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Jennifer Herron

@Ep Wealth Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$11.635BTotal holdings1181
Assets growth rate23.61%Assets growth rate (2-Q avg)16.82%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ep Wealth Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1181 positions.

Assets under management

The assets under management (AUM) of Ep Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 11.635B in assets, with a quarterly growth rate of 23.61% and a 2-quarter average growth rate of 16.82%. The portfolio is managed by Jennifer Herron, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Increased 6.53%
10.49%
$1.22B
3.177M shares@ $383.94 avg price
AAPLApple Inc
Recent Activity
Increased 7.59%
4.16%
$483.312M
2.074M shares@ $233.0 avg price
VTVVanguard Index Fds
Recent Activity
Increased 5.82%
4.12%
$478.519M
2.741M shares@ $174.57 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.9%
2.58%
$299.048M
694,975 shares@ $430.3 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Increased 16.36%
2.36%
$273.802M
3.102M shares@ $88.29 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 10.81%
2.08%
$241.6M
421,082 shares@ $573.77 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 38.53%
2.05%
$238.087M
3.038M shares@ $78.37 avg price
IGSBIshares Tr
Recent Activity
Increased 17.03%
1.82%
$211.171M
4.01M shares@ $52.67 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 7%
1.78%
$206.621M
1.109M shares@ $186.33 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 21.89%
1.67%
$193.831M
4.051M shares@ $47.86 avg price