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
APPF
Appfolio Inc

Technology
3
+ 0.21%
$192.02 - $234.65 $576 - $704
1.46K $335K
URTH
Ishares Msci World ETF

ETFs
3
+ 0.33%
$136.3 - $169.38 $409 - $508
905 $153K
MD
Mednax, Inc.

Healthcare
1.18K
+ 5.51%
$12.0 - $15.17 $14.2K - $17.9K
22.6K $324K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
632
+ 7.42%
$28.45 - $33.08 $18K - $20.9K
9.14K $291K
STE
Steris PLC

Healthcare
3
+ 0.32%
$208.55 - $252.55 $626 - $758
943 $226K
KIM
Kimco Realty Corp

Real Estate
674
+ 6.78%
$18.7 - $21.69 $12.6K - $14.6K
10.6K $223K
MAA
Mid America Apartment Communities Inc.

Real Estate
477
+ 14.8%
$145.91 - $168.0 $69.6K - $80.1K
3.7K $547K
EVRI
Everi Holdings Inc.

Consumer Cyclical
93
+ 0.72%
$13.27 - $14.24 $1.23K - $1.32K
13K $184K
ALRM
Alarm.Com Holdings, Inc.

Technology
66
+ 1.39%
$49.34 - $60.68 $3.26K - $4K
4.81K $272K
PLD
Prologis, Inc.

Real Estate
2.01K
+ 6.58%
$89.76 - $112.34 $180K - $225K
32.5K $3.42M
SHW
Sherwin Williams CO

Basic Materials
149
+ 1.98%
$313.51 - $363.51 $46.7K - $54.2K
7.69K $2.64M
OFC
Corporate Office Properties Trust

Real Estate
227
+ 2.45%
N/A
9.49K $228K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
1.13K
+ 5.24%
$3.1 - $4.72 $3.49K - $5.31K
22.6K $92K
ROCK
Gibraltar Industries, Inc.

Industrials
36
+ 0.51%
$50.2 - $63.09 $1.81K - $2.27K
7.16K $422K
INDB
Independent Bank Corp

Financial Services
22
+ 0.35%
$53.62 - $65.63 $1.18K - $1.44K
6.24K $392K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
37
+ 0.33%
$7.79 - $9.98 $288 - $369
11.1K $102K
SJM
J M Smucker CO

Consumer Defensive
778
+ 21.17%
$94.41 - $118.52 $73.5K - $92.2K
4.45K $437K
HES
Hess Corp

Energy
446
+ 15.8%
$126.32 - $161.29 $56.3K - $71.9K
3.27K $452K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
66
+ 1.34%
$21.37 - $22.67 $1.41K - $1.5K
5K $112K
EWMC
Invesco Exchange Traded Fd Tr

ETFs
1.84K
New
N/A
1.84K $0
CRH.L
Crh PLC

Basic Materials
2.2K
New
N/A
2.2K $0
Klotho Neurosciences Inc
10K
New
N/A
10K $0
Grayscale Bitcoin Mini Tr Et
1.03K
+ 8.18%
N/A
13.6K $0
Ralliant Corp
4.23K
New
N/A
4.23K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.22K
+ 9.95%
N/A
13.5K $0
MOGA
Moog Inc Cla
1.14K
New
N/A
1.14K $0
Dimensional ETF Trust
16.1K
New
N/A
16.1K $0
Blackrock ETF Trust
7.07K
New
N/A
7.07K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
2.29K
+ 4.64%
N/A
51.6K $0
Goldman Sachs ETF Tr
1.5K
+ 0.92%
N/A
163K $0
Fidelity Wise Origin Bitcoin
3.79K
+ 12.88%
N/A
33.2K $0
Ge Healthcare Technologies I
2.53K
+ 16.3%
N/A
18.1K $0
PNOV
Innovator U.S. Equity Power Bu
3.04K
New
N/A
3.04K $0
Fidelity Covington Trust
223
+ 5.36%
N/A
4.39K $0
Lam Research Corp
3.92K
+ 9.16%
N/A
46.7K $0
BFB
Brown Forman Corp Cl B
1.68K
+ 3.84%
N/A
45.3K $0
Atlassian Corporation
4.31K
+ 163.27%
N/A
6.95K $0
Valued Advisers Tr
139K
New
N/A
139K $0
Ge Vernova Inc
825
+ 14.71%
N/A
6.43K $0
Arista Networks Inc
171
+ 0.3%
N/A
57.8K $0
I Shares Bitcoin Trust ETF
7.69K
+ 16.48%
N/A
54.4K $0
First Tr Exchng Traded Fd Vi
3.07K
New
N/A
3.07K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
880
+ 15.94%
N/A
6.4K $0
Linde PLC
4.21K
+ 59.89%
N/A
11.2K $0
Blackrock ETF Trust Ii
25.1K
New
N/A
25.1K $0
Graniteshares ETF Tr
5.8K
New
N/A
5.8K $0
Bgc Group Inc
9.69K
+ 22.66%
N/A
52.4K $0
DRLL
Ea Ser Tr Strive U S Energy Et
169
+ 0.89%
N/A
19.3K $0
Fidelity Covington Trust
2.49K
+ 69.01%
N/A
6.09K $0
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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