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
VIG
Vanguard Dividend Appreciation

ETFs
18.7K
+ 13.2%
N/A
160K $29.2M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
76.8K
New
$42.72 - $44.24 $3.28M - $3.4M
76.8K $3.37M
DFIC
Dimensional ETF Tr Dimensional

ETFs
15.4K
+ 1.79%
$24.94 - $31.15 $384K - $480K
876K $27.2M
XLU
Utilities Sector Spdr

ETFs
38.8K
+ 80.37%
$73.09 - $82.77 $2.84M - $3.21M
87.1K $7.11M
SCHV
Schwab Strategic Tr Us Large C

ETFs
107K
+ 75.13%
$23.55 - $27.67 $2.51M - $2.95M
249K $6.88M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24.7K
+ 1.05%
$96.84 - $99.46 $2.39M - $2.45M
2.37M $235M
WM
Waste Management Inc

Industrials
14.9K
+ 11.27%
$216.47 - $242.1 $3.23M - $3.62M
148K $33.8M
IWY
Ishares Tr Russell 200 Growth

ETFs
11.4K
+ 654.74%
$187.5 - $246.51 $2.14M - $2.81M
13.1K $3.24M
PWR
Quanta Services, Inc.

Industrials
4.45K
+ 48.94%
$239.47 - $381.26 $1.06M - $1.7M
13.5K $5.12M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.92K
+ 27.26%
$141.37 - $228.57 $836K - $1.35M
27.6K $6.26M
BAC
Bank Of America Corp

Financial Services
449
+ 0.1%
$34.39 - $47.46 $15.4K - $21.3K
465K $22M
CRWD
Crowd Strike Holdings, Inc.

Technology
735
+ 5.21%
$321.63 - $509.31 $236K - $374K
14.8K $7.56M
MRK
Merck & Co., Inc.

Healthcare
52.1K
+ 34.72%
$73.47 - $87.12 $3.83M - $4.54M
202K $16M
MPC
Marathon Petroleum Corp

Energy
12.7K
+ 61.22%
$118.55 - $170.08 $1.51M - $2.16M
33.4K $5.56M
HD
Home Depot, Inc.

Consumer Cyclical
6.85K
+ 8.34%
$335.24 - $380.78 $2.3M - $2.61M
89K $32.6M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
96.8K
+ 25.97%
$24.66 - $25.17 $2.39M - $2.44M
469K $11.8M
TJX
Tjx Companies Inc

Consumer Cyclical
16.5K
+ 6.13%
$119.13 - $135.03 $1.96M - $2.23M
285K $35.2M
MU
Micron Technology Inc

Technology
12.1K
+ 45.01%
$64.72 - $127.91 $781K - $1.54M
38.9K $4.79M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15.3K
+ 18.21%
$114.78 - $133.31 $1.76M - $2.05M
99.6K $13.3M
KEYS
Keysight Technologies, Inc.

Technology
613
+ 0.38%
$127.02 - $165.4 $77.9K - $101K
162K $26.6M
MS
Morgan Stanley

Financial Services
11.1K
+ 33.32%
$99.83 - $140.86 $1.11M - $1.56M
44.4K $6.25M
FISV
Fiserv Inc

Technology
18.4K
+ 118.66%
N/A
33.9K $4.25M
VZ
Verizon Communications Inc

Communication Services
59.1K
+ 42.8%
$41.67 - $45.62 $2.46M - $2.7M
197K $8.53M
VGT
Vanguard Information Technolog

ETFs
1.28K
+ 10.95%
$470.37 - $663.28 $600K - $846K
12.9K $8.57M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5.48K
+ 100.59%
$421.16 - $509.5 $2.31M - $2.79M
10.9K $4.87M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
18.4K
+ 691.03%
$116.93 - $119.39 $2.15M - $2.2M
21.1K $2.51M
FLEE
Franklin Templeton ETF Tr

ETFs
13.8K
+ 2.08%
$27.51 - $34.48 $381K - $477K
678K $22.7M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
43.3K
+ 17.67%
$36.25 - $42.28 $1.57M - $1.83M
288K $12.2M
IDA
Idacorp Inc

Utilities
17.9K
New
$111.01 - $119.72 $1.98M - $2.14M
17.9K $2.06M
PGR
Progressive Corp

Financial Services
7.97K
+ 194.63%
$255.27 - $288.74 $2.04M - $2.3M
12.1K $3.22M
COF
Capital One Financial Corp

Financial Services
9.08K
+ 303.61%
$150.57 - $212.76 $1.37M - $1.93M
12.1K $2.57M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19.1K
+ 18.96%
$55.54 - $69.09 $1.06M - $1.32M
120K $8.3M
TW
Tradeweb Markets Inc.

Financial Services
13.7K
New
$125.37 - $149.02 $1.72M - $2.04M
13.7K $2.01M
CARR
Carrier Global Corp

Industrials
24.5K
+ 137.7%
$55.55 - $75.83 $1.36M - $1.86M
42.3K $3.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
30.9K
+ 5.58%
$17.76 - $22.1 $548K - $682K
584K $12.9M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
24.1K
New
$61.92 - $81.5 $1.49M - $1.97M
24.1K $1.96M
XLRE
Select Sector Spdr Tr Real Est

ETFs
47.5K
+ 73.79%
$37.08 - $42.26 $1.76M - $2.01M
112K $4.63M
IWD
Ishares Russell 1000 Val ETF

ETFs
149
+ 0.05%
$166.82 - $194.23 $24.9K - $28.9K
313K $60.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
18.9K
New
$97.29 - $105.63 $1.84M - $1.99M
18.9K $1.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23.6K
+ 11.56%
$483.48 - $539.8 $11.4M - $12.8M
228K $111M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
8.58K
+ 146.47%
$139.8 - $197.22 $1.2M - $1.69M
14.4K $2.85M
GE
General Electric CO

Industrials
2.09K
+ 8.76%
$166.81 - $257.39 $348K - $537K
25.9K $6.66M
GLD
Spdr Gold Trust

ETFs
3.92K
+ 9.42%
$273.71 - $316.29 $1.07M - $1.24M
45.6K $13.9M
PLTR
Palantir Technologies Inc.

Technology
4.75K
+ 19.95%
$74.01 - $144.25 $351K - $685K
28.5K $3.89M
PM
Philip Morris International Inc.

Consumer Defensive
4.15K
+ 8.8%
$149.23 - $184.95 $619K - $767K
51.3K $9.33M
BA
Boeing CO

Industrials
5.08K
+ 25.11%
$136.59 - $217.51 $693K - $1.1M
25.3K $5.3M
AXP
American Express CO

Financial Services
1.34K
+ 4.71%
$231.39 - $318.98 $309K - $426K
29.7K $9.48M
MBB
Ishares Tr

ETFs
19.5K
+ 187.16%
$91.41 - $94.22 $1.79M - $1.84M
30K $2.81M
XYL
Xylem Inc.

Industrials
1.31K
+ 0.79%
$102.86 - $129.5 $135K - $170K
167K $21.7M
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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