EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LEN | 11K | $1.22M |
 | ZION | 11K | $573.43K |
 | LIVN | 11K | $496.53K |
 | BBVA | 11K | $168.90K |
 | VRTX | 11K | $4.87M |
 | VICI | 11K | $356.15K |
 | CHD | 11K | $1.05M |
 | PLTK | 11K | $51.59K |
 | FLEX | 11K | $544.20K |
 | NMR | 11K | $71.63K |
 | EIX | 11K | $560.34K |
 | VRNT | 11K | $212.83K |
 | GNTX | 11K | $237.38K |
 | ETR | 11K | $897.16K |
 | SXC | 11K | $92.65K |
 | JBLU | 11K | $45.49K |
 | CNQ | 11K | $335.27K |
 | PH | 11K | $7.46M |
 | HEI | 11K | $3.50M |
 | PRCT | 11K | $612.92K |
Lennar Corporation
LEN
Shares Held
11K
Value
$1.22M
Zions Bancorporation, National Association
ZION
Shares Held
11K
Value
$573.43K
LivaNova PLC
LIVN
Shares Held
11K
Value
$496.53K
Banco Bilbao Vizcaya Argentaria, S.A.
BBVA
Shares Held
11K
Value
$168.90K
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
11K
Value
$4.87M
VICI Properties Inc.
VICI
Shares Held
11K
Value
$356.15K
Church & Dwight Co., Inc.
CHD
Shares Held
11K
Value
$1.05M
Playtika Holding Corp.
PLTK
Shares Held
11K
Value
$51.59K
Flex Ltd.
FLEX
Shares Held
11K
Value
$544.20K
Nomura Holdings, Inc.
NMR
Shares Held
11K
Value
$71.63K
Edison International
EIX
Shares Held
11K
Value
$560.34K
Verint Systems Inc.
VRNT
Shares Held
11K
Value
$212.83K
Gentex Corporation
GNTX
Shares Held
11K
Value
$237.38K
Entergy Corporation
ETR
Shares Held
11K
Value
$897.16K
SunCoke Energy, Inc.
SXC
Shares Held
11K
Value
$92.65K
JetBlue Airways Corporation
JBLU
Shares Held
11K
Value
$45.49K
Canadian Natural Resources Limited
CNQ
Shares Held
11K
Value
$335.27K
Parker-Hannifin Corporation
PH
Shares Held
11K
Value
$7.46M
HEICO Corporation
HEI
Shares Held
11K
Value
$3.50M
PROCEPT BioRobotics Corporation
PRCT
Shares Held
11K
Value
$612.92K