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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
43
3
4
1
1
1
43
5
7
EP WEALTH ADVISORS INC

Time Period2018-06-30

Total Holdings188

Total Value ($x1000)1,059,848
Activities
New18

Increased84

Unchanged22

Decreased64

Sold Out31

Top 10 Stock Holdingstotal 49.55%
VTV18.39

VUG8.04

VB7.21

AAPL3.21

FB2.94

 
MSFT2.48

JPM2.01

SSD1.78

V1.75

MMM1.74

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTV
18.39%
VALUE ETF
VUG
8.04%
GROWTH ETF
VB
7.21%
SMALL CP ETF
AAPL
3.21%
COM
FB
2.94%
CL A
MSFT
2.48%
COM
JPM
2.01%
COM
SSD
1.78%
COM
V
1.75%
COM CL A
MMM
1.74%
COM
COST
1.69%
COM
JNJ
1.65%
COM
SYK
1.59%
COM
XOM
1.59%
COM
DIS
1.58%
COM DISNEY
TJX
1.56%
COM
PEP
1.55%
COM
HON
1.53%
COM
ACN
1.53%
SHS CLASS A
AMZN
1.46%
COM
ALL
1.4%
COM
BLK
1.39%
COM
BBT
1.32%
COM
AMT
1.26%
COM
FMC
1.25%
COM NEW
SCHW
1.19%
COM
UNP
1.16%
COM
ANDV
1.13%
COM
SPGI
1.08%
COM
BIIB
1.06%
COM
VZ
1.03%
COM
APTV
1%
SHS
MRO
0.98%
COM
EIX
0.86%
COM
CVS
0.84%
COM
GD
0.79%
COM
AGN
0.78%
SHS
SPY
0.65%
TR UNIT
CVX
0.58%
COM
XLY
0.52%
SBI CONS DISCR
UPS
0.5%
CL B
WH
0.5%
COM
SCZ
0.48%
EAFE SML CP ETF
GLD
0.47%
GOLD SHS
BRK.B
0.41%
CL B NEW
KRE
0.4%
S&P REGL BKG
WYN
0.37%
COM
TMO
0.35%
COM
MU
0.31%
COM
FDN
0.31%
DJ INTERNT IDX
BK
0.29%
COM
XLV
0.28%
SBI HEALTHCARE
ARE
0.27%
COM
AGG
0.27%
CORE TOTUSBD ETF
SLB
0.24%
COM
EFA
0.24%
MSCI EAFE ETF
NOC
0.22%
COM
PXD
0.22%
COM
BA
0.22%
COM
QTEC
0.21%
SHS
WFC
0.21%
COM
SBUX
0.2%
COM
CELG
0.19%
COM
SJNK
0.19%
SHT TRM HGH YLD
PLD
0.19%
COM
T
0.19%
COM
GLPI
0.19%
COM
CMCSA
0.18%
CL A
VIG
0.16%
DIV APP ETF
IVV
0.15%
CORE S&P500 ETF
XLF
0.14%
SBI INT-FINL
IWV
0.13%
RUSSELL 3000 ETF
IHI
0.13%
U.S. MED DVC ETF
IWP
0.13%
RUS MD CP GR ETF
VEA
0.13%
FTSE DEV MKT ETF
SOXX
0.13%
PHLX SEMICND ETF
IJH
0.12%
CORE S&P MCP ETF
IJR
0.12%
CORE S&P SCP ETF
IGV
0.12%
NA TEC-SFTWR ETF
IBM
0.11%
COM
ITA
0.1%
U.S. AER&DEF ETF
AMGN
0.1%
COM
INTC
0.09%
COM
VWO
0.09%
FTSE EMR MKT ETF
FXR
0.09%
INDLS PROD DUR
KO
0.09%
COM
DJP
0.09%
DJUBS CMDT ETN36
SCHX
0.09%
US LRG CAP ETF
IWF
0.09%
RUS 1000 GRW ETF
IYC
0.09%
U.S. CNSM SV ETF
HD
0.09%
COM
PFE
0.09%
COM
VOT
0.08%
MCAP GR IDXVIP
CSCO
0.08%
COM
XLI
0.08%
SBI INT-INDS
PG
0.08%
COM
FTXO
0.08%
NASDAQ BK ETF
RTN
0.08%
COM NEW
VCSH
0.07%
SHRT TRM CORP BD
IAT
