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
WLY
John Wiley & Sons, Inc.

Communication Services
885
+ 15.11%
$37.03 - $45.5 $32.8K - $40.3K
6.74K $300K
ADC
Agree Realty Corp

Real Estate
751
+ 18.74%
$70.68 - $79.12 $53.1K - $59.4K
4.76K $347K
G
Genpact LTD

Technology
2.27K
+ 22.73%
$40.65 - $50.56 $92.1K - $115K
12.2K $538K
PCAR
Paccar Inc

Industrials
815
+ 4.58%
$86.4 - $99.09 $70.4K - $80.8K
18.6K $1.77M
CRUS
Cirrus Logic, Inc.

Technology
95
+ 1.68%
$77.43 - $107.58 $7.36K - $10.2K
5.74K $598K
RIG
Transocean Ltd.

Energy
13.3K
New
$2.13 - $3.32 $28.3K - $44.1K
13.3K $34K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
715
+ 25.18%
$61.03 - $67.59 $43.6K - $48.3K
3.56K $227K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
398
+ 24.28%
$82.21 - $83.12 $32.7K - $33.1K
2.04K $168K
GNTX
Gentex Corp

Consumer Cyclical
1.98K
+ 22.49%
$20.83 - $23.52 $41.3K - $46.6K
10.8K $237K
NVO
Novo Nordisk A S

Healthcare
740
+ 1.58%
$58.08 - $81.05 $43K - $60K
47.6K $3.29M
RS
Reliance Steel & Aluminum CO

Basic Materials
34
+ 4.35%
$262.08 - $316.81 $8.91K - $10.8K
816 $256K
GOOD
Gladstone Commercial Corp

Real Estate
2.67K
+ 23.57%
$13.16 - $15.07 $35.1K - $40.2K
14K $200K
DHI
Horton D R Inc

Consumer Cyclical
122
+ 1.49%
$115.1 - $129.63 $14K - $15.8K
8.33K $1.07M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
532
+ 3.16%
$90.85 - $102.31 $48.3K - $54.4K
17.4K $1.75M
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.7K
+ 32.72%
$18.68 - $21.54 $31.8K - $36.6K
6.9K $140K
ERAS
Erasca, Inc.

Healthcare
23K
New
$1.06 - $1.63 $24.4K - $37.5K
23K $29K
PFS
Provident Financial Services Inc

Financial Services
1.12K
+ 4.7%
$14.69 - $17.98 $16.5K - $20.2K
25K $438K
WPC
W. P. Carey Inc.

Real Estate
581
+ 6.12%
$56.12 - $64.53 $32.6K - $37.5K
10.1K $628K
RIO
Rio Tinto PLC

Basic Materials
616
+ 12.76%
$52.32 - $62.75 $32.2K - $38.7K
5.44K $317K
UNM
Unum Group

Financial Services
365
+ 10.43%
$70.48 - $82.91 $25.7K - $30.3K
3.87K $312K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
193
+ 3.72%
$69.8 - $85.28 $13.5K - $16.5K
5.38K $446K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.14K
+ 16.6%
$25.48 - $27.78 $28.9K - $31.6K
7.98K $212K
VICI
Vici Properties Inc.

Real Estate
799
+ 7.89%
$29.41 - $32.97 $23.5K - $26.3K
10.9K $356K
SNAP
Snap Inc

Communication Services
3.23K
+ 5.99%
$7.23 - $9.21 $23.4K - $29.7K
57.2K $496K
INTF
Ishares Tr

ETFs
1
+ 0.01%
$27.6 - $34.51 $27.6 - $34.5
7.25K $248K
ICUI
Icu Medical Inc

Healthcare
366
+ 10.62%
$127.74 - $151.04 $46.8K - $55.3K
3.81K $503K
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.06%
$233.83 - $276.34 $1.17K - $1.38K
7.72K $2.06M
AOA
Ishares Tr Core Aggressive All

ETFs
39
+ 1.31%
$69.46 - $83.4 $2.71K - $3.25K
3.02K $251K
ADM
Archer Daniels Midland CO

Consumer Defensive
3
+ 0.06%
$41.79 - $54.16 $125 - $162
4.99K $263K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
425
+ 2.72%
$16.37 - $18.59 $6.96K - $7.9K
16.1K $296K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
17
+ 0.45%
$36.01 - $45.69 $612 - $777
3.83K $175K
AFL
Aflac Inc

Financial Services
1.14K
+ 6.71%
$99.77 - $112.45 $114K - $128K
18.1K $1.91M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
135
+ 4.42%
$107.61 - $119.09 $14.5K - $16.1K
3.19K $378K
DRI
Darden Restaurants Inc

Consumer Cyclical
34
+ 2.27%
$186.58 - $225.78 $6.34K - $7.68K
1.53K $334K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
88
+ 1.31%
$26.38 - $32.66 $2.32K - $2.87K
6.82K $222K
LZ
Legalzoom.Com, Inc.

Industrials
1.14K
+ 2.83%
$6.61 - $9.71 $7.53K - $11.1K
41.4K $368K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
965
+ 20.74%
$99.37 - $134.05 $95.9K - $129K
5.62K $637K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
595
+ 0.89%
$20.16 - $20.49 $12K - $12.2K
67.2K $1.38M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
129
+ 5.18%
$50.27 - $62.05 $6.48K - $8K
2.62K $161K
WEX
Wex Inc.

Technology
223
+ 17.04%
$113.47 - $161.8 $25.3K - $36.1K
1.53K $225K
CBSH
Commerce Bancshares Inc

Financial Services
319
+ 8.03%
$55.42 - $65.63 $17.7K - $20.9K
4.29K $266K
FIZZ
National Beverage Corp

Consumer Defensive
172
+ 2.56%
$41.45 - $46.54 $7.13K - $8K
6.9K $298K
PSLV
Sprott Physical Silver Trust

Financial Services
450
+ 2.26%
$9.98 - $12.51 $4.49K - $5.63K
20.3K $248K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
180
+ 15.44%
$100.04 - $100.54 $18K - $18.1K
1.35K $135K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
100
+ 7.02%
$157.93 - $175.89 $15.8K - $17.6K
1.53K $266K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
20
+ 0.07%
$43.28 - $50.37 $866 - $1.01K
28.5K $1.43M
IYE
Ishares Tr

ETFs
680
+ 20.21%
$40.36 - $49.67 $27.4K - $33.8K
4.05K $182K
ADSK
Autodesk, Inc.

Technology
68
+ 2.34%
N/A
2.97K $731K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.2K
+ 9.14%
$10.59 - $11.48 $12.8K - $13.8K
14.4K $164K
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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