EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MCO | 3K | $1.31M |
 | MSI | 3K | $1.10M |
 | AMG | 3K | $511.99K |
 | COHR | 3K | $228.56K |
 | COIN | 3K | $889.16K |
 | DASH | 3K | $625.12K |
 | NDAQ | 3K | $226.45K |
 | ROKU | 3K | $221.80K |
 | PAG | 2K | $428.38K |
 | ABNB | 2K | $328.86K |
 | LULU | 2K | $590.33K |
 | NRG | 2K | $397.94K |
 | RRX | 2K | $358.16K |
 | CR | 2K | $468.84K |
 | FNV | 2K | $397.86K |
 | RGLD | 2K | $430.91K |
 | MATX | 2K | $266.80K |
 | THC | 2K | $420.99K |
 | DEO | 2K | $236.97K |
 | NET | 2K | $458.38K |
Moody's Corporation
MCO
Shares Held
3K
Value
$1.31M
Motorola Solutions, Inc.
MSI
Shares Held
3K
Value
$1.10M
Affiliated Managers Group, Inc.
AMG
Shares Held
3K
Value
$511.99K
Coherent, Inc.
COHR
Shares Held
3K
Value
$228.56K
Coinbase Global, Inc.
COIN
Shares Held
3K
Value
$889.16K
DoorDash, Inc.
DASH
Shares Held
3K
Value
$625.12K
Nasdaq, Inc.
NDAQ
Shares Held
3K
Value
$226.45K
Roku, Inc.
ROKU
Shares Held
3K
Value
$221.80K
Penske Automotive Group, Inc.
PAG
Shares Held
2K
Value
$428.38K
Airbnb, Inc.
ABNB
Shares Held
2K
Value
$328.86K
Lululemon Athletica Inc.
LULU
Shares Held
2K
Value
$590.33K
NRG Energy, Inc.
NRG
Shares Held
2K
Value
$397.94K
Regal Rexnord Corporation
RRX
Shares Held
2K
Value
$358.16K
Crane Company
CR
Shares Held
2K
Value
$468.84K
Franco-Nevada Corporation
FNV
Shares Held
2K
Value
$397.86K
Royal Gold, Inc.
RGLD
Shares Held
2K
Value
$430.91K
Matson, Inc.
MATX
Shares Held
2K
Value
$266.80K
Tenet Healthcare Corporation
THC
Shares Held
2K
Value
$420.99K
Diageo plc
DEO
Shares Held
2K
Value
$236.97K
Cloudflare, Inc.
NET
Shares Held
2K
Value
$458.38K