Managed by
Hedge FundAUM Tracked
$20.3B
AI Exposure
13.7%
AI & Tech holdings for EP Wealth Advisors, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AAPLAI | Apple Inc. | 2,296,297 | $582.8M | 2.9% | No change |
| $NVDAAI | NVIDIA Corporation | 2,627,656 | $458.3M | 2.3% | Increased by 9% |
| $MSFTAI | Microsoft Corporation | 831,319 | $307.7M | 1.5% | No change |
| $GOOGLAI | Alphabet Inc. | 1,046,211 | $300.8M | 1.5% | No change |
| $AMZNAI | Amazon.com, Inc. | 1,326,047 | $276.2M | 1.4% | Increased by 9% |
| $AVGOAI | Broadcom Inc. | 811,673 | $251.2M | 1.2% | Reduced by 5% |
| $METAAI | Meta Platforms, Inc. | 225,005 | $128.7M | 0.6% | Increased by 9% |
| $GOOGAI | Alphabet Inc. | 343,987 | $98.7M | 0.5% | No change |
| $AMDAI | Advanced Micro Devices | 252,335 | $51.3M | 0.3% | No change |
| $TSLAAI | Tesla, Inc. | 120,485 | $44.8M | 0.2% | Increased by 6% |
| $PANWAI | Palo Alto Networks | 199,494 | $32.0M | 0.2% | Increased by 11% |
| $ORCLAI | Oracle Corporation | 153,974 | $22.7M | 0.1% | Reduced by 14% |
| $CRMAI | Salesforce Inc. | 116,293 | $21.7M | 0.1% | No change |
| $AMATAI | Applied Materials | 58,736 | $20.1M | 0.1% | No change |
| $MUAI | Micron Technology | 51,733 | $17.5M | 0.1% | Increased by 29% |
| $INTUAI | Intuit Inc. | 35,794 | $15.5M | 0.1% | Increased by 24% |
| $ADBEAI | Adobe Inc. | 63,094 | $15.3M | 0.1% | Increased by 8% |
| $LRCXAI | Lam Research | 53,583 | $11.4M | 0.1% | Increased by 15% |
| $TSMAI | Taiwan Semiconductor | 33,242 | $11.2M | 0.1% | Reduced by 24% |
| $KLACAI | KLA Corporation | 7,172 | $10.6M | 0.1% | No change |
| $ISRGAI | Intuitive Surgical | 22,844 | $10.5M | 0.1% | Increased by 79% |
| $QCOMAI | QUALCOMM Inc. | 80,576 | $10.4M | 0.1% | Reduced by 18% |
| $ASMLAI | ASML Holding NV | 6,959 | $9.2M | 0% | Reduced by 8% |
| $TXNAI | Texas Instruments | 39,315 | $7.6M | 0% | Reduced by 23% |
| $SNOWAI | Snowflake Inc. | 46,585 | $7.0M | 0% | No change |
| $CRWDAI | CrowdStrike Holdings | 16,681 | $6.5M | 0% | Increased by 9% |
| $PLTRAI | Palantir Technologies | 42,295 | $6.2M | 0% | Increased by 10% |
| $ANETAI | Arista Networks | 42,868 | $5.3M | 0% | No change |
| $UBERAI | Uber Technologies | 70,594 | $5.1M | 0% | Increased by 9% |
| $ADIAI | Analog Devices | 13,592 | $4.3M | 0% | No change |
| $INTCAI | Intel Corporation | 88,839 | $3.9M | 0% | No change |
| $MRVLAI | Marvell Technology | 34,483 | $3.4M | 0% | Reduced by 36% |
| $SHOPAI | Shopify Inc. | 21,248 | $2.5M | 0% | Increased by 67% |
| $NOWAI | ServiceNow Inc. | 23,124 | $2.4M | 0% | Reduced by 10% |
| $VRTAI | Vertiv Holdings | 8,926 | $2.2M | 0% | Increased by 43% |
| $SQAI | Block Inc. | 33,929 | $2.0M | 0% | No change |
| $CEGAI | Constellation Energy | 7,213 | $2.0M | 0% | Increased by 11% |
| $DELLAI | Dell Technologies | 11,434 | $1.9M | 0% | Increased by 56% |
| $VSTAI | Vistra Corp. | 10,829 | $1.6M | 0% | Increased by 30% |
| $FTNTAI | Fortinet Inc. | 17,815 | $1.5M | 0% | No change |
| $TERAI | Teradyne Inc. | 4,417 | $1.3M | 0% | No change |
| $APPAI | AppLovin Corporation | 3,108 | $1.2M | 0% | Reduced by 8% |
| $ABNBAI | Airbnb Inc. | 9,475 | $1.2M | 0% | Increased by 24% |
| $SNPSAI | Synopsys Inc. | 2,924 | $1.2M | 0% | Reduced by 19% |
| $CDNSAI | Cadence Design Systems | 3,600 | $1.0M | 0% | Reduced by 11% |
| $BABAAI | Alibaba Group | 6,285 | $788.5K | 0% | Reduced by 59% |
| $PYPLAI | PayPal Holdings | 15,512 | $701.6K | 0% | Reduced by 20% |
| $COINAI | Coinbase Global | 3,989 | $696.5K | 0% | Reduced by 32% |
| $NXPIAI | NXP Semiconductors | 3,486 | $686.2K | 0% | Reduced by 21% |
| $MPWRAI | Monolithic Power Systems | 580 | $634.3K | 0% | Increased by 48% |
| $WDAYAI | Workday Inc. | 4,824 | $626.7K | 0% | Reduced by 10% |
| $NETAI | Cloudflare Inc. | 2,913 | $601.1K | 0% | Reduced by 63% |
| $SAPAI | SAP SE | 3,081 | $527.5K | 0% | Reduced by 19% |
| $MCHPAI | Microchip Technology | 7,909 | $511.0K | 0% | Reduced by 9% |
| $ONAI | ON Semiconductor | 7,299 | $451.9K | 0% | Reduced by 5% |
| $MDBAI | MongoDB Inc. | 1,541 | $377.1K | 0% | Increased by 111% |
| $ARMAI | ARM Holdings plc | 1,784 | $269.8K | 0% | Reduced by 23% |
| $RIVNAI | Rivian Automotive | 14,603 | $219.8K | 0% | Reduced by 28% |
| $SOUNAI | SoundHound AI | 12,582 | $86.4K | 0% | Reduced by 14% |