
EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | MNST | 4K | $256.01K |
![]() | APO | 4K | $579.15K |
![]() | AVY | 4K | $713.88K |
![]() | WAB | 4K | $848.92K |
![]() | AOS | 4K | $264.25K |
![]() | HRB | 4K | $218.55K |
![]() | TER | 4K | $357.28K |
![]() | VCTR | 4K | $251.94K |
![]() | SANM | 4K | $386.43K |
![]() | CBRE | 4K | $542.94K |
![]() | UNM | 4K | $312.10K |
![]() | EEFT | 4K | $390.52K |
![]() | EXR | 4K | $566.37K |
![]() | AMWD | 4K | $204.14K |
![]() | NOW | 4K | $3.93M |
![]() | ICUI | 4K | $503.76K |
![]() | K | 4K | $300.71K |
![]() | SYBT | 4K | $296.02K |
![]() | MSTR | 4K | $1.51M |
![]() | FOXA | 4K | $209.03K |

Monster Beverage Corporation
MNST
Shares Held
4K
Value
$256.01K

Apollo Global Management, Inc.
APO
Shares Held
4K
Value
$579.15K

Avery Dennison Corporation
AVY
Shares Held
4K
Value
$713.88K

Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
4K
Value
$848.92K

A. O. Smith Corporation
AOS
Shares Held
4K
Value
$264.25K

H&R Block, Inc.
HRB
Shares Held
4K
Value
$218.55K

Teradyne, Inc.
TER
Shares Held
4K
Value
$357.28K

Victory Capital Holdings, Inc.
VCTR
Shares Held
4K
Value
$251.94K

Sanmina Corporation
SANM
Shares Held
4K
Value
$386.43K

CBRE Group, Inc.
CBRE
Shares Held
4K
Value
$542.94K

Unum Group
UNM
Shares Held
4K
Value
$312.10K

Euronet Worldwide, Inc.
EEFT
Shares Held
4K
Value
$390.52K

Extra Space Storage Inc.
EXR
Shares Held
4K
Value
$566.37K

American Woodmark Corporation
AMWD
Shares Held
4K
Value
$204.14K

ServiceNow, Inc.
NOW
Shares Held
4K
Value
$3.93M

ICU Medical, Inc.
ICUI
Shares Held
4K
Value
$503.76K

Kellanova
K
Shares Held
4K
Value
$300.71K

Stock Yards Bancorp, Inc.
SYBT
Shares Held
4K
Value
$296.02K

MicroStrategy Incorporated
MSTR
Shares Held
4K
Value
$1.51M

Fox Corporation
FOXA
Shares Held
4K
Value
$209.03K
