Tenencias informadas de la
EP Wealth Advisors LLC

Legal Name: EP WEALTH ADVISORS, LLC.

Período de informe: Jun 30, 2019
Fecha de vigencia: Aug 27, 2019

Seguridad	Acciones mantenidas / Cantidad principal	Valor de mercado
ISHARES (464288646)	1,796,507	$96,005k
Facebook Inc (30303M102)	171,114	$33,025k
DISNEY WALT CO (254687106)	194,182	$27,116k
ALPHABET INC (02079K305)	22,708	$24,588k
COSTCO WHSL CORP (22160K105)	87,286	$23,066k
HONEYWELL INTL INC (438516106)	123,491	$21,560k
ACCENTURE PLC IRELAND (G1151C101)	106,509	$19,680k
BlackRock, Inc. (09247X101)	38,777	$18,198k
CISCO SYSTEMS INC (17275R102)	326,633	$17,877k
AMERICAN TOWER CORP NEW (03027X100)	86,536	$17,692k
BROADCOM INC (11135F101)	59,641	$17,168k
ISHARES (464287465)	259,743	$17,073k
FMC CORP (302491303)	134,434	$11,151k
ISHARES TR RUS 1000 VAL ETF (464287598)	82,879	$10,544k
ALLERGAN PLC (G0177J108)	60,181	$10,076k
GENERAL DYNAMICS (369550108)	55,294	$10,054k
Aptiv PLC (G6095L109)	121,606	$9,829k
CVS HEALTH CORP (126650100)	170,963	$9,316k
ISHARES TR CORE S&P500 ETF (464287200)	27,410	$8,079k
Alphabet Inc (02079K107)	6,797	$7,347k
ISHARES TR CORE S&P SCP ETF (464287804)	88,731	$6,946k
Chevron Corp (166764100)	51,368	$6,392k
ISHARES TR RUS 1000 GRW ETF (464287614)	24,741	$3,893k
EXPEDIA GROUP INC (30212P303)	27,784	$3,696k
COMCAST CORP (20030N101)	76,235	$3,223k
ISHARES TR RUS 2000 GRW ETF (464287648)	14,896	$2,992k
INTEL CORP (458140100)	59,031	$2,826k
ISHARES TR (46435G516)	36,830	$2,369k
ISHARES TR RUSSELL 2000 ETF (464287655)	14,634	$2,276k
HOME DEPOT INC (437076102)	10,889	$2,265k
ISHARES TR S&P MC 400GR ETF (464287606)	9,943	$2,250k
INVESCO EXCHANGE TRADED FD TR (46137Y401)	30,588	$2,188k
BARCLAYS BK PLC (06738C778)	96,490	$2,146k
GAMING AND LEISURE PROPERTIE (36467J108)	54,987	$2,143k
DuPont de Nemours Inc (26614N102)	27,988	$2,101k
CLOROX CO (189054109)	12,761	$1,954k
ISHARES TR CORE S&P MCP ETF (464287507)	9,568	$1,859k
ISHARES TR S&P 500 GRWT ETF (464287309)	9,341	$1,674k
PIMCO ETF TR (72201R775)	13,117	$1,410k
EQUINIX INC (29444U700)	2,779	$1,401k
ISHARES TR S&P 500 VAL ETF (464287408)	11,867	$1,383k
Dow Inc (260557103)	27,910	$1,376k
ISHARES (464288877)	28,621	$1,376k
ISHARES TR EXPANDED TECH (464287515)	6,136	$1,340k
INVESCO EXCHNG TRADED FD TR (46138E842)	24,330	$1,313k
ALIBABA GROUP HLDG LTD (01609W102)	7,637	$1,294k
HEXO CORP (428304109)	237,392	$1,263k
ISHARES TR U.S. MED DVC ETF (464288810)	5,242	$1,262k
ADOBE INC (00724F101)	4,206	$1,239k
COLGATE PALMOLIVE CO (194162103)	16,722	$1,198k
INTL BUSINESS MCHN (459200101)	8,530	$1,176k
Caterpillar Inc (149123101)	8,554	$1,166k
DUKE ENERGY CORP (26441C204)	11,715	$1,034k
ABBVIE INC (00287Y109)	13,465	$979k
ISHARES (464287168)	9,742	$970k
ISHARES TR US AER DEF ETF (464288760)	4,479	$959k
