EP Wealth Advisors, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$15.2B
Holdings
1,421
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,421 positions)
| Stock | Value |
|---|---|
GLGLOBE LIFE INC | $380K |
ELSEQUITY LIFESTYLE PPTYS INC | $379K |
RMTROYCE MICRO-CAP TR INC | $379K |
ACWVISHARES INC | $378K |
PHMPULTE GROUP INC | $378K |
CUBECubeSmart | $378K |
IXJISHARES TR | $378K |
MPWRMONOLITHIC PWR SYS INC | $378K |
KRYSKRYSTAL BIOTECH INC | $375K |
VTHRVANGUARD SCOTTSDALE FDS | $374K |
BIPBROOKFIELD INFRAST PARTNERS | $370K |
FISFIDELITY NATL INFORMATION SV | $370K |
FANGDiamondback Energy Inc | $370K |
QQQINVESCO EXCH TRD SLF IDX FD | $369K |
LZLEGALZOOM COM INC | $368K |
PFMINVESCO EXCHANGE TRADED FD T | $368K |
FCFranklin Covey Co | $367K |
KBHKB Home | $366K |
REZIResideo Technologies Inc | $364K |
ROBOEXCHANGE TRADED CONCEPTS TRU | $363K |
OLOGBXOLO INC | $363K |
MKSIMKS INC. | $360K |
RRXREGAL REXNORD CORPORATION | $358K |
VOYAVoya Financial Inc | $358K |
TERTERADYNE INC | $357K |
VICIVICI PPTYS INC | $356K |
OGEOGE ENERGY CORP | $354K |
CPCANADIAN PACIFIC KANSAS CITY | $354K |
ADTADT INC DEL | $353K |
QRVOQorvo Inc | $352K |
LPLALPL FINL HLDGS INC | $351K |
AAALCOA CORP | $350K |
CSQCALAMOS STRATEGIC TOTAL RETU | $349K |
THFFFIRST FINANCIAL CORPORATION | $349K |
ADCAGREE RLTY CORP | $348K |
AFGAMERICAN FINL GROUP INC OHIO | $347K |
CFLTCONFLUENT INC | $346K |
HYMBSPDR SERIES TRUST | $346K |
DOWDOW INC | $345K |
WBDWARNER BROS DISCOVERY INC | $344K |
EPREPR PPTYS | $343K |
SMTCSemtech Corp | $342K |
GVAGRANITE CONSTR INC | $341K |
PINSPINTEREST INC | $340K |
FT2FIRST HORIZON CORPORATION | $340K |
WAFDWAFD INC | $339K |
ORIOLD REP INTL CORP | $339K |
YELPYELP INC | $339K |
AEEAmeren Corp | $337K |
LNTALLIANT ENERGY CORP | $336K |
RPRXROYALTY PHARMA PLC | $336K |
APPFAPPFOLIO INC | $336K |
CLOBVANECK ETF TRUST | $336K |
CRCCANADIAN NAT RES LTD | $335K |
CTVHELIX ENERGY SOLUTIONS GRP I | $335K |
DBDDIEBOLD NIXDORF INC | $335K |
DRIDarden Restaurants Inc | $334K |
IBNICICI BANK LIMITED | $334K |
HBANHuntington Bancshares Inc | $333K |
CSLCARLISLE COS INC | $333K |
XMMOINVESCO EXCHANGE TRADED FD T | $333K |
ECVTEcovyst Inc | $332K |
LYFTLyft Inc | $332K |
SPGSIMON PPTY GROUP INC NEW | $330K |
CSGSCSG SYS INTL INC | $330K |
VLTOVERALTO CORP | $329K |
ABNBAirbnb Inc | $329K |
SOLVSOLVENTUM CORP | $328K |
RELXRELX PLC | $327K |
HTDCorcept Therapeutics Inc | $326K |
ESSESSEX PPTY TR INC | $325K |
CNCCENTENE CORP DEL | $324K |
EGPEASTGROUP PPTYS INC | $324K |
MDPEDIATRIX MEDICAL GROUP INC | $324K |
PIEINVESCO EXCH TRADED FD TR II | $323K |
BLDTOPBUILD CORP | $323K |
XARSPDR SERIES TRUST | $323K |
AEMAGNICO EAGLE MINES LTD | $323K |
SKYYFIRST TR EXCHANGE TRADED FD | $323K |
SNASNAP ON INC | $322K |
NHINATIONAL HEALTH INVS INC | $321K |
TDYTeledyne Technologies Inc | $318K |
NORWGLOBAL X FDS | $318K |
TENBTenable Hldgs Inc | $318K |
RIORIO TINTO PLC | $317K |
DISVDIMENSIONAL ETF TRUST | $316K |
BKRBAKER HUGHES COMPANY | $316K |
ILCGISHARES TR | $316K |
WTRGESSENTIAL UTILS INC | $315K |
VNTVONTIER CORPORATION | $314K |
ARKQARK ETF TR | $313K |
EXPDEXPEDITORS INTL WASH INC | $313K |
HUMHumana Inc | $312K |
UNMUnum Group | $312K |
ADUSAddus HomeCare Corp | $312K |
LEGLEGGETT & PLATT INC | $311K |
CCKCROWN HLDGS INC | $311K |
FIXCOMFORT SYS USA INC | $311K |
MATMattel Inc | $310K |
AXTAAXALTA COATING SYS LTD | $309K |