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
UNMUNUM GROUP
$285K
FLEXFLEX LTD
$285K
HIIHUNTINGTON INGALLS INDS INC
$284K
KAPRINNOVATOR ETFS TRUST
$284K
SPGSIMON PPTY GROUP INC NEW
$284K
PRPERMIAN RESOURCES CORP
$283K
TPCTUTOR PERINI CORP
$283K
KJANINNOVATOR ETFS TRUST
$283K
PINSPINTEREST INC
$283K
K6BKBR INC
$282K
CHICALAMOS CONV OPPORTUNITIES &
$281K
FMCFMC CORP
$281K
PIEINVESCO EXCH TRADED FD TR II
$281K
IPINTERNATIONAL PAPER CO
$281K
SANMSANMINA CORPORATION
$281K
OLOGBXOLO INC
$280K
FIZZNATIONAL BEVERAGE CORP
$279K
AUANGLOGOLD ASHANTI PLC
$279K
MTXMINERALS TECHNOLOGIES INC
$278K
EPRTESSENTIAL PPTYS RLTY TR INC
$278K
MKSIMKS INSTRS INC
$278K
REZIRESIDEO TECHNOLOGIES INC
$277K
ETSYETSY INC
$277K
CIBRFIRST TR EXCHANGE TRADED FD
$277K
CRSCARPENTER TECHNOLOGY CORP
$274K
SBCSABRA HEALTH CARE REIT INC
$273K
CINFCINCINNATI FINL CORP
$272K
LYFTLYFT INC
$272K
EQIXEQUINIX INC
$272K
GLGLOBE LIFE INC
$271K
ADUSADDUS HOMECARE CORP
$270K
SKYYFIRST TR EXCHANGE TRADED FD
$270K
ALNYALNYLAM PHARMACEUTICALS INC
$269K
EGPEASTGROUP PPTYS INC
$269K
MGRCMCGRATH RENTCORP
$269K
SIGISELECTIVE INS GROUP INC
$269K
BLDTOPBUILD CORP
$269K
FRSHFRESHWORKS INC
$268K
EXPDEXPEDITORS INTL WASH INC
$267K
AXONAXON ENTERPRISE INC
$267K
XMESPDR SER TR
$267K
QRVOQORVO INC
$267K
BLKBBLACKBAUD INC
$267K
SNYSANOFI
$265K
MMSMAXIMUS INC
$265K
ITBISHARES TR
$265K
KRGKITE RLTY GROUP TR
$265K
DBDDIEBOLD NIXDORF INC
$264K
AXTAAXALTA COATING SYS LTD
$264K
ALRMALARM COM HLDGS INC
$264K
KDPKEURIG DR PEPPER INC
$263K
VNTVONTIER CORPORATION
$263K
PHMPULTE GROUP INC
$263K
VOXVANGUARD WORLD FD
$263K
RAMPLIVERAMP HLDGS INC
$263K
PDPAGERDUTY INC
$262K
AIVIWISDOMTREE TR
$261K
WLYWILEY JOHN & SONS INC
$261K
HYGISHARES TR
$261K
LEGLEGGETT & PLATT INC
$261K
VRTVERTIV HOLDINGS CO
$260K
TDYTELEDYNE TECHNOLOGIES INC
$260K
APY1EURCHAMPIONX CORPORATION
$259K
KWRQUAKER HOUGHTON
$259K
AALAMERICAN AIRLS GROUP INC
$259K
CCLCARNIVAL CORP
$259K
HAFCHANMI FINL CORP
$258K
MBCMASTERBRAND INC
$258K
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
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