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
EQIX
Equinix Inc

Real Estate
46
+ 16.03%
$803.0 - $959.97 $36.9K - $44.2K
333 $271K
ICLN
Ishares

ETFs
21
+ 0.16%
$10.94 - $11.86 $230 - $249
12.8K $146K
Crane Company
74
+ 3.12%
N/A
2.45K $0
BFB
Brown Forman Corp Cl B
17
+ 0.04%
N/A
43.6K $0
Ge Healthcare Technologies I
7.38K
+ 90.35%
N/A
15.5K $0
Cooper Cos Inc
7.86K
+ 177.15%
N/A
12.3K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
1.74K
+ 8.97%
N/A
21.1K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
12.3K
New
N/A
12.3K $0
Teekay Tankers LTD
5.93K
New
N/A
5.93K $0
Atlassian Corporation
71
+ 2.76%
N/A
2.64K $0
Bitwise Bitcoin ETF Tr
9.27K
New
N/A
9.27K $0
ETF Opportunities Trust
16.9K
New
N/A
16.9K $0
J P Morgan Exchange Traded F
7.42K
New
N/A
7.42K $0
Bgc Group Inc
8.26K
+ 23.95%
N/A
42.8K $0
Fidelity Wise Origin Bitcoin
5.81K
+ 24.56%
N/A
29.5K $0
Ishares Bitcoin Trust ETF
6.41K
+ 15.91%
N/A
46.7K $0
Opthea LTD
10K
New
N/A
10K $0
Dimensional ETF Trust
1.4M
+ 27.62%
N/A
6.47M $0
Blackrock Inc
299
+ 0.49%
N/A
61.1K $0
Bondbloxx ETF Trust
146K
+ 29.1%
N/A
646K $0
J P Morgan Exchange Traded F
13.1K
+ 4.32%
N/A
315K $0
GIGB
Goldman Sachs ETF Access Invt
293K
New
N/A
293K $0
Goldman Sachs ETF Tr
4.01K
+ 2.55%
N/A
162K $0
HEIA
Heico Crp Cl A
30
+ 4.58%
N/A
685 $0
DFSU
Dimensional ETF Tr Dimen Us Su
4.05K
New
N/A
4.05K $0
Arista Networks Inc
1.72K
+ 3.07%
N/A
57.6K $0
Fidelity Covington Trust
33
+ 0.62%
N/A
5.39K $0
Linde PLC
1.01K
+ 16.87%
N/A
7.02K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
12.4K
+ 33.6%
N/A
49.3K $0
Agenus Inc
10.1K
New
N/A
10.1K $0
Labcorp Holdings Inc
277
+ 20.84%
N/A
1.61K $0
Veralto Corp
301
+ 13.19%
N/A
2.58K $0
Te Connectivity PLC
430
+ 22.18%
N/A
2.37K $0
Nuveen Cr Strategies Income
23.9K
New
N/A
23.9K $0
Masterbrand Inc
4.12K
+ 26.43%
N/A
19.7K $0
Diebold Nixdorf Inc
6.05K
New
N/A
6.05K $0
Annaly Capital Management In
14.7K
New
N/A
14.7K $0
Anglogold Ashanti PLC
7.5K
New
N/A
7.5K $0
AFG
American Financial Group Inc

Financial Services
63
+ 3.67%
$119.82 - $138.45 $7.55K - $8.72K
1.78K $233K
BALL
Ball Corp

Consumer Cyclical
205
+ 4.92%
$49.04 - $56.53 $10.1K - $11.6K
4.37K $227K
BLD
Top Build Corp

Industrials
8
+ 0.92%
$295.17 - $354.82 $2.36K - $2.84K
881 $268K
FRSH
Freshworks Inc.

Technology
2.28K
+ 13.64%
$14.11 - $19.75 $32.1K - $45K
19K $267K
IVE
Ishares S&P 500 Value ETF

ETFs
50
+ 0.12%
$185.78 - $198.58 $9.29K - $9.93K
41.7K $7.96M
SMPL
Simply Good Foods CO

Consumer Defensive
897
+ 11.77%
$32.98 - $39.5 $29.6K - $35.4K
8.52K $293K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
42
+ 0.91%
$91.45 - $100.11 $3.84K - $4.2K
4.64K $434K
SIGI
Selective Insurance Group Inc

Financial Services
6
+ 0.2%
$78.49 - $95.48 $471 - $573
2.94K $268K
DUHP
Dimensional ETF Tr Dimensional

ETFs
9
+ 0.09%
$32.57 - $35.82 $293 - $322
9.76K $323K
ADUS
Addus Home Care Corp

Healthcare
530
+ 24.07%
$89.83 - $135.92 $47.6K - $72K
2.73K $270K
ITT
Itt Inc.

Industrials
205
+ 8.26%
$128.71 - $153.88 $26.4K - $31.5K
2.69K $347K
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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