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
Dimensional ETF Trust
7.16K
New
N/A
7.16K $0
Amplify ETF Tr
450
+ 11.07%
N/A
4.51K $0
Coherent Corp
2.56K
New
N/A
2.56K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
9.65K
New
N/A
9.65K $0
Jacobs Solutions Inc
226
+ 6.66%
N/A
3.62K $0
Blackrock ETF Trust
13.2K
New
N/A
13.2K $0
Crane Company
24
+ 0.98%
N/A
2.47K $0
Ishares Tr
10K
New
N/A
10K $0
First Tr Exchng Traded Fd Vi
11.2K
New
N/A
11.2K $0
Kenvue Inc
11.5K
New
N/A
11.5K $0
ETF Opportunities Trust
448
+ 2.65%
N/A
17.3K $0
Labcorp Holdings Inc
84
+ 5.23%
N/A
1.69K $0
USRT
Ishares Core U.S. Reit ETF

ETFs
71
+ 1.66%
$50.37 - $57.97 $3.58K - $4.12K
4.35K $246K
Canadian Pacific Kansas City
4.47K
New
N/A
4.47K $0
Dimensional ETF Trust
1.32M
+ 20.34%
N/A
7.79M $0
ILCG
Ishares Morningstar Growth ETF
493
+ 17.83%
N/A
3.26K $0
Vaneck ETF Trust
6.6K
New
N/A
6.6K $0
Black Rock Inc
1.38K
+ 2.27%
N/A
62.5K $0
PR
Permian Resources Corporation

Energy
323
+ 1.58%
$10.36 - $14.93 $3.35K - $4.82K
20.8K $283K
Veralto Corp
680
+ 26.33%
N/A
3.26K $0
First Tr Exchng Traded Fd Vi
12.3K
New
N/A
12.3K $0
ORCC
Owl Rock Capital Corp

Financial Services
3
+ 0.0%
N/A
282K $3.78M
AAL
American Airlines Group Inc.

Industrials
1
+ 0.0%
N/A
24.5K $270K
Blackrock ETF Trust Ii
4.35K
New
N/A
4.35K $0
Brookfield Corp
4.41K
New
N/A
4.41K $0
IYH
Ishares Tr

ETFs
643
+ 7.36%
$53.97 - $60.17 $34.7K - $38.7K
9.38K $530K
VVX
V2 X, Inc.

Industrials
4
+ 0.09%
$43.76 - $52.31 $175 - $209
4.43K $214K
KIE
Spdr S&P Insurance ETF

ETFs
47
+ 0.64%
$53.63 - $61.12 $2.52K - $2.87K
7.42K $443K
TENB
Tenable Holdings, Inc.

Technology
205
+ 2.23%
$30.45 - $35.17 $6.24K - $7.21K
9.4K $317K
ELS
Equity Lifestyle Properties Inc

Real Estate
378
+ 6.56%
$61.46 - $68.02 $23.2K - $25.7K
6.14K $378K
GBCI
Glacier Bancorp, Inc.

Financial Services
394
+ 1.85%
$37.85 - $44.51 $14.9K - $17.5K
21.6K $932K
SNY
Sanofi

Healthcare
540
+ 11.29%
$47.62 - $55.44 $25.7K - $29.9K
5.32K $257K
LNC
Lincoln National Corp

Financial Services
196
+ 1.62%
$28.95 - $37.27 $5.67K - $7.3K
12.3K $425K
IHF
Ishares Tr

ETFs
125
+ 3.33%
$46.2 - $54.6 $5.78K - $6.83K
3.88K $188K
SR
Spire Inc

Utilities
329
+ 5.03%
$71.03 - $79.07 $23.4K - $26K
6.87K $501K
CPRT
Copart Inc

Consumer Cyclical
1.13K
+ 12.45%
$47.72 - $63.84 $54.1K - $72.3K
10.2K $502K
WTRG
Essential Utilities, Inc.

Utilities
189
+ 2.28%
$36.92 - $41.39 $6.98K - $7.82K
8.49K $315K
TSCO
Tractor Supply CO

Consumer Cyclical
2.79K
+ 4.07%
$47.86 - $55.77 $133K - $156K
71.3K $3.76M
UTHR
United Therapeutics Corp

Healthcare
114
+ 5.22%
$276.47 - $328.4 $31.5K - $37.4K
2.3K $660K
MAS
Masco Corp

Industrials
1.16K
+ 6.56%
$58.73 - $71.06 $68K - $82.2K
18.8K $1.21M
BKH
Black Hills Corp

Utilities
250
+ 3.55%
$55.66 - $61.75 $13.9K - $15.4K
7.3K $409K
BIIB
Biogen Inc.

Healthcare
230
+ 5.25%
$113.38 - $135.49 $26.1K - $31.2K
4.61K $579K
SUN
Sunoco LP

Energy
296
+ 3.45%
$50.38 - $59.13 $14.9K - $17.5K
8.89K $476K
FR
First Industrial Realty Trust Inc

Real Estate
698
+ 7.41%
$43.07 - $54.05 $30.1K - $37.7K
10.1K $486K
HPQ
Hp Inc

Technology
3.83K
+ 10.61%
$21.88 - $29.32 $83.8K - $112K
39.9K $977K
BSM
Black Stone Minerals, L.P.

Energy
1
+ 0.01%
$12.78 - $15.36 $12.8 - $15.4
11.4K $149K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
28
+ 0.23%
$21.4 - $26.31 $599 - $737
12.1K $261K
KRO
Kronos Worldwide Inc

Basic Materials
127
+ 0.5%
$6.0 - $7.75 $762 - $984
25.6K $158K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
1.27K
+ 19.14%
$54.08 - $68.32 $68.6K - $86.7K
7.9K $434K
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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