EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CDP | 9K | $261.79K |
 | PINS | 9K | $340.06K |
 | EVRG | 9K | $650.99K |
 | TENB | 9K | $317.60K |
 | ADI | 9K | $2.23M |
 | RPRX | 9K | $335.57K |
 | VBTX | 9K | $242.86K |
 | WBS | 9K | $504.78K |
 | CIVI | 9K | $254.25K |
 | VST | 9K | $1.77M |
 | EPRT | 9K | $291.77K |
 | QTWO | 9K | $852.61K |
 | COO | 9K | $644.92K |
 | TROW | 9K | $873.94K |
 | CUBE | 9K | $377.89K |
 | SUN | 9K | $476.21K |
 | IBEX | 9K | $257.97K |
 | CTSH | 9K | $691.52K |
 | ORI | 9K | $339.31K |
 | EA | 9K | $1.38M |
COPT Defense Properties
CDP
Shares Held
9K
Value
$261.79K
Pinterest, Inc.
PINS
Shares Held
9K
Value
$340.06K
Evergy, Inc.
EVRG
Shares Held
9K
Value
$650.99K
Tenable Holdings, Inc.
TENB
Shares Held
9K
Value
$317.60K
Analog Devices, Inc.
ADI
Shares Held
9K
Value
$2.23M
Royalty Pharma plc
RPRX
Shares Held
9K
Value
$335.57K
Veritex Holdings, Inc.
VBTX
Shares Held
9K
Value
$242.86K
Webster Financial Corporation
WBS
Shares Held
9K
Value
$504.78K
Civitas Resources, Inc.
CIVI
Shares Held
9K
Value
$254.25K
Vistra Corp.
VST
Shares Held
9K
Value
$1.77M
Essential Properties Realty Trust, Inc.
EPRT
Shares Held
9K
Value
$291.77K
Q2 Holdings, Inc.
QTWO
Shares Held
9K
Value
$852.61K
The Cooper Companies, Inc.
COO
Shares Held
9K
Value
$644.92K
T. Rowe Price Group, Inc.
TROW
Shares Held
9K
Value
$873.94K
CubeSmart
CUBE
Shares Held
9K
Value
$377.89K
Sunoco LP
SUN
Shares Held
9K
Value
$476.21K
IBEX Limited
IBEX
Shares Held
9K
Value
$257.97K
Cognizant Technology Solutions Corporation
CTSH
Shares Held
9K
Value
$691.52K
Old Republic International Corporation
ORI
Shares Held
9K
Value
$339.31K
Electronic Arts Inc.
EA
Shares Held
9K
Value
$1.38M