Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Kroger Co.KR32.75K$1.82M
Intercontinental Exchange, Inc.ICE32.61K$4.01M
Shell plcSHEL32.52K$2.52M
American Tower CorporationAMT31.96K$5.23M
Medtronic plcMDT31.45K$2.46M
NIKE, Inc.NKE31.27K$1.28M
The Boeing CompanyBA31.18K$6.75M
ONEOK, Inc.OKE30.84K$2.68M
Lloyds Banking Group plcLYG30.7K$178.96K
Keel Infrastructure Corp.KEEL30.68K$176.1K
CME Group Inc.CME30.6K$6.76M
Albertsons Companies, Inc.ACI30.49K$412.57K
American Express CompanyAXP29.87K$10.1M
JetBlue Airways CorporationJBLU29.76K$170.55K
OPKO Health, Inc.OPK29.72K$44.58K
Archer Aviation Inc.ACHR29.7K$140.5K
Apollo Global Management, Inc.APO29.38K$3.48M
Eversource EnergyES28.93K$2.09M
DTE Energy CompanyDTE28.84K$4.39M
Hope Bancorp, Inc.HOPE28.83K$394.39K