EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EPD | 200K | $6.20M |
 | VZ | 197K | $8.53M |
 | SYK | 196K | $77.46M |
 | WELL | 192K | $29.52M |
 | META | 181K | $133.35M |
 | XYL | 167K | $21.66M |
 | KEYS | 162K | $26.59M |
 | PG | 162K | $25.80M |
 | KMI | 155K | $4.57M |
 | CSX | 154K | $5.01M |
 | CVX | 151K | $21.55M |
 | VTRS | 148K | $1.33M |
 | SKYW | 148K | $15.20M |
 | WM | 148K | $33.76M |
 | COST | 146K | $144.55M |
 | USB | 133K | $6.03M |
 | ABT | 133K | $18.11M |
 | GBDC | 131K | $1.92M |
 | RUN | 130K | $1.06M |
 | ORCL | 130K | $28.34M |
Enterprise Products Partners L.P.
EPD
Shares Held
200K
Value
$6.20M
Verizon Communications Inc.
VZ
Shares Held
197K
Value
$8.53M
Stryker Corporation
SYK
Shares Held
196K
Value
$77.46M
Welltower Inc.
WELL
Shares Held
192K
Value
$29.52M
Meta Platforms, Inc.
META
Shares Held
181K
Value
$133.35M
Xylem Inc.
XYL
Shares Held
167K
Value
$21.66M
Keysight Technologies, Inc.
KEYS
Shares Held
162K
Value
$26.59M
The Procter & Gamble Company
PG
Shares Held
162K
Value
$25.80M
Kinder Morgan, Inc.
KMI
Shares Held
155K
Value
$4.57M
CSX Corporation
CSX
Shares Held
154K
Value
$5.01M
Chevron Corporation
CVX
Shares Held
151K
Value
$21.55M
Viatris Inc.
VTRS
Shares Held
148K
Value
$1.33M
SkyWest, Inc.
SKYW
Shares Held
148K
Value
$15.20M
Waste Management, Inc.
WM
Shares Held
148K
Value
$33.76M
Costco Wholesale Corporation
COST
Shares Held
146K
Value
$144.55M
U.S. Bancorp
USB
Shares Held
133K
Value
$6.03M
Abbott Laboratories
ABT
Shares Held
133K
Value
$18.11M
Golub Capital BDC, Inc.
GBDC
Shares Held
131K
Value
$1.92M
Sunrun Inc.
RUN
Shares Held
130K
Value
$1.06M
Oracle Corporation
ORCL
Shares Held
130K
Value
$28.34M