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)
| Stock | Value |
|---|---|
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 |
SPYSPDR S&P 500 ETF TR | $227K |
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 |
HUBGHUB GROUP INC | $215K |
TPGTPG INC | $214K |
IDIINTERDIGITAL INC | $214K |
CNOBCONNECTONE BANCORP INC | $213K |
STESTERIS PLC | $213K |
ACELACCEL ENTERTAINMENT INC | $213K |
AVNSAVANOS MED INC | $212K |
FISFIDELITY NATL INFORMATION SV | $211K |
KIMKIMCO RLTY CORP | $211K |
RJFRAYMOND JAMES FINL INC | $209K |
UTFCOHEN & STEERS INFRASTRUCTUR | $209K |
RELYREMITLY GLOBAL INC | $208K |
PIIMPINJ INC | $207K |
XCHYXCALAMOS CONV & HIGH INCOME F | $207K |
LNTALLIANT ENERGY CORP | $207K |
BYDBOYD GAMING CORP | $206K |
WEXWEX INC | $206K |
GNTXGENTEX CORP | $205K |
37MMRC GLOBAL INC | $205K |
DYNFBLACKROCK ETF TRUST | $205K |
UCTTULTRA CLEAN HLDGS INC | $205K |
AMBPARDAGH METAL PACKAGING S A | $205K |
CDECOEUR MNG INC | $204K |
XFRAXBLACKROCK FLOATING RATE INCO | $204K |
MGCVANGUARD WORLD FD | $204K |
ZBHZIMMER BIOMET HOLDINGS INC | $204K |
GRCGORMAN RUPP CO | $203K |
BNLBROADSTONE NET LEASE INC | $203K |
MURMURPHY OIL CORP | $202K |
PDNINVESCO EXCH TRADED FD TR II | $202K |
CGWINVESCO EXCH TRADED FD TR II | $202K |