The EP Wealth Advisors Q2 2022 vs. Q3 2022 13F Holdings Comparison: A Deep Dive into the Top Performers

The Q2 2022 vs. Q3 2022 13F Holdings Comparison is one of the most important reports produced by EP Wealth Advisors. This report provides a comprehensive analysis of the holdings for Q2 2022 and Q3 2022, and highlights the changes that have taken place over that time period.

The report looks at holdings for a wide range of companies, from Vanguard Index Funds to Apple Inc., Microsoft Corp, Amazon.com Inc, and more. It provides a detailed analysis of each company's options, as well as the value of the shares held at the end of each quarter.

One of the top performers during this period was the Vanguard Index Funds, which saw a 3.7% increase in shares held between Q2 and Q3 of 2022. This increase was driven by strong performance in both the VUG and VTV funds, which saw 2.7% and -5% increases, respectively.

Another standout performer was iShares US ETF TR, which saw a significant 13.3% increase in shares held between Q2 and Q3 of 2022. This was largely due to strong gains in the NEAR fund, which saw a 13.3% increase in value over that time period.

Other strong performers included Apple Inc., which saw a 9.4% increase in shares held between Q2 and Q3 of 2022, and Amazon.com Inc, which saw a massive 22% increase in shares held over that time period.

Despite these strong performers, there were also some weak spots in the EP Wealth Advisors Q2 2022 vs. Q3 2022 13F Holdings Comparison. Companies like Ishares TR and Vanguard Int'l Equity Index F saw significant decreases in shares held, with Ishares TR seeing a 27.2% decrease in value.

Overall, the Q2 2022 vs. Q3 2022 13F Holdings Comparison provides a detailed look at the performance of some of the most important companies in the market during this time period. By analyzing the changes in holdings for these companies, investors can gain valuable insights into the current state of the market and make informed decisions about their own investment strategies.