- New Purchases: GOOGL, AVGO, SWK, RSP, SPLV, QQQ, GOOG, HEXO, LTHM, LAMR, IEFA, BT, BSCJ, CI, SHM, ST, ADSK, ANTM, ZTS, OLED, UNH, INTU, EMR, DHR, IJT, ED, BDX, DELL, ANSS, LRCX, FTV, SIGI, CMG, SBAC, ROP, MS, CDW, MAR, APD, S,
- Added Positions: MRO, UTX, IWP, APTV, AGN, VB, XOM, BLK, FB, BBT, ALL, JPM, AMZN, GD, MPC, DIS, JNJ, MSFT, HON, IJK, SCHW, BIIB, DLN, SPGI, PFE, MDLZ, ABT, RTN, SCHV, DVY, FMC, AMGN, LLY, IJH, KO, CLX, MA, CSCO, CVX, CVS, PYPL, BA, IWF, SCHX, SLYG, SO, ECA, NOC, ADP, LYG, GE, AXP, LQD, ADBE, GIS, GILD, SHW, BMY, MRK, CMP, CRM, D, DWDP, PPL, PSX, EW, ABBV, HRS,
- Reduced Positions: EFA, AGG, DJP, IWN, MUB, BSV, GLD, IWS, EMB, XLF, PXD, SCHF, AMT, SRLN, BOND, SCHZ, IJR, EQIX, XLC, QCOM, SPY, UNP, TGT, IWB, IWO, STPZ, SYK, CELG, QTEC, KRE, EFV, IWM, V, IYC, MBB, IWV, SCHM, SOXX, T, MU, PLD, CMCSA, IBM, ISRG, IWD, MMM, IVV, ITA, HD, PACW, DUK, SCHE, CAT, BAC, ARE, SUB, IHI, SDY, EEM, PNC, TJX, FDN, NFLX, VOT, BABA, NID, BAX, TSLA, CMI, SLYV, MO, PM, NAC, YUM, DFS, VBK, VBR, IGV, SCHA, IVE, NKE, IVW, MCD, ORCL, LMT, PG, FE, DIA, NEE, ESS, SIVB, PBE, QAI, SIRI, SCHG,
- Sold Out: VTV, VUG, VZ, EIX, XLY, XLV, XLI, BRK.B, XLE, WFC, VWO, VEA, VIG, XOP, VTI, VLO, SJNK, VTR, WELL, CABO, FOXA, VCSH, SCZ, FXR, VOO, XLU, GHC, BK, IYR, WMT, VO, BSCK, IYE, CATY, C, KLIC, SLB, VFC, IBB, HUM, VSH, WPC, IJS, WAL, VGT, VFH, BRK.A, PRI, VHC, RCS,
For the details of EP Wealth Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/ep+wealth+advisors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of EP Wealth Advisors, Inc.- Vanguard Small-Cap (VB) - 507,997 shares, 7.58% of the total portfolio. Shares added by 3.31%
- iShares Russell Midcap Growth (IWP) - 546,777 shares, 7.24% of the total portfolio. Shares added by 4.51%
- Apple Inc (AAPL) - 195,030 shares, 3.62% of the total portfolio. Shares added by 0.82%
- Microsoft Corp (MSFT) - 282,630 shares, 3.25% of the total portfolio. Shares added by 1.34%
- Facebook Inc (FB) - 179,417 shares, 2.92% of the total portfolio. Shares added by 5.80%
EP Wealth Advisors, Inc. initiated holding in Alphabet Inc. The purchase prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1168.78. The impact to a portfolio due to this purchase was 2.54%. The holding were 22,085 shares as of .
New Purchase: Broadcom Inc (AVGO)EP Wealth Advisors, Inc. initiated holding in Broadcom Inc. The purchase prices were between $230.96 and $300.71, with an estimated average price of $270.85. The stock is now traded at around $289.89. The impact to a portfolio due to this purchase was 1.8%. The holding were 61,200 shares as of .
New Purchase: Stanley Black & Decker Inc (SWK)EP Wealth Advisors, Inc. initiated holding in Stanley Black & Decker Inc. The purchase prices were between $115.69 and $138.92, with an estimated average price of $130.46. The stock is now traded at around $134.85. The impact to a portfolio due to this purchase was 1.44%. The holding were 108,233 shares as of .
