EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FIX | 579 | $310.51K |
 | AXON | 579 | $479.22K |
 | MPWR | 516 | $377.64K |
 | CACI | 491 | $234.06K |
 | HEI-A | 486 | $125.87K |
 | EME | 469 | $251.06K |
 | HUBS | 385 | $214.56K |
 | MTD | 240 | $281.78K |
 | AZO | 236 | $875.65K |
 | MKL | 228 | $455.40K |
 | MELI | 160 | $418.31K |
 | BRK-A | 29 | $21.14M |
Comfort Systems USA, Inc.
FIX
Shares Held
579
Value
$310.51K
Axon Enterprise, Inc.
AXON
Shares Held
579
Value
$479.22K
Monolithic Power Systems, Inc.
MPWR
Shares Held
516
Value
$377.64K
CACI International Inc
CACI
Shares Held
491
Value
$234.06K
HEICO Corporation
HEI-A
Shares Held
486
Value
$125.87K
EMCOR Group, Inc.
EME
Shares Held
469
Value
$251.06K
HubSpot, Inc.
HUBS
Shares Held
385
Value
$214.56K
Mettler-Toledo International Inc.
MTD
Shares Held
240
Value
$281.78K
AutoZone, Inc.
AZO
Shares Held
236
Value
$875.65K
Markel Corporation
MKL
Shares Held
228
Value
$455.40K
MercadoLibre, Inc.
MELI
Shares Held
160
Value
$418.31K
Berkshire Hathaway Inc.
BRK-A
Shares Held
29
Value
$21.14M
...