EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MMS | 4K | $261.34K |
 | MLI | 4K | $294.94K |
 | VEEV | 4K | $1.07M |
 | DTE | 4K | $490.06K |
 | MAA | 4K | $547.52K |
 | EHC | 4K | $453.00K |
 | UAL | 4K | $293.74K |
 | CMI | 4K | $1.20M |
 | HDB | 4K | $280.06K |
 | GVA | 4K | $341.50K |
 | GRMN | 4K | $758.19K |
 | J | 4K | $475.95K |
 | MKSI | 4K | $359.69K |
 | PSA | 4K | $1.05M |
 | PHM | 4K | $378.17K |
 | MOH | 4K | $1.06M |
 | BLKB | 4K | $228.14K |
 | MGRC | 4K | $408.30K |
 | AEE | 4K | $336.83K |
 | HWM | 3K | $638.30K |
Maximus, Inc.
MMS
Shares Held
4K
Value
$261.34K
Mueller Industries, Inc.
MLI
Shares Held
4K
Value
$294.94K
Veeva Systems Inc.
VEEV
Shares Held
4K
Value
$1.07M
DTE Energy Company
DTE
Shares Held
4K
Value
$490.06K
Mid-America Apartment Communities, Inc.
MAA
Shares Held
4K
Value
$547.52K
Encompass Health Corporation
EHC
Shares Held
4K
Value
$453.00K
United Airlines Holdings, Inc.
UAL
Shares Held
4K
Value
$293.74K
Cummins Inc.
CMI
Shares Held
4K
Value
$1.20M
HDFC Bank Limited
HDB
Shares Held
4K
Value
$280.06K
Granite Construction Incorporated
GVA
Shares Held
4K
Value
$341.50K
Garmin Ltd.
GRMN
Shares Held
4K
Value
$758.19K
Jacobs Solutions Inc.
J
Shares Held
4K
Value
$475.95K
MKS Inc.
MKSI
Shares Held
4K
Value
$359.69K
Public Storage
PSA
Shares Held
4K
Value
$1.05M
PulteGroup, Inc.
PHM
Shares Held
4K
Value
$378.17K
Molina Healthcare, Inc.
MOH
Shares Held
4K
Value
$1.06M
Blackbaud, Inc.
BLKB
Shares Held
4K
Value
$228.14K
McGrath RentCorp
MGRC
Shares Held
4K
Value
$408.30K
Ameren Corporation
AEE
Shares Held
4K
Value
$336.83K
Howmet Aerospace Inc.
HWM
Shares Held
3K
Value
$638.30K