EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RIVN | 18K | $250.24K |
 | SSNC | 18K | $1.50M |
 | AFL | 18K | $1.91M |
 | LMT | 18K | $8.37M |
 | GEHC | 18K | $1.34M |
 | MRC | 18K | $246.72K |
 | PBR | 18K | $225.08K |
 | IDA | 18K | $2.06M |
 | JAMF | 18K | $168.18K |
 | GLW | 18K | $920.43K |
 | GTES | 17K | $400.70K |
 | EBAY | 17K | $1.28M |
 | NTAP | 17K | $1.83M |
 | SHOP | 17K | $1.98M |
 | BVS | 17K | $113.56K |
 | IRM | 17K | $1.76M |
 | HIG | 17K | $2.16M |
 | TSN | 17K | $951.48K |
 | UGI | 17K | $614.13K |
 | CFFN | 17K | $102.12K |
Rivian Automotive, Inc.
RIVN
Shares Held
18K
Value
$250.24K
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
18K
Value
$1.50M
Aflac Incorporated
AFL
Shares Held
18K
Value
$1.91M
Lockheed Martin Corporation
LMT
Shares Held
18K
Value
$8.37M
GE HealthCare Technologies Inc.
GEHC
Shares Held
18K
Value
$1.34M
MRC Global Inc.
MRC
Shares Held
18K
Value
$246.72K
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
18K
Value
$225.08K
IDACORP, Inc.
IDA
Shares Held
18K
Value
$2.06M
Jamf Holding Corp.
JAMF
Shares Held
18K
Value
$168.18K
Corning Incorporated
GLW
Shares Held
18K
Value
$920.43K
Gates Industrial Corporation plc
GTES
Shares Held
17K
Value
$400.70K
eBay Inc.
EBAY
Shares Held
17K
Value
$1.28M
NetApp, Inc.
NTAP
Shares Held
17K
Value
$1.83M
Shopify Inc.
SHOP
Shares Held
17K
Value
$1.98M
Bioventus Inc.
BVS
Shares Held
17K
Value
$113.56K
Iron Mountain Incorporated
IRM
Shares Held
17K
Value
$1.76M
The Hartford Financial Services Group, Inc.
HIG
Shares Held
17K
Value
$2.16M
Tyson Foods, Inc.
TSN
Shares Held
17K
Value
$951.48K
UGI Corporation
UGI
Shares Held
17K
Value
$614.13K
Capitol Federal Financial, Inc.
CFFN
Shares Held
17K
Value
$102.12K