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 |
|---|---|
MMSMAXIMUS INC | $261K |
SABRSABRE CORP | $260K |
UBSUBS GROUP AG | $258K |
IBEXIBEX Ltd | $258K |
SNYSANOFI | $257K |
SMPLSIMPLY GOOD FOODS CO | $257K |
RSRELIANCE INC | $256K |
KBESPDR SERIES TRUST | $256K |
MNSTMONSTER BEVERAGE CORP NEW | $256K |
BLVVANGUARD BD INDEX FDS | $256K |
CINFCINCINNATI FINL CORP | $256K |
CECELANESE CORP DEL | $256K |
BUSEFirst Busey Corp | $255K |
DKSDICKS SPORTING GOODS INC | $255K |
CIVICIVITAS RESOURCES INC | $254K |
CXTCRANE NXT CO | $254K |
IBMRISHARES TR | $253K |
VCTRVICTORY CAP HLDGS INC | $252K |
AOAISHARES TR | $251K |
EMEEMCOR GROUP INC | $251K |
RIVNRIVIAN AUTOMOTIVE INC | $250K |
ACHRARCHER AVIATION INC | $250K |
QCJLFIRST TR EXCHNG TRADED FD VI | $250K |
SHOOMADDEN STEVEN LTD | $249K |
PSLV/USPROTT PHYSICAL SILVER TR | $249K |
AWCAMERICAN WTR WKS CO INC NEW | $248K |
INTFISHARES TR | $248K |
ITGARTNER INC | $248K |
HIIHUNTINGTON INGALLS INDS INC | $248K |
ACELAccel Entertainment Inc | $247K |
37MMRC Global Inc | $247K |
TNKTeekay Tankers Ltd | $246K |
HLHECLA MNG CO | $246K |
USRTISHARES TR | $246K |
HALHalliburton Co | $246K |
VAWVANGUARD WORLD FD | $245K |
ILCVISHARES TR | $245K |
IYJISHARES TR | $245K |
NLRVANECK ETF TRUST | $244K |
XRAYDENTSPLY SIRONA INC | $244K |
TBBKBANCORP INC DEL | $243K |
ITRIItron Inc | $243K |
CUBICustomers Bancorp Inc | $243K |
VBTXVERITEX HLDGS INC | $243K |
SEVNSEVEN HILLS REALTY TRUST | $241K |
EMLCVANECK ETF TRUST | $241K |
PEGAPEGASYSTEMS INC | $241K |
KVUEKENVUE INC | $241K |
SPHYSPDR SERIES TRUST | $240K |
K6BKBR Inc | $240K |
ATROAstronics Corp | $240K |
QJUNFIRST TR EXCHNG TRADED FD VI | $239K |
RDVIFIRST TR EXCHANGE-TRADED FD | $238K |
MBWMMERCANTILE BK CORP | $238K |
GNTXGentex Corp | $237K |
HVTHAVERTY FURNITURE COS INC | $237K |
OCFCOCEANFIRST FINL CORP | $237K |
FTITECHNIPFMC PLC | $237K |
DEODIAGEO PLC | $237K |
FDPFRESH DEL MONTE PRODUCE INC | $237K |
XSMOINVESCO EXCHANGE TRADED FD T | $236K |
NECBNORTHEAST CMNTY BANCORP INC | $234K |
CA8ACACI INTL INC | $234K |
ALNYALNYLAM PHARMACEUTICALS INC | $233K |
MTXMinerals Technologies Inc | $232K |
LQDHISHARES U S ETF TR | $232K |
HLIOHelios Technologies Inc | $231K |
KWRQUAKER HOUGHTON | $231K |
ODFLOLD DOMINION FREIGHT LINE IN | $230K |
COHRCOHERENT CORP | $229K |
BLKBBlackbaud Inc | $228K |
INMDINMODE LTD | $228K |
MGCVANGUARD WORLD FD | $227K |
FHLCFIDELITY COVINGTON TRUST | $227K |
PGNYPROGYNY INC | $227K |
STESTERIS PLC | $227K |
CGWINVESCO EXCH TRADED FD TR II | $227K |
AVSEAMERICAN CENTY ETF TR | $227K |
NDAQNASDAQ INC | $226K |
VMCVULCAN MATLS CO | $226K |
BBNBLACKROCK TAX MUNICPAL BD TR | $226K |
LSTRLANDSTAR SYS INC | $226K |
IASINTEGRAL AD SCIENCE HLDNG CO | $225K |
FELGFIDELITY COVINGTON TRUST | $225K |
PBRPETROLEO BRASILEIRO SA PETRO | $225K |
WEXWEX Inc | $225K |
JETSETF SER SOLUTIONS | $225K |
ALITALIGHT INC | $224K |
MORNMorningstar Inc | $223K |
PDNINVESCO EXCH TRADED FD TR II | $223K |
KIMKIMCO RLTY CORP | $223K |
CWISPDR INDEX SHS FDS | $223K |
BLOKAMPLIFY ETF TR | $222K |
ROKUROKU INC | $222K |
SMGSCOTTS MIRACLE-GRO CO | $222K |
MANHManhattan Associates Inc | $221K |
NTRANatera Inc | $221K |
SPXTPROSHARES TR | $220K |
PXHINVESCO EXCH TRADED FD TR II | $220K |
TNLTRAVEL PLUS LEISURE CO | $219K |