EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AGEN | 10K | $45.70K |
 | MESA | 10K | $9.30K |
 | IBN | 10K | $334.15K |
 | A | 10K | $1.17M |
 | YELP | 10K | $338.96K |
 | NMIH | 10K | $414.98K |
 | WKC | 10K | $277.97K |
 | TTE | 10K | $601.51K |
 | BRO | 10K | $1.08M |
 | MEG | 10K | $212.55K |
 | WEC | 10K | $1.01M |
 | ROST | 10K | $1.24M |
 | CI | 10K | $3.20M |
 | TTC | 10K | $680.51K |
 | OTIS | 10K | $952.49K |
 | CCJ | 10K | $710.87K |
 | GM | 10K | $470.99K |
 | ZM | 10K | $745.66K |
 | EQT | 10K | $556.97K |
 | BK | 10K | $867.95K |
Agenus Inc.
AGEN
Shares Held
10K
Value
$45.70K
Mesa Air Group, Inc.
MESA
Shares Held
10K
Value
$9.30K
ICICI Bank Limited
IBN
Shares Held
10K
Value
$334.15K
Agilent Technologies, Inc.
A
Shares Held
10K
Value
$1.17M
Yelp Inc.
YELP
Shares Held
10K
Value
$338.96K
NMI Holdings, Inc.
NMIH
Shares Held
10K
Value
$414.98K
World Kinect Corporation
WKC
Shares Held
10K
Value
$277.97K
TotalEnergies SE
TTE
Shares Held
10K
Value
$601.51K
Brown & Brown, Inc.
BRO
Shares Held
10K
Value
$1.08M
Montrose Environmental Group, Inc.
MEG
Shares Held
10K
Value
$212.55K
WEC Energy Group, Inc.
WEC
Shares Held
10K
Value
$1.01M
Ross Stores, Inc.
ROST
Shares Held
10K
Value
$1.24M
Cigna Corporation
CI
Shares Held
10K
Value
$3.20M
The Toro Company
TTC
Shares Held
10K
Value
$680.51K
Otis Worldwide Corporation
OTIS
Shares Held
10K
Value
$952.49K
Cameco Corporation
CCJ
Shares Held
10K
Value
$710.87K
General Motors Company
GM
Shares Held
10K
Value
$470.99K
Zoom Communications, Inc.
ZM
Shares Held
10K
Value
$745.66K
EQT Corporation
EQT
Shares Held
10K
Value
$556.97K
The Bank of New York Mellon Corporation
BK
Shares Held
10K
Value
$867.95K