EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WAL | 22K | $1.75M |
 | NWL | 22K | $119.96K |
 | WMB | 22K | $1.39M |
 | BP | 22K | $658.93K |
 | TFC | 22K | $935.86K |
 | GBCI | 22K | $932.35K |
 | PMT | 22K | $276.75K |
 | COMP | 21K | $133.58K |
 | LYFT | 21K | $331.60K |
 | NB | 21K | $48.93K |
 | ACEL | 21K | $246.83K |
 | LDOS | 21K | $3.30M |
 | PR | 21K | $283.15K |
 | KMB | 21K | $2.67M |
 | VRSK | 20K | $6.36M |
 | ACCO | 20K | $73.00K |
 | FAST | 20K | $853.19K |
 | ECPG | 20K | $785.58K |
 | FITB | 20K | $831.76K |
 | WIT | 20K | $61.03K |
Western Alliance Bancorporation
WAL
Shares Held
22K
Value
$1.75M
Newell Brands Inc.
NWL
Shares Held
22K
Value
$119.96K
The Williams Companies, Inc.
WMB
Shares Held
22K
Value
$1.39M
BP p.l.c.
BP
Shares Held
22K
Value
$658.93K
Truist Financial Corporation
TFC
Shares Held
22K
Value
$935.86K
Glacier Bancorp, Inc.
GBCI
Shares Held
22K
Value
$932.35K
PennyMac Mortgage Investment Trust
PMT
Shares Held
22K
Value
$276.75K
Compass, Inc.
COMP
Shares Held
21K
Value
$133.58K
Lyft, Inc.
LYFT
Shares Held
21K
Value
$331.60K
NioCorp Developments Ltd.
NB
Shares Held
21K
Value
$48.93K
Accel Entertainment, Inc.
ACEL
Shares Held
21K
Value
$246.83K
Leidos Holdings, Inc.
LDOS
Shares Held
21K
Value
$3.30M
Permian Resources Corporation
PR
Shares Held
21K
Value
$283.15K
Kimberly-Clark Corporation
KMB
Shares Held
21K
Value
$2.67M
Verisk Analytics, Inc.
VRSK
Shares Held
20K
Value
$6.36M
ACCO Brands Corporation
ACCO
Shares Held
20K
Value
$73.00K
Fastenal Company
FAST
Shares Held
20K
Value
$853.19K
Encore Capital Group, Inc.
ECPG
Shares Held
20K
Value
$785.58K
Fifth Third Bancorp
FITB
Shares Held
20K
Value
$831.76K
Wipro Limited
WIT
Shares Held
20K
Value
$61.03K