EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HVT | 12K | $237.24K |
 | WAFD | 12K | $339.45K |
 | KRG | 12K | $262.33K |
 | KEY | 12K | $201.06K |
 | KVUE | 11K | $240.52K |
 | BWA | 11K | $383.71K |
 | PRGO | 11K | $305.71K |
 | BSM | 11K | $149.61K |
 | JBL | 11K | $2.49M |
 | TRMB | 11K | $866.25K |
 | VTR | 11K | $716.14K |
 | UAA | 11K | $77.44K |
 | HAFC | 11K | $278.98K |
 | HOLX | 11K | $732.56K |
 | LIN | 11K | $5.27M |
 | BUSE | 11K | $254.99K |
 | BYD | 11K | $870.95K |
 | SBH | 11K | $102.62K |
 | AKAM | 11K | $883.94K |
 | BIP | 11K | $370.10K |
Haverty Furniture Companies, Inc.
HVT
Shares Held
12K
Value
$237.24K
WaFd, Inc.
WAFD
Shares Held
12K
Value
$339.45K
Kite Realty Group Trust
KRG
Shares Held
12K
Value
$262.33K
KeyCorp
KEY
Shares Held
12K
Value
$201.06K
Kenvue Inc.
KVUE
Shares Held
11K
Value
$240.52K
BorgWarner Inc.
BWA
Shares Held
11K
Value
$383.71K
Perrigo Company plc
PRGO
Shares Held
11K
Value
$305.71K
Black Stone Minerals, L.P.
BSM
Shares Held
11K
Value
$149.61K
Jabil Inc.
JBL
Shares Held
11K
Value
$2.49M
Trimble Inc.
TRMB
Shares Held
11K
Value
$866.25K
Ventas, Inc.
VTR
Shares Held
11K
Value
$716.14K
Under Armour, Inc.
UAA
Shares Held
11K
Value
$77.44K
Hanmi Financial Corporation
HAFC
Shares Held
11K
Value
$278.98K
Hologic, Inc.
HOLX
Shares Held
11K
Value
$732.56K
Linde plc
LIN
Shares Held
11K
Value
$5.27M
First Busey Corporation
BUSE
Shares Held
11K
Value
$254.99K
Boyd Gaming Corporation
BYD
Shares Held
11K
Value
$870.95K
Sally Beauty Holdings, Inc.
SBH
Shares Held
11K
Value
$102.62K
Akamai Technologies, Inc.
AKAM
Shares Held
11K
Value
$883.94K
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
11K
Value
$370.10K