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 |
|---|---|
VTVANGUARD INTL EQUITY INDEX F | $1.4M |
CDNSCADENCE DESIGN SYSTEM INC | $1.4M |
AEPAMERICAN ELEC PWR CO INC | $1.4M |
IJTISHARES TR | $1.4M |
ESGUISHARES TR | $1.4M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $1.3M |
BINCBLACKROCK ETF TRUST II | $1.3M |
VTRSVIATRIS INC | $1.3M |
ROPROPER TECHNOLOGIES INC | $1.3M |
MCOMOODYS CORP | $1.3M |
PRUPRUDENTIAL FINL INC | $1.3M |
WTWWILLIS TOWERS WATSON PLC LTD | $1.3M |
CZAINVESCO EXCHANGE TRADED FD T | $1.3M |
MSCIMSCI INC | $1.3M |
WCNWASTE CONNECTIONS INC | $1.3M |
EBAEBAY INC. | $1.3M |
RFREGIONS FINANCIAL CORP NEW | $1.2M |
SONYSony Group Corp | $1.2M |
ROSTROSS STORES INC | $1.2M |
LENLENNAR CORP | $1.2M |
BF/BBROWN FORMAN CORP | $1.2M |
MASMasco Corp | $1.2M |
LHXL3HARRIS TECHNOLOGIES INC | $1.2M |
TTTrane Technologies PLC | $1.2M |
CMICummins Inc | $1.2M |
DBAINVESCO DB MULTI-SECTOR COMM | $1.2M |
EDConsolidated Edison Inc | $1.2M |
SCZISHARES TR | $1.2M |
REGNREGENERON PHARMACEUTICALS | $1.2M |
SLBSCHLUMBERGER LTD | $1.2M |
AG8AGILENT TECHNOLOGIES INC | $1.2M |
HLTHILTON WORLDWIDE HLDGS INC | $1.2M |
EMBISHARES TR | $1.2M |
PSCDINVESCO EXCH TRADED FD TR II | $1.1M |
IGVISHARES TR | $1.1M |
NULGNUSHARES ETF TR | $1.1M |
SPHQINVESCO EXCHANGE TRADED FD T | $1.1M |
TXTTextron Inc | $1.1M |
XNTKSPDR SERIES TRUST | $1.1M |
MSIMotorola Solutions Inc | $1.1M |
ENBENBRIDGE INC | $1.1M |
PPLPPL CORP | $1.1M |
ETENERGY TRANSFER L P | $1.1M |
BROBrown & Brown Inc | $1.1M |
DHID R HORTON INC | $1.1M |
PYPLPAYPAL HLDGS INC | $1.1M |
VEEVVEEVA SYS INC | $1.1M |
CTRACOTERRA ENERGY INC | $1.1M |
MOHMolina Healthcare Inc | $1.1M |
RUNSunrun Inc | $1.1M |
ALLYALLY FINL INC | $1.1M |
PSAPUBLIC STORAGE OPER CO | $1.1M |
FNDASCHWAB STRATEGIC TR | $1.1M |
PSNPARSONS CORP DEL | $1.1M |
CHDCHURCH & DWIGHT CO INC | $1.0M |
IFNINDIA FD INC | $1.0M |
EPIWISDOMTREE TR | $1.0M |
BBYBest Buy Inc | $1.0M |
SUXTD SYNNEX CORPORATION | $1.0M |
WWDWoodward Inc | $1.0M |
TTDTHE TRADE DESK INC | $1.0M |
SMOTVANECK ETF TRUST | $1.0M |
MUNIPIMCO ETF TR | $1.0M |
EWBCEAST WEST BANCORP INC | $1.0M |
WECWEC ENERGY GROUP INC | $1.0M |
STIPISHARES TR | $1.0M |
VFHVANGUARD WORLD FD | $1.0M |
DYNFBLACKROCK ETF TRUST | $1000K |
BTTBLACKROCK MUN TARGET TERM TR | $992K |
OXYOCCIDENTAL PETE CORP | $987K |
7HPHP INC | $977K |
EMNEASTMAN CHEM CO | $966K |
ULUNILEVER PLC | $954K |
OTISOTIS WORLDWIDE CORP | $952K |
TSNTYSON FOODS INC | $951K |
LF2PACIFIC PREMIER BANCORP | $943K |
TFCTRUIST FINL CORP | $936K |
GBCIGlacier Bancorp Inc New | $932K |
ADSKAutodesk Inc | $921K |
GLWCorning Inc | $920K |
HSYHERSHEY CO | $909K |
SPYXSPDR SERIES TRUST | $903K |
MTUMISHARES TR | $903K |
WPMWHEATON PRECIOUS METALS CORP | $900K |
SAPSAP SE | $899K |
ETRENTERGY CORP NEW | $897K |
COINCOINBASE GLOBAL INC | $889K |
DJPBARCLAYS BANK PLC | $889K |
VONGVANGUARD SCOTTSDALE FDS | $885K |
AKAMAKAMAI TECHNOLOGIES INC | $884K |
AZOAutozone Inc | $876K |
TROWPRICE T ROWE GROUP INC | $874K |
CAHCardinal Health Inc | $871K |
BYDBoyd Gaming Corp | $871K |
FQIDIGITAL RLTY TR INC | $870K |
DDOMINION ENERGY INC | $869K |
BKBANK NEW YORK MELLON CORP | $868K |
BTZBLACKROCK CR ALLOCATION INCO | $868K |
TRMBTRIMBLE INC | $866K |
RCLROYAL CARIBBEAN GROUP | $864K |