EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EXPE | 5K | $810.58K |
 | ADC | 5K | $347.65K |
 | CXT | 5K | $253.98K |
 | ELV | 5K | $1.82M |
 | SIGI | 5K | $401.36K |
 | CE | 5K | $255.69K |
 | BIIB | 5K | $579.47K |
 | NHI | 5K | $321.36K |
 | FIS | 5K | $369.63K |
 | GNRC | 5K | $646.74K |
 | CDW | 4K | $803.51K |
 | JAZZ | 4K | $475.48K |
 | CP | 4K | $354.01K |
 | ZBRA | 4K | $1.38M |
 | SJM | 4K | $437.31K |
 | PEGA | 4K | $240.88K |
 | CDNS | 4K | $1.37M |
 | CORT | 4K | $325.90K |
 | ALB | 4K | $278.00K |
 | VVX | 4K | $214.88K |
Expedia Group, Inc.
EXPE
Shares Held
5K
Value
$810.58K
Agree Realty Corporation
ADC
Shares Held
5K
Value
$347.65K
Crane NXT, Co.
CXT
Shares Held
5K
Value
$253.98K
Elevance Health Inc.
ELV
Shares Held
5K
Value
$1.82M
Selective Insurance Group, Inc.
SIGI
Shares Held
5K
Value
$401.36K
Celanese Corporation
CE
Shares Held
5K
Value
$255.69K
Biogen Inc.
BIIB
Shares Held
5K
Value
$579.47K
National Health Investors, Inc.
NHI
Shares Held
5K
Value
$321.36K
Fidelity National Information Services, Inc.
FIS
Shares Held
5K
Value
$369.63K
Generac Holdings Inc.
GNRC
Shares Held
5K
Value
$646.74K
CDW Corporation
CDW
Shares Held
4K
Value
$803.51K
Jazz Pharmaceuticals plc
JAZZ
Shares Held
4K
Value
$475.48K
Canadian Pacific Kansas City Ltd.
CP
Shares Held
4K
Value
$354.01K
Zebra Technologies Corporation
ZBRA
Shares Held
4K
Value
$1.38M
The J. M. Smucker Company
SJM
Shares Held
4K
Value
$437.31K
Pegasystems Inc.
PEGA
Shares Held
4K
Value
$240.88K
Cadence Design Systems, Inc.
CDNS
Shares Held
4K
Value
$1.37M
Corcept Therapeutics Incorporated
CORT
Shares Held
4K
Value
$325.90K
Albemarle Corporation
ALB
Shares Held
4K
Value
$278.00K
V2X, Inc.
VVX
Shares Held
4K
Value
$214.88K