EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HLN | 20K | $209.51K |
 | BBSI | 20K | $840.05K |
 | DD | 20K | $1.38M |
 | MET | 20K | $1.62M |
 | SEVN | 20K | $241.18K |
 | HBAN | 20K | $333.46K |
 | SIGA | 20K | $128.49K |
 | CRBG | 20K | $692.54K |
 | SYY | 19K | $1.47M |
 | EXEL | 19K | $853.03K |
 | WU | 19K | $162.50K |
 | TD | 19K | $1.42M |
 | CAT | 19K | $7.46M |
 | VIRT | 19K | $848.98K |
 | FRSH | 19K | $282.01K |
 | MAS | 19K | $1.21M |
 | URI | 19K | $14.14M |
 | NFLX | 19K | $25.06M |
 | PCAR | 19K | $1.77M |
 | AGNC | 18K | $167.89K |
Haleon plc
HLN
Shares Held
20K
Value
$209.51K
Barrett Business Services, Inc.
BBSI
Shares Held
20K
Value
$840.05K
DuPont de Nemours, Inc.
DD
Shares Held
20K
Value
$1.38M
MetLife, Inc.
MET
Shares Held
20K
Value
$1.62M
Seven Hills Realty Trust
SEVN
Shares Held
20K
Value
$241.18K
Huntington Bancshares Incorporated
HBAN
Shares Held
20K
Value
$333.46K
SIGA Technologies, Inc.
SIGA
Shares Held
20K
Value
$128.49K
Corebridge Financial, Inc.
CRBG
Shares Held
20K
Value
$692.54K
Sysco Corporation
SYY
Shares Held
19K
Value
$1.47M
Exelixis, Inc.
EXEL
Shares Held
19K
Value
$853.03K
The Western Union Company
WU
Shares Held
19K
Value
$162.50K
The Toronto-Dominion Bank
TD
Shares Held
19K
Value
$1.42M
Caterpillar Inc.
CAT
Shares Held
19K
Value
$7.46M
Virtu Financial, Inc.
VIRT
Shares Held
19K
Value
$848.98K
Freshworks Inc.
FRSH
Shares Held
19K
Value
$282.01K
Masco Corporation
MAS
Shares Held
19K
Value
$1.21M
United Rentals, Inc.
URI
Shares Held
19K
Value
$14.14M
Netflix, Inc.
NFLX
Shares Held
19K
Value
$25.06M
PACCAR Inc
PCAR
Shares Held
19K
Value
$1.77M
AGNC Investment Corp.
AGNC
Shares Held
18K
Value
$167.89K