EP Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| BlackRock Multi-Sector Income TrustBIT | $145.5K | 0.0% |
| SOUNDHOUND AI, INC. | $145.8K | 0.0% |
| Shattuck Labs, Inc.STTK | $150.3K | 0.0% |
| TIDAL TRUST II | $152.9K | 0.0% |
| Medical Properties Trust Inc | $152.9K | 0.0% |
| Angel Oak Mortgage REIT, Inc.AOMR | $154.3K | 0.0% |
| LLOYDS BANKING GROUP PLC | $154.4K | 0.0% |
| MIMEDX GROUP, INC.MDXG | $156.3K | 0.0% |
| NOMURA HOLDINGS INCNMR | $156.9K | 0.0% |
| Sally Beauty Holdings Inc | $159.5K | 0.0% |
| Black Stone Minerals, L.P.BSM | $160.0K | 0.0% |
| FLOWERS FOODS INC | $160.3K | 0.0% |
| CBRE GLOBAL REAL ESTATE INCOME FUNDIGR | $160.6K | 0.0% |
| DENTSPLY SIRONA Inc. | $161.0K | 0.0% |
| QUINSTREET, INC | $163.4K | 0.0% |
| Mizuho Financial Group, Inc.MFG | $169.3K | 0.0% |
| UMH PROPERTIES, INC. | $169.3K | 0.0% |
| Udemy, Inc. | $171.8K | 0.0% |
| Sun Country Airlines Holdings, LLC | $172.6K | 0.0% |
| HAWAIIAN ELECTRIC INDUSTRIES INC | $174.6K | 0.0% |
| Janus International Group, Inc. | $181.5K | 0.0% |
| V. F. CORPORATION | $182.3K | 0.0% |
| OIL STATES INTERNATIONAL, INC | $182.5K | 0.0% |
| BLACKROCK FLOATING RATE INCO | $185.9K | 0.0% |
| CALAMOS CONV & HIGH INCOME F | $186.5K | 0.0% |
| 10x Genomics, Inc. | $187.7K | 0.0% |
| AMBEV S.A.ABEV | $189.8K | 0.0% |
| JOHN HANCOCK PREMIUM DIVIDEND FUNDPDT | $190.5K | 0.0% |
| PagerDuty, Inc. | $191.1K | 0.0% |
| PUTNAM ETF TRUST | $191.7K | 0.0% |
| FINWISE BANCORP | $192.2K | 0.0% |
| MasterBrand, Inc. | $194.2K | 0.0% |
| Infosys LtdINFY | $196.3K | 0.0% |
| DNOW Inc. | $197.8K | 0.0% |
| DiamondRock Hospitality Co | $200.1K | 0.0% |
| FIDELITY COVINGTON TRUST | $200.2K | 0.0% |
| AVANOS MEDICAL, INC. | $200.5K | 0.0% |
| GOLDMAN SACHS ETF TR | $200.6K | 0.0% |
| AUTONATION, INC. | $201.0K | 0.0% |
| LTC PROPERTIES INC | $201.5K | 0.0% |
| INVESCO EXCH TRADED FD TR II | $201.6K | 0.0% |
| Xencor Inc | $201.9K | 0.0% |
| EATON VANCE TAX-MANAGED GLOB | $201.9K | 0.0% |
| COGNEX CORP | $202.0K | 0.0% |
| COCA-COLA EUROPACIFIC PARTNE | $202.4K | 0.0% |
| CAMDEN PROPERTY TRUST | $202.5K | 0.0% |
| Clear Secure, Inc. | $203.6K | 0.0% |
| ISHARES TR | $205.0K | 0.0% |
| CANADIAN NATL RY CO | $205.3K | 0.0% |
| ISHARES TR | $205.3K | 0.0% |