INTUITIVE SURGIC INC (46120E602)	1,809	$949k
GENERAL MILLS INC (370334104)	17,755	$932k
DOMINION ENERGY INC (25746U109)	11,948	$924k
GENUINE PARTS CO (372460105)	8,211	$850k
CORTEVA INC (22052L104)	28,479	$842k
CONSOLDTD EDISON INC (209115104)	9,217	$808k
ISHARES TR RUS 1000 ETF (464287622)	4,848	$789k
FIRSTENERGY CORP (337932107)	18,293	$783k
ISHARES TR (464288356)	12,755	$773k
ENBRIDGE INC (29250N105)	21,168	$764k
GENERAL ELECTRIC CO (369604103)	68,551	$720k
HANESBRANDS INC (410345102)	41,707	$718k
ISHARES (464287630)	5,669	$683k
CELGENE CORP (151020104)	7,070	$654k
SPDR GOLD TR GOLD (78463V107)	4,866	$648k
ISHARES (464287234)	14,959	$642k
ISHARES TR CORE MSCI EAFE (46432F842)	10,332	$634k
COMPASS MINERALS INTL INC (20451N101)	11,260	$619k
ESSEX PPTY TR INC (297178105)	2,120	$619k
GLAXOSMITHKLINE PLC (37733W105)	14,227	$569k
ISHARES TR JPMORGAN USD EMG (464288281)	4,714	$534k
FIDELITY NATL INFO (31620M106)	4,259	$522k
General Motors Co (37045V100)	13,553	$522k
CIGNA CORP (125523100)	3,170	$499k
EDISON INTL (281020107)	6,616	$446k
Bristol-Myers Squibb Co (110122108)	9,314	$422k
CONAGRA BRANDS INC (205887102)	15,095	$400k
CBRE GROUP INC (12504L109)	7,459	$383k
salesforce.com Inc (79466L302)	2,527	$383k
ISHARES INC CORE MSCI EMKT (46434G103)	7,094	$365k
WISDOMTREE LARGECAP DIV (97717W307)	3,430	$332k
INVESCO EXCH TRD SLF IDX FD (46138J304)	15,714	$331k
CUMMINS INC (231021106)	1,904	$326k
HARRIS CORP DEL (413875105)	1,709	$323k
CHIPOTLE MEXICAN GRL (169656105)	436	$320k
EATON CORPORATION (G29183103)	3,599	$300k
DANAHER CORP (235851102)	2,033	$291k
CREDIT ACCEPTANCE CORP (225310101)	600	$290k
GILEAD SCIENCES INC (375558103)	4,210	$284k
Intuit Inc (461202103)	1,069	$279k
EMERSON ELEC CO (291011104)	4,187	$279k
DISCOVER FINL SVCS (254709108)	3,564	$277k
CITIGROUP INC (172967424)	3,940	$276k
Invesco BulletShares 2023 Corp Bd ETF (46138J866)	12,800	$271k
ISHARES FLT (46429B655)	5,272	$269k
ANSYS Inc (03662Q105)	1,314	$269k
CSX CORP (126408103)	3,463	$268k
ISHARES GOLD TRUST ISHARES (464285105)	19,155	$259k
ConocoPhillips (20825C104)	4,142	$253k
CDW CORP (12514G108)	2,163	$240k
BLACKROCK MUN 2030 TAR TERM (09257P105)	10,000	$232k
Booking Holdings, Inc. (09857L108)	122	$229k
MARRIOTT INTL INC (571903202)	1,588	$223k
FLEXSHARES TR (33939L407)	6,650	$220k
INVESCO EXCHANGE TRADED FD T (46137Y500)	9,785	$217k
ISHARES TR (46435U663)	8,005	$216k
BRINKS COMPANY (109696104)	2,596	$211k
GOLDMAN SACHS GROUP (38141G104)	1,026	$210k
ISHARES TR CORE S&P TTL STK (464287150)	3,070	$205k
ISHARES (464287887)	1,097	$200k
FIRST TR STOXX EURO DIV FD (33735T109)	12,120	$152k
ENCANA CORP (292505104)	13,677	$70k
Globalstar Inc. (GSAT) (378973408)	40,550	$19k

Tenencias informadas de la EP Wealth Advisors LLC

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