EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SSD | 12K | $1.89M |
 | EXC | 12K | $527.52K |
 | MCHP | 12K | $852.36K |
 | COF | 12K | $2.57M |
 | PGR | 12K | $3.22M |
 | CPRX | 12K | $261.77K |
 | HAL | 12K | $245.59K |
 | TMUS | 12K | $2.87M |
 | SMFG | 12K | $181.69K |
 | IVZ | 12K | $189.08K |
 | KD | 12K | $498.95K |
 | KDP | 12K | $392.66K |
 | UA | 12K | $76.99K |
 | AA | 12K | $350.07K |
 | ED | 12K | $1.18M |
 | POR | 12K | $478.01K |
 | PSX | 12K | $1.40M |
 | KGC | 12K | $183.00K |
 | BNL | 12K | $187.56K |
 | RAMP | 12K | $385.77K |
Simpson Manufacturing Co., Inc.
SSD
Shares Held
12K
Value
$1.89M
Exelon Corporation
EXC
Shares Held
12K
Value
$527.52K
Microchip Technology Incorporated
MCHP
Shares Held
12K
Value
$852.36K
Capital One Financial Corporation
COF
Shares Held
12K
Value
$2.57M
The Progressive Corporation
PGR
Shares Held
12K
Value
$3.22M
Catalyst Pharmaceuticals, Inc.
CPRX
Shares Held
12K
Value
$261.77K
Halliburton Company
HAL
Shares Held
12K
Value
$245.59K
T-Mobile US, Inc.
TMUS
Shares Held
12K
Value
$2.87M
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
12K
Value
$181.69K
Invesco Ltd.
IVZ
Shares Held
12K
Value
$189.08K
Kyndryl Holdings, Inc.
KD
Shares Held
12K
Value
$498.95K
Keurig Dr Pepper Inc.
KDP
Shares Held
12K
Value
$392.66K
Under Armour, Inc.
UA
Shares Held
12K
Value
$76.99K
Alcoa Corporation
AA
Shares Held
12K
Value
$350.07K
Consolidated Edison, Inc.
ED
Shares Held
12K
Value
$1.18M
Portland General Electric Company
POR
Shares Held
12K
Value
$478.01K
Phillips 66
PSX
Shares Held
12K
Value
$1.40M
Kinross Gold Corporation
KGC
Shares Held
12K
Value
$183.00K
Broadstone Net Lease, Inc.
BNL
Shares Held
12K
Value
$187.56K
LiveRamp Holdings, Inc.
RAMP
Shares Held
12K
Value
$385.77K