EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NXPI | 7K | $1.55M |
 | LAMR | 7K | $855.23K |
 | PEG | 7K | $589.99K |
 | CLX | 7K | $838.25K |
 | TEAM | 7K | $1.41M |
 | HLIO | 7K | $231.05K |
 | KBH | 7K | $366.29K |
 | ESNT | 7K | $419.77K |
 | FIZZ | 7K | $298.27K |
 | NWN | 7K | $273.88K |
 | OMCL | 7K | $202.59K |
 | FTI | 7K | $237.09K |
 | WCN | 7K | $1.29M |
 | INTU | 7K | $5.41M |
 | SR | 7K | $501.43K |
 | CEG | 7K | $2.22M |
 | AON | 7K | $2.42M |
 | BR | 7K | $1.64M |
 | WLY | 7K | $300.84K |
 | GGG | 7K | $578.33K |
NXP Semiconductors N.V.
NXPI
Shares Held
7K
Value
$1.55M
Lamar Advertising Company
LAMR
Shares Held
7K
Value
$855.23K
Public Service Enterprise Group Incorporated
PEG
Shares Held
7K
Value
$589.99K
The Clorox Company
CLX
Shares Held
7K
Value
$838.25K
Atlassian Corporation
TEAM
Shares Held
7K
Value
$1.41M
Helios Technologies, Inc.
HLIO
Shares Held
7K
Value
$231.05K
KB Home
KBH
Shares Held
7K
Value
$366.29K
Essent Group Ltd.
ESNT
Shares Held
7K
Value
$419.77K
National Beverage Corp.
FIZZ
Shares Held
7K
Value
$298.27K
Northwest Natural Holding Company
NWN
Shares Held
7K
Value
$273.88K
Omnicell, Inc.
OMCL
Shares Held
7K
Value
$202.59K
TechnipFMC plc
FTI
Shares Held
7K
Value
$237.09K
Waste Connections, Inc.
WCN
Shares Held
7K
Value
$1.29M
Intuit Inc.
INTU
Shares Held
7K
Value
$5.41M
Spire Inc.
SR
Shares Held
7K
Value
$501.43K
Constellation Energy Corporation
CEG
Shares Held
7K
Value
$2.22M
Aon plc
AON
Shares Held
7K
Value
$2.42M
Broadridge Financial Solutions, Inc.
BR
Shares Held
7K
Value
$1.64M
John Wiley & Sons, Inc.
WLY
Shares Held
7K
Value
$300.84K
Graco Inc.
GGG
Shares Held
7K
Value
$578.33K