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
IAU
Ishares Gold Trust

ETFs
1.2K
+ 4.49%
$56.1 - $64.74 $67.4K - $77.8K
28K $1.74M
VIRT
Virtu Financial, Inc.

Financial Services
1.05K
+ 5.86%
$32.82 - $44.79 $34.5K - $47K
19K $848K
PSCD
Invesco S&P Smallcap Consumer

ETFs
735
+ 6.92%
$80.05 - $101.44 $58.8K - $74.6K
11.4K $1.14M
GGG
Graco Inc

Industrials
1.76K
+ 35.46%
$74.02 - $87.26 $130K - $154K
6.73K $578K
FQAL
Fidelity Covington Tr Quality

ETFs
2.33K
New
$57.29 - $69.63 $133K - $162K
2.33K $162K
MLM
Martin Marietta Materials Inc

Basic Materials
137
+ 11.39%
$452.51 - $568.19 $62K - $77.8K
1.34K $735K
FIS
Fidelity National Information Services, Inc.

Technology
1.71K
+ 60.37%
$68.14 - $82.13 $116K - $140K
4.54K $369K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
86
+ 0.39%
$60.34 - $74.89 $5.19K - $6.44K
22.1K $1.65M
RF
Regions Financial Corp

Financial Services
2.89K
+ 5.78%
$18.34 - $23.52 $53K - $67.9K
52.9K $1.24M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.46K
New
$37.51 - $45.52 $130K - $157K
3.46K $156K
GILD
Gilead Sciences, Inc.

Healthcare
1.67K
+ 6.06%
$96.91 - $113.0 $162K - $189K
29.3K $3.24M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
6.28K
New
$21.49 - $24.4 $135K - $153K
6.28K $153K
EWBC
East West Bancorp Inc

Financial Services
438
+ 4.56%
$71.03 - $101.75 $31.1K - $44.6K
10K $1.01M
LAMR
Lamar Advertising CO

Real Estate
863
+ 13.96%
$102.35 - $121.67 $88.3K - $105K
7.05K $855K
USFR
Wisdomtree Floating Rate Treas

ETFs
2.94K
+ 10.79%
$50.28 - $50.47 $148K - $148K
30.2K $1.52M
CRS
Carpenter Technology Corp

Industrials
9
+ 0.6%
$151.3 - $276.38 $1.36K - $2.49K
1.52K $420K
CCL
Carnival Corp

Consumer Cyclical
1.11K
+ 8.38%
$16.43 - $28.12 $18.2K - $31.2K
14.4K $403K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
2.86K
New
$49.79 - $50.59 $142K - $145K
2.86K $144K
UMBF
Umb Financial Corp

Financial Services
1.2K
+ 27.26%
$86.4 - $107.99 $104K - $129K
5.6K $588K
TRMB
Trimble Inc.

Technology
381
+ 3.46%
$55.12 - $75.98 $21K - $28.9K
11.4K $866K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.78K
New
$63.36 - $80.23 $113K - $143K
1.78K $143K
OUNZ
Van Eck Merk Gold Trust

ETFs
988
+ 1.58%
$28.68 - $33.09 $28.3K - $32.7K
63.6K $2.03M
UPS
United Parcel Service Inc

Industrials
4.14K
+ 13.49%
$91.92 - $110.2 $380K - $456K
34.8K $3.51M
EA
Electronic Arts Inc.

Communication Services
54
+ 0.63%
$132.53 - $159.7 $7.16K - $8.62K
8.63K $1.38M
MGRC
Mcgrath Rentcorp

Industrials
1.11K
+ 45.8%
$101.45 - $118.14 $112K - $131K
3.52K $408K
PSA
Public Storage

Real Estate
536
+ 17.55%
$266.31 - $309.77 $143K - $166K
3.59K $1.05M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
569
+ 70.68%
$170.2 - $211.82 $96.8K - $121K
1.37K $291K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.01K
+ 6.01%
$40.79 - $50.93 $41K - $51.2K
17.7K $903K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.9K
New
$44.64 - $47.48 $130K - $138K
2.9K $137K
TTE
Total Energies Se

Energy
1.99K
+ 25.55%
N/A
9.8K $672K
PK
Park Hotels & Resorts Inc.

Real Estate
13.3K
New
$8.85 - $11.18 $117K - $148K
13.3K $135K
PID
Invesco Exchange Traded Fd Tr

ETFs
7.56K
New
N/A
7.56K $134K
TXT
Textron Inc

Industrials
317
+ 2.36%
$60.72 - $80.34 $19.2K - $25.5K
13.8K $1.1M
SIGI
Selective Insurance Group Inc

Financial Services
1.7K
+ 57.82%
$82.37 - $92.83 $140K - $158K
4.63K $401K
SHEL
Shell PLC

Energy
2.75K
+ 12.7%
$59.75 - $73.05 $164K - $201K
24.4K $1.72M
MFC
Manulife Financial Corp

Financial Services
3.78K
+ 31.42%
$26.93 - $32.44 $102K - $123K
15.8K $505K
ST
Sensata Technologies Holding PLC

Technology
1.78K
+ 13.36%
$17.69 - $30.11 $31.5K - $53.6K
15.1K $454K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.15K
+ 26.59%
$105.23 - $109.61 $121K - $126K
5.48K $600K
LNT
Alliant Energy Corp

Utilities
2.34K
+ 72.81%
$58.79 - $64.85 $138K - $152K
5.55K $335K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4.18K
+ 54.33%
$32.56 - $35.71 $136K - $149K
11.9K $392K
NXST
Nexstar Media Group, Inc.

Communication Services
808
+ 44.59%
$144.68 - $181.86 $117K - $147K
2.62K $453K
VOX
Vanguard Communication Service

ETFs
514
+ 29.02%
$133.12 - $171.03 $68.4K - $87.9K
2.29K $390K
DFAU
Dimensional ETF Tr

ETFs
2.22K
+ 26.01%
$34.04 - $42.36 $75.6K - $94.1K
10.8K $455K
DHS
Wisdomtree Tr U.S

ETFs
1.31K
New
$87.71 - $98.37 $115K - $129K
1.31K $125K
HOLX
Hologic Inc

Healthcare
1.42K
+ 14.4%
$52.73 - $65.22 $74.6K - $92.3K
11.2K $732K
PDI
Pimco Dynamic Income Fund

Financial Services
7.7K
+ 29.86%
$17.02 - $19.87 $131K - $153K
33.5K $635K
TTC
Toro CO

Industrials
1.98K
+ 25.87%
$63.51 - $77.8 $126K - $154K
9.63K $680K
VFH
Vanguard Financial ETF

ETFs
509
+ 6.87%
$104.87 - $127.3 $53.4K - $64.8K
7.91K $1.01M
RAMP
Live Ramp Holdings, Inc.

Technology
1.63K
+ 16.25%
$23.55 - $33.5 $38.4K - $54.7K
11.7K $385K
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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