EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SCHW | 39K | $3.60M |
 | GIS | 39K | $2.02M |
 | GLPI | 39K | $1.82M |
 | MU | 39K | $4.79M |
 | HPE | 39K | $790.92K |
 | ARWR | 39K | $608.68K |
 | JOBY | 38K | $403.31K |
 | PAYX | 38K | $5.47M |
 | USFD | 36K | $2.79M |
 | MDT | 36K | $3.15M |
 | FNF | 36K | $2.03M |
 | KR | 36K | $2.55M |
 | BSX | 35K | $3.78M |
 | APD | 35K | $9.88M |
 | LEG | 35K | $310.94K |
 | UPS | 35K | $3.51M |
 | HYPR | 35K | $24.99K |
 | SLB | 35K | $1.17M |
 | EOG | 35K | $4.13M |
 | HST | 34K | $528.78K |
The Charles Schwab Corporation
SCHW
Shares Held
39K
Value
$3.60M
General Mills, Inc.
GIS
Shares Held
39K
Value
$2.02M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
39K
Value
$1.82M
Micron Technology, Inc.
MU
Shares Held
39K
Value
$4.79M
Hewlett Packard Enterprise Company
HPE
Shares Held
39K
Value
$790.92K
Arrowhead Pharmaceuticals, Inc.
ARWR
Shares Held
39K
Value
$608.68K
Joby Aviation, Inc.
JOBY
Shares Held
38K
Value
$403.31K
Paychex, Inc.
PAYX
Shares Held
38K
Value
$5.47M
US Foods Holding Corp.
USFD
Shares Held
36K
Value
$2.79M
Medtronic plc
MDT
Shares Held
36K
Value
$3.15M
Fidelity National Financial, Inc.
FNF
Shares Held
36K
Value
$2.03M
The Kroger Co.
KR
Shares Held
36K
Value
$2.55M
Boston Scientific Corporation
BSX
Shares Held
35K
Value
$3.78M
Air Products and Chemicals, Inc.
APD
Shares Held
35K
Value
$9.88M
Leggett & Platt, Incorporated
LEG
Shares Held
35K
Value
$310.94K
United Parcel Service, Inc.
UPS
Shares Held
35K
Value
$3.51M
Hyperfine, Inc.
HYPR
Shares Held
35K
Value
$24.99K
SLB N.V.
SLB
Shares Held
35K
Value
$1.17M
EOG Resources, Inc.
EOG
Shares Held
35K
Value
$4.13M
Host Hotels & Resorts, Inc.
HST
Shares Held
34K
Value
$528.78K