EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RELX | 6K | $326.80K |
 | CNC | 6K | $324.50K |
 | DLB | 6K | $443.78K |
 | TNK | 6K | $246.27K |
 | EPR | 6K | $342.76K |
 | WDAY | 6K | $1.40M |
 | APTV | 6K | $393.22K |
 | CRUS | 6K | $598.30K |
 | GRC | 6K | $207.54K |
 | BHP | 6K | $271.12K |
 | COKE | 6K | $628.37K |
 | BABA | 6K | $637.04K |
 | UMBF | 6K | $588.69K |
 | PNR | 6K | $570.71K |
 | LNT | 6K | $335.87K |
 | ETSY | 6K | $277.54K |
 | HSY | 5K | $909.01K |
 | EFSC | 5K | $301.78K |
 | RIO | 5K | $317.40K |
 | DG | 5K | $621.34K |
RELX Plc
RELX
Shares Held
6K
Value
$326.80K
Centene Corporation
CNC
Shares Held
6K
Value
$324.50K
Dolby Laboratories, Inc.
DLB
Shares Held
6K
Value
$443.78K
Teekay Tankers Ltd.
TNK
Shares Held
6K
Value
$246.27K
EPR Properties
EPR
Shares Held
6K
Value
$342.76K
Workday, Inc.
WDAY
Shares Held
6K
Value
$1.40M
Aptiv PLC
APTV
Shares Held
6K
Value
$393.22K
Cirrus Logic, Inc.
CRUS
Shares Held
6K
Value
$598.30K
The Gorman-Rupp Company
GRC
Shares Held
6K
Value
$207.54K
BHP Group Limited
BHP
Shares Held
6K
Value
$271.12K
Coca-Cola Consolidated, Inc.
COKE
Shares Held
6K
Value
$628.37K
Alibaba Group Holding Limited
BABA
Shares Held
6K
Value
$637.04K
UMB Financial Corporation
UMBF
Shares Held
6K
Value
$588.69K
Pentair plc
PNR
Shares Held
6K
Value
$570.71K
Alliant Energy Corporation
LNT
Shares Held
6K
Value
$335.87K
Etsy, Inc.
ETSY
Shares Held
6K
Value
$277.54K
The Hershey Company
HSY
Shares Held
5K
Value
$909.01K
Enterprise Financial Services Corp
EFSC
Shares Held
5K
Value
$301.78K
Rio Tinto Group
RIO
Shares Held
5K
Value
$317.40K
Dollar General Corporation
DG
Shares Held
5K
Value
$621.34K