EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WHD | 7K | $292.66K |
 | SMP | 7K | $205.03K |
 | RPM | 7K | $729.70K |
 | PRGS | 7K | $420.26K |
 | STT | 7K | $699.42K |
 | MRVL | 6K | $500.66K |
 | THFF | 6K | $348.71K |
 | GEV | 6K | $3.40M |
 | FMC | 6K | $265.90K |
 | AJG | 6K | $2.04M |
 | INCY | 6K | $432.45K |
 | OMC | 6K | $456.68K |
 | DKNG | 6K | $271.95K |
 | MAR | 6K | $1.72M |
 | INDB | 6K | $392.11K |
 | FHI | 6K | $274.93K |
 | DE | 6K | $3.13M |
 | ELS | 6K | $378.91K |
 | TDG | 6K | $9.31M |
 | DBD | 6K | $334.95K |
Cactus, Inc.
WHD
Shares Held
7K
Value
$292.66K
Standard Motor Products, Inc.
SMP
Shares Held
7K
Value
$205.03K
RPM International Inc.
RPM
Shares Held
7K
Value
$729.70K
Progress Software Corporation
PRGS
Shares Held
7K
Value
$420.26K
State Street Corporation
STT
Shares Held
7K
Value
$699.42K
Marvell Technology, Inc.
MRVL
Shares Held
6K
Value
$500.66K
First Financial Corporation
THFF
Shares Held
6K
Value
$348.71K
GE Vernova Inc.
GEV
Shares Held
6K
Value
$3.40M
FMC Corporation
FMC
Shares Held
6K
Value
$265.90K
Arthur J. Gallagher & Co.
AJG
Shares Held
6K
Value
$2.04M
Incyte Corporation
INCY
Shares Held
6K
Value
$432.45K
Omnicom Group Inc.
OMC
Shares Held
6K
Value
$456.68K
DraftKings Inc.
DKNG
Shares Held
6K
Value
$271.95K
Marriott International, Inc.
MAR
Shares Held
6K
Value
$1.72M
Independent Bank Corp.
INDB
Shares Held
6K
Value
$392.11K
Federated Hermes, Inc.
FHI
Shares Held
6K
Value
$274.93K
Deere & Company
DE
Shares Held
6K
Value
$3.13M
Equity LifeStyle Properties, Inc.
ELS
Shares Held
6K
Value
$378.91K
TransDigm Group Incorporated
TDG
Shares Held
6K
Value
$9.31M
Diebold Nixdorf, Incorporated
DBD
Shares Held
6K
Value
$334.95K