EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CWK | 16K | $182.56K |
 | REZI | 16K | $363.73K |
 | FTNT | 16K | $1.73M |
 | BDX | 16K | $2.82M |
 | ICE | 16K | $2.98M |
 | HDSN | 16K | $131.37K |
 | FC | 16K | $366.74K |
 | CB | 16K | $4.65M |
 | SBRA | 16K | $296.10K |
 | MBC | 16K | $175.23K |
 | FHN | 16K | $339.53K |
 | GD | 16K | $4.63M |
 | MFC | 16K | $505.06K |
 | YUM | 16K | $2.34M |
 | FCX | 16K | $684.02K |
 | INMD | 16K | $227.70K |
 | MAT | 16K | $309.86K |
 | TGT | 16K | $1.55M |
 | UL | 16K | $953.96K |
 | AHH | 16K | $106.58K |
Cushman & Wakefield plc
CWK
Shares Held
16K
Value
$182.56K
Resideo Technologies, Inc.
REZI
Shares Held
16K
Value
$363.73K
Fortinet, Inc.
FTNT
Shares Held
16K
Value
$1.73M
Becton, Dickinson and Company
BDX
Shares Held
16K
Value
$2.82M
Intercontinental Exchange, Inc.
ICE
Shares Held
16K
Value
$2.98M
Hudson Technologies, Inc.
HDSN
Shares Held
16K
Value
$131.37K
Franklin Covey Co.
FC
Shares Held
16K
Value
$366.74K
Chubb Limited
CB
Shares Held
16K
Value
$4.65M
Sabra Health Care REIT, Inc.
SBRA
Shares Held
16K
Value
$296.10K
MasterBrand, Inc.
MBC
Shares Held
16K
Value
$175.23K
First Horizon Corporation
FHN
Shares Held
16K
Value
$339.53K
General Dynamics Corporation
GD
Shares Held
16K
Value
$4.63M
Manulife Financial Corporation
MFC
Shares Held
16K
Value
$505.06K
Yum! Brands, Inc.
YUM
Shares Held
16K
Value
$2.34M
Freeport-McMoRan Inc.
FCX
Shares Held
16K
Value
$684.02K
InMode Ltd.
INMD
Shares Held
16K
Value
$227.70K
Mattel, Inc.
MAT
Shares Held
16K
Value
$309.86K
Target Corporation
TGT
Shares Held
16K
Value
$1.55M
Unilever PLC
UL
Shares Held
16K
Value
$953.96K
Armada Hoffler Properties, Inc.
AHH
Shares Held
16K
Value
$106.58K