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 |
|---|---|
RSPTINVESCO EXCHANGE TRADED FD T | $470K |
BMRNBIOMARIN PHARMACEUTICAL INC | $469K |
SOXLDIREXION SHS ETF TR | $469K |
ANDEANDERSONS INC | $466K |
PHYS/USPROTT PHYSICAL GOLD TR | $465K |
TSNTYSON FOODS INC | $465K |
FCXFREEPORT-MCMORAN INC | $463K |
BTCGRAYSCALE BITCOIN MINI TR ET | $458K |
CRCCANADIAN NAT RES LTD | $456K |
SLYGSPDR SER TR | $452K |
WBSWEBSTER FINL CORP | $452K |
HESHESS CORP | $451K |
KBHKB HOME | $450K |
KIESPDR SER TR | $446K |
UMBFUMB FINL CORP | $445K |
FCFRANKLIN COVEY CO | $444K |
ABCBAMERIS BANCORP | $443K |
EEFTEURONET WORLDWIDE INC | $443K |
CTVHELIX ENERGY SOLUTIONS GRP I | $440K |
AMGAFFILIATED MANAGERS GROUP IN | $440K |
MTBM & T BK CORP | $438K |
XTISHARES TR | $436K |
SJMSMUCKER J M CO | $435K |
EUSAISHARES INC | $434K |
LNCLINCOLN NATL CORP IND | $434K |
RWJINVESCO EXCH TRADED FD TR II | $434K |
COLBCOLUMBIA BKG SYS INC | $432K |
CBRECBRE GROUP INC | $431K |
BKHBLACK HILLS CORP | $428K |
FRELFIDELITY COVINGTON TRUST | $427K |
RCLROYAL CARIBBEAN GROUP | $426K |
ICFISHARES TR | $423K |
ESNTESSENT GROUP LTD | $422K |
HTOSJW GROUP | $421K |
TMTOYOTA MOTOR CORP | $421K |
XBISPDR SER TR | $421K |
SMMDISHARES TR | $418K |
ROCKGIBRALTAR INDS INC | $418K |
PSNPARSONS CORP DEL | $417K |
PEOEXELON CORP | $416K |
BITBBITWISE BITCOIN ETF TR | $416K |
PFMINVESCO EXCHANGE TRADED FD T | $415K |
GGGGRACO INC | $415K |
DESWISDOMTREE TR | $414K |
IXJISHARES TR | $412K |
FLOTISHARES TR | $411K |
JJACOBS SOLUTIONS INC | $410K |
JAZZJAZZ PHARMACEUTICALS PLC | $410K |
PQ3PROVIDENT FINL SVCS INC | $410K |
FNBF N B CORP | $410K |
RAAETF OPPORTUNITIES TRUST | $407K |
NBIXNEUROCRINE BIOSCIENCES INC | $405K |
FANGDIAMONDBACK ENERGY INC | $404K |
VTHRVANGUARD SCOTTSDALE FDS | $401K |
VOOGVANGUARD ADMIRAL FDS INC | $400K |
ESSESSEX PPTY TR INC | $400K |
IBDUISHARES TR | $400K |
ALSNALLISON TRANSMISSION HLDGS I | $399K |
JBNDJ P MORGAN EXCHANGE TRADED F | $397K |
INCYINCYTE CORP | $395K |
OZKBANK OZK LITTLE ROCK ARK | $395K |
BGCBGC GROUP INC | $392K |
DTEDTE ENERGY CO | $391K |
BKRBAKER HUGHES COMPANY | $390K |
INDBINDEPENDENT BK CORP MASS | $389K |
CUBECUBESMART | $389K |
ASHASHLAND INC | $387K |
GWXSPDR INDEX SHS FDS | $387K |
BSMQINVESCO EXCH TRD SLF IDX FD | $387K |
DGXQUEST DIAGNOSTICS INC | $386K |
ELSEQUITY LIFESTYLE PPTYS INC | $385K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $383K |
IEFISHARES TR | $380K |
FUODOLBY LABORATORIES INC | $379K |
HWMHOWMET AEROSPACE INC | $379K |
PNRPENTAIR PLC | $378K |
VSGXVANGUARD WORLD FD | $378K |
WSOWATSCO INC | $377K |
YELPYELP INC | $377K |
SPOTSPOTIFY TECHNOLOGY S A | $377K |
SHVISHARES TR | $376K |
PAYCPAYCOM SOFTWARE INC | $376K |
OCOWENS CORNING NEW | $376K |
SYU1SYNOVUS FINL CORP | $375K |
MFCMANULIFE FINL CORP | $375K |
CRCRANE COMPANY | $375K |
OGEOGE ENERGY CORP | $374K |
LHLABCORP HOLDINGS INC | $374K |
TRUPTRUPANION INC | $373K |
HWCHANCOCK WHITNEY CORPORATION | $371K |
VONEVANGUARD SCOTTSDALE FDS | $368K |
IWYISHARES TR | $367K |
HLMNHILLMAN SOLUTIONS CORP | $366K |
EHCENCOMPASS HEALTH CORP | $365K |
BWABORGWARNER INC | $364K |
TERTERADYNE INC | $364K |
RGLDROYAL GOLD INC | $363K |
SNASNAP ON INC | $363K |
HYMBSPDR SER TR | $362K |
GLDMWORLD GOLD TR | $357K |