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 |
|---|---|
CFCF INDS HLDGS INC | $613K |
CRBGCOREBRIDGE FINL INC | $609K |
HOLXHOLOGIC INC | $607K |
EXREXTRA SPACE STORAGE INC | $603K |
GMGENERAL MTRS CO | $603K |
VGSHVANGUARD SCOTTSDALE FDS | $603K |
OMCOMNICOM GROUP INC | $603K |
EMXCISHARES INC | $602K |
MDYGSPDR SER TR | $602K |
MLPXGLOBAL X FDS | $602K |
LHXL3HARRIS TECHNOLOGIES INC | $600K |
BIIBBIOGEN INC | $600K |
WPCWP CAREY INC | $600K |
TDTORONTO DOMINION BK ONT | $592K |
ORIOLD REP INTL CORP | $589K |
STIPISHARES TR | $583K |
EWDISHARES INC | $583K |
HPEHEWLETT PACKARD ENTERPRISE C | $579K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $576K |
MCOMOODYS CORP | $576K |
FFORD MTR CO | $576K |
MLMMARTIN MARIETTA MATLS INC | $575K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $575K |
MTUMISHARES TR | $574K |
IGMISHARES TR | $573K |
NUENUCOR CORP | $573K |
CBOECBOE GLOBAL MKTS INC | $573K |
UGIUGI CORP NEW | $570K |
AIGAMERICAN INTL GROUP INC | $570K |
DRLLEA SERIES TRUST | $567K |
CRUSCIRRUS LOGIC INC | $562K |
NRANRG ENERGY INC | $562K |
OIIOCEANEERING INTL INC | $561K |
TEAMATLASSIAN CORPORATION | $561K |
FEFIRSTENERGY CORP | $560K |
HSYHERSHEY CO | $559K |
BKBANK NEW YORK MELLON CORP | $559K |
NNNNNN REIT INC | $558K |
TTCTORO CO | $556K |
LF2PACIFIC PREMIER BANCORP | $552K |
LENLENNAR CORP | $549K |
MUNIPIMCO ETF TR | $548K |
TLTISHARES TR | $545K |
SUSAISHARES TR | $545K |
IDUISHARES TR | $543K |
XYZBLOCK INC | $541K |
MAAMID-AMER APT CMNTYS INC | $540K |
LYBLYONDELLBASELL INDUSTRIES N | $537K |
COFCAPITAL ONE FINL CORP | $536K |
HALOHALOZYME THERAPEUTICS INC | $534K |
IYHISHARES TR | $532K |
ESGVVANGUARD WORLD FD | $531K |
EVRGEVERGY INC | $531K |
COWZPACER FDS TR | $530K |
TYLTYLER TECHNOLOGIES INC | $528K |
PORPORTLAND GEN ELEC CO | $525K |
VEEVVEEVA SYS INC | $525K |
NUSNU SKIN ENTERPRISES INC | $524K |
AGQPROSHARES TR | $523K |
QQQINVESCO EXCH TRD SLF IDX FD | $521K |
WF2WINTRUST FINL CORP | $520K |
CPRTCOPART INC | $515K |
RMERESMED INC | $515K |
AMCRAMCOR PLC | $515K |
COSCNO FINL GROUP INC | $514K |
CMECME GROUP INC | $513K |
SRSPIRE INC | $512K |
SPXLDIREXION SHS ETF TR | $512K |
PRFZINVESCO EXCHANGE TRADED FD T | $510K |
PDIPIMCO DYNAMIC INCOME FD | $510K |
CSQCALAMOS STRATEGIC TOTAL RETU | $510K |
FRFIRST INDL RLTY TR INC | $508K |
TTENTOTALENERGIES SE | $505K |
DGRWWISDOMTREE TR | $503K |
GGENPACT LIMITED | $502K |
DOWDOW INC | $502K |
SUNSUNOCO LP/SUNOCO FIN CORP | $499K |
MCXMCCORMICK & CO INC | $497K |
DOXAMDOCS LTD | $497K |
EEMVISHARES INC | $493K |
DECKDECKERS OUTDOOR CORP | $492K |
NINISOURCE INC | $488K |
WASHWASHINGTON TR BANCORP INC | $487K |
JWNUSDNORDSTROM INC | $487K |
IOOISHARES TR | $486K |
HEFAISHARES TR | $485K |
HSTHOST HOTELS & RESORTS INC | $484K |
DGDOLLAR GEN CORP NEW | $480K |
ICUIICU MED INC | $479K |
BPBP PLC | $476K |
TGNATEGNA INC | $476K |
HQYHEALTHEQUITY INC | $475K |
BNDXVANGUARD CHARLOTTE FDS | $475K |
IYCISHARES TR | $474K |
IRINGERSOLL RAND INC | $474K |
KRYSKRYSTAL BIOTECH INC | $473K |
TDIVFIRST TR EXCHANGE TRADED FD | $472K |
LQDISHARES TR | $471K |
SNAPSNAP INC | $470K |
HALHALLIBURTON CO | $470K |