EP Wealth Advisors, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$12.5B

Holdings

1,282

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,282 positions)

StockValue
JXNJACKSON FINANCIAL INC
$257K
CVGWCALAVO GROWERS INC
$257K
EPREPR PPTYS
$257K
FHIFEDERATED HERMES INC
$256K
AYIACUITY INC
$255K
STAGSTAG INDL INC
$255K
SCISERVICE CORP INTL
$255K
ATKRATKORE INC
$255K
FBNDFIDELITY MERRIMACK STR TR
$254K
HYDVANECK ETF TRUST
$253K
HRBBLOCK H & R INC
$253K
CDPCOPT DEFENSE PROPERTIES
$253K
VLTOVERALTO CORP
$252K
CYBRCYBERARK SOFTWARE LTD
$251K
AGNCAGNC INVT CORP
$251K
FDPFRESH DEL MONTE PRODUCE INC
$250K
LGLVSPDR SER TR
$248K
DKNGDRAFTKINGS INC NEW
$248K
CBSHCOMMERCE BANCSHARES INC
$247K
USRTISHARES TR
$247K
NVEEUSDNV5 GLOBAL INC
$246K
BUSEFIRST BUSEY CORP
$246K
ECVTECOVYST INC
$246K
VRSNVERISIGN INC
$245K
OMCLOMNICELL COM
$245K
RINGISHARES INC
$245K
PRGOPERRIGO CO PLC
$243K
VCTRVICTORY CAP HLDGS INC
$243K
IMFLINVESCO EXCH TRD SLF IDX FD
$243K
WSMWILLIAMS SONOMA INC
$243K
RPRXROYALTY PHARMA PLC
$242K
NECBNORTHEAST CMNTY BANCORP INC
$242K
HYGVFLEXSHARES TR
$241K
PLOWDOUGLAS DYNAMICS INC
$241K
ALITALIGHT INC
$241K
CXTCRANE NXT CO
$241K
NWLNEWELL BRANDS INC
$240K
ADMARCHER DANIELS MIDLAND CO
$240K
VBTXVERITEX HLDGS INC
$239K
AMWDAMERICAN WOODMARK CORPORATIO
$239K
HLNHALEON PLC
$238K
PFFISHARES TR
$238K
BERYEURBERRY GLOBAL GROUP INC
$237K
NETCLOUDFLARE INC
$237K
VCRBVANGUARD MALVERN FDS
$236K
HLHECLA MNG CO
$236K
EMLCVANECK ETF TRUST
$236K
SCHHSCHWAB STRATEGIC TR
$236K
PGNYPROGYNY INC
$236K
CLHCLEAN HARBORS INC
$235K
IYMISHARES TR
$234K
IBNICICI BANK LIMITED
$234K
AFGAMERICAN FINL GROUP INC OHIO
$234K
IYRISHARES TR
$233K
EDENISHARES TR
$233K
OCFCOCEANFIRST FINL CORP
$233K
SABRSABRE CORP
$232K
CHTRCHARTER COMMUNICATIONS INC N
$232K
PSLV/USPROTT PHYSICAL SILVER TR
$231K
RELXRELX PLC
$230K
HVTHAVERTY FURNITURE COS INC
$230K
LEVILEVI STRAUSS & CO NEW
$230K
FTITECHNIPFMC PLC
$230K
ENSENERSYS
$229K
GTLSCHART INDS INC
$228K
AOAISHARES TR
$228K
BALLBALL CORP
$228K
HLIOHELIOS TECHNOLOGIES INC
$227K
XARSPDR SER TR
$227K
TNKTEEKAY TANKERS LTD
$227K
JAMFJAMF HLDG CORP
$226K
SPMDSPDR SER TR
$226K
RSRELIANCE INC
$226K
JOBYJOBY AVIATION INC
$225K
YUMCYUM CHINA HLDGS INC
$225K
ENQENTEGRIS INC
$224K
CA8ACACI INTL INC
$224K
ILCGISHARES TR
$224K
MBWMMERCANTILE BK CORP
$224K
AOSSMITH A O CORP
$224K
INTFISHARES TR
$224K
IASINTEGRAL AD SCIENCE HLDNG CO
$223K
HLITHARMONIC INC
$223K
EFXEQUIFAX INC
$223K
CUBICUSTOMERS BANCORP INC
$222K
UDMYUDEMY INC
$222K
HBANHUNTINGTON BANCSHARES INC
$222K
IEURISHARES TR
$222K
COURCOURSERA INC
$221K
SPGPINVESCO EXCHANGE TRADED FD T
$221K
SCHRSCHWAB STRATEGIC TR
$220K
CCKCROWN HLDGS INC
$218K
XSMOINVESCO EXCHANGE TRADED FD T
$218K
SPXTPROSHARES TR
$217K
CACCCREDIT ACCEP CORP MICH
$217K
IBEXIBEX LTD
$217K
VVXV2X INC
$217K
JCPBJ P MORGAN EXCHANGE TRADED F
$217K
HBNCHORIZON BANCORP INC
$216K
PXHINVESCO EXCH TRADED FD TR II
$215K
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