Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Globus Medical, Inc.GMED11.99K$947.57K
Rocket Lab USA, Inc.RKLB11.99K$1.22M
NIO Inc.NIO11.94K$60.39K
Western Alliance BancorporationWAL11.91K$979.31K
Broadstone Net Lease, Inc.BNL11.87K$245.44K
Iron Mountain IncorporatedIRM11.86K$1.5M
Cigna CorporationCI11.77K$3.24M
Omnicom Group Inc.OMC11.76K$856.76K
BCE Inc.BCE11.71K$251.97K
Agilent Technologies, Inc.A11.69K$1.55M
On Holding AGONON11.68K$413.67K
Cousins Properties IncorporatedCUZ11.67K$349.87K
Roku, Inc.ROKU11.63K$1.61M
Five9, Inc.FIVN11.62K$247.8K
YETI Holdings, Inc.YETI11.62K$575.84K
Parker-Hannifin CorporationPH11.56K$11.31M
Sunoco LPSUN11.54K$778.94K
Phillips Edison & Co.PECO11.52K$479.25K
Novocure LtdNVCR11.51K$174.39K
Becton, Dickinson and CompanyBDX11.51K$1.74M