0.07%
US REGNL BKS ETF
SCHZ
0.07%
US AGGREGATE B
USB
0.06%
COM NEW
MO
0.06%
COM
IJT
0.06%
SP SMCP600GR ETF
IWS
0.06%
RUS MDCP VAL ETF
NFLX
0.06%
COM
BOND
0.05%
TOTL RETN ETF
SCHF
0.05%
INTL EQTY ETF
PM
0.05%
COM
ORCL
0.05%
COM
PHYS
0.05%
UNIT
NID
0.05%
COM
MCD
0.05%
COM
LMT
0.05%
COM
DIA
0.05%
UT SER 1
IWN
0.05%
RUS 2000 VAL ETF
ADBE
0.05%
COM
VTI
0.05%
TOTAL STK MKT
IVE
0.05%
S&P 500 VAL ETF
NAC
0.05%
COM
BAC
0.05%
COM
ISRG
0.04%
COM NEW
BABA
0.04%
SPONSORED ADS
TSLA
0.04%
COM
MA
0.04%
CL A
CI
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
HYG
0.04%
IBOXX HI YD ETF
ABBV
0.04%
COM
BAX
0.04%
COM
SIVB
0.04%
COM
QCOM
0.04%
COM
QAI
0.04%
HEDGE MLTI ETF
PSX
0.04%
COM
IWO
0.04%
RUS 2000 GRW ETF
C
0.04%
COM NEW
TWTR
0.04%
COM
IWM
0.04%
RUSSELL 2000 ETF
CSM
0.04%
PSHS LC COR PLUS
AXP
0.03%
COM
PACW
0.03%
COM
PNC
0.03%
COM
NEA
0.03%
COM
MRK
0.03%
COM
LGF/B
0.03%
CL B NON VTG
PRI
0.03%
COM
IWR
0.03%
RUS MID-CAP ETF
VO
0.03%
MID CAP ETF
YUM
0.03%
COM
LOW
0.03%
COM
DLN
0.03%
LARGECAP DIVID
CATY
0.03%
COM
SCHA
0.03%
US SML CAP ETF
AET
0.03%
COM
VOO
0.03%
SHS
VGT
0.03%
INF TECH ETF
BRK.A
0.03%
CL A
SRLN
0.03%
BLKSTN GSOSRLN
VSH
0.03%
COM
TRMB
0.03%
COM
PX
0.03%
COM
HRS
0.03%
COM
ECA
0.02%
COM
DBEF
0.02%
XTRAK MSCI EAFE
KLIC
0.02%
COM
SIMO
0.02%
SPONSORED ADR
IWB
0.02%
RUS 1000 ETF
HUM
0.02%
COM
GE
0.02%
COM
IJS
0.02%
SP SMCP600VL ETF
SRE
0.02%
COM
AAON
0.02%
COM PAR $0.004
DFS
0.02%
COM
OKE
0.02%
COM
NKE
0.02%
CL B
NEE
0.02%
COM
MAR
0.02%
CL A
IWD
0.02%
RUS 1000 VAL ETF
CACC
0.02%
COM
PCG
0.02%
COM
DHI
0.02%
COM
IAU
0.02%
ISHARES
DWDP
0.02%
COM
MTB
0.02%
COM
SCHV
0.02%
US LCAP VA ETF
VHC
0.02%
COM
AMPE
< 0.01%
COM
GSAT
< 0.01%
COM
AVGO
1.28%
SHS
HOLX
0.81%
COM
VEU
0.76%
ALLWRLD EX US
DVN
0.74%
COM
IFGL
0.36%
INTL DEV RE ETF
RSP
0.21%
GUG S&P500 EQ WT
ADS
0.21%
COM
SPLV
0.18%
S&P500 LOW VOL
NXPI
0.16%
COM
QQQ
0.14%
UNIT SER 1
AMLP
0.12%
ALERIAN MLP
PIE
0.11%
DWA EMRG MKTS
PIZ
0.1%
DWA DEVEL MKTS
SCHB
0.08%
US BRD MKT ETF
PDP
0.05%
DWA TECH LDRS
LQD
0.04%
IBOXX INV CP ETF
XLE
0.04%
SBI INT-ENERGY
MDLZ
0.03%
CL A
NFJ
0.03%
COM
ETJ
0.03%
COM
EOG
0.02%
COM
TWX
0.02%
COM NEW
BKLN
0.02%
SENIOR LN PORT
EMB
0.02%
JP MOR EM MK ETF
ETY
0.02%
COM
BDX
0.02%
COM
IBB
0.02%
NASDQ BIOTEC ETF
WDAY
0.02%
CL A
EFAV
0.02%
EAFE MIN VOL ETF
ABT
0.02%
COM
MS
0.02%
COM NEW