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
DLB
Dolby Laboratories, Inc.

Industrials
1.25K
+ 26.48%
$69.36 - $81.21 $86.8K - $102K
5.98K $443K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
90
+ 0.97%
$73.0 - $85.5 $6.57K - $7.7K
9.39K $788K
A
Agilent Technologies, Inc.

Healthcare
455
+ 4.82%
$99.29 - $120.52 $45.2K - $54.8K
9.9K $1.17M
PRGO
Perrigo CO PLC

Healthcare
2.76K
+ 31.82%
$24.36 - $27.91 $67.3K - $77.1K
11.4K $305K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
686
+ 16.46%
$84.41 - $106.28 $57.9K - $72.9K
4.85K $460K
TM
Toyota Motor Corp

Consumer Cyclical
420
+ 17.61%
$158.63 - $195.39 $66.6K - $82.1K
2.81K $483K
ABCB
Ameris Bancorp

Financial Services
120
+ 1.56%
$50.69 - $64.92 $6.08K - $7.79K
7.82K $505K
WIT
Wipro LTD

Technology
20.2K
New
$2.7 - $3.09 $54.6K - $62.4K
20.2K $61K
FNV
Franco Nevada Corp

Basic Materials
294
+ 13.78%
$143.04 - $178.17 $42.1K - $52.4K
2.43K $397K
NUE
Nucor Corp

Basic Materials
131
+ 2.75%
$103.22 - $131.43 $13.5K - $17.2K
4.89K $633K
TDY
Teledyne Technologies Inc

Technology
99
+ 18.97%
$435.54 - $512.31 $43.1K - $50.7K
621 $318K
PINS
Pinterest, Inc.

Communication Services
358
+ 3.92%
$24.21 - $35.95 $8.67K - $12.9K
9.48K $340K
EEMV
Ishares Msci Emerging Markets

ETFs
305
+ 3.61%
$54.12 - $62.8 $16.5K - $19.2K
8.76K $550K
VRSN
Verisign Inc

Technology
78
+ 8.07%
$234.49 - $288.8 $18.3K - $22.5K
1.05K $301K
MKC
Mccormick & CO Inc

Consumer Defensive
1.26K
+ 20.91%
$71.11 - $82.25 $89.8K - $104K
7.3K $553K
KGC
Kinross Gold Corp

Basic Materials
1.58K
+ 15.65%
$11.79 - $15.85 $18.7K - $25.1K
11.7K $182K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
637
+ 5.98%
$34.78 - $43.42 $22.2K - $27.7K
11.3K $488K
EGP
Eastgroup Properties Inc

Real Estate
412
+ 26.96%
$145.28 - $176.09 $59.9K - $72.5K
1.94K $324K
HWC
Hancock Whitney Corp

Financial Services
347
+ 4.91%
$46.05 - $58.03 $16K - $20.1K
7.42K $425K
BLD
Top Build Corp

Industrials
117
+ 13.28%
$275.93 - $326.59 $32.3K - $38.2K
998 $323K
TLT
Ishares Barclays 20+ Year Trea

ETFs
807
+ 13.49%
$83.97 - $92.85 $67.8K - $74.9K
6.79K $599K
NOK
Nokia Corp

Technology
10.5K
New
$4.65 - $5.43 $48.6K - $56.8K
10.5K $54K
NI
Nisource Inc.

Utilities
1.24K
+ 10.21%
$37.11 - $40.64 $46.1K - $50.5K
13.4K $541K
CB
Chubb LTD

Financial Services
830
+ 5.45%
$274.32 - $302.46 $228K - $251K
16.1K $4.65M
SKYY
First Trust Cloud Computing Et

ETFs
13
+ 0.49%
$89.46 - $121.64 $1.16K - $1.58K
2.65K $322K
WBS
Webster Financial Corp

Financial Services
484
+ 5.52%
$41.76 - $54.91 $20.2K - $26.6K
9.25K $504K
PLTK
Playtika Holding Corp.

Communication Services
10.9K
New
$4.51 - $5.44 $49.2K - $59.3K
10.9K $51K
PPG
Ppg Industries Inc

Basic Materials
330
+ 10.82%
$91.66 - $115.04 $30.2K - $38K
3.38K $384K
FXR
First Trust Industrials/Produc

ETFs
575
+ 35.78%
$60.85 - $74.22 $35K - $42.7K
2.18K $161K
LEG
Leggett & Platt Inc

Consumer Cyclical
1.91K
+ 5.8%
$6.56 - $9.72 $12.5K - $18.6K
34.9K $310K
VNT
Vontier Corp

Technology
491
+ 6.13%
$28.04 - $37.3 $13.8K - $18.3K
8.51K $313K
IYF
Ishares Tr

ETFs
311
+ 21.01%
$99.23 - $120.99 $30.9K - $37.6K
1.79K $216K
AEE
Ameren Corp

Utilities
637
+ 22.2%
$94.23 - $101.68 $60K - $64.8K
3.51K $336K
VPU
Vanguard Utilities ETF

ETFs
135
+ 3.23%
$158.36 - $178.82 $21.4K - $24.1K
4.32K $761K
NNN
National Retail Properties, Inc.

Real Estate
941
+ 7.19%
$37.56 - $43.42 $35.3K - $40.9K
14K $605K
VNQ
Vanguard Specialized Funds Van

ETFs
961
+ 3.72%
$79.79 - $91.42 $76.7K - $87.9K
26.8K $2.39M
SPG
Simon Property Group Inc

Real Estate
345
+ 20.2%
$140.37 - $171.44 $48.4K - $59.1K
2.05K $330K
VAW
Vanguard Materials ETF

ETFs
200
+ 18.89%
$163.82 - $196.64 $32.8K - $39.3K
1.26K $245K
EXPD
Expeditors International Of Washington Inc

Industrials
518
+ 23.3%
$102.84 - $122.24 $53.3K - $63.3K
2.74K $313K
HST
Host Hotels & Resorts, Inc.

Real Estate
400
+ 1.18%
$12.7 - $16.07 $5.08K - $6.43K
34.4K $528K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
2.45K
+ 30.77%
$28.49 - $33.82 $69.9K - $82.9K
10.4K $309K
LEVI
Levi Strauss & CO

Consumer Cyclical
56
+ 0.38%
$12.42 - $18.62 $696 - $1.04K
14.8K $273K
SOUN
Soundhound Ai, Inc.

Technology
706
+ 5.27%
$7.18 - $11.76 $5.07K - $8.3K
14.1K $151K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.9K
+ 6.76%
$7.69 - $11.46 $14.6K - $21.8K
30K $344K
WU
Western Union CO

Financial Services
7.88K
+ 68.99%
$8.37 - $10.63 $65.9K - $83.8K
19.3K $162K
AOS
Smith A O Corp

Industrials
608
+ 17.77%
$59.63 - $70.52 $36.3K - $42.9K
4.03K $264K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
285
+ 0.76%
$121.58 - $136.74 $34.7K - $39K
37.9K $5.14M
MRC
Mrc Global Inc.

Energy
111
+ 0.62%
$9.46 - $14.89 $1.05K - $1.65K
18K $246K
VOYA
Voya Financial, Inc.

Financial Services
352
+ 7.51%
$54.27 - $71.0 $19.1K - $25K
5.04K $357K
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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