Ep Wealth Advisors, LLC Purchases in Q2 2025

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
127K
+ 3.8%
$329.49 - $438.4 $41.7M - $55.5M
3.46M $1.52B
NVDA
Nvidia Corp

Technology
408K
+ 28.06%
$94.31 - $157.99 $38.5M - $64.4M
1.86M $294M
MSFT
Microsoft Corp

Technology
81.4K
+ 11.38%
$354.56 - $497.45 $28.9M - $40.5M
797K $396M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.04M
+ 35.71%
$51.68 - $52.76 $105M - $108M
7.75M $409M
AVGO
Broadcom Inc.

Technology
18.7K
+ 2.13%
$146.29 - $275.65 $2.74M - $5.16M
898K $248M
VOT
Vanguard Mid Cap Growth Index

ETFs
168K
+ 15.8%
$216.28 - $284.39 $36.3M - $47.7M
1.23M $350M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
124K
+ 67.1%
$456.74 - $568.03 $56.6M - $70.4M
309K $175M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
524K
+ 12.19%
$75.29 - $91.16 $39.5M - $47.8M
4.82M $435M
XLK
Technology Sector Spdr

ETFs
151K
+ 21.91%
$179.73 - $253.23 $27.2M - $38.3M
842K $213M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.85M
+ 976.06%
$19.6 - $24.44 $55.9M - $69.7M
3.14M $76.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
564K
+ 487.92%
$82.96 - $110.1 $46.8M - $62.1M
680K $74.8M
IVV
Ishares Core S&P 500 ETF

ETFs
91.3K
+ 104.28%
$498.8 - $620.9 $45.5M - $56.7M
179K $111M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
677K
+ 12.56%
$75.05 - $77.34 $50.8M - $52.4M
6.07M $470M
AMZN
Amazon Com Inc

Consumer Cyclical
97.8K
+ 9.01%
$167.32 - $223.3 $16.4M - $21.8M
1.18M $260M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
526K
+ 9.72%
$39.89 - $49.46 $21M - $26M
5.94M $294M
SPY
Spdr S&P 500 ETF Trust

ETFs
36.9K
+ 9.07%
$496.48 - $617.85 $18.3M - $22.8M
443K $274M
JPM
Jpmorgan Chase & CO

Financial Services
49.4K
+ 7.02%
$210.28 - $289.91 $10.4M - $14.3M
754K $219M
DFIV
Dimensional ETF Tr

ETFs
554K
+ 18.44%
$34.67 - $43.21 $19.2M - $24M
3.56M $153M
VOE
Vanguard Mid Cap Value Index F

ETFs
159K
+ 10.52%
$141.87 - $164.49 $22.6M - $26.2M
1.67M $275M
GOOGL
Alphabet Inc.

Communication Services
41.3K
+ 3.95%
$144.7 - $178.6 $5.98M - $7.38M
1.09M $192M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
610K
+ 48.66%
$46.46 - $47.44 $28.3M - $28.9M
1.86M $88.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
40.3K
+ 6.7%
$219.76 - $276.94 $8.87M - $11.2M
642K $178M
QQQ
Invesco Qqq Trust, Series 1

ETFs
32.1K
+ 31.38%
$416.06 - $551.64 $13.4M - $17.7M
135K $74.2M
APH
Amphenol Corp

Technology
238K
+ 1704.14%
$59.09 - $98.75 $14M - $23.5M
252K $24.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
464K
New
$49.79 - $50.75 $23.1M - $23.5M
464K $23.5M
XEL
Xcel Energy Inc

Utilities
338K
+ 3324.59%
$65.65 - $72.39 $22.2M - $24.4M
348K $23.7M
SNOW
Snowflake Inc.

Technology
94.7K
New
$130.53 - $223.77 $12.4M - $21.2M
94.7K $21.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
254K
+ 8.42%
$44.8 - $53.97 $11.4M - $13.7M
3.27M $176M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
601K
+ 9998.02%
$26.69 - $33.44 $16M - $20.1M
607K $20M
STZ
Constellation Brands, Inc.

Consumer Defensive
116K
+ 1966.76%
$160.0 - $195.62 $18.6M - $22.7M
122K $19.9M
MA
Mastercard Inc

Financial Services
32K
+ 163.49%
$479.92 - $590.74 $15.4M - $18.9M
51.6K $29M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
249K
New
$56.88 - $70.77 $14.2M - $17.7M
249K $17.7M
GOOG
Alphabet Inc.

Communication Services
67.6K
+ 26.64%
$146.58 - $180.01 $9.9M - $12.2M
321K $57M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
145K
+ 75.47%
$90.56 - $109.49 $13.1M - $15.9M
337K $36.8M
AMD
Advanced Micro Devices Inc

Technology
60.6K
+ 32.7%
$78.21 - $143.81 $4.74M - $8.72M
246K $34.9M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
688K
New
$20.23 - $21.04 $13.9M - $14.5M
688K $14.5M
IBDV
Ishares Tr

Technology
654K
New
$21.28 - $21.98 $13.9M - $14.4M
654K $14.4M
XLG
Invesco Exchange Traded Fd Tr

ETFs
259K
+ 1062.47%
$40.94 - $52.1 $10.6M - $13.5M
283K $14.8M
V
Visa Inc.

Financial Services
33.9K
+ 13.77%
$308.27 - $373.31 $10.4M - $12.6M
280K $99.4M
KKR
Kkr & Co. Inc.

Financial Services
97.6K
+ 1526.36%
$92.79 - $134.29 $9.05M - $13.1M
104K $13.8M
URI
United Rentals, Inc.

Industrials
17K
+ 957.75%
$551.94 - $753.4 $9.38M - $12.8M
18.8K $14.1M
IEMG
Ishares Inc

ETFs
236K
+ 105.92%
N/A
460K $24.7M
IEFA
Ishares Tr

ETFs
140K
+ 125.49%
$67.83 - $84.09 $9.5M - $11.8M
252K $21M
COST
Costco Wholesale Corp

Consumer Defensive
6.38K
+ 4.57%
$908.13 - $1056.85 $5.79M - $6.74M
146K $145M
FNDX
Schwab Fundamental U S Large C

ETFs
499K
+ 664.54%
$20.84 - $24.54 $10.4M - $12.3M
574K $14.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
368K
+ 100.06%
$22.27 - $29.21 $8.21M - $10.8M
737K $21.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.72K
+ 0.96%
$320.42 - $424.58 $551K - $731K
180K $76.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
176K
+ 56.67%
$51.16 - $62.02 $8.98M - $10.9M
485K $30.1M
ORCL
Oracle Corp

Technology
12.4K
+ 10.53%
$122.82 - $218.63 $1.52M - $2.7M
130K $28.3M
Activity Summary
Buys All Purchases 895 New Holdings 204 Increased Positions 691 Sells All Sells 478 Reductions 478 Sold out 0 Options Calls 0 Puts 0
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