EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALL | 309K | $62.11M |
 | WFC | 298K | $23.90M |
 | TJX | 285K | $35.24M |
 | AMT | 285K | $62.91M |
 | HON | 284K | $66.06M |
 | OBDC | 282K | $4.05M |
 | V | 280K | $99.37M |
 | PFE | 277K | $6.70M |
 | ZTS | 272K | $42.48M |
 | APH | 252K | $24.85M |
 | AMD | 246K | $34.92M |
 | BOC | 240K | $3.37M |
 | UNP | 238K | $54.66M |
 | T | 232K | $6.72M |
 | MCD | 230K | $67.17M |
 | BLND | 229K | $755.71K |
 | BRK-B | 228K | $110.79M |
 | WMT | 219K | $21.46M |
 | VLO | 203K | $27.30M |
 | MRK | 202K | $16.02M |
The Allstate Corporation
ALL
Shares Held
309K
Value
$62.11M
Wells Fargo & Company
WFC
Shares Held
298K
Value
$23.90M
The TJX Companies, Inc.
TJX
Shares Held
285K
Value
$35.24M
American Tower Corporation
AMT
Shares Held
285K
Value
$62.91M
Honeywell International Inc.
HON
Shares Held
284K
Value
$66.06M
Blue Owl Capital Corporation
OBDC
Shares Held
282K
Value
$4.05M
Visa Inc.
V
Shares Held
280K
Value
$99.37M
Pfizer Inc.
PFE
Shares Held
277K
Value
$6.70M
Zoetis Inc.
ZTS
Shares Held
272K
Value
$42.48M
Amphenol Corporation
APH
Shares Held
252K
Value
$24.85M
Advanced Micro Devices, Inc.
AMD
Shares Held
246K
Value
$34.92M
Boston Omaha Corporation
BOC
Shares Held
240K
Value
$3.37M
Union Pacific Corporation
UNP
Shares Held
238K
Value
$54.66M
AT&T Inc.
T
Shares Held
232K
Value
$6.72M
McDonald's Corporation
MCD
Shares Held
230K
Value
$67.17M
Blend Labs, Inc.
BLND
Shares Held
229K
Value
$755.71K
Berkshire Hathaway Inc.
BRK-B
Shares Held
228K
Value
$110.79M
Walmart Inc.
WMT
Shares Held
219K
Value
$21.46M
Valero Energy Corporation
VLO
Shares Held
203K
Value
$27.30M
Merck & Co., Inc.
MRK
Shares Held
202K
Value
$16.02M