| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JPMORGAN CHASE & CO. | 45 | Q2 2024 | 3.7% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 3.2% |
| PEPSICO INC | 45 | Q2 2024 | 3.6% |
| EXXON MOBIL CORP | 45 | Q2 2024 | 4.0% |
| MICROSOFT CORP | 45 | Q2 2024 | 3.5% |
| COSTCO WHSL CORP NEW | 45 | Q2 2024 | 2.5% |
| VISA INC | 45 | Q2 2024 | 2.8% |
| WaltDisneyCo. | 45 | Q2 2024 | 2.8% |
| STRYKER CORPORATION | 45 | Q2 2024 | 2.6% |
| 3MCompany | 45 | Q2 2024 | 3.2% |
View EP Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-19 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-28 |
| 13F-HR | 2023-11-24 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-06-12 |
| 13F-HR | 2023-06-05 |
| 13F-HR | 2022-12-02 |
| 13F-HR | 2022-08-11 |
View EP Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.