EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BBY | 15K | $1.04M |
 | GDRX | 15K | $76.60K |
 | D | 15K | $869.25K |
 | XRAY | 15K | $243.63K |
 | ST | 15K | $454.87K |
 | BAX | 15K | $453.90K |
 | BCS | 15K | $276.53K |
 | CRWD | 15K | $7.56M |
 | LEVI | 15K | $273.47K |
 | UVE | 15K | $408.60K |
 | PSN | 15K | $1.05M |
 | PYPL | 14K | $1.07M |
 | CCL | 14K | $403.78K |
 | STKL | 14K | $82.51K |
 | TTD | 14K | $1.02M |
 | SOUN | 14K | $151.29K |
 | NNN | 14K | $605.47K |
 | AVNS | 14K | $171.19K |
 | GOOD | 14K | $200.24K |
 | HBNC | 14K | $214.77K |
Best Buy Co., Inc.
BBY
Shares Held
15K
Value
$1.04M
GoodRx Holdings, Inc.
GDRX
Shares Held
15K
Value
$76.60K
Dominion Energy, Inc.
D
Shares Held
15K
Value
$869.25K
DENTSPLY SIRONA Inc.
XRAY
Shares Held
15K
Value
$243.63K
Sensata Technologies Holding plc
ST
Shares Held
15K
Value
$454.87K
Baxter International Inc.
BAX
Shares Held
15K
Value
$453.90K
Barclays PLC
BCS
Shares Held
15K
Value
$276.53K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
15K
Value
$7.56M
Levi Strauss & Co.
LEVI
Shares Held
15K
Value
$273.47K
Universal Insurance Holdings, Inc.
UVE
Shares Held
15K
Value
$408.60K
Parsons Corporation
PSN
Shares Held
15K
Value
$1.05M
PayPal Holdings, Inc.
PYPL
Shares Held
14K
Value
$1.07M
Carnival Corporation & plc
CCL
Shares Held
14K
Value
$403.78K
SunOpta Inc.
STKL
Shares Held
14K
Value
$82.51K
The Trade Desk, Inc.
TTD
Shares Held
14K
Value
$1.02M
SoundHound AI, Inc.
SOUN
Shares Held
14K
Value
$151.29K
NNN REIT, Inc.
NNN
Shares Held
14K
Value
$605.47K
Avanos Medical, Inc.
AVNS
Shares Held
14K
Value
$171.19K
Gladstone Commercial Corporation
GOOD
Shares Held
14K
Value
$200.24K
Horizon Bancorp, Inc.
HBNC
Shares Held
14K
Value
$214.77K