Ep-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
1,282
Total Value
12499652893
Accession Number
0001398344-25-009656
Form Type
13F-HR
Manager Name
Ep-Wealth-Advisors
Data Enrichment
72% identified
922 identified360 unidentified

Holdings

1,282 positions • $12.5B total value
Manager:
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46434V274
Shares:7.2K
Value:$223.5K
% of Portfolio:0.0% ($223.5K/$12.5B)
INTEGRAL AD SCIENCE HOLDING CORP.
Shares:27.7K
Value:$223.1K
% of Portfolio:0.0% ($223.1K/$12.5B)
HARMONIC INC
Shares:23.3K
Value:$223.1K
% of Portfolio:0.0% ($223.1K/$12.5B)
EQUIFAX INC
Shares:914
Value:$222.5K
% of Portfolio:0.0% ($222.5K/$12.5B)
Customers Bancorp, Inc.
Shares:4.4K
Value:$222.4K
% of Portfolio:0.0% ($222.4K/$12.5B)
Udemy, Inc.
Shares:28.7K
Value:$222.3K
% of Portfolio:0.0% ($222.3K/$12.5B)
HUNTINGTON BANCSHARES INC /MD/
Shares:14.8K
Value:$221.8K
% of Portfolio:0.0% ($221.8K/$12.5B)
46434V738
Shares:3.7K
Value:$221.6K
% of Portfolio:0.0% ($221.6K/$12.5B)
Coursera, Inc.
Shares:33.2K
Value:$221.4K
% of Portfolio:0.0% ($221.4K/$12.5B)
46137V431
Shares:2.2K
Value:$220.8K
% of Portfolio:0.0% ($220.8K/$12.5B)
808524854
Shares:8.8K
Value:$219.9K
% of Portfolio:0.0% ($219.9K/$12.5B)
CROWN HOLDINGS, INC.
Shares:2.4K
Value:$217.9K
% of Portfolio:0.0% ($217.9K/$12.5B)
46137V498
Shares:3.5K
Value:$217.6K
% of Portfolio:0.0% ($217.6K/$12.5B)
74347B557
Shares:2.4K
Value:$217.4K
% of Portfolio:0.0% ($217.4K/$12.5B)
CREDIT ACCEPTANCE CORP
Shares:421
Value:$217.4K
% of Portfolio:0.0% ($217.4K/$12.5B)
IBEX Ltd
Shares:8.9K
Value:$217.0K
% of Portfolio:0.0% ($217.0K/$12.5B)
V2X, Inc.
Shares:4.4K
Value:$216.9K
% of Portfolio:0.0% ($216.9K/$12.5B)
46641Q670
Shares:4.6K
Value:$216.9K
% of Portfolio:0.0% ($216.9K/$12.5B)
HORIZON BANCORP INC /IN/
Shares:14.3K
Value:$215.6K
% of Portfolio:0.0% ($215.6K/$12.5B)
46138E727
Shares:9.9K
Value:$215.1K
% of Portfolio:0.0% ($215.1K/$12.5B)