EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KIM | 11K | $223.00K |
 | CVGW | 11K | $281.54K |
 | BRX | 11K | $274.28K |
 | MAPS | 11K | $9.41K |
 | NOK | 10K | $54.14K |
 | AXTA | 10K | $309.36K |
 | SHOO | 10K | $249.02K |
 | PGNY | 10K | $227.28K |
 | TRUP | 10K | $570.66K |
 | BTI | 10K | $487.42K |
 | CPRT | 10K | $502.02K |
 | PLOW | 10K | $301.36K |
 | PFG | 10K | $811.88K |
 | LXFR | 10K | $124.43K |
 | UMH | 10K | $170.57K |
 | FR | 10K | $486.76K |
 | NECB | 10K | $234.47K |
 | WPC | 10K | $628.79K |
 | EWBC | 10K | $1.01M |
 | WPM | 10K | $900.00K |
Kimco Realty Corporation
KIM
Shares Held
11K
Value
$223.00K
Calavo Growers, Inc.
CVGW
Shares Held
11K
Value
$281.54K
Brixmor Property Group Inc.
BRX
Shares Held
11K
Value
$274.28K
WM Technology, Inc.
MAPS
Shares Held
11K
Value
$9.41K
Nokia Oyj
NOK
Shares Held
10K
Value
$54.14K
Axalta Coating Systems Ltd.
AXTA
Shares Held
10K
Value
$309.36K
Steven Madden, Ltd.
SHOO
Shares Held
10K
Value
$249.02K
Progyny, Inc.
PGNY
Shares Held
10K
Value
$227.28K
Trupanion, Inc.
TRUP
Shares Held
10K
Value
$570.66K
British American Tobacco p.l.c.
BTI
Shares Held
10K
Value
$487.42K
Copart, Inc.
CPRT
Shares Held
10K
Value
$502.02K
Douglas Dynamics, Inc.
PLOW
Shares Held
10K
Value
$301.36K
Principal Financial Group, Inc.
PFG
Shares Held
10K
Value
$811.88K
Luxfer Holdings PLC
LXFR
Shares Held
10K
Value
$124.43K
UMH Properties, Inc.
UMH
Shares Held
10K
Value
$170.57K
First Industrial Realty Trust, Inc.
FR
Shares Held
10K
Value
$486.76K
Northeast Community Bancorp, Inc.
NECB
Shares Held
10K
Value
$234.47K
W. P. Carey Inc.
WPC
Shares Held
10K
Value
$628.79K
East West Bancorp, Inc.
EWBC
Shares Held
10K
Value
$1.01M
Wheaton Precious Metals Corp.
WPM
Shares Held
10K
Value
$900.00K