New Purchase: Invesco S&P 500 Equal Weight (RSP)EP Wealth Advisors, Inc. initiated holding in Invesco S&P 500 Equal Weight. The purchase prices were between $89.68 and $104.84, with an estimated average price of $100.73. The stock is now traded at around $104.71. The impact to a portfolio due to this purchase was 0.4%. The holding were 39,207 shares as of .
New Purchase: Invesco S&P 500 Low Volatility (SPLV)EP Wealth Advisors, Inc. initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $53.77. The impact to a portfolio due to this purchase was 0.3%. The holding were 57,887 shares as of .
New Purchase: Invesco QQQ Trust Series 1 (QQQ)EP Wealth Advisors, Inc. initiated holding in Invesco QQQ Trust Series 1. The purchase prices were between $149.82 and $182.57, with an estimated average price of $169.41. The stock is now traded at around $183.04. The impact to a portfolio due to this purchase was 0.29%. The holding were 16,452 shares as of .
Added: Marathon Oil Corp (MRO)EP Wealth Advisors, Inc. added to a holding in Marathon Oil Corp by 62.63%. The purchase prices were between $14.34 and $17.69, with an estimated average price of $16.32. The stock is now traded at around $15.47. The impact to a portfolio due to this purchase was 0.51%. The holding were 815,052 shares as of .
Added: United Technologies Corp (UTX)EP Wealth Advisors, Inc. added to a holding in United Technologies Corp by 42.52%. The purchase prices were between $103.48 and $128.89, with an estimated average price of $120.52. The stock is now traded at around $133.75. The impact to a portfolio due to this purchase was 0.43%. The holding were 115,471 shares as of .
Added: Aptiv PLC (APTV)EP Wealth Advisors, Inc. added to a holding in Aptiv PLC by 48.76%. The purchase prices were between $60.42 and $84.27, with an estimated average price of $76.59. The stock is now traded at around $73.65. The impact to a portfolio due to this purchase was 0.3%. The holding were 119,407 shares as of .
Added: Allergan PLC (AGN)EP Wealth Advisors, Inc. added to a holding in Allergan PLC by 47.14%. The purchase prices were between $132.09 and $160.79, with an estimated average price of $144.95. The stock is now traded at around $140.20. The impact to a portfolio due to this purchase was 0.25%. The holding were 55,526 shares as of .
Added: iShares S&P Mid-Cap 400 Growth (IJK)EP Wealth Advisors, Inc. added to a holding in iShares S&P Mid-Cap 400 Growth by 20.39%. The purchase prices were between $185.4 and $220.32, with an estimated average price of $210.63. The stock is now traded at around $218.66. The impact to a portfolio due to this purchase was 0.04%. The holding were 10,842 shares as of .
Added: WisdomTree U.S. LargeCap Dividend Fund (DLN)EP Wealth Advisors, Inc. added to a holding in WisdomTree U.S. LargeCap Dividend Fund by 78.08%. The purchase prices were between $82.18 and $94.41, with an estimated average price of $90.4. The stock is now traded at around $94.92. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,108 shares as of .
Sold Out: Vanguard Value (VTV)EP Wealth Advisors, Inc. sold out a holding in Vanguard Value. The sale prices were between $96.19 and $109.3, with an estimated average price of $105.18.
Sold Out: Vanguard Growth (VUG)EP Wealth Advisors, Inc. sold out a holding in Vanguard Growth. The sale prices were between $130.18 and $158.27, with an estimated average price of $147.84.
Sold Out: Verizon Communications Inc (VZ)EP Wealth Advisors, Inc. sold out a holding in Verizon Communications Inc. The sale prices were between $53.28 and $60.88, with an estimated average price of $56.61.
Sold Out: Edison International (EIX)EP Wealth Advisors, Inc. sold out a holding in Edison International. The sale prices were between $53.51 and $65.07, with an estimated average price of $59.56.
Sold Out: SPDR Select Sector Fund - Consumer Discretionary (XLY)EP Wealth Advisors, Inc. sold out a holding in SPDR Select Sector Fund - Consumer Discretionary. The sale prices were between $97.6 and $113.93, with an estimated average price of $108.29.
Sold Out: SPDR Select Sector Fund - Health Care (XLV)EP Wealth Advisors, Inc. sold out a holding in SPDR Select Sector Fund - Health Care. The sale prices were between $83.47 and $92.95, with an estimated average price of $90.15.
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