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EP Wealth Advisors, LLC
Portfolio value
EP Wealth Advisors, LLC portfolio value
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$6,446,761,264
is the total value of the holdings EP Wealth Advisors, LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$6,446,761,264
Q3 2023
$6,937,182,980
Q2 2023
$5,814,436,176
Q1 2023
$5,549,327,143
Q4 2022
$4,409,412,000
Q3 2022
$4,440,239,000
Q2 2022
$4,555,216,000
Q1 2022
$4,230,760,000
Q4 2021
$3,646,776,000
Q3 2021
$3,606,954,000
Q2 2021
$3,145,451,000
Q1 2021
$2,844,333,000
Q4 2020
$2,324,075,000
Q3 2020
$2,341,836,000
Q2 2020
$2,043,405,000
Q1 2020
$2,428,292,000
Q4 2019
$2,016,562,000
Q3 2019
$1,600,658,000
Q2 2019
$1,040,007,000
Q1 2019
$1,296,453,000
Q4 2018
$1,279,878,000
Q3 2018
$1,059,848,000
Q2 2018
$1,034,609,000
Q1 2018
$947,758,000
Q4 2017
$865,849,000
Q3 2017
$815,842,000
Q2 2017
$724,985,000
Q1 2017
$684,249,000
Q4 2016
$639,940,000
Q3 2016
$627,535,000
Q2 2016
$652,093,000
Q1 2016
$594,909,000
Q4 2015
$524,604,000
Q3 2015
$533,603,938,000
Q2 2015
$531,798,382,000
Q1 2015
$606,805,000
Q4 2014
$617,502,000
Q3 2014
$430,317,000
Q2 2014
$365,623,000
Q1 2014
$385,567,000
Q4 2013
$318,271,000
Q3 2013
$277,166,000
Q2 2013