EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SEIC | 2K | $209.87K |
 | ROP | 2K | $1.31M |
 | UTHR | 2K | $660.31K |
 | DGX | 2K | $408.57K |
 | NBN | 2K | $201.83K |
 | SNEX | 2K | $205.06K |
 | REGN | 2K | $1.18M |
 | MSCI | 2K | $1.29M |
 | SPSC | 2K | $301.71K |
 | CRH | 2K | $202.09K |
 | MTSI | 2K | $303.49K |
 | RBLX | 2K | $219.42K |
 | KWR | 2K | $231.04K |
 | SPG | 2K | $330.10K |
 | MIDD | 2K | $294.91K |
 | FIVE | 2K | $262.58K |
 | DTM | 2K | $218.41K |
 | RJF | 2K | $302.24K |
 | EGP | 2K | $324.28K |
 | CRL | 2K | $289.05K |
SEI Investments Company
SEIC
Shares Held
2K
Value
$209.87K
Roper Technologies, Inc.
ROP
Shares Held
2K
Value
$1.31M
United Therapeutics Corporation
UTHR
Shares Held
2K
Value
$660.31K
Quest Diagnostics Incorporated
DGX
Shares Held
2K
Value
$408.57K
Northeast Bank
NBN
Shares Held
2K
Value
$201.83K
StoneX Group Inc.
SNEX
Shares Held
2K
Value
$205.06K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
2K
Value
$1.18M
MSCI Inc.
MSCI
Shares Held
2K
Value
$1.29M
SPS Commerce, Inc.
SPSC
Shares Held
2K
Value
$301.71K
CRH plc
CRH
Shares Held
2K
Value
$202.09K
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
2K
Value
$303.49K
Roblox Corporation
RBLX
Shares Held
2K
Value
$219.42K
Quaker Chemical Corporation
KWR
Shares Held
2K
Value
$231.04K
Simon Property Group, Inc.
SPG
Shares Held
2K
Value
$330.10K
The Middleby Corporation
MIDD
Shares Held
2K
Value
$294.91K
Five Below, Inc.
FIVE
Shares Held
2K
Value
$262.58K
DT Midstream, Inc.
DTM
Shares Held
2K
Value
$218.41K
Raymond James Financial, Inc.
RJF
Shares Held
2K
Value
$302.24K
EastGroup Properties, Inc.
EGP
Shares Held
2K
Value
$324.28K
Charles River Laboratories International, Inc.
CRL
Shares Held
2K
Value
$289.05K