Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
HSBC Holdings plcHSBC8.12K$772.47K
Lamar Advertising CompanyLAMR8.15K$1.27M
Eni S.p.A.E8.18K$383.1K
Essential Properties Realty Trust, Inc.EPRT8.21K$245.22K
STMicroelectronics N.V.STM8.29K$620.82K
The Clorox CompanyCLX8.34K$796.38K
The Scotts Miracle-Gro CompanySMG8.5K$579.21K
Microchip Technology IncorporatedMCHP8.53K$777.97K
Atlassian CorporationTEAM8.54K$664.41K
Donnelley Financial Solutions, Inc.DFIN8.55K$358.8K
Qnity Electronics, Inc.Q8.56K$1.4M
Unum GroupUNM8.61K$769.39K
Prudential plcPUK8.63K$231.32K
Nucor CorporationNUE8.64K$1.93M
DocuSign, Inc.DOCU8.66K$384.51K
DraftKings Inc.DKNG8.66K$218.68K
Pentair plcPNR8.69K$666.37K
Mueller Water Products, Inc.MWA8.72K$225.37K
Element Solutions IncESI8.76K$418.29K
Halozyme Therapeutics, Inc.HALO8.76K$685.72K