EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BX | 25K | $3.81M |
 | BA | 25K | $5.30M |
 | CTVA | 25K | $1.88M |
 | APA | 25K | $460.68K |
 | PFS | 25K | $438.19K |
 | ADP | 25K | $7.64M |
 | AAL | 25K | $275.38K |
 | SHEL | 24K | $1.72M |
 | ENB | 24K | $1.10M |
 | CAG | 24K | $490.96K |
 | SAN | 24K | $198.75K |
 | ES | 24K | $1.51M |
 | OXY | 24K | $987.22K |
 | STLD | 23K | $2.97M |
 | HLIT | 23K | $218.82K |
 | ACHR | 23K | $250.03K |
 | ERAS | 23K | $29.21K |
 | AXL | 23K | $92.19K |
 | MD | 23K | $324.01K |
 | NOC | 22K | $11.24M |
Blackstone Inc.
BX
Shares Held
25K
Value
$3.81M
The Boeing Company
BA
Shares Held
25K
Value
$5.30M
Corteva, Inc.
CTVA
Shares Held
25K
Value
$1.88M
APA Corporation
APA
Shares Held
25K
Value
$460.68K
Provident Financial Services, Inc.
PFS
Shares Held
25K
Value
$438.19K
Automatic Data Processing, Inc.
ADP
Shares Held
25K
Value
$7.64M
American Airlines Group Inc.
AAL
Shares Held
25K
Value
$275.38K
Shell plc
SHEL
Shares Held
24K
Value
$1.72M
Enbridge Inc.
ENB
Shares Held
24K
Value
$1.10M
Conagra Brands, Inc.
CAG
Shares Held
24K
Value
$490.96K
Banco Santander, S.A.
SAN
Shares Held
24K
Value
$198.75K
Eversource Energy
ES
Shares Held
24K
Value
$1.51M
Occidental Petroleum Corporation
OXY
Shares Held
24K
Value
$987.22K
Steel Dynamics, Inc.
STLD
Shares Held
23K
Value
$2.97M
Harmonic Inc.
HLIT
Shares Held
23K
Value
$218.82K
Archer Aviation Inc.
ACHR
Shares Held
23K
Value
$250.03K
Erasca, Inc.
ERAS
Shares Held
23K
Value
$29.21K
American Axle & Manufacturing Holdings, Inc.
AXL
Shares Held
23K
Value
$92.19K
Pediatrix Medical Group, Inc.
MD
Shares Held
23K
Value
$324.01K
Northrop Grumman Corporation
NOC
Shares Held
22K
Value
$11.24M