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Institutional Investment Manager
EP Wealth Advisors, LLC
EP Wealth Advisors, LLC (CIK: 0001540569) incorporated in California, located at 21535 Hawthorne Blvd., Suite 400, Torrance, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Original 13F HR (0001398344-14-003709) filed in 2014.07.25
#
Name
Shares
Value ($)
%
Options
Notes
101 CLAYMORE EXCHANGE TRD FD TR 9,850 261 0.06%
102 TORTOISE MLP FD INCORPORATED 8,700 260 0.06%
103 AMERICAN TOWER CORP NEW 2,812 253 0.06%
104 VANGUARD INTL EQUITY INDEX F 5,852 252 0.06%
105 EXPRESS SCRIPTS HLDG CO 3,613 250 0.06%
106 BRISTOL MYERS SQUIBB CO 4,864 236 0.05%
107 DISCOVER FINL SVCS 3,758 233 0.05%
108 STERICYCLE INC 1,935 229 0.05%
109 ROYAL DUTCH SHELL PLC 2,668 220 0.05%
110 BANK AMER CORP 13,980 215 0.05%
111 VANGUARD INTL EQUITY INDEX F 3,443 214 0.05%
112 LOCKHEED MARTIN CORP 1,296 208 0.05%
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