NAC
0.03%
COM
ABT
0.03%
COM
EEM
0.03%
MSCI EMG MKT ETF
OXY
0.03%
COM
EFAV
0.03%
EAFE MIN VOL ETF
PNC
0.03%
COM
CSM
0.03%
PSHS LC COR PLUS
AXP
0.03%
COM
PRI
0.03%
COM
SCHE
0.03%
EMRG MKTEQ ETF
GILD
0.03%
COM
YUM
0.03%
COM
PACW
0.03%
COM
AET
0.03%
COM
VGT
0.03%
INF TECH ETF
PYPL
0.03%
COM
LLY
0.03%
COM
TRMB
0.03%
COM
NVDA
0.03%
COM
TSLA
0.03%
COM
ECA
0.03%
COM
VBR
0.03%
SM CP VAL ETF
WMT
0.03%
COM
PX
0.03%
COM
EW
0.03%
COM
VO
0.03%
MID CAP ETF
IWR
0.03%
RUS MID-CAP ETF
DLN
0.03%
LARGECAP DIVID
SHW
0.03%
COM
CRM
0.03%
COM
SCHB
0.03%
US BRD MKT ETF
FOXA
0.03%
CL A
BRK.A
0.03%
CL A
ADP
0.02%
COM
HRS
0.02%
COM
CATY
0.02%
COM
HUM
0.02%
COM
ESRX
0.02%
COM
WAL
0.02%
COM
HYG
0.02%
IBOXX HI YD ETF
NEA
0.02%
COM
BLL
0.02%
COM
LQD
0.02%
IBOXX INV CP ETF
DFS
0.02%
COM
NEE
0.02%
COM
SRLN
0.02%
BLKSTN GSOSRLN
DJP
0.02%
DJUBS CMDT ETN36
IJS
0.02%
SP SMCP600VL ETF
DWDP
0.02%
COM
CACC
0.02%
COM
HPQ
0.02%
COM
SLYG
0.02%
S&P 600 SMCP GRW
SIMO
0.02%
SPONSORED ADR
SLYV
0.02%
S&P 600 SMCP VAL
PCG
0.02%
COM
FDX
0.02%
COM
EMR
0.02%
COM
AMP
0.02%
COM
PRU
0.02%
COM
VSH
0.02%
COM
VFH
0.02%
FINANCIALS ETF
DBEF
0.02%
XTRAK MSCI EAFE
IWD
0.02%
RUS 1000 VAL ETF
IJT
0.02%
SP SMCP600GR ETF
KLIC
0.02%
COM
SCHA
0.02%
US SML CAP ETF
GE
0.02%
COM
BMY
0.02%
COM
INTU
0.02%
COM
MAR
0.02%
CL A
ROST
0.02%
COM
BDX
0.02%
COM
ADM
0.02%
COM
OLED
0.02%
COM
VHC
0.02%
COM
AAON
0.02%
COM PAR $0.004
CVY
0.02%
ZACKS MULT AST
OKE
0.02%
COM
APD
0.02%
COM
DHR
0.02%
COM
MS
0.02%
COM NEW
ANSS
0.02%
COM
IEMG
0.02%
CORE MSCI EMKT
LAG
0.02%
BRCLYS AGG ETF
AMJ
0.02%
ALERIAN ML ETN
MDLZ
0.02%
CL A
ATO
0.02%
COM
XLE
0.02%
SBI INT-ENERGY
ZTS
0.02%
CL A
IAU
0.01%
ISHARES
SIRI
0.01%
COM
F
0.01%
COM PAR $0.01
LYG
< 0.01%
SPONSORED ADR
GSAT
< 0.01%
COM
AMPE
< 0.01%
COM
WYN
0.37%
COM
FTXO
0.08%
NASDAQ BK ETF
TWTR
0.04%
COM
LGF/B
0.03%
CL B NON VTG
IWB
0.02%
RUS 1000 ETF
DHI
0.02%
COM
MTB
0.02%
COM