EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UNH | 81K | $25.22M |
 | MTG | 80K | $2.24M |
 | INTC | 76K | $1.70M |
 | MO | 75K | $4.39M |
 | LOW | 74K | $16.34M |
 | NUS | 72K | $576.25K |
 | LLY | 72K | $55.96M |
 | TSCO | 71K | $3.76M |
 | F | 69K | $745.76K |
 | AMBP | 67K | $286.54K |
 | AME | 67K | $12.09M |
 | SRE | 64K | $4.87M |
 | C | 63K | $5.40M |
 | UBER | 63K | $5.87M |
 | AMAT | 63K | $11.45M |
 | BLK | 62K | $65.54M |
 | SNFCA | 61K | $599.13K |
 | ET | 60K | $1.08M |
 | ANET | 58K | $5.91M |
 | SNAP | 57K | $496.99K |
UnitedHealth Group Incorporated
UNH
Shares Held
81K
Value
$25.22M
MGIC Investment Corporation
MTG
Shares Held
80K
Value
$2.24M
Intel Corporation
INTC
Shares Held
76K
Value
$1.70M
Altria Group, Inc.
MO
Shares Held
75K
Value
$4.39M
Lowe's Companies, Inc.
LOW
Shares Held
74K
Value
$16.34M
Nu Skin Enterprises, Inc.
NUS
Shares Held
72K
Value
$576.25K
Eli Lilly and Company
LLY
Shares Held
72K
Value
$55.96M
Tractor Supply Company
TSCO
Shares Held
71K
Value
$3.76M
Ford Motor Company
F
Shares Held
69K
Value
$745.76K
Ardagh Metal Packaging S.A.
AMBP
Shares Held
67K
Value
$286.54K
AMETEK, Inc.
AME
Shares Held
67K
Value
$12.09M
Sempra
SRE
Shares Held
64K
Value
$4.87M
Citigroup Inc.
C
Shares Held
63K
Value
$5.40M
Uber Technologies, Inc.
UBER
Shares Held
63K
Value
$5.87M
Applied Materials, Inc.
AMAT
Shares Held
63K
Value
$11.45M
BlackRock, Inc.
BLK
Shares Held
62K
Value
$65.54M
Security National Financial Corporation
SNFCA
Shares Held
61K
Value
$599.13K
Energy Transfer LP
ET
Shares Held
60K
Value
$1.08M
Arista Networks, Inc.
ANET
Shares Held
58K
Value
$5.91M
Snap Inc.
SNAP
Shares Held
57K
Value
$496.99K