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
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.43K
New
$50.48 - $50.71 $123K - $123K
2.43K $123K
ABEV
Ambev S.A.

Consumer Defensive
50.7K
New
$2.15 - $2.55 $109K - $129K
50.7K $122K
SAN
Banco Santander, S.A.

Financial Services
12.6K
+ 110.26%
$5.72 - $8.32 $71.8K - $104K
23.9K $198K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
516
+ 30.66%
$66.89 - $111.18 $34.5K - $57.4K
2.2K $244K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.97K
+ 6.78%
$63.54 - $68.5 $125K - $135K
31K $2.09M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.15K
New
$53.66 - $58.71 $115K - $126K
2.15K $120K
EVRG
Evergy, Inc.

Utilities
1.75K
+ 22.74%
$64.06 - $69.64 $112K - $122K
9.44K $650K
CF
Cf Industries Holdings, Inc.

Basic Materials
99
+ 1.26%
$68.47 - $102.48 $6.78K - $10.1K
7.94K $730K
YUM
Yum Brands Inc

Consumer Cyclical
1.67K
+ 11.81%
$138.36 - $161.45 $231K - $269K
15.8K $2.34M
MELI
Mercadolibre Inc

Consumer Cyclical
6
+ 3.9%
$1794.73 - $2613.63 $10.8K - $15.7K
160 $418K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
3.98K
New
$23.95 - $29.34 $95.2K - $117K
3.98K $116K
URA
Global X Uranium ETF

ETFs
2.98K
New
$20.26 - $38.81 $60.5K - $116K
2.98K $115K
PHM
Pultegroup Inc

Consumer Cyclical
1.03K
+ 40.13%
$92.02 - $106.54 $94.5K - $109K
3.59K $378K
EUSB
Ishares Tr Esg Advanced Total

Technology
2.63K
New
$42.54 - $43.56 $112K - $115K
2.63K $114K
AFG
American Financial Group Inc

Financial Services
970
+ 54.53%
$116.9 - $132.12 $113K - $128K
2.75K $346K
IP
International Paper CO

Consumer Cyclical
3.14K
+ 59.58%
$43.89 - $54.46 $138K - $171K
8.4K $393K
BCS
Barclays PLC

Financial Services
4.24K
+ 39.88%
$12.69 - $18.61 $53.8K - $78.9K
14.9K $276K
DVY
Ishares Tr

ETFs
1.1K
+ 4.96%
$118.37 - $134.86 $130K - $149K
23.3K $3.1M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.6K
New
$40.82 - $43.14 $106K - $112K
2.6K $112K
CBRE
Cbre Group, Inc.

Real Estate
582
+ 17.67%
$113.94 - $140.12 $66.3K - $81.5K
3.88K $542K
EXC
Exelon Corp

Utilities
3.12K
+ 34.61%
$42.2 - $47.37 $132K - $148K
12.1K $527K
HBAN
Huntington Bancshares Inc

Financial Services
5.12K
+ 34.64%
$12.49 - $16.76 $63.9K - $85.8K
19.9K $333K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3
+ 0.03%
$60.22 - $80.1 $181 - $240
9.26K $741K
WTFC
Wintrust Financial Corp

Financial Services
467
+ 10.1%
$95.17 - $124.21 $44.4K - $58K
5.09K $631K
ACHR
Archer Aviation Inc.

Industrials
3.28K
+ 16.61%
$6.2 - $13.3 $20.3K - $43.7K
23K $250K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1.37K
New
$65.42 - $80.7 $89.8K - $111K
1.37K $110K
GL
Globe Life Inc.

Financial Services
1K
+ 48.66%
$113.29 - $133.09 $113K - $133K
3.06K $379K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
2.24K
New
$37.77 - $48.45 $84.7K - $109K
2.24K $108K
ET
Energy Transfer LP

Energy
7.25K
+ 13.87%
$15.65 - $18.93 $113K - $137K
59.5K $1.08M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
2.98K
New
$30.28 - $36.05 $90.2K - $107K
2.98K $107K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
950
New
$91.51 - $113.03 $86.9K - $107K
950 $107K
SANM
Sanmina Corp

Technology
267
+ 7.25%
$67.3 - $98.07 $18K - $26.2K
3.95K $386K
HIG
Hartford Financial Services Group, Inc.

Financial Services
417
+ 2.51%
$109.83 - $131.67 $45.8K - $54.9K
17K $2.16M
ED
Consolidated Edison Inc

Utilities
2.03K
+ 20.86%
$98.05 - $113.3 $199K - $230K
11.8K $1.18M
MKL
Markel Corp

Financial Services
40
+ 21.28%
$1678.5 - $1997.36 $67.1K - $79.9K
228 $455K
AIG
American International Group, Inc.

Financial Services
1.33K
+ 20.22%
$77.56 - $87.72 $103K - $116K
7.88K $674K
FLCA
Franklin Templeton ETF Tr

ETFs
2.47K
New
$33.9 - $41.83 $83.8K - $103K
2.47K $103K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
2.26K
New
N/A
2.26K $103K
VUSE
ETF Ser Solutions

ETFs
1.64K
New
$50.72 - $62.99 $82.9K - $103K
1.64K $102K
RDVY
First Trust Rising Dividend Ac

ETFs
1.63K
New
$51.6 - $62.74 $84.3K - $102K
1.63K $102K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.46K
New
$40.51 - $71.03 $59.1K - $104K
1.46K $102K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.2K
+ 71.2%
$22.4 - $23.8 $94K - $99.9K
10.1K $240K
FSEC
Fidel Merrimack Str Tr

ETFs
2.34K
New
$42.41 - $44.36 $99.2K - $104K
2.34K $101K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
109
+ 1.08%
$108.87 - $133.04 $11.9K - $14.5K
10.2K $1.35M
IBN
Icici Bank LTD

Financial Services
2.52K
+ 33.94%
$30.16 - $34.39 $75.9K - $86.6K
9.93K $334K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.58K
New
$35.62 - $39.64 $91.7K - $102K
2.58K $100K
DTE
Dte Energy CO

Utilities
876
+ 31.02%
$127.39 - $139.49 $112K - $122K
3.7K $490K
CBOE
Cboe Global Markets, Inc.

Financial Services
344
+ 13.6%
$205.81 - $234.23 $70.8K - $80.6K
2.87K $670K
PI
Impinj Inc

Technology
468
+ 20.46%
$62.54 - $125.05 $29.3K - $58.5K
2.76K $305K
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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