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 |
|---|---|
COKECOCA COLA CONS INC | $628K |
DASHDoorDash Inc | $625K |
DGDOLLAR GEN CORP NEW | $621K |
SHVISHARES TR | $619K |
UGIUGI CORP NEW | $614K |
PRCTPROCEPT BioRobotics Corp | $613K |
EWDISHARES INC | $610K |
ARWRARROWHEAD PHARMACEUTICALS IN | $609K |
SDVYFIRST TR EXCHANGE-TRADED FD | $608K |
SPMDSPDR SERIES TRUST | $606K |
NNNNNN REIT INC | $605K |
QUSSPDR SERIES TRUST | $605K |
XEXGXEATON VANCE TAX-MANAGED GLOB | $605K |
FLJPFRANKLIN TEMPLETON ETF TR | $602K |
TTENTotalEnergies SE | $602K |
LQDISHARES TR | $601K |
SNFCASECURITY NATL FINL CORP | $599K |
TLTISHARES TR | $599K |
CRUSCirrus Logic Inc | $598K |
OMFLINVESCO EXCH TRD SLF IDX FD | $597K |
DFEVDIMENSIONAL ETF TRUST | $596K |
QDFFLEXSHARES TR | $596K |
VISVANGUARD WORLD FD | $594K |
IBDUISHARES TR | $593K |
LULUlululemon Athletica Inc | $590K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $590K |
UMBFUMB FINL CORP | $589K |
BIIBBiogen Inc | $579K |
CHECHEMED CORP NEW | $579K |
APOAPOLLO GLOBAL MGMT INC | $579K |
GGGGRACO INC | $578K |
NUSNU SKIN ENTERPRISES INC | $576K |
ZIONZIONS BANCORPORATION N A | $573K |
ESGVVANGUARD WORLD FD | $572K |
PNRPENTAIR PLC | $571K |
TRUPTrupanion Inc | $571K |
TPCTutor Perini Corp | $570K |
EXREXTRA SPACE STORAGE INC | $566K |
MLPXGLOBAL X FDS | $565K |
EIXEDISON INTL | $560K |
DFSIDIMENSIONAL ETF TRUST | $559K |
AGQPROSHARES TR | $558K |
EQTEQT CORP | $557K |
IYCISHARES TR | $554K |
MCXMCCORMICK & CO INC | $554K |
IOOISHARES TR | $553K |
PKBINVESCO EXCHANGE TRADED FD T | $551K |
EEMVISHARES INC | $550K |
FEFirstEnergy Corp | $549K |
MAAMID-AMER APT CMNTYS INC | $548K |
RSPTINVESCO EXCHANGE TRADED FD T | $544K |
FLEXFLEX LTD | $544K |
CBRECBRE GROUP INC | $543K |
BITBBITWISE BITCOIN ETF TR | $543K |
NINiSource Inc | $541K |
HQYHEALTHEQUITY INC | $541K |
GGENPACT LIMITED | $539K |
XVVISHARES TR | $537K |
BGCBGC GROUP INC | $537K |
IYHISHARES TR | $530K |
OIIOCEANEERING INTL INC | $529K |
HSTHost Hotels & Resorts Inc | $529K |
PEOExelon Corp | $528K |
WSMWILLIAMS SONOMA INC | $527K |
XYZBlock Inc | $527K |
DRLLEA SERIES TRUST | $522K |
IDUISHARES TR | $522K |
OVVOVINTIV INC | $517K |
NYFISHARES TR | $517K |
UHSUNIVERSAL HLTH SVCS INC | $515K |
AMGAFFILIATED MANAGERS GROUP IN | $512K |
SCHZSCHWAB STRATEGIC TR | $511K |
VMBSVANGUARD SCOTTSDALE FDS | $509K |
CHTRCHARTER COMMUNICATIONS INC N | $508K |
ABCBAmeris Bancorp | $506K |
MFCMANULIFE FINL CORP | $505K |
WBSWEBSTER FINL CORP | $505K |
ICUIICU MED INC | $504K |
CPRTCopart Inc | $502K |
SRSpire Inc | $501K |
MRVLMARVELL TECHNOLOGY INC | $501K |
KDKYNDRYL HLDGS INC | $499K |
SNAPSNAP INC | $497K |
LIVNLivaNova PLC | $497K |
QYLDGLOBAL X FDS | $496K |
TDIVFIRST TR EXCHANGE TRADED FD | $493K |
CAGCONAGRA BRANDS INC | $491K |
DTEDTE ENERGY CO | $490K |
RWJINVESCO EXCH TRADED FD TR II | $489K |
BMTABRITISH AMERN TOB PLC | $487K |
FRFIRST INDL RLTY TR INC | $487K |
DESWISDOMTREE TR | $483K |
TMTOYOTA MOTOR CORP | $483K |
AXONAXON ENTERPRISE INC | $479K |
DCORDIMENSIONAL ETF TRUST | $479K |
PORPORTLAND GEN ELEC CO | $478K |
EQIXEQUINIX INC | $478K |
SUNSUNOCO LP/SUNOCO FIN CORP | $476K |
JJACOBS SOLUTIONS INC | $476K |
JAZZJAZZ PHARMACEUTICALS PLC | $475K |