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
XNCR
Xencor Inc

Healthcare
259
+ 1.99%
$7.52 - $11.26 $1.95K - $2.92K
13.3K $104K
FANG
Diamondback Energy, Inc.

Energy
160
+ 6.32%
$119.25 - $161.49 $19.1K - $25.8K
2.69K $369K
OXY
Occidental Petroleum Corp

Energy
2.7K
+ 12.96%
$36.11 - $49.33 $97.4K - $133K
23.5K $987K
WCN
Waste Connections, Inc.

Industrials
82
+ 1.21%
$183.26 - $199.95 $15K - $16.4K
6.88K $1.29M
COMP
Compass, Inc.

Technology
621
+ 3.01%
$5.8 - $8.98 $3.6K - $5.58K
21.3K $133K
CL
Colgate Palmolive CO

Consumer Defensive
802
+ 1.8%
$87.57 - $96.0 $70.2K - $77K
45.3K $4.12M
BRO
Brown & Brown, Inc.

Financial Services
626
+ 6.89%
$104.48 - $124.43 $65.4K - $77.9K
9.72K $1.08M
DD
Du Pont De Nemours, Inc.

Basic Materials
870
+ 4.52%
$55.13 - $75.25 $48K - $65.5K
20.1K $1.38M
CIVI
Civitas Resources, Inc.

Energy
284
+ 3.17%
$24.28 - $35.09 $6.9K - $9.97K
9.24K $254K
EPD
Enterprise Products Partners L.P.

Energy
16.6K
+ 9.03%
$28.95 - $34.22 $479K - $567K
200K $6.2M
FENY
Fidelity Covington Tr Msci Ene

ETFs
53
+ 0.18%
$20.83 - $25.75 $1.1K - $1.36K
29.6K $694K
MO
Altria Group, Inc.

Consumer Defensive
689
+ 0.93%
$55.56 - $60.91 $38.3K - $42K
74.9K $4.39M
HLMN
Hillman Solutions Corp.

Industrials
442
+ 1.06%
$6.66 - $8.99 $2.94K - $3.97K
42.1K $300K
CPB
Campbell Soup CO

Consumer Defensive
37
+ 0.43%
$30.65 - $39.9 $1.13K - $1.48K
8.58K $263K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.62K
+ 4.33%
$45.92 - $50.78 $74.2K - $82.1K
39K $1.82M
KRYS
Krystal Biotech, Inc.

Healthcare
105
+ 4.01%
$123.36 - $181.0 $13K - $19K
2.73K $374K
HLX
Helix Energy Solutions Group Inc

Energy
822
+ 1.55%
$5.98 - $8.5 $4.92K - $6.99K
53.7K $335K
TPL
Texas Pacific Land Corp

Energy
36
+ 6.21%
$1036.28 - $1430.55 $37.3K - $51.5K
616 $650K
WTW
Willis Towers Watson PLC

Financial Services
27
+ 0.64%
$295.96 - $337.43 $7.99K - $9.11K
4.26K $1.3M
CAG
Conagra Brands Inc.

Consumer Defensive
772
+ 3.33%
$20.4 - $26.78 $15.7K - $20.7K
24K $490K
AON
Aon PLC

Financial Services
314
+ 4.86%
$335.85 - $398.81 $105K - $125K
6.77K $2.42M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
5.04K
+ 855.52%
$105.72 - $1416.0 $533K - $7.14M
5.63K $628K
ZTS
Zoetis Inc.

Healthcare
13.3K
+ 5.12%
$144.41 - $170.3 $1.92M - $2.26M
272K $42.5M
TMUS
T Mobile Us, Inc.

Communication Services
564
+ 4.92%
$220.99 - $268.54 $125K - $151K
12K $2.87M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
69
+ 0.83%
$212.1 - $244.27 $14.6K - $16.9K
8.34K $1.82M
EOG
Eog Resources Inc

Energy
796
+ 2.36%
$104.61 - $129.97 $83.3K - $103K
34.5K $4.13M
CMCSA
Comcast Corp

Communication Services
28.8K
+ 2.62%
$32.84 - $36.72 $945K - $1.06M
1.12M $40.1M
AMGN
Amgen Inc

Healthcare
3.27K
+ 8.22%
$262.28 - $309.85 $859K - $1.01M
43.1K $12M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 7.41%
$725400.0 - $809350.0 $1.45M - $1.62M
29 $21.1M
IEO
Ishares Tr

ETFs
718
+ 0.88%
$74.87 - $95.92 $53.8K - $68.9K
82.3K $7.29M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
336K
+ 1459.65%
$87.84 - $1441.89 $29.5M - $484M
359K $32.3M
LOW
Lowes Companies Inc

Consumer Cyclical
814
+ 1.12%
$210.83 - $235.28 $172K - $192K
73.6K $16.3M
COP
Conocophillips

Energy
232
+ 0.45%
$82.66 - $106.1 $19.2K - $24.6K
51.5K $4.62M
LLY
Eli Lilly & CO

Healthcare
2.64K
+ 3.82%
$713.71 - $898.95 $1.89M - $2.38M
71.8K $56M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2.64K
+ 0.91%
$101.91 - $134.83 $269K - $356K
292K $36.8M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.38K
+ 0.26%
$45.07 - $52.57 $62.2K - $72.5K
532K $26M
XLE
Energy Sector Spdr

ETFs
37.6K
+ 6.66%
$76.44 - $94.13 $2.88M - $3.54M
602K $51.1M
ABBV
Abb Vie Inc.

Healthcare
1.31K
+ 1.04%
$170.16 - $206.27 $224K - $271K
127K $23.7M
MCD
Mcdonalds Corp

Consumer Cyclical
5.69K
+ 2.54%
$285.55 - $321.23 $1.62M - $1.83M
230K $67.2M
CVX
Chevron Corp

Energy
3.49K
+ 2.37%
$133.73 - $168.51 $467K - $588K
151K $21.6M
PEP
Pepsico Inc

Consumer Defensive
21.9K
+ 6.05%
$128.02 - $151.37 $2.8M - $3.31M
384K $50.7M
JNJ
Johnson & Johnson

Healthcare
17.6K
+ 3.12%
$146.36 - $159.82 $2.57M - $2.81M
580K $88.6M
XOM
Exxon Mobil Corp

Energy
30.8K
+ 3.42%
$99.93 - $119.04 $3.08M - $3.67M
932K $100M
AAPL
Apple Inc.

Technology
120K
+ 5.94%
$172.42 - $223.89 $20.7M - $26.8M
2.14M $438M
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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