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
SAIC
Science Applications International Corp

Technology
1.85K
New
$100.22 - $123.41 $186K - $228K
1.85K $208K
GLW
Corning Inc

Technology
1.92K
+ 12.29%
$39.07 - $52.59 $74.8K - $101K
17.5K $920K
EQIX
Equinix Inc

Real Estate
268
+ 80.48%
$740.07 - $914.43 $198K - $245K
601 $478K
RGA
Reinsurance Group Of America Inc

Financial Services
1.05K
New
$168.32 - $209.71 $176K - $220K
1.05K $207K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.52K
New
$65.04 - $82.18 $164K - $207K
2.52K $206K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
6.67K
New
$21.88 - $31.06 $146K - $207K
6.67K $205K
DOCU
Docusign, Inc.

Technology
2.64K
New
$70.35 - $93.84 $185K - $247K
2.64K $205K
SNEX
Stone X Group Inc.

Financial Services
2.25K
New
$69.59 - $94.15 $157K - $212K
2.25K $205K
BOTZ
Global X Fds

ETFs
6.27K
New
$24.51 - $32.65 $154K - $205K
6.27K $204K
FITB
Fifth Third Bancorp

Financial Services
4.21K
+ 26.31%
$33.32 - $41.51 $140K - $175K
20.2K $831K
DBX
Dropbox, Inc.

Technology
7.11K
New
$25.42 - $29.7 $181K - $211K
7.11K $203K
NTCT
Netscout Systems Inc

Technology
8.15K
New
$19.23 - $25.14 $157K - $205K
8.15K $202K
NBN
Northeast Bk Lewiston Me Com

Financial Services
2.27K
New
$80.61 - $92.41 $183K - $210K
2.27K $201K
KEY
Keycorp

Financial Services
11.5K
New
$13.23 - $17.42 $153K - $201K
11.5K $201K
MTZ
Mastec Inc

Industrials
1.18K
New
$106.07 - $171.99 $125K - $203K
1.18K $201K
GMED
Globus Medical Inc

Healthcare
3.39K
New
$55.82 - $75.5 $189K - $256K
3.39K $200K
TRUP
Trupanion, Inc.

Financial Services
292
+ 2.91%
$32.91 - $56.45 $9.61K - $16.5K
10.3K $570K
BR
Broadridge Financial Solutions, Inc.

Technology
785
+ 13.14%
$217.22 - $246.25 $171K - $193K
6.76K $1.64M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
8.14K
+ 47.09%
$22.7 - $23.33 $185K - $190K
25.4K $593K
FAST
Fastenal CO

Industrials
11.8K
+ 138.68%
$40.65 - $83.16 $480K - $982K
20.3K $853K
FCNCA
First Citizens Bancshares Inc

Financial Services
34
+ 2.74%
$1561.69 - $1966.55 $53.1K - $66.9K
1.27K $2.49M
PNR
Pentair PLC

Industrials
1.24K
+ 28.59%
$76.17 - $103.58 $94.1K - $128K
5.56K $570K
ES
Eversource Energy

Utilities
2.48K
+ 11.63%
$54.25 - $65.89 $134K - $163K
23.8K $1.51M
EMLP
First Tr Exchange Traded Iv

ETFs
5.04K
New
$33.62 - $37.89 $169K - $191K
5.04K $189K
DLR
Digital Realty Trust, Inc.

Real Estate
227
+ 4.76%
$136.11 - $177.69 $30.9K - $40.3K
4.99K $870K
CAH
Cardinal Health Inc

Healthcare
222
+ 4.47%
$125.0 - $168.0 $27.8K - $37.3K
5.19K $871K
OTIS
Otis Worldwide Corp

Industrials
2.2K
+ 29.65%
$90.88 - $104.3 $200K - $229K
9.62K $952K
DFIS
Dimensional ETF Tr Dimensional

ETFs
6.2K
New
$23.2 - $29.84 $144K - $185K
6.2K $185K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
130
+ 1.47%
$60.61 - $87.72 $7.88K - $11.4K
8.95K $759K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.9K
+ 57.93%
$14.97 - $16.79 $163K - $183K
29.6K $495K
BP
Bp PLC

Energy
7.92K
+ 56.23%
$26.11 - $33.81 $207K - $268K
22K $658K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
12K
New
$12.23 - $15.46 $147K - $186K
12K $181K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.09K
New
$38.3 - $44.42 $156K - $181K
4.09K $181K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
341
+ 9.36%
$96.11 - $173.53 $32.8K - $59.2K
3.99K $691K
JOBY
Joby Aviation, Inc.

Industrials
821
+ 2.19%
$5.33 - $10.55 $4.38K - $8.66K
38.2K $403K
LYG
Lloyds Banking Group PLC

Financial Services
41.9K
New
$3.32 - $4.29 $139K - $180K
41.9K $178K
CR
Crane Holdings, Co.

Industrials
30
+ 0.64%
$132.79 - $189.89 $3.98K - $5.7K
4.71K $894K
CGGO
Capital Group Global Growth Eq

ETFs
101
+ 0.21%
$25.31 - $32.17 $2.56K - $3.25K
47.5K $1.52M
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.04K
New
$35.9 - $43.76 $145K - $177K
4.04K $174K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
15.7K
+ 134.68%
$10.51 - $11.34 $165K - $178K
27.4K $305K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.49K
+ 4.37%
$45.88 - $54.4 $68.5K - $81.2K
35.7K $1.94M
IGM
Ishares Expanded Tech Sector E

ETFs
296
+ 4.68%
$79.8 - $112.34 $23.6K - $33.3K
6.62K $743K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
313
+ 8.36%
$160.22 - $209.35 $50.1K - $65.5K
4.06K $848K
F
Ford Motor CO

Consumer Cyclical
11.3K
+ 19.75%
$8.69 - $10.85 $98.5K - $123K
68.7K $745K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4.05K
New
$37.24 - $41.76 $151K - $169K
4.05K $168K
VDE
Vanguard Energy ETF

ETFs
2.47K
+ 20.75%
$105.87 - $130.56 $261K - $322K
14.4K $1.71M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
11K
New
$11.9 - $15.57 $131K - $171K
11K $168K
IGF
Ishares Global Infrastructure

ETFs
2.83K
New
$50.55 - $59.83 $143K - $169K
2.83K $167K
RMD
Resmed Inc

Healthcare
343
+ 14.91%
$204.54 - $258.0 $70.2K - $88.5K
2.64K $681K
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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