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 |
|---|---|
PKGPACKAGING CORP AMER | $309K |
YDECFIRST TR EXCHNG TRADED FD VI | $309K |
XMESPDR SERIES TRUST | $307K |
HMNHORACE MANN EDUCATORS CORP N | $307K |
PIIMPINJ INC | $306K |
NACNUVEEN CA QUALTY MUN INCOME | $306K |
PRGOPERRIGO CO PLC | $306K |
MTSIMACOM TECH SOLUTIONS HLDGS I | $303K |
CLHClean Harbors Inc | $303K |
RJFRAYMOND JAMES FINL INC | $302K |
GTLSCHART INDS INC | $302K |
EFSCENTERPRISE FINL SVCS CORP | $302K |
VRSNVerisign Inc | $302K |
SPSCSPS COMM INC | $302K |
HBC2HSBC HLDGS PLC | $302K |
PLOWDOUGLAS DYNAMICS INC | $301K |
INGING GROEP N.V. | $301K |
WLYWILEY JOHN & SONS INC | $301K |
KELKELLANOVA | $301K |
HLMNHILLMAN SOLUTIONS CORP | $301K |
CHICALAMOS CONV OPPORTUNITIES & | $300K |
FIZZNational Beverage Corp | $298K |
NUSCNUSHARES ETF TR | $298K |
WATWaters Corp | $297K |
SBCSABRA HEALTH CARE REIT INC | $296K |
SYBTSTOCK YDS BANCORP INC | $296K |
FCALFIRST TR EXCH TRADED FD III | $296K |
MLIMUELLER INDS INC | $295K |
MIDDMIDDLEBY CORP | $295K |
DLTRDOLLAR TREE INC | $294K |
IBMOISHARES TR | $294K |
UALUNITED AIRLS HLDGS INC | $294K |
WHDCactus Inc | $293K |
LNGCheniere Energy Inc | $292K |
EPRTESSENTIAL PPTYS RLTY TR INC | $292K |
CRBNISHARES TR | $291K |
GSKGSK PLC | $290K |
KTBKontoor Brands Inc | $290K |
CRLCHARLES RIV LABS INTL INC | $289K |
ATKRATKORE INC | $289K |
CDECOEUR MNG INC | $288K |
NVEEUSDNv5 Global Inc | $287K |
KNGFIRST TR EXCHANGE-TRADED FD | $287K |
AIVIWISDOMTREE TR | $287K |
VTIPVANGUARD MALVERN FDS | $287K |
AMBPARDAGH METAL PACKAGING S A | $287K |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $286K |
ATOAtmos Energy Corp | $285K |
KAPRINNOVATOR ETFS TRUST | $285K |
SYFSynchrony Financial | $285K |
COURCOURSERA INC | $285K |
PRPERMIAN RESOURCES CORP | $283K |
BSMQINVESCO EXCH TRD SLF IDX FD | $283K |
FRSHFRESHWORKS INC | $282K |
MTDMETTLER TOLEDO INTERNATIONAL | $282K |
CVGWCalavo Growers Inc | $282K |
GDIVHARBOR ETF TRUST | $280K |
HDBHDFC BANK LTD | $280K |
DECKDECKERS OUTDOOR CORP | $280K |
HAFCHANMI FINL CORP | $279K |
LMBSFIRST TR EXCHANGE-TRADED FD | $279K |
GLDMWORLD GOLD TR | $278K |
ALBAlbemarle Corp | $278K |
WKCWORLD KINECT CORPORATION | $278K |
FNDCSCHWAB STRATEGIC TR | $278K |
LVLNSPDR SERIES TRUST | $278K |
ETSYETSY INC | $278K |
PMTPENNYMAC MTG INVT TR | $277K |
BCSBARCLAYS PLC | $277K |
CHKPCHECK POINT SOFTWARE TECH LT | $276K |
KJANINNOVATOR ETFS TRUST | $276K |
AALAMERICAN AIRLS GROUP INC | $275K |
FHIFEDERATED HERMES INC | $275K |
BRXBRIXMOR PPTY GROUP INC | $274K |
LIESUN LIFE FINANCIAL INC. | $274K |
NWNNORTHWEST NAT HLDG CO | $274K |
LEVILEVI STRAUSS & CO NEW | $273K |
BNBROOKFIELD CORP | $273K |
ALRMALARM COM HLDGS INC | $272K |
DKNGDRAFTKINGS INC NEW | $272K |
SIVRABRDN SILVER ETF TRUST | $272K |
BHPBHP GROUP LTD | $271K |
AYIACUITY INC | $270K |
CYBRCYBERARK SOFTWARE LTD | $269K |
JXNJackson Financial Inc | $269K |
CBSHCOMMERCE BANCSHARES INC | $267K |
MATXMatson Inc | $267K |
LGLVSPDR SERIES TRUST | $266K |
FMCFMC CORP | $266K |
IMFLINVESCO EXCH TRD SLF IDX FD | $265K |
VMIVALMONT INDS INC | $265K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $265K |
AOSSMITH A O CORP | $264K |
ASHAshland Inc | $264K |
ADMARCHER DANIELS MIDLAND CO | $264K |
CPBTHE CAMPBELLS COMPANY | $263K |
FIVEFIVE BELOW INC | $263K |
KRGKITE RLTY GROUP TR | $262K |
CDPCOPT Defense Properties | $262K |
CPRXCatalyst Pharmaceuticals Inc | $262K |