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
HYPR
Hyperfine, Inc.

Healthcare
34.7K
New
$0.72 - $1.69 $25K - $58.7K
34.7K $25K
KRO
Kronos Worldwide Inc

Basic Materials
8.31K
+ 48.55%
$7.38 - $10.03 $61.3K - $83.3K
25.4K $190K
PWZ
Invesco California Amt Free Mu

ETFs
30.8K
+ 3.68%
$23.68 - $24.72 $730K - $762K
867K $20.7M
MBWM
Mercantile Bank Corp

Financial Services
650
+ 14.44%
$41.69 - $51.79 $27.1K - $33.7K
5.15K $223K
PECO
Phillips Edison & Company, Inc.

Real Estate
872
+ 10.13%
$34.43 - $37.49 $30K - $32.7K
9.48K $345K
DFIP
Dimensional ETF Tr Inflation P

ETFs
330
+ 7.57%
$40.27 - $42.11 $13.3K - $13.9K
4.69K $197K
CEG
Constellation Energy Corp

Utilities
856
+ 13.18%
$201.63 - $347.44 $173K - $297K
7.35K $1.48M
LXU
Lsb Industries, Inc.

Basic Materials
4.7K
+ 42.65%
$6.59 - $9.31 $31K - $43.8K
15.7K $103K
ESS
Essex Property Trust, Inc.

Real Estate
76
+ 6.19%
N/A
1.3K $355K
KRG
Kite Realty Group Trust

Real Estate
2.07K
+ 21.23%
$21.24 - $25.05 $44K - $51.9K
11.8K $264K
HBAN
Huntington Bancshares Inc

Financial Services
2.27K
+ 18.17%
$14.28 - $17.39 $32.4K - $39.5K
14.8K $221K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
368
+ 27.98%
$73.27 - $96.21 $27K - $35.4K
1.68K $123K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
22
+ 1.57%
$162.48 - $175.37 $3.57K - $3.86K
1.43K $248K
RS
Reliance Steel & Aluminum CO

Basic Materials
4
+ 0.51%
$266.61 - $302.66 $1.07K - $1.21K
782 $225K
CFFN
Capitol Federal Financial, Inc.

Financial Services
3.57K
+ 26.58%
$5.56 - $6.2 $19.9K - $22.1K
17K $95K
EXR
Extra Space Storage Inc.

Real Estate
128
+ 3.25%
$143.8 - $161.28 $18.4K - $20.6K
4.06K $603K
RAMP
Live Ramp Holdings, Inc.

Technology
1.89K
+ 23.12%
$25.18 - $35.61 $47.5K - $67.2K
10K $262K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
249
+ 12.69%
$96.88 - $111.25 $24.1K - $27.7K
2.21K $220K
GPC
Genuine Parts CO

Consumer Cyclical
11
+ 0.21%
$115.91 - $129.02 $1.28K - $1.42K
5.2K $620K
HRB
H&R Block Inc

Consumer Cyclical
84
+ 1.86%
$49.96 - $55.97 $4.2K - $4.7K
4.61K $253K
BRY
Berry Corp (Bry)

Energy
9.15K
+ 50.47%
$3.17 - $5.01 $29K - $45.9K
27.3K $87K
LEVI
Levi Strauss & CO

Consumer Cyclical
2.22K
+ 17.74%
$15.59 - $19.22 $34.6K - $42.7K
14.7K $229K
PDN
Invesco Fd Tr

ETFs
13
+ 0.22%
$31.2 - $34.9 $406 - $454
6.03K $202K
BVS
Bioventus Inc.

Healthcare
3.39K
+ 24.08%
$8.76 - $11.05 $29.7K - $37.5K
17.5K $160K
ECVT
Ecovyst Inc.

Basic Materials
9.03K
+ 29.55%
$6.2 - $8.42 $56K - $76K
39.6K $245K
MMS
Maximus, Inc.

Industrials
497
+ 14.67%
$64.34 - $79.68 $32K - $39.6K
3.88K $264K
MTB
M&T Bank Corp

Financial Services
180
+ 7.93%
$170.47 - $201.98 $30.7K - $36.4K
2.45K $438K
QTWO
Q2 Holdings, Inc.

Technology
2K
+ 27.7%
$71.37 - $102.68 $143K - $205K
9.22K $737K
SPRO
Spero Therapeutics, Inc.

Healthcare
16.5K
New
$0.72 - $1.1 $11.9K - $18.2K
16.5K $11K
ACCO
Acco Brands Corp

Industrials
6.58K
+ 40.63%
$4.19 - $5.65 $27.6K - $37.2K
22.8K $95K
VOYA
Voya Financial, Inc.

Financial Services
228
+ 5.11%
$65.1 - $75.67 $14.8K - $17.3K
4.69K $317K
ANSS
Ansys Inc

Technology
90
+ 9.55%
$316.56 - $360.36 $28.5K - $32.4K
1.03K $326K
MPWR
Monolithic Power Systems Inc

Technology
25
+ 5.27%
$565.7 - $720.25 $14.1K - $18K
499 $289K
DOV
Dover Corp

Industrials
1.82K
+ 6.97%
$174.65 - $206.43 $318K - $376K
27.9K $4.91M
VBTX
Veritex Holdings, Inc.

Financial Services
1.07K
+ 12.64%
$23.47 - $27.67 $25.2K - $29.7K
9.57K $238K
GTES
Gates Industrial Corp PLC

Industrials
2.06K
+ 14.21%
$18.41 - $23.51 $37.9K - $48.3K
16.5K $304K
MFC
Manulife Financial Corp

Financial Services
45
+ 0.38%
$28.41 - $31.82 $1.28K - $1.43K
12K $374K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
196
+ 5.53%
$175.5 - $209.86 $34.4K - $41.1K
3.74K $678K
OPK
Opko Health, Inc.

Healthcare
338
+ 1.17%
$1.45 - $1.94 $490 - $656
29.2K $48K
LPLA
Lpl Financial Holdings Inc.

Financial Services
16
+ 1.62%
$308.87 - $383.33 $4.94K - $6.13K
1K $328K
MRC
Mrc Global Inc.

Energy
2.2K
+ 14.05%
$11.11 - $15.27 $24.5K - $33.6K
17.9K $205K
MLI
Mueller Industries Inc

Industrials
222
+ 6.0%
$76.14 - $82.67 $16.9K - $18.4K
3.92K $298K
ABCB
Ameris Bancorp

Financial Services
670
+ 9.53%
$55.56 - $68.47 $37.2K - $45.9K
7.7K $443K
INCY
Incyte Corp

Healthcare
864
+ 15.25%
$60.0 - $75.26 $51.8K - $65K
6.53K $395K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
43
+ 0.88%
$21.73 - $23.02 $934 - $990
4.93K $111K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
86
+ 1.48%
$23.32 - $23.84 $2.01K - $2.05K
5.9K $138K
PH
Parker Hannifin Corp

Industrials
176
+ 4.75%
$591.65 - $707.05 $104K - $124K
3.88K $2.36M
GNTX
Gentex Corp

Consumer Cyclical
1.74K
+ 24.55%
$23.3 - $28.48 $40.5K - $49.5K
8.81K $205K
OLO
Olo Inc.

Technology
10.1K
+ 27.75%
$5.98 - $8.12 $60.3K - $81.9K
46.4K $280K
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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