EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GMED | 3K | $200.31K |
 | FICO | 3K | $6.19M |
 | AMP | 3K | $1.80M |
 | PPG | 3K | $384.41K |
 | SMG | 3K | $221.63K |
 | VLTO | 3K | $329.42K |
 | WSM | 3K | $527.36K |
 | VRT | 3K | $410.29K |
 | GPC | 3K | $385.79K |
 | CRDO | 3K | $286.47K |
 | RY | 3K | $402.28K |
 | GL | 3K | $379.69K |
 | JXN | 3K | $268.77K |
 | CCK | 3K | $310.94K |
 | SNPS | 3K | $1.53M |
 | ADSK | 3K | $920.73K |
 | DLTR | 3K | $294.45K |
 | MCB | 3K | $208.04K |
 | OC | 3K | $406.63K |
 | SAP | 3K | $898.97K |
Globus Medical, Inc.
GMED
Shares Held
3K
Value
$200.31K
Fair Isaac Corporation
FICO
Shares Held
3K
Value
$6.19M
Ameriprise Financial, Inc.
AMP
Shares Held
3K
Value
$1.80M
PPG Industries, Inc.
PPG
Shares Held
3K
Value
$384.41K
The Scotts Miracle-Gro Company
SMG
Shares Held
3K
Value
$221.63K
Veralto Corporation
VLTO
Shares Held
3K
Value
$329.42K
Williams-Sonoma, Inc.
WSM
Shares Held
3K
Value
$527.36K
Vertiv Holdings Co
VRT
Shares Held
3K
Value
$410.29K
Genuine Parts Company
GPC
Shares Held
3K
Value
$385.79K
Credo Technology Group Holding Ltd
CRDO
Shares Held
3K
Value
$286.47K
Royal Bank of Canada
RY
Shares Held
3K
Value
$402.28K
Globe Life Inc.
GL
Shares Held
3K
Value
$379.69K
Jackson Financial Inc.
JXN
Shares Held
3K
Value
$268.77K
Crown Holdings, Inc.
CCK
Shares Held
3K
Value
$310.94K
Synopsys, Inc.
SNPS
Shares Held
3K
Value
$1.53M
Autodesk, Inc.
ADSK
Shares Held
3K
Value
$920.73K
Dollar Tree, Inc.
DLTR
Shares Held
3K
Value
$294.45K
Metropolitan Bank Holding Corp.
MCB
Shares Held
3K
Value
$208.04K
Owens Corning
OC
Shares Held
3K
Value
$406.63K
SAP SE
SAP
Shares Held
3K
Value
$898.97K