EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ABCB | 8K | $505.84K |
 | XYZ | 8K | $526.89K |
 | TRV | 8K | $2.06M |
 | SNV | 8K | $399.36K |
 | SHW | 8K | $2.64M |
 | KLAC | 8K | $6.87M |
 | UBS | 8K | $258.32K |
 | SNX | 8K | $1.04M |
 | LYB | 8K | $440.36K |
 | SMTC | 8K | $341.53K |
 | GSK | 8K | $290.25K |
 | HWC | 7K | $425.85K |
 | FDP | 7K | $236.73K |
 | MKC | 7K | $553.61K |
 | BKH | 7K | $409.53K |
 | ITW | 7K | $1.79M |
 | ATRO | 7K | $239.95K |
 | ROCK | 7K | $422.26K |
 | HMN | 7K | $307.03K |
 | DBX | 7K | $203.23K |
Ameris Bancorp
ABCB
Shares Held
8K
Value
$505.84K
Block, Inc.
XYZ
Shares Held
8K
Value
$526.89K
The Travelers Companies, Inc.
TRV
Shares Held
8K
Value
$2.06M
Synovus Financial Corp.
SNV
Shares Held
8K
Value
$399.36K
The Sherwin-Williams Company
SHW
Shares Held
8K
Value
$2.64M
KLA Corporation
KLAC
Shares Held
8K
Value
$6.87M
UBS Group AG
UBS
Shares Held
8K
Value
$258.32K
TD SYNNEX Corporation
SNX
Shares Held
8K
Value
$1.04M
LyondellBasell Industries N.V.
LYB
Shares Held
8K
Value
$440.36K
Semtech Corporation
SMTC
Shares Held
8K
Value
$341.53K
GSK plc
GSK
Shares Held
8K
Value
$290.25K
Hancock Whitney Corporation
HWC
Shares Held
7K
Value
$425.85K
Fresh Del Monte Produce Inc.
FDP
Shares Held
7K
Value
$236.73K
McCormick & Company, Incorporated
MKC
Shares Held
7K
Value
$553.61K
Black Hills Corporation
BKH
Shares Held
7K
Value
$409.53K
Illinois Tool Works Inc.
ITW
Shares Held
7K
Value
$1.79M
Astronics Corporation
ATRO
Shares Held
7K
Value
$239.95K
Gibraltar Industries, Inc.
ROCK
Shares Held
7K
Value
$422.26K
Horace Mann Educators Corporation
HMN
Shares Held
7K
Value
$307.03K
Dropbox, Inc.
DBX
Shares Held
7K
Value
$203.23K