EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HII | 1K | $247.65K |
 | BLD | 998 | $323.09K |
 | STE | 943 | $226.63K |
 | IDCC | 942 | $211.29K |
 | LPLA | 935 | $350.59K |
 | CW | 916 | $447.51K |
 | AYI | 905 | $269.89K |
 | CSL | 893 | $333.45K |
 | VMC | 866 | $225.98K |
 | WAT | 850 | $296.52K |
 | SPOT | 842 | $645.91K |
 | RS | 816 | $256.15K |
 | VMI | 812 | $265.18K |
 | ALNY | 713 | $232.51K |
 | MORN | 711 | $223.35K |
 | CYBR | 661 | $268.95K |
 | TDY | 621 | $318.14K |
 | TPL | 616 | $650.90K |
 | IT | 613 | $247.72K |
 | EQIX | 601 | $477.72K |
Huntington Ingalls Industries, Inc.
HII
Shares Held
1K
Value
$247.65K
TopBuild Corp.
BLD
Shares Held
998
Value
$323.09K
STERIS plc
STE
Shares Held
943
Value
$226.63K
InterDigital, Inc.
IDCC
Shares Held
942
Value
$211.29K
LPL Financial Holdings Inc.
LPLA
Shares Held
935
Value
$350.59K
Curtiss-Wright Corporation
CW
Shares Held
916
Value
$447.51K
Acuity Brands, Inc.
AYI
Shares Held
905
Value
$269.89K
Carlisle Companies Incorporated
CSL
Shares Held
893
Value
$333.45K
Vulcan Materials Company
VMC
Shares Held
866
Value
$225.98K
Waters Corporation
WAT
Shares Held
850
Value
$296.52K
Spotify Technology S.A.
SPOT
Shares Held
842
Value
$645.91K
Reliance Steel & Aluminum Co.
RS
Shares Held
816
Value
$256.15K
Valmont Industries, Inc.
VMI
Shares Held
812
Value
$265.18K
Alnylam Pharmaceuticals, Inc.
ALNY
Shares Held
713
Value
$232.51K
Morningstar, Inc.
MORN
Shares Held
711
Value
$223.35K
CyberArk Software Ltd.
CYBR
Shares Held
661
Value
$268.95K
Teledyne Technologies Incorporated
TDY
Shares Held
621
Value
$318.14K
Texas Pacific Land Corporation
TPL
Shares Held
616
Value
$650.90K
Gartner, Inc.
IT
Shares Held
613
Value
$247.72K
Equinix, Inc.
EQIX
Shares Held
601
Value
$477.72K