EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SBUX | 55K | $5.06M |
 | O | 55K | $3.15M |
 | HLX | 54K | $335.25K |
 | RF | 53K | $1.24M |
 | BGC | 52K | $536.55K |
 | DHR | 52K | $10.27M |
 | ADBE | 52K | $19.97M |
 | MA | 52K | $28.98M |
 | COP | 52K | $4.62M |
 | PM | 51K | $9.33M |
 | ABEV | 51K | $122.25K |
 | AMCR | 50K | $460.18K |
 | NVO | 48K | $3.29M |
 | SONY | 48K | $1.24M |
 | CTAS | 47K | $10.49M |
 | OLMA | 47K | $199.81K |
 | LRCX | 47K | $4.55M |
 | IBM | 46K | $13.67M |
 | ECL | 46K | $12.44M |
 | PCG | 46K | $642.73K |
Starbucks Corporation
SBUX
Shares Held
55K
Value
$5.06M
Realty Income Corporation
O
Shares Held
55K
Value
$3.15M
Helix Energy Solutions Group, Inc.
HLX
Shares Held
54K
Value
$335.25K
Regions Financial Corporation
RF
Shares Held
53K
Value
$1.24M
BGC Group, Inc
BGC
Shares Held
52K
Value
$536.55K
Danaher Corporation
DHR
Shares Held
52K
Value
$10.27M
Adobe Inc.
ADBE
Shares Held
52K
Value
$19.97M
Mastercard Incorporated
MA
Shares Held
52K
Value
$28.98M
ConocoPhillips
COP
Shares Held
52K
Value
$4.62M
Philip Morris International Inc.
PM
Shares Held
51K
Value
$9.33M
Ambev S.A.
ABEV
Shares Held
51K
Value
$122.25K
Amcor plc
AMCR
Shares Held
50K
Value
$460.18K
Novo Nordisk A/S
NVO
Shares Held
48K
Value
$3.29M
Sony Group Corporation
SONY
Shares Held
48K
Value
$1.24M
Cintas Corporation
CTAS
Shares Held
47K
Value
$10.49M
Olema Pharmaceuticals, Inc.
OLMA
Shares Held
47K
Value
$199.81K
Lam Research Corporation
LRCX
Shares Held
47K
Value
$4.55M
International Business Machines Corporation
IBM
Shares Held
46K
Value
$13.67M
Ecolab Inc.
ECL
Shares Held
46K
Value
$12.44M
Pacific Gas & Electric Co.
PCG
Shares Held
46K
Value
$642.73K