EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FI | 34K | $5.85M |
 | EMR | 34K | $4.49M |
 | MPC | 33K | $5.56M |
 | DUK | 33K | $3.90M |
 | KHC | 33K | $851.33K |
 | PLD | 32K | $3.42M |
 | COUR | 32K | $284.65K |
 | CDE | 32K | $287.87K |
 | CMG | 32K | $1.82M |
 | PPL | 32K | $1.08M |
 | MDLZ | 31K | $2.09M |
 | AZN | 31K | $2.16M |
 | ETN | 31K | $10.90M |
 | TMO | 30K | $12.22M |
 | WBD | 30K | $344.32K |
 | COLB | 30K | $696.51K |
 | AXP | 30K | $9.48M |
 | GILD | 29K | $3.24M |
 | OPK | 29K | $38.15K |
 | PLTR | 29K | $3.89M |
Fiserv, Inc.
FI
Shares Held
34K
Value
$5.85M
Emerson Electric Co.
EMR
Shares Held
34K
Value
$4.49M
Marathon Petroleum Corporation
MPC
Shares Held
33K
Value
$5.56M
Duke Energy Corporation
DUK
Shares Held
33K
Value
$3.90M
The Kraft Heinz Company
KHC
Shares Held
33K
Value
$851.33K
Prologis, Inc.
PLD
Shares Held
32K
Value
$3.42M
Coursera, Inc.
COUR
Shares Held
32K
Value
$284.65K
Coeur Mining, Inc.
CDE
Shares Held
32K
Value
$287.87K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
32K
Value
$1.82M
PPL Corporation
PPL
Shares Held
32K
Value
$1.08M
Mondelez International, Inc.
MDLZ
Shares Held
31K
Value
$2.09M
AstraZeneca PLC
AZN
Shares Held
31K
Value
$2.16M
Eaton Corporation plc
ETN
Shares Held
31K
Value
$10.90M
Thermo Fisher Scientific Inc.
TMO
Shares Held
30K
Value
$12.22M
Warner Bros. Discovery, Inc.
WBD
Shares Held
30K
Value
$344.32K
Columbia Banking System, Inc.
COLB
Shares Held
30K
Value
$696.51K
American Express Company
AXP
Shares Held
30K
Value
$9.48M
Gilead Sciences, Inc.
GILD
Shares Held
29K
Value
$3.24M
OPKO Health, Inc.
OPK
Shares Held
29K
Value
$38.15K
Palantir Technologies Inc.
PLTR
Shares Held
29K
Value
$3.89M