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
GTES
Gates Industrial Corp PLC

Industrials
875
+ 5.3%
$15.56 - $23.13 $13.6K - $20.2K
17.4K $400K
RELX
Relx PLC

Communication Services
1.45K
+ 31.68%
$45.31 - $55.66 $65.6K - $80.5K
6.01K $326K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.3K
+ 1.45%
$48.13 - $49.85 $544K - $563K
790K $38.7M
XAR
Spdr S&P Aerospace & Defense E

ETFs
118
+ 8.35%
$144.94 - $210.94 $17.1K - $24.9K
1.53K $322K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
294
+ 6.2%
$101.97 - $126.75 $30K - $37.3K
5.04K $638K
CCK
Crown Holdings Inc

Consumer Cyclical
578
+ 23.68%
$78.47 - $104.45 $45.4K - $60.4K
3.02K $310K
RPRX
Royalty Pharma PLC

Healthcare
1.53K
+ 19.64%
$30.85 - $36.14 $47.2K - $55.3K
9.31K $335K
RJF
Raymond James Financial Inc

Financial Services
465
+ 30.88%
$123.65 - $153.88 $57.5K - $71.6K
1.97K $302K
PECO
Phillips Edison & Company, Inc.

Real Estate
2.97K
+ 31.28%
$33.53 - $37.33 $99.4K - $111K
12.4K $435K
FNDC
Schwab Fundamental Intl Small

ETFs
1.38K
+ 26.4%
$32.97 - $42.05 $45.5K - $58K
6.6K $277K
MPWR
Monolithic Power Systems Inc

Technology
17
+ 3.41%
$455.19 - $737.73 $7.74K - $12.5K
516 $377K
REZI
Resideo Technologies, Inc.

Industrials
851
+ 5.44%
$14.69 - $22.46 $12.5K - $19.1K
16.5K $363K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
233
+ 2.45%
$62.73 - $78.42 $14.6K - $18.3K
9.75K $755K
EHC
Encompass Health Corp

Healthcare
88
+ 2.44%
$96.12 - $122.63 $8.46K - $10.8K
3.69K $452K
QRVO
Qorvo, Inc.

Technology
461
+ 12.5%
$50.81 - $84.91 $23.4K - $39.1K
4.15K $352K
EPR
Epr Properties

Real Estate
1K
+ 20.55%
$43.53 - $59.11 $43.7K - $59.3K
5.88K $342K
ECVT
Ecovyst Inc.

Basic Materials
720
+ 1.82%
$5.33 - $8.58 $3.84K - $6.18K
40.3K $331K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
306
+ 2.45%
$103.88 - $123.68 $31.8K - $37.8K
12.8K $1.58M
CRBG
Corebridge Financial, Inc.

Financial Services
205
+ 1.06%
$25.41 - $35.83 $5.21K - $7.35K
19.5K $692K
MKSI
Mks Instruments Inc

Technology
154
+ 4.44%
$58.78 - $100.27 $9.05K - $15.4K
3.62K $359K
ITW
Illinois Tool Works Inc

Industrials
351
+ 5.09%
$218.41 - $252.43 $76.7K - $88.6K
7.25K $1.79M
MDT
Medtronic PLC

Healthcare
2K
+ 5.85%
$80.68 - $88.86 $161K - $178K
36.2K $3.15M
IYC
Ishares U.S. Consumer Discreti

ETFs
194
+ 3.61%
$79.19 - $99.64 $15.4K - $19.3K
5.56K $554K
CWK
Cushman & Wakefield PLC

Real Estate
6.47K
+ 64.48%
$7.9 - $11.13 $51.1K - $72K
16.5K $182K
IXN
Ishares Global Information Tec

ETFs
77
+ 1.74%
$65.81 - $92.34 $5.07K - $7.11K
4.5K $415K
UL
Unilever PLC

Consumer Defensive
918
+ 6.25%
$57.9 - $65.43 $53.2K - $60.1K
15.6K $953K
WSBC
Wesbanco Inc

Financial Services
2.26K
+ 21.94%
$26.79 - $32.33 $60.5K - $73.1K
12.6K $397K
ZM
Zoom Video Communications, Inc.

Technology
530
+ 5.87%
$66.7 - $84.62 $35.4K - $44.8K
9.56K $745K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.57K
+ 2.95%
$46.41 - $47.7 $73K - $75K
54.9K $2.61M
CTRA
Coterra Energy Inc.

Energy
7.74K
+ 22.64%
$22.6 - $29.07 $175K - $225K
41.9K $1.06M
RY
Royal Bank Of Canada

Financial Services
155
+ 5.34%
$108.36 - $131.55 $16.8K - $20.4K
3.06K $402K
NMIH
Nmi Holdings, Inc.

Financial Services
408
+ 4.33%
$32.79 - $42.24 $13.4K - $17.2K
9.84K $414K
PRU
Prudential Financial Inc

Financial Services
1.12K
+ 10.08%
$95.12 - $112.71 $106K - $126K
12.2K $1.31M
GTLS
Chart Industries Inc

Industrials
252
+ 15.93%
$115.08 - $175.5 $29K - $44.2K
1.83K $301K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
15
+ 0.61%
$140.37 - $177.56 $2.11K - $2.66K
2.49K $428K
NMR
Nomura Holdings Inc

Financial Services
10.9K
New
$4.95 - $6.6 $53.9K - $71.8K
10.9K $71K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.25K
+ 17.35%
$28.02 - $32.37 $63K - $72.8K
15.2K $483K
IYJ
Ishares Tr

ETFs
372
+ 27.62%
$115.07 - $142.31 $42.8K - $52.9K
1.72K $244K
CLH
Clean Harbors Inc

Industrials
122
+ 10.25%
$182.1 - $233.5 $22.2K - $28.5K
1.31K $303K
KBE
Spdr S&P Bank ETF

ETFs
1.03K
+ 28.86%
$45.85 - $55.78 $47.2K - $57.4K
4.59K $256K
MFG
Mizuho Financial Group Inc

Financial Services
12.3K
New
$4.25 - $5.66 $52.1K - $69.4K
12.3K $68K
AEP
American Electric Power CO Inc

Utilities
1.28K
+ 10.8%
$98.59 - $109.11 $126K - $139K
13.1K $1.36M
RGLD
Royal Gold Inc

Basic Materials
202
+ 9.1%
$155.48 - $186.71 $31.4K - $37.7K
2.42K $430K
IOO
Ishares Tr Global 100 ETF

ETFs
83
+ 1.64%
$84.95 - $107.81 $7.05K - $8.95K
5.13K $553K
SONY
Sony Group Corp

Technology
1.41K
+ 3.06%
$21.24 - $26.88 $29.9K - $37.9K
47.5K $1.24M
FTCS
First Trust Capital Strength E

ETFs
700
+ 41.03%
$81.6 - $92.39 $57.1K - $64.7K
2.41K $218K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.18K
+ 35.66%
$97.78 - $126.44 $115K - $149K
4.48K $475K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.31K
+ 22.24%
$10.8 - $16.92 $35.8K - $56.1K
18.2K $250K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
893
+ 48.4%
$49.48 - $61.22 $44.2K - $54.7K
2.74K $166K
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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