Ep Wealth Advisors, LLC Purchases in Q1 2025

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
7.72K
+ 55.3%
$62.84 - $73.29 $485K - $566K
21.7K $1.59M
ELV
Elevance Health, Inc.

Healthcare
1.31K
+ 59.38%
$365.9 - $436.25 $478K - $570K
3.51K $1.53M
ROP
Roper Technologies Inc

Industrials
1.11K
+ 149.73%
$502.71 - $593.81 $557K - $658K
1.85K $1.09M
VV
Vanguard Large Cap ETF

ETFs
3.32K
+ 26.28%
$253.32 - $282.66 $840K - $937K
15.9K $4.1M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
4.18K
New
$152.57 - $163.66 $637K - $684K
4.18K $654K
PGR
Progressive Corp

Financial Services
1.82K
+ 80.04%
$235.61 - $291.22 $429K - $530K
4.1K $1.16M
ADI
Analog Devices Inc

Technology
3.32K
+ 60.95%
$201.56 - $243.82 $669K - $809K
8.77K $1.77M
ADP
Automatic Data Processing Inc

Industrials
1.04K
+ 4.64%
$286.85 - $318.64 $299K - $332K
23.5K $7.19M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
20.7K
+ 10.92%
$25.35 - $27.46 $524K - $568K
210K $5.56M
AKAM
Akamai Technologies Inc

Technology
6.41K
+ 61.98%
N/A
16.7K $1.52M
VONG
Vanguard Russell 1000 Growth E

ETFs
6.13K
+ 279.56%
$92.71 - $107.38 $568K - $658K
8.32K $772K
EPD
Enterprise Products Partners L.P.

Energy
766
+ 0.42%
$31.75 - $34.14 $24.3K - $26.2K
183K $6.26M
MMM
3 M CO

Industrials
660
+ 2.73%
$129.7 - $155.12 $85.6K - $102K
24.8K $3.64M
SPIB
Spdr Portfolio Intermediate Te

ETFs
14.2K
+ 12.8%
$32.5 - $33.3 $461K - $473K
125K $4.16M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.7K
+ 10.75%
$497.6 - $606.74 $848K - $1.03M
17.6K $8.74M
JWN
Nordstrom Inc

Consumer Cyclical
19.9K
New
$24.01 - $24.46 $479K - $487K
19.9K $487K
DG
Dollar General Corp

Consumer Defensive
5.46K
New
$68.44 - $87.93 $373K - $480K
5.46K $479K
ICUI
Icu Medical Inc

Healthcare
3.45K
New
$130.05 - $172.3 $448K - $594K
3.45K $478K
DVN
Devon Energy Corp

Energy
9.92K
+ 43.21%
$33.15 - $38.55 $329K - $382K
32.9K $1.23M
KRYS
Krystal Biotech, Inc.

Healthcare
2.62K
New
$142.64 - $194.44 $374K - $510K
2.62K $472K
DUK
Duke Energy Corp

Utilities
464
+ 1.63%
$105.87 - $121.97 $49.1K - $56.6K
29K $3.54M
PG
Procter & Gamble CO

Consumer Defensive
937
+ 0.88%
$158.56 - $176.26 $149K - $165K
108K $18.3M
HES
Hess Corp

Energy
2.82K
New
$135.42 - $160.52 $382K - $453K
2.82K $450K
KBH
Kb Home

Consumer Cyclical
7.74K
New
$57.73 - $70.05 $447K - $542K
7.74K $449K
SLV
I Shares Silver Trust

ETFs
1.67K
+ 2.04%
$26.93 - $31.32 $45K - $52.3K
83.5K $2.59M
GS
Goldman Sachs Group Inc

Financial Services
1.06K
+ 18.69%
$524.81 - $672.19 $558K - $715K
6.76K $3.69M
AZN
Astrazeneca PLC

Healthcare
2.81K
+ 9.93%
$65.37 - $77.96 $183K - $219K
31K $2.28M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.45K
+ 89.63%
$59.28 - $66.1 $382K - $426K
13.6K $866K
AME
Ametek Inc

Industrials
2.73K
+ 43.72%
$170.39 - $190.43 $466K - $520K
8.98K $1.55M
KLAC
Kla Corp

Technology
67
+ 0.9%
$636.62 - $777.63 $42.7K - $52.1K
7.47K $5.08M
IAU
Ishares Gold Trust

ETFs
3.14K
+ 13.31%
$49.74 - $58.96 $156K - $185K
26.8K $1.58M
FNF
Fidelity National Financial, Inc.

Financial Services
1.3K
+ 3.61%
$54.25 - $65.27 $70.4K - $84.7K
37.3K $2.43M
BMY
Bristol Myers Squibb CO

Healthcare
2.74K
+ 5.31%
$53.9 - $63.11 $148K - $173K
54.3K $3.31M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.66K
+ 10.07%
$56.12 - $68.15 $149K - $181K
29.1K $1.97M
INDB
Independent Bank Corp

Financial Services
6.21K
New
$60.31 - $70.29 $375K - $437K
6.21K $389K
KMI
Kinder Morgan, Inc.

Energy
7.92K
+ 5.69%
$26.1 - $31.22 $207K - $247K
147K $4.2M
DLB
Dolby Laboratories, Inc.

Industrials
4.73K
New
$76.37 - $87.32 $361K - $413K
4.73K $379K
SYY
Sysco Corp

Consumer Defensive
5.3K
+ 34.86%
$70.0 - $77.13 $371K - $409K
20.5K $1.54M
FISV
Fiserv Inc

Technology
2.96K
+ 23.55%
N/A
15.5K $1.94M
OKE
Oneok Inc

Energy
3.87K
+ 25.58%
$89.57 - $109.85 $346K - $425K
19K $1.88M
CTRA
Coterra Energy Inc.

Energy
9.52K
+ 38.58%
$25.51 - $29.83 $243K - $284K
34.2K $988K
CSX
Csx Corp

Industrials
24.7K
+ 18.78%
$29.11 - $33.67 $718K - $830K
156K $4.59M
GNRC
Generac Holdings Inc.

Industrials
2.78K
New
$126.65 - $164.06 $352K - $456K
2.78K $352K
APD
Air Products & Chemicals, Inc.

Basic Materials
954
+ 6.84%
$283.24 - $338.07 $270K - $323K
14.9K $4.39M
NMIH
Nmi Holdings, Inc.

Financial Services
9.43K
New
$34.46 - $39.13 $325K - $369K
9.43K $339K
AEP
American Electric Power CO Inc

Utilities
1.48K
+ 14.27%
$90.32 - $109.27 $133K - $161K
11.8K $1.29M
PRU
Prudential Financial Inc

Financial Services
3.45K
+ 45.09%
$105.04 - $122.33 $362K - $422K
11.1K $1.24M
THC
Tenet Healthcare Corp

Healthcare
2.43K
New
$119.51 - $144.98 $290K - $352K
2.43K $326K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.07K
New
$44.72 - $46.25 $316K - $327K
7.07K $325K
Activity Summary
Buys All Purchases 685 New Holdings 149 Increased Positions 536 Sells All Sells 531 Reductions 531 Sold out 0 Options Calls 0 Puts 0
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