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
BSMQINVESCO EXCH TRD SLF IDX FD
$386.5M
DGXQUEST DIAGNOSTICS INC
$386.2M
ELSEQUITY LIFESTYLE PPTYS INC
$384.6M
PEGPUBLIC SVC ENTERPRISE GRP IN
$382.8M
IEFISHARES TR
$380.1M
FUODOLBY LABORATORIES INC
$379.5M
HWMHOWMET AEROSPACE INC
$379.2M
PNRPENTAIR PLC
$378.2M
VSGXVANGUARD WORLD FD
$378.1M
WSOWATSCO INC
$377.4M
YELPYELP INC
$376.8M
SPOTSPOTIFY TECHNOLOGY S A
$376.6M
SHVISHARES TR
$376.4M
PAYCPAYCOM SOFTWARE INC
$376.0M
OCOWENS CORNING NEW
$375.6M
SYU1SYNOVUS FINL CORP
$375.1M
MFCMANULIFE FINL CORP
$374.6M
CRCRANE COMPANY
$374.5M
OGEOGE ENERGY CORP
$374.3M
LHLABCORP HOLDINGS INC
$373.9M
TRUPTRUPANION INC
$373.4M
HWCHANCOCK WHITNEY CORPORATION
$370.9M
VONEVANGUARD SCOTTSDALE FDS
$368.1M
IWYISHARES TR
$367.2M
HLMNHILLMAN SOLUTIONS CORP
$366.3M
EHCENCOMPASS HEALTH CORP
$365.2M
BWABORGWARNER INC
$364.3M
TERTERADYNE INC
$363.7M
RGLDROYAL GOLD INC
$363.2M
SNASNAP ON INC
$362.6M
HYMBSPDR SER TR
$362.3M
GLDMWORLD GOLD TR
$356.9M
PAGPENSKE AUTOMOTIVE GRP INC
$356.8M
ACWVISHARES INC
$355.7M
UVEUNIVERSAL INS HLDGS INC
$355.5M
ATOATMOS ENERGY CORP
$354.4M
GNRCGENERAC HLDGS INC
$352.3M
APTVAPTIV PLC
$351.6M
MKLMARKEL GROUP INC
$351.5M
TEVATEVA PHARMACEUTICAL INDS LTD
$350.5M
CCOCAMECO CORP
$350.1M
RMTROYCE MICRO-CAP TR INC
$349.5M
SEVNSEVEN HILLS REALTY TRUST
$348.9M
ADTADT INC DEL
$348.2M
SOLVSOLVENTUM CORP
$347.7M
ITTITT INC
$347.2M
WAFDWAFD INC
$346.3M
LZLEGALZOOM COM INC
$346.2M
PECOPHILLIPS EDISON & CO INC
$345.9M
PRGSPROGRESS SOFTWARE CORP
$345.7M
DJPBARCLAYS BANK PLC
$344.6M
CPBTHE CAMPBELLS COMPANY
$341.1M
NHINATIONAL HEALTH INVS INC
$340.6M
NEARISHARES U S ETF TR
$340.0M
NMIHNMI HLDGS INC
$339.9M
PPLPPL CORP
$339.1M
FT2FIRST HORIZON CORPORATION
$337.8M
FNVFRANCO NEV CORP
$336.1M
ITGARTNER INC
$335.6M
IXNISHARES TR
$335.3M
TELTE CONNECTIVITY PLC
$334.8M
PPGPPG INDS INC
$333.4M
ABNBAIRBNB INC
$332.3M
EFSCENTERPRISE FINL SVCS CORP
$332.2M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$332.2M
CHKPCHECK POINT SOFTWARE TECH LT
$331.7M
VICIVICI PPTYS INC
$330.3M
LQDHISHARES U S ETF TR
$328.4M
LPLALPL FINL HLDGS INC
$328.4M
DFAUDIMENSIONAL ETF TRUST
$328.4M
IQDFFLEXSHARES TR
$328.3M
WTRGESSENTIAL UTILS INC
$328.2M
RYROYAL BK CDA
$327.3M
AKXANSYS INC
$326.8M
THCTENET HEALTHCARE CORP
$326.7M
CFLTCONFLUENT INC
$325.9M
IUSBISHARES TR
$325.7M
NXSTNEXSTAR MEDIA GROUP INC
$324.7M
STSENSATA TECHNOLOGIES HLDG PL
$323.4M
DUHPDIMENSIONAL ETF TRUST
$323.3M
SRPTSAREPTA THERAPEUTICS INC
$321.8M
TENBTENABLE HLDGS INC
$321.7M
THFFFIRST FINANCIAL CORPORATION
$320.9M
VTIPVANGUARD MALVERN FDS
$320.6M
HMNHORACE MANN EDUCATORS CORP N
$320.3M
APPFAPPFOLIO INC
$319.7M
AVSEAMERICAN CENTY ETF TR
$319.6M
WSBCWESBANCO INC
$318.9M
VOYAVOYA FINANCIAL INC
$317.7M
NORWGLOBAL X FDS
$317.1M
CSGSCSG SYS INTL INC
$316.7M
UALUNITED AIRLS HLDGS INC
$316.3M
GVAGRANITE CONSTR INC
$315.8M
ARCCARES CAPITAL CORP
$315.5M
IEIISHARES TR
$314.7M
CIVICIVITAS RESOURCES INC
$312.4M
QYLDGLOBAL X FDS
$312.2M
DRIDARDEN RESTAURANTS INC
$311.6M
MDPEDIATRIX MEDICAL GROUP INC
$310.1M
ADCAGREE RLTY CORP
$309.3M
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