
EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | UDMY | 28K | $199.71K |
![]() | WRB | 28K | $2.06M |
![]() | CTSO | 28K | $35.84K |
![]() | GPN | 28K | $2.24M |
![]() | DOV | 28K | $5.12M |
![]() | TSM | 28K | $6.26M |
![]() | FNB | 28K | $401.88K |
![]() | ALLY | 27K | $1.06M |
![]() | IAS | 27K | $225.43K |
![]() | OKE | 27K | $2.19M |
![]() | MMM | 27K | $4.05M |
![]() | MCK | 26K | $19.26M |
![]() | BALL | 26K | $1.46M |
![]() | TGNA | 26K | $436.00K |
![]() | GE | 26K | $6.66M |
![]() | DVN | 26K | $822.55K |
![]() | ARES | 26K | $4.46M |
![]() | BF-A | 26K | $702.51K |
![]() | OII | 26K | $529.48K |
![]() | KRO | 26K | $158.42K |

Udemy, Inc.
UDMY
Shares Held
28K
Value
$199.71K

W. R. Berkley Corporation
WRB
Shares Held
28K
Value
$2.06M

Cytosorbents Corporation
CTSO
Shares Held
28K
Value
$35.84K

Global Payments Inc.
GPN
Shares Held
28K
Value
$2.24M

Dover Corporation
DOV
Shares Held
28K
Value
$5.12M

Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
28K
Value
$6.26M

F.N.B. Corporation
FNB
Shares Held
28K
Value
$401.88K

Ally Financial Inc.
ALLY
Shares Held
27K
Value
$1.06M

Integral Ad Science Holding Corp.
IAS
Shares Held
27K
Value
$225.43K

ONEOK, Inc.
OKE
Shares Held
27K
Value
$2.19M

3M Company
MMM
Shares Held
27K
Value
$4.05M

McKesson Corporation
MCK
Shares Held
26K
Value
$19.26M

Ball Corporation
BALL
Shares Held
26K
Value
$1.46M

TEGNA Inc.
TGNA
Shares Held
26K
Value
$436.00K

GE Aerospace
GE
Shares Held
26K
Value
$6.66M

Devon Energy Corporation
DVN
Shares Held
26K
Value
$822.55K

Ares Management Corporation
ARES
Shares Held
26K
Value
$4.46M

Brown-Forman Corporation
BF-A
Shares Held
26K
Value
$702.51K

Oceaneering International, Inc.
OII
Shares Held
26K
Value
$529.48K

Kronos Worldwide, Inc.
KRO
Shares Held
26K
Value
$158.42K
