Ep Wealth Advisors, LLC Purchases in Q1 2025

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
204K
New
$442.66 - $534.52 $90.5M - $109M
204K $109M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
819K
+ 17.91%
$73.78 - $76.59 $60.4M - $62.7M
5.39M $413M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
541K
+ 14.39%
$78.97 - $85.82 $42.7M - $46.4M
4.3M $356M
VOE
Vanguard Mid Cap Value Index F

ETFs
239K
+ 18.74%
$156.61 - $168.02 $37.5M - $40.2M
1.52M $243M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
650K
+ 13.65%
$42.5 - $46.71 $27.6M - $30.4M
5.41M $245M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
555K
+ 10.75%
$51.52 - $52.37 $28.6M - $29M
5.71M $299M
DFAT
Dimensional ETF Tr U S Target

ETFs
785K
+ 35.18%
$50.44 - $58.1 $39.6M - $45.6M
3.02M $155M
LLY
Eli Lilly & CO

Healthcare
35.2K
+ 103.74%
$725.72 - $929.72 $25.6M - $32.7M
69.1K $57.1M
WELL
Welltower Inc.

Real Estate
177K
+ 4257.54%
$124.05 - $156.86 $22M - $27.8M
181K $27.8M
WM
Waste Management Inc

Industrials
115K
+ 668.33%
$200.54 - $233.78 $23.1M - $27M
133K $30.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
141K
+ 30.66%
$247.97 - $296.33 $35M - $41.8M
602K $151M
VOT
Vanguard Mid Cap Growth Index

ETFs
125K
+ 13.39%
$237.72 - $276.98 $29.8M - $34.7M
1.06M $260M
DFIC
Dimensional ETF Tr Dimensional

ETFs
750K
+ 675.82%
$25.54 - $28.79 $19.1M - $21.6M
861K $23.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
177K
+ 126.33%
$114.9 - $139.6 $20.3M - $24.7M
316K $37.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
23
+ 575.0%
$663000.0 - $801950.0 $15.2M - $18.4M
27 $21.6M
XOM
Exxon Mobil Corp

Energy
53.5K
+ 6.31%
$105.44 - $118.93 $5.64M - $6.36M
901K $107M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
37.7K
+ 25.68%
$507.05 - $563.67 $19.1M - $21.3M
185K $94.9M
JNJ
Johnson & Johnson

Healthcare
18.2K
+ 3.35%
$142.06 - $167.7 $2.59M - $3.06M
563K $93.3M
ACN
Accenture PLC

Technology
48.1K
+ 192.98%
$300.91 - $398.25 $14.5M - $19.2M
73.1K $22.8M
V
Visa Inc.

Financial Services
15.3K
+ 6.64%
$306.92 - $362.71 $4.7M - $5.55M
246K $86.2M
RTX
Raytheon Technologies Corp

Industrials
21.7K
+ 3.82%
$114.1 - $135.66 $2.47M - $2.94M
589K $78M
AMD
Advanced Micro Devices Inc

Technology
125K
+ 207.01%
$96.63 - $129.55 $12.1M - $16.2M
185K $19.1M
JPM
Jpmorgan Chase & CO

Financial Services
19.7K
+ 2.87%
$225.19 - $279.95 $4.43M - $5.51M
705K $173M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
371K
+ 6.91%
$22.25 - $23.0 $8.26M - $8.54M
5.74M $132M
ABBV
Abb Vie Inc.

Healthcare
21.1K
+ 20.08%
$169.2 - $216.66 $3.57M - $4.57M
126K $26.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
30.5K
+ 1.32%
$95.85 - $99.25 $2.92M - $3.03M
2.35M $232M
MCD
Mcdonalds Corp

Consumer Cyclical
8.8K
+ 4.08%
$279.74 - $321.29 $2.46M - $2.83M
224K $70M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
286K
+ 24.19%
$32.42 - $36.13 $9.28M - $10.3M
1.47M $48.5M
COST
Costco Wholesale Corp

Consumer Defensive
3.1K
+ 2.27%
$890.62 - $1076.86 $2.76M - $3.33M
140K $132M
DFAS
Dimensional ETF Tr U S Small C

ETFs
132K
+ 63.04%
$58.81 - $68.2 $7.76M - $9M
341K $20.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
754
+ 3.39%
$1187.71 - $1432.58 $896K - $1.08M
23K $32.9M
CVX
Chevron Corp

Energy
18.4K
+ 14.32%
$146.71 - $167.97 $2.7M - $3.09M
147K $24.6M
VO
Vanguard Mid Cap ETF

ETFs
21.9K
+ 74.84%
$251.87 - $277.95 $5.51M - $6.08M
51.1K $13.2M
XLB
Select Sector Spdr Fd Material

ETFs
46.4K
+ 6.14%
$83.19 - $90.99 $3.86M - $4.22M
802K $69M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
84.9K
+ 10.99%
N/A
858K $53.5M
WFC
Wells Fargo & Company

Financial Services
68.2K
+ 39.63%
$66.78 - $81.42 $4.55M - $5.55M
240K $17.2M
XLE
Energy Sector Spdr

ETFs
4.83K
+ 0.86%
$85.7 - $93.96 $414K - $454K
565K $52.8M
AMGN
Amgen Inc

Healthcare
8.32K
+ 26.4%
$258.59 - $327.36 $2.15M - $2.72M
39.8K $12.4M
BOC
Boston Omaha Corp

Communication Services
277K
New
$13.42 - $15.41 $3.71M - $4.26M
277K $4.03M
ORCC
Owl Rock Capital Corp

Financial Services
282K
New
N/A
282K $3.78M
TSCO
Tractor Supply CO

Consumer Cyclical
68.5K
New
$51.66 - $57.94 $3.54M - $3.97M
68.5K $3.78M
CMCSA
Comcast Corp

Communication Services
115K
+ 11.69%
$33.19 - $38.23 $3.81M - $4.38M
1.1M $40.4M
SO
Southern CO

Utilities
3.18K
+ 0.93%
$80.96 - $92.96 $258K - $296K
347K $31.9M
UNP
Union Pacific Corp

Industrials
7.26K
+ 3.28%
$225.21 - $254.42 $1.64M - $1.85M
229K $54M
VIG
Vanguard Dividend Appreciation

ETFs
18.3K
+ 14.89%
N/A
142K $25.8M
VB
Vanguard Small Cap ETF

ETFs
22.9K
+ 24.25%
$217.89 - $252.64 $4.99M - $5.79M
117K $26M
SYK
Stryker Corp

Healthcare
1.72K
+ 0.89%
$355.18 - $399.9 $609K - $686K
195K $72.5M
MCK
Mckesson Corp

Healthcare
377
+ 1.44%
$566.21 - $672.99 $213K - $254K
26.5K $17.8M
MRVL
Marvell Technology, Inc.

Technology
46.8K
+ 1208.45%
$61.57 - $126.06 $2.88M - $5.9M
50.7K $3.12M
Activity Summary
Buys All Purchases 685 New Holdings 149 Increased Positions 536 Sells All Sells 531 Reductions 531 Sold out 0 Options Calls 0 Puts 0
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