EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ABBV | 127K | $23.66M |
 | PANW | 124K | $25.39M |
 | SPGI | 122K | $64.48M |
 | STZ | 122K | $19.88M |
 | KO | 118K | $8.36M |
 | CRM | 109K | $29.67M |
 | KKR | 104K | $13.83M |
 | HCA | 104K | $39.71M |
 | TSLA | 103K | $32.70M |
 | CVS | 102K | $7.06M |
 | QCOM | 102K | $16.22M |
 | SNOW | 95K | $21.20M |
 | TY | 93K | $2.95M |
 | ROK | 93K | $30.80M |
 | HD | 89K | $32.64M |
 | BMY | 89K | $4.10M |
 | DIS | 89K | $10.98M |
United Bankshares, Inc. | UBSI | 84K | $3.05M |
 | SABR | 82K | $260.14K |
 | ACN | 81K | $24.25M |
AbbVie Inc.
ABBV
Shares Held
127K
Value
$23.66M
Palo Alto Networks, Inc.
PANW
Shares Held
124K
Value
$25.39M
S&P Global Inc.
SPGI
Shares Held
122K
Value
$64.48M
Constellation Brands, Inc.
STZ
Shares Held
122K
Value
$19.88M
The Coca-Cola Company
KO
Shares Held
118K
Value
$8.36M
Salesforce, Inc.
CRM
Shares Held
109K
Value
$29.67M
KKR & Co. Inc.
KKR
Shares Held
104K
Value
$13.83M
HCA Healthcare, Inc.
HCA
Shares Held
104K
Value
$39.71M
Tesla, Inc.
TSLA
Shares Held
103K
Value
$32.70M
CVS Health Corporation
CVS
Shares Held
102K
Value
$7.06M
QUALCOMM Incorporated
QCOM
Shares Held
102K
Value
$16.22M
Snowflake Inc.
SNOW
Shares Held
95K
Value
$21.20M
Tri-Continental Corporation
TY
Shares Held
93K
Value
$2.95M
Rockwell Automation, Inc.
ROK
Shares Held
93K
Value
$30.80M
The Home Depot, Inc.
HD
Shares Held
89K
Value
$32.64M
Bristol-Myers Squibb Company
BMY
Shares Held
89K
Value
$4.10M
The Walt Disney Company
DIS
Shares Held
89K
Value
$10.98M
United Bankshares, Inc.
UBSI
Shares Held
84K
Value
$3.05M
Sabre Corporation
SABR
Shares Held
82K
Value
$260.14K
Accenture plc
ACN
Shares Held
81K
Value
$24.25M