Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AstraZeneca PLCAZN16.05K$3.04M
InMode Ltd.INMD16.02K$234.14K
Banco Bilbao Vizcaya Argentaria, S.A.BBVA15.99K$400.69K
Western Digital CorporationWDC15.96K$10.2M
Omega Healthcare Investors, Inc.OHI15.95K$760.56K
Genpact LimitedG15.92K$437.88K
Thermo Fisher Scientific Inc.TMO15.88K$7.96M
News CorporationNWSA15.85K$393.51K
Toast, Inc.TOST15.71K$436.96K
Lennar CorporationLEN15.7K$1.42M
SM Energy CompanySM15.68K$409.2K
Magnera CorpMAGN15.66K$183.98K
AllianceBernstein Holding L.P.AB15.51K$546.16K
Q2 Holdings, Inc.QTWO15.48K$744.73K
TransMedics Group, Inc.TMDX15.4K$1.02M
Adobe Inc.ADBE15.34K$3.14M
The Trade Desk, Inc.TTD15.32K$276.99K
MediaAlpha, Inc.MAX15.27K$191.98K
BlackRock Floating Rate Income Strategies Fund, Inc.FRA15.27K$167.84K
nVent Electric plcNVT15.22K$2.58M