EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IDXX | 4K | $2.37M |
 | BN | 4K | $272.84K |
 | KTB | 4K | $289.67K |
 | HLT | 4K | $1.16M |
 | MTB | 4K | $842.71K |
 | SOLV | 4K | $327.55K |
 | TAP | 4K | $207.63K |
 | CBSH | 4K | $266.91K |
 | ULTA | 4K | $2.00M |
 | TBBK | 4K | $243.49K |
 | SYF | 4K | $284.84K |
 | WTW | 4K | $1.30M |
 | TNL | 4K | $219.45K |
 | RAL | 4K | $205.10K |
 | MTX | 4K | $232.07K |
 | WWD | 4K | $1.02M |
 | QRVO | 4K | $352.21K |
 | CUBI | 4K | $243.36K |
 | SLF | 4K | $273.89K |
 | ATKR | 4K | $288.98K |
IDEXX Laboratories, Inc.
IDXX
Shares Held
4K
Value
$2.37M
Brookfield Corporation
BN
Shares Held
4K
Value
$272.84K
Kontoor Brands, Inc.
KTB
Shares Held
4K
Value
$289.67K
Hilton Worldwide Holdings Inc.
HLT
Shares Held
4K
Value
$1.16M
M&T Bank Corporation
MTB
Shares Held
4K
Value
$842.71K
Solventum Corporation
SOLV
Shares Held
4K
Value
$327.55K
Molson Coors Beverage Company
TAP
Shares Held
4K
Value
$207.63K
Commerce Bancshares, Inc.
CBSH
Shares Held
4K
Value
$266.91K
Ulta Beauty, Inc.
ULTA
Shares Held
4K
Value
$2.00M
The Bancorp, Inc.
TBBK
Shares Held
4K
Value
$243.49K
Synchrony Financial
SYF
Shares Held
4K
Value
$284.84K
Willis Towers Watson Public Limited Company
WTW
Shares Held
4K
Value
$1.30M
Travel + Leisure Co.
TNL
Shares Held
4K
Value
$219.45K
Ralliant Corp.
RAL
Shares Held
4K
Value
$205.10K
Minerals Technologies Inc.
MTX
Shares Held
4K
Value
$232.07K
Woodward, Inc.
WWD
Shares Held
4K
Value
$1.02M
Qorvo, Inc.
QRVO
Shares Held
4K
Value
$352.21K
Customers Bancorp, Inc.
CUBI
Shares Held
4K
Value
$243.36K
Sun Life Financial Inc.
SLF
Shares Held
4K
Value
$273.89K
Atkore Inc.
ATKR
Shares Held
4K
Value
$288.98K