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
VOX
Vanguard Communication Service

ETFs
33
+ 1.9%
$147.73 - $169.24 $4.88K - $5.58K
1.77K $262K
HUBG
Hub Group, Inc.

Industrials
776
+ 15.49%
$36.53 - $46.48 $28.3K - $36.1K
5.79K $215K
AMWD
American Woodmark Corp

Consumer Cyclical
943
+ 30.28%
$57.97 - $82.5 $54.7K - $77.8K
4.06K $238K
LAMR
Lamar Advertising CO

Real Estate
312
+ 5.31%
$110.65 - $132.9 $34.5K - $41.5K
6.18K $703K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
70
+ 2.91%
$141.31 - $175.89 $9.89K - $12.3K
2.48K $356K
RJF
Raymond James Financial Inc

Financial Services
78
+ 5.46%
$137.62 - $172.64 $10.7K - $13.5K
1.51K $209K
VCTR
Victory Capital Holdings, Inc.

Financial Services
273
+ 6.96%
$55.84 - $70.58 $15.2K - $19.3K
4.19K $242K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
344
+ 9.0%
$93.57 - $120.35 $32.2K - $41.4K
4.17K $398K
IVZ
Invesco Ltd.

Financial Services
792
+ 6.78%
$14.82 - $19.34 $11.7K - $15.3K
12.5K $189K
PWR
Quanta Services, Inc.

Industrials
1.73K
+ 23.54%
$236.71 - $358.03 $410K - $620K
9.09K $2.31M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12K
+ 9.81%
$23.16 - $27.04 $277K - $323K
134K $3.14M
ACHR
Archer Aviation Inc.

Industrials
3.76K
+ 23.51%
$6.8 - $11.51 $25.6K - $43.3K
19.8K $140K
APH
Amphenol Corp

Technology
547
+ 4.08%
$61.62 - $78.55 $33.7K - $43K
13.9K $914K
ITB
Ishares Tr

ETFs
44
+ 1.61%
$93.86 - $111.45 $4.13K - $4.9K
2.78K $264K
BLKB
Blackbaud Inc

Technology
454
+ 11.81%
$61.9 - $80.79 $28.1K - $36.7K
4.3K $266K
MTX
Minerals Technologies Inc

Basic Materials
470
+ 12.03%
$63.57 - $77.67 $29.9K - $36.5K
4.38K $278K
IWY
Ishares Tr Russell 200 Growth

ETFs
97
+ 5.9%
$210.19 - $243.33 $20.4K - $23.6K
1.74K $367K
RY
Royal Bank Of Canada

Financial Services
19
+ 0.66%
$108.81 - $123.4 $2.07K - $2.34K
2.9K $327K
WSM
Williams Sonoma Inc

Consumer Cyclical
105
+ 7.35%
$158.1 - $217.71 $16.6K - $22.9K
1.53K $242K
WAFD
Washington Federal Inc

Financial Services
690
+ 6.04%
$27.4 - $32.6 $18.9K - $22.5K
12.1K $346K
NUSC
Nuveen Esg Small Cap ETF

ETFs
122
+ 1.67%
$37.9 - $43.9 $4.62K - $5.36K
7.45K $285K
SPXE
Proshares Tr S&P 500 Ex Energy

ETFs
95
+ 1.1%
$59.29 - $66.13 $5.63K - $6.28K
8.7K $522K
AYI
Acuity Brands Inc

Industrials
15
+ 1.57%
$257.8 - $337.07 $3.87K - $5.06K
970 $255K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
363
+ 1.97%
$16.57 - $18.85 $6.01K - $6.84K
18.8K $312K
BLOK
Amplify ETF Tr Trnsformational

ETFs
15
+ 0.39%
$36.88 - $49.3 $553 - $740
3.89K $143K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1
+ 0.01%
$75.99 - $81.58 $76 - $81.6
19.6K $1.5M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
118
+ 0.92%
$31.63 - $35.22 $3.73K - $4.16K
13K $414K
STT
State Street Corp

Financial Services
10
+ 0.3%
$84.47 - $102.23 $845 - $1.02K
3.32K $297K
PI
Impinj Inc

Technology
664
+ 40.91%
$87.73 - $152.24 $58.3K - $101K
2.29K $207K
JBLU
Jetblue Airways Corp

Industrials
942
+ 8.91%
$4.82 - $8.09 $4.54K - $7.62K
11.5K $55K
CSQ
Calamos Strategic Total Return Fund

Financial Services
1.17K
+ 3.86%
$15.97 - $18.5 $18.7K - $21.7K
31.5K $509K
URI
United Rentals, Inc.

Industrials
154
+ 9.5%
$594.17 - $789.56 $91.5K - $122K
1.78K $1.11M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
91
+ 4.59%
$203.38 - $274.79 $18.5K - $25K
2.07K $426K
CW
Curtiss Wright Corp

Industrials
13
+ 1.37%
$304.82 - $384.07 $3.96K - $4.99K
964 $305K
IXN
Ishares Global Information Tec

ETFs
93
+ 2.15%
$75.73 - $88.4 $7.04K - $8.22K
4.43K $335K
STKL
Sun Opta Inc.

Consumer Defensive
1.75K
+ 11.86%
$4.86 - $7.86 $8.49K - $13.7K
16.5K $80K
IT
Gartner Inc

Technology
38
+ 4.99%
$418.25 - $548.38 $15.9K - $20.8K
800 $335K
UAL
United Airlines Holdings, Inc.

Industrials
971
+ 26.9%
$69.05 - $110.52 $67K - $107K
4.58K $316K
GM
General Motors CO

Consumer Cyclical
859
+ 7.18%
$45.22 - $54.92 $38.8K - $47.2K
12.8K $603K
EBS
Emergent Bio Solutions Inc.

Healthcare
3.79K
+ 33.07%
$4.66 - $11.66 $17.7K - $44.2K
15.2K $74K
OII
Oceaneering International Inc

Energy
2.83K
+ 12.37%
$19.14 - $27.93 $54.2K - $79.1K
25.7K $560K
CHY
Calamos Convertible & High Income Fund

Financial Services
291
+ 1.44%
$10.1 - $12.0 $2.94K - $3.49K
20.5K $207K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
8
+ 0.05%
$45.21 - $50.33 $362 - $403
16.7K $765K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
8
+ 0.04%
$27.52 - $33.6 $220 - $269
20.6K $614K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
386
+ 1.06%
$25.58 - $29.24 $9.87K - $11.3K
36.9K $967K
HOLX
Hologic Inc

Healthcare
760
+ 8.38%
$60.7 - $73.77 $46.1K - $56.1K
9.83K $607K
CARR
Carrier Global Corp

Industrials
582
+ 3.38%
$62.07 - $70.55 $36.1K - $41.1K
17.8K $1.13M
JOBY
Joby Aviation, Inc.

Industrials
3.91K
+ 11.67%
$5.99 - $10.27 $23.4K - $40.1K
37.4K $225K
DHI
Horton D R Inc

Consumer Cyclical
404
+ 5.18%
$125.29 - $147.65 $50.6K - $59.7K
8.21K $1.04M
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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email