EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DOC | 46K | $798.15K |
 | BF-B | 45K | $1.22M |
 | CL | 45K | $4.12M |
 | MS | 44K | $6.25M |
 | EW | 44K | $3.45M |
 | NEM | 44K | $2.56M |
 | AMGN | 43K | $12.03M |
 | CARR | 42K | $3.10M |
 | HLMN | 42K | $300.70K |
 | CTRA | 42K | $1.06M |
 | LYG | 42K | $178.07K |
 | ADT | 42K | $352.62K |
 | TXN | 41K | $8.61M |
 | LZ | 41K | $368.45K |
 | STTK | 41K | $32.60K |
 | HL | 41K | $246.11K |
 | ECVT | 40K | $331.82K |
 | RSG | 40K | $9.86M |
 | HPQ | 40K | $977.06K |
 | ALIT | 40K | $223.83K |
Healthpeak Properties, Inc.
DOC
Shares Held
46K
Value
$798.15K
Brown-Forman Corporation
BF-B
Shares Held
45K
Value
$1.22M
Colgate-Palmolive Company
CL
Shares Held
45K
Value
$4.12M
Morgan Stanley
MS
Shares Held
44K
Value
$6.25M
Edwards Lifesciences Corporation
EW
Shares Held
44K
Value
$3.45M
Newmont Corporation
NEM
Shares Held
44K
Value
$2.56M
Amgen Inc.
AMGN
Shares Held
43K
Value
$12.03M
Carrier Global Corporation
CARR
Shares Held
42K
Value
$3.10M
Hillman Solutions Corp.
HLMN
Shares Held
42K
Value
$300.70K
Coterra Energy Inc.
CTRA
Shares Held
42K
Value
$1.06M
Lloyds Banking Group plc
LYG
Shares Held
42K
Value
$178.07K
ADT Inc.
ADT
Shares Held
42K
Value
$352.62K
Texas Instruments Incorporated
TXN
Shares Held
41K
Value
$8.61M
LegalZoom.com, Inc.
LZ
Shares Held
41K
Value
$368.45K
Shattuck Labs, Inc.
STTK
Shares Held
41K
Value
$32.60K
Hecla Mining Company
HL
Shares Held
41K
Value
$246.11K
Ecovyst Inc.
ECVT
Shares Held
40K
Value
$331.82K
Republic Services, Inc.
RSG
Shares Held
40K
Value
$9.86M
HP Inc.
HPQ
Shares Held
40K
Value
$977.06K
Alight, Inc.
ALIT
Shares Held
40K
Value
$223.83K