EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RIG | 13K | $34.42K |
 | PK | 13K | $135.57K |
 | GS | 13K | $9.33M |
 | AEP | 13K | $1.36M |
 | DOW | 13K | $344.53K |
 | NAII | 13K | $42.64K |
 | EMN | 13K | $965.87K |
 | FTV | 13K | $663.34K |
 | WSBC | 13K | $397.34K |
 | NVS | 13K | $1.52M |
 | PECO | 12K | $435.91K |
 | LNC | 12K | $425.20K |
 | MFG | 12K | $68.17K |
 | G | 12K | $538.57K |
 | BSY | 12K | $660.00K |
 | FDX | 12K | $2.77M |
 | PRU | 12K | $1.31M |
 | RITM | 12K | $137.60K |
 | TPC | 12K | $569.83K |
 | CNO | 12K | $469.57K |
Transocean Ltd.
RIG
Shares Held
13K
Value
$34.42K
Park Hotels & Resorts Inc.
PK
Shares Held
13K
Value
$135.57K
The Goldman Sachs Group, Inc.
GS
Shares Held
13K
Value
$9.33M
American Electric Power Company, Inc.
AEP
Shares Held
13K
Value
$1.36M
Dow Inc.
DOW
Shares Held
13K
Value
$344.53K
Natural Alternatives International, Inc.
NAII
Shares Held
13K
Value
$42.64K
Eastman Chemical Company
EMN
Shares Held
13K
Value
$965.87K
Fortive Corporation
FTV
Shares Held
13K
Value
$663.34K
WesBanco, Inc.
WSBC
Shares Held
13K
Value
$397.34K
Novartis AG
NVS
Shares Held
13K
Value
$1.52M
Phillips Edison & Company, Inc.
PECO
Shares Held
12K
Value
$435.91K
Lincoln National Corporation
LNC
Shares Held
12K
Value
$425.20K
Mizuho Financial Group, Inc.
MFG
Shares Held
12K
Value
$68.17K
Genpact Limited
G
Shares Held
12K
Value
$538.57K
Bentley Systems, Incorporated
BSY
Shares Held
12K
Value
$660.00K
FedEx Corporation
FDX
Shares Held
12K
Value
$2.77M
Prudential Financial, Inc.
PRU
Shares Held
12K
Value
$1.31M
Rithm Capital Corp.
RITM
Shares Held
12K
Value
$137.60K
Tutor Perini Corporation
TPC
Shares Held
12K
Value
$569.83K
CNO Financial Group, Inc.
CNO
Shares Held
12K
Value
$469.57K