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
USMC
Principal ETF U S Mega Cap

ETFs
2K
+ 1.56%
$55.72 - $63.13 $112K - $127K
131K $7.41M
GWW
W.W. Grainger, Inc.

Industrials
226
+ 2.73%
$953.54 - $1132.42 $216K - $256K
8.51K $8.4M
RUN
Sunrun Inc.

Technology
9.23K
+ 8.18%
$5.86 - $11.37 $54.1K - $105K
122K $715K
COIN
Coinbase Global, Inc.

Technology
64
+ 1.41%
$172.23 - $301.3 $11K - $19.3K
4.59K $790K
USB
Us Bancorp \De\

Financial Services
3.3K
+ 3.3%
$40.92 - $50.9 $135K - $168K
103K $4.36M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.0%
$81.62 - $96.63 $81.6 - $96.6
55.2K $4.6M
UPS
United Parcel Service Inc

Industrials
460
+ 1.52%
$109.66 - $136.26 $50.4K - $62.7K
30.7K $3.37M
TGT
Target Corp

Consumer Defensive
501
+ 3.07%
$103.65 - $142.5 $51.9K - $71.4K
16.8K $1.76M
FICO
Fair Isaac Corp

Technology
3
+ 0.09%
$1695.35 - $2030.47 $5.09K - $6.09K
3.45K $6.36M
IWM
Ishares Russell 2000 ETF

ETFs
1.86K
+ 4.22%
$198.1 - $229.79 $368K - $427K
45.9K $9.15M
DHR
Danaher Corp

Healthcare
216
+ 0.79%
$201.62 - $250.59 $43.5K - $54.1K
27.5K $5.64M
AMAT
Applied Materials Inc

Technology
3.31K
+ 5.13%
$145.06 - $195.51 $479K - $646K
67.7K $9.82M
LMT
Lockheed Martin Corp

Industrials
75
+ 0.42%
$423.19 - $506.29 $31.7K - $38K
17.9K $7.99M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
434
+ 1.68%
$211.47 - $267.17 $91.8K - $116K
26.3K $5.56M
ARES
Ares Management Corp

Financial Services
105
+ 0.42%
$140.19 - $198.28 $14.7K - $20.8K
25.3K $3.71M
VTI
Vanguard Total Stock Market Et

ETFs
7.21K
+ 3.83%
$271.18 - $303.12 $1.95M - $2.18M
195K $53.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
513
+ 1.67%
$522.96 - $601.18 $268K - $308K
31.3K $16.7M
VGT
Vanguard Information Technolog

ETFs
50
+ 0.43%
$542.38 - $646.34 $27.1K - $32.3K
11.6K $6.32M
IVV
Ishares Core S&P 500 ETF

ETFs
1.46K
+ 1.7%
$554.06 - $615.85 $809K - $899K
87.5K $49.2M
ADBE
Adobe Inc.

Technology
3.36K
+ 7.4%
$377.84 - $464.11 $1.27M - $1.56M
48.7K $18.7M
PAVE
Global X Fds Us Infrastructure

ETFs
2.59K
+ 0.34%
$37.31 - $43.82 $96.7K - $114K
755K $28.5M
ROK
Rockwell Automation, Inc

Industrials
1.47K
+ 1.65%
$255.29 - $303.75 $376K - $447K
90.5K $23.4M
GOOG
Alphabet Inc.

Communication Services
33.1K
+ 15.0%
$156.06 - $207.71 $5.16M - $6.87M
254K $39.6M
GPN
Global Payments Inc

Industrials
9.81K
+ 3.94%
$92.18 - $113.03 $904K - $1.11M
259K $25.4M
NKE
Nike, Inc.

Consumer Cyclical
31.1K
+ 7.64%
$63.29 - $81.72 $1.97M - $2.54M
438K $27.8M
TSLA
Tesla, Inc.

Consumer Cyclical
21.1K
+ 29.9%
$222.15 - $428.22 $4.7M - $9.06M
91.9K $23.8M
SRE
Sempra Energy

Utilities
4.97K
+ 1.41%
$67.85 - $87.67 $337K - $436K
357K $25.5M
CRM
Salesforce, Inc.

Technology
2.88K
+ 2.75%
$268.36 - $359.95 $773K - $1.04M
108K $28.9M
XLK
Technology Sector Spdr

ETFs
5.74K
+ 0.84%
$206.38 - $242.18 $1.18M - $1.39M
691K $143M
MSFT
Microsoft Corp

Technology
28K
+ 4.08%
$375.39 - $447.2 $10.5M - $12.5M
716K $269M
AMZN
Amazon Com Inc

Consumer Cyclical
21K
+ 1.97%
$190.26 - $242.06 $3.99M - $5.08M
1.09M $207M
GOOGL
Alphabet Inc.

Communication Services
25K
+ 2.45%
$154.33 - $206.19 $3.86M - $5.16M
1.05M $162M
NVDA
Nvidia Corp

Technology
25.2K
+ 1.77%
$106.98 - $149.43 $2.7M - $3.77M
1.45M $158M
VUG
Vanguard Growth ETF

ETFs
110K
+ 3.4%
$369.1 - $427.61 $40.5M - $46.9M
3.34M $1.24B
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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