EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CFLT | 14K | $346.40K |
 | CCI | 14K | $1.42M |
 | ING | 14K | $301.21K |
 | BRY | 14K | $38.13K |
 | TXT | 14K | $1.10M |
 | PD | 14K | $209.76K |
 | TW | 14K | $2.01M |
 | ALLO | 14K | $15.46K |
 | FE | 14K | $549.40K |
 | DAL | 14K | $668.61K |
 | OVV | 14K | $516.84K |
 | ON | 14K | $711.01K |
 | PWR | 14K | $5.12M |
 | ISRG | 14K | $7.35M |
 | OCFC | 13K | $237.10K |
 | CTRE | 13K | $411.23K |
 | NI | 13K | $541.06K |
 | JCI | 13K | $1.41M |
 | SNCY | 13K | $157.01K |
 | XNCR | 13K | $104.52K |
Confluent, Inc.
CFLT
Shares Held
14K
Value
$346.40K
Crown Castle Inc.
CCI
Shares Held
14K
Value
$1.42M
ING Groep N.V.
ING
Shares Held
14K
Value
$301.21K
Berry Corporation
BRY
Shares Held
14K
Value
$38.13K
Textron Inc.
TXT
Shares Held
14K
Value
$1.10M
PagerDuty, Inc.
PD
Shares Held
14K
Value
$209.76K
Tradeweb Markets Inc.
TW
Shares Held
14K
Value
$2.01M
Allogene Therapeutics, Inc.
ALLO
Shares Held
14K
Value
$15.46K
FirstEnergy Corp.
FE
Shares Held
14K
Value
$549.40K
Delta Air Lines, Inc.
DAL
Shares Held
14K
Value
$668.61K
Ovintiv Inc.
OVV
Shares Held
14K
Value
$516.84K
ON Semiconductor Corporation
ON
Shares Held
14K
Value
$711.01K
Quanta Services, Inc.
PWR
Shares Held
14K
Value
$5.12M
Intuitive Surgical, Inc.
ISRG
Shares Held
14K
Value
$7.35M
OceanFirst Financial Corp.
OCFC
Shares Held
13K
Value
$237.10K
CareTrust REIT, Inc.
CTRE
Shares Held
13K
Value
$411.23K
NiSource Inc.
NI
Shares Held
13K
Value
$541.06K
Johnson Controls International plc
JCI
Shares Held
13K
Value
$1.41M
Sun Country Airlines Holdings, Inc.
SNCY
Shares Held
13K
Value
$157.01K
Xencor, Inc.
XNCR
Shares Held
13K
Value
$104.52K