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 |
|---|---|
PSIINVESCO EXCHANGE TRADED FD T | $471K |
GMGENERAL MTRS CO | $471K |
COSCNO FINL GROUP INC | $470K |
THROBLACKROCK ETF TRUST | $469K |
CRCRANE COMPANY | $469K |
PHYS/USPROTT PHYSICAL GOLD TR | $465K |
ALSNALLISON TRANSMISSION HLDGS I | $461K |
APAAPA CORPORATION | $461K |
FFIVF5 INC | $461K |
AMCRAMCOR PLC | $460K |
NETCloudflare Inc | $458K |
OMCOMNICOM GROUP INC | $457K |
XETYXEATON VANCE TAX-MANAGED DIVE | $456K |
DFAUDIMENSIONAL ETF TRUST | $456K |
PRFZINVESCO EXCHANGE TRADED FD T | $455K |
MKLMARKEL GROUP INC | $455K |
STSENSATA TECHNOLOGIES HLDG PL | $455K |
BAXBAXTER INTL INC | $454K |
EQWLINVESCO EXCHANGE TRADED FD T | $454K |
NXSTNEXSTAR MEDIA GROUP INC | $453K |
TELTE CONNECTIVITY PLC | $453K |
EHCENCOMPASS HEALTH CORP | $453K |
HESHESS CORP | $453K |
CWCURTISS WRIGHT CORP | $448K |
XBISPDR SERIES TRUST | $446K |
RAAETF OPPORTUNITIES TRUST | $444K |
FUODOLBY LABORATORIES INC | $444K |
LHLABCORP HOLDINGS INC | $444K |
WASHWASHINGTON TR BANCORP INC | $443K |
KIESPDR SERIES TRUST | $443K |
DOXAmdocs Ltd | $441K |
LYBLYONDELLBASELL INDUSTRIES N | $440K |
EUSAISHARES INC | $439K |
PQ3PROVIDENT FINL SVCS INC | $438K |
SJMSMUCKER J M CO | $437K |
TGNATegna Inc | $436K |
PECOPHILLIPS EDISON & CO INC | $436K |
VOOVVANGUARD ADMIRAL FDS INC | $434K |
BMRNBIOMARIN PHARMACEUTICAL INC | $434K |
YMARFIRST TR EXCHNG TRADED FD VI | $434K |
IRINGERSOLL RAND INC | $434K |
INCYINCYTE CORP | $432K |
HALOHalozyme Therapeutics Inc | $432K |
SMMDISHARES TR | $431K |
RGLDRoyal Gold Inc | $431K |
PAGPENSKE AUTOMOTIVE GRP INC | $428K |
HWCHANCOCK WHITNEY CORPORATION | $426K |
LNCLINCOLN NATL CORP IND | $425K |
ROCKGIBRALTAR INDS INC | $422K |
THCTenet Healthcare Corp | $421K |
CRSCarpenter Technology Corp | $420K |
PRGSPROGRESS SOFTWARE CORP | $420K |
ITTITT INC | $420K |
VSGXVANGUARD WORLD FD | $420K |
ESNTEssent Group Ltd | $420K |
MLB1Mercadolibre Inc | $418K |
IXNISHARES TR | $416K |
NMIHNMI HLDGS INC | $415K |
XTISHARES TR | $412K |
CTRECaretrust Reit Inc | $411K |
FLOTISHARES TR | $410K |
VRTVertiv Holdings Co | $410K |
BKHBlack Hills Corp | $410K |
NVDLGRANITESHARES ETF TR | $409K |
UVEUNIVERSAL INS HLDGS INC | $409K |
DGXQuest Diagnostics Inc | $409K |
MGRCMcgrath RentCorp | $408K |
FRELFIDELITY COVINGTON TRUST | $407K |
VONEVANGUARD SCOTTSDALE FDS | $407K |
OCOWENS CORNING NEW | $407K |
ICFISHARES TR | $406K |
CCLCARNIVAL CORP | $404K |
JOBYJoby Aviation Inc | $403K |
RYROYAL BK CDA | $402K |
FNBF N B CORP | $402K |
OZKBANK OZK LITTLE ROCK ARK | $401K |
SIGISelective Ins Group Inc | $401K |
GTESGates Indl Corp Plc | $401K |
ADXADAMS DIVERSIFIED EQUITY FD | $401K |
SYU1SYNOVUS FINL CORP | $399K |
NRANRG Energy Inc | $398K |
FNVFRANCO NEV CORP | $398K |
COWZPACER FDS TR | $397K |
WSBCWesbanco Inc | $397K |
HTOH2O AMERICA | $396K |
PAYCPaycom Software Inc | $395K |
IPInternational Paper Co | $393K |
APTVAptiv PLC | $393K |
KDPKeurig Dr Pepper Inc | $393K |
INDBINDEPENDENT BK CORP MASS | $392K |
VOXVANGUARD WORLD FD | $391K |
EEFTEURONET WORLDWIDE INC | $391K |
HACKAMPLIFY ETF TR | $390K |
SLYGSPDR SERIES TRUST | $390K |
EVREVERCORE INC | $389K |
SANMSANMINA CORPORATION | $386K |
GPCGenuine Parts Co | $386K |
RAMPLIVERAMP HLDGS INC | $386K |
PPGPPG INDS INC | $384K |
BWABORGWARNER INC | $384K |