EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNY | 5K | $257.14K |
 | ASH | 5K | $263.62K |
 | IR | 5K | $433.75K |
 | DELL | 5K | $635.66K |
 | CAH | 5K | $871.00K |
 | HQY | 5K | $540.98K |
 | MBWM | 5K | $238.31K |
 | WTFC | 5K | $631.33K |
 | APP | 5K | $1.77M |
 | CSGS | 5K | $329.62K |
 | VOYA | 5K | $357.94K |
 | KBR | 5K | $240.08K |
 | ADM | 5K | $263.55K |
 | DLR | 5K | $870.36K |
 | HSBC | 5K | $301.61K |
 | NUE | 5K | $633.75K |
 | ALSN | 5K | $460.94K |
 | DOX | 5K | $440.79K |
 | LHX | 5K | $1.21M |
 | ALRM | 5K | $272.27K |
Sanofi
SNY
Shares Held
5K
Value
$257.14K
Ashland Inc.
ASH
Shares Held
5K
Value
$263.62K
Ingersoll Rand Inc.
IR
Shares Held
5K
Value
$433.75K
Dell Technologies Inc.
DELL
Shares Held
5K
Value
$635.66K
Cardinal Health, Inc.
CAH
Shares Held
5K
Value
$871.00K
HealthEquity, Inc.
HQY
Shares Held
5K
Value
$540.98K
Mercantile Bank Corporation
MBWM
Shares Held
5K
Value
$238.31K
Wintrust Financial Corporation
WTFC
Shares Held
5K
Value
$631.33K
AppLovin Corporation
APP
Shares Held
5K
Value
$1.77M
CSG Systems International, Inc.
CSGS
Shares Held
5K
Value
$329.62K
Voya Financial, Inc.
VOYA
Shares Held
5K
Value
$357.94K
KBR, Inc.
KBR
Shares Held
5K
Value
$240.08K
Archer-Daniels-Midland Company
ADM
Shares Held
5K
Value
$263.55K
Digital Realty Trust, Inc.
DLR
Shares Held
5K
Value
$870.36K
HSBC Holdings plc
HSBC
Shares Held
5K
Value
$301.61K
Nucor Corporation
NUE
Shares Held
5K
Value
$633.75K
Allison Transmission Holdings, Inc.
ALSN
Shares Held
5K
Value
$460.94K
Amdocs Limited
DOX
Shares Held
5K
Value
$440.79K
L3Harris Technologies, Inc.
LHX
Shares Held
5K
Value
$1.21M
Alarm.com Holdings, Inc.
ALRM
Shares Held
5K
Value
$272.27K