EP Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $206.8K | 0.0% |
| CoreWeave, Inc. | $206.8K | 0.0% |
| TRUSTMARK CORP | $207.0K | 0.0% |
| Grand Canyon Education, Inc. | $207.2K | 0.0% |
| Diamondback Energy, Inc. | $208.0K | 0.0% |
| INTERNATIONAL PAPER CO /NEW | $208.3K | 0.0% |
| First Trust Exchange-Traded Fund VIII | $208.4K | 0.0% |
| Metropolitan Bank Holding Corp. | $208.5K | 0.0% |
| Broadstone Net Lease, Inc. | $209.0K | 0.0% |
| CELESTICA INCCLS | $209.4K | 0.0% |
| IDEX CORP /DE | $209.6K | 0.0% |
| PIMCO Dynamic Income FundPDI | $209.7K | 0.0% |
| SPS Commerce Inc | $210.0K | 0.0% |
| TransMedics Group, Inc. | $210.2K | 0.0% |
| SCHWAB STRATEGIC TR | $211.2K | 0.0% |
| Lazard Inc | $211.5K | 0.0% |
| ROLLINS INC | $211.8K | 0.0% |
| Rithm Capital Corp. | $211.8K | 0.0% |
| ETF SER SOLUTIONS | $212.1K | 0.0% |
| Ferguson Enterprises Inc. /DE | $212.3K | 0.0% |
| FIRST MID BANCSHARES, INC. | $212.5K | 0.0% |
| EXPAND ENERGY Corp | $212.5K | 0.0% |
| Sarepta Therapeutics, Inc. | $212.7K | 0.0% |
| ISHARES TR | $213.1K | 0.0% |
| INVESCO EXCH TRADED FD TR II | $213.4K | 0.0% |
| RAYONIER INC | $214.5K | 0.0% |
| STIFEL FINANCIAL CORP | $215.1K | 0.0% |
| NORTHEAST BK PORTLAND ME | $215.2K | 0.0% |
| BONDBLOXX ETF TRUST | $215.3K | 0.0% |
| VALUED ADVISERS TR | $215.4K | 0.0% |
| GULFPORT ENERGY CORP | $215.5K | 0.0% |
| FIRST TR EXCHANGE-TRADED FD | $216.2K | 0.0% |
| Hub Group, Inc. | $217.3K | 0.0% |
| MILLICOM INTL CELLULAR S A | $217.4K | 0.0% |
| GOLD FIELDS LTDGFI | $217.6K | 0.0% |
| GoDaddy Inc. | $217.6K | 0.0% |
| NETSCOUT SYSTEMS, INC. | $218.0K | 0.0% |
| Dime Community Bancshares, Inc. /NY | $218.1K | 0.0% |
| ISHARES TR | $218.1K | 0.0% |
| ePlus Inc | $218.4K | 0.0% |
| PINNACLE WEST CAPITAL CORP | $218.5K | 0.0% |
| ALLIENT INC | $218.7K | 0.0% |
| TANDEM DIABETES CARE INC | $219.3K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $219.8K | 0.0% |
| F5 Inc | $220.2K | 0.0% |
| STANDARD MOTOR PRODUCTS, INC. | $221.0K | 0.0% |
| SKYWORKS SOLUTIONS, INC. | $221.7K | 0.0% |
| ISHARES TR | $221.9K | 0.0% |
| Doximity, Inc. | $222.1K | 0.0% |
| INGERSOLL-RAND INC | $222.1K | 0.0% |