EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PNC | 9K | $1.60M |
 | CPB | 9K | $263.07K |
 | OZK | 9K | $401.42K |
 | VNT | 9K | $313.87K |
 | WTRG | 8K | $315.38K |
 | GWW | 8K | $8.79M |
 | IP | 8K | $393.24K |
 | TTWO | 8K | $2.03M |
 | MMC | 8K | $1.82M |
 | DHI | 8K | $1.07M |
 | HALO | 8K | $431.92K |
 | BKR | 8K | $315.86K |
 | NTCT | 8K | $202.10K |
 | SMPL | 8K | $256.76K |
 | NSC | 8K | $2.06M |
 | OGE | 8K | $354.09K |
 | CF | 8K | $730.41K |
 | BMRN | 8K | $434.21K |
 | AIG | 8K | $674.67K |
 | NFG | 8K | $664.89K |
The PNC Financial Services Group, Inc.
PNC
Shares Held
9K
Value
$1.60M
Campbell Soup Company
CPB
Shares Held
9K
Value
$263.07K
Bank OZK
OZK
Shares Held
9K
Value
$401.42K
Vontier Corporation
VNT
Shares Held
9K
Value
$313.87K
Essential Utilities, Inc.
WTRG
Shares Held
8K
Value
$315.38K
W.W. Grainger, Inc.
GWW
Shares Held
8K
Value
$8.79M
International Paper Company
IP
Shares Held
8K
Value
$393.24K
Take-Two Interactive Software, Inc.
TTWO
Shares Held
8K
Value
$2.03M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
8K
Value
$1.82M
D.R. Horton, Inc.
DHI
Shares Held
8K
Value
$1.07M
Halozyme Therapeutics, Inc.
HALO
Shares Held
8K
Value
$431.92K
Baker Hughes Company
BKR
Shares Held
8K
Value
$315.86K
NetScout Systems, Inc.
NTCT
Shares Held
8K
Value
$202.10K
The Simply Good Foods Company
SMPL
Shares Held
8K
Value
$256.76K
Norfolk Southern Corporation
NSC
Shares Held
8K
Value
$2.06M
OGE Energy Corp.
OGE
Shares Held
8K
Value
$354.09K
CF Industries Holdings, Inc.
CF
Shares Held
8K
Value
$730.41K
BioMarin Pharmaceutical Inc.
BMRN
Shares Held
8K
Value
$434.21K
American International Group, Inc.
AIG
Shares Held
8K
Value
$674.67K
National Fuel Gas Company
NFG
Shares Held
8K
Value
$664.89K