EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 2.14M | $438.37M |
 | NVDA | 1.86M | $294.02M |
 | AMZN | 1.18M | $259.63M |
 | CSCO | 1.14M | $79.16M |
 | CMCSA | 1.12M | $40.14M |
 | GOOGL | 1.09M | $191.51M |
 | NEE | 978K | $67.87M |
 | XOM | 932K | $100.48M |
 | AVGO | 898K | $247.60M |
 | MSFT | 797K | $396.43M |
 | JPM | 754K | $218.61M |
 | RTX | 614K | $89.69M |
 | JNJ | 580K | $88.61M |
 | NKE | 471K | $33.43M |
 | BAC | 465K | $21.99M |
 | PEP | 384K | $50.66M |
 | SO | 363K | $33.29M |
 | ORLY | 359K | $32.32M |
 | XEL | 348K | $23.68M |
 | GOOG | 321K | $56.99M |
Apple Inc.
AAPL
Shares Held
2.14M
Value
$438.37M
NVIDIA Corporation
NVDA
Shares Held
1.86M
Value
$294.02M
Amazon.com, Inc.
AMZN
Shares Held
1.18M
Value
$259.63M
Cisco Systems, Inc.
CSCO
Shares Held
1.14M
Value
$79.16M
Comcast Corporation
CMCSA
Shares Held
1.12M
Value
$40.14M
Alphabet Inc.
GOOGL
Shares Held
1.09M
Value
$191.51M
NextEra Energy, Inc.
NEE
Shares Held
978K
Value
$67.87M
Exxon Mobil Corporation
XOM
Shares Held
932K
Value
$100.48M
Broadcom Inc.
AVGO
Shares Held
898K
Value
$247.60M
Microsoft Corporation
MSFT
Shares Held
797K
Value
$396.43M
JPMorgan Chase & Co.
JPM
Shares Held
754K
Value
$218.61M
RTX Corporation
RTX
Shares Held
614K
Value
$89.69M
Johnson & Johnson
JNJ
Shares Held
580K
Value
$88.61M
NIKE, Inc.
NKE
Shares Held
471K
Value
$33.43M
Bank of America Corporation
BAC
Shares Held
465K
Value
$21.99M
PepsiCo, Inc.
PEP
Shares Held
384K
Value
$50.66M
The Southern Company
SO
Shares Held
363K
Value
$33.29M
O'Reilly Automotive, Inc.
ORLY
Shares Held
359K
Value
$32.32M
Xcel Energy Inc.
XEL
Shares Held
348K
Value
$23.68M
Alphabet Inc.
GOOG
Shares Held
321K
Value
$56.99M