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
JCPB
J P Morgan Exchange Traded Fd

ETFs
38.5K
+ 836.14%
$45.9 - $47.2 $1.77M - $1.82M
43.2K $2.03M
VLO
Valero Energy Corp

Energy
10K
+ 5.18%
$104.69 - $141.77 $1.05M - $1.42M
203K $27.3M
KLAC
Kla Corp

Technology
193
+ 2.58%
$576.53 - $902.94 $111K - $174K
7.67K $6.87M
BNDX
Vanguard Total International B

ETFs
35.7K
+ 367.61%
$48.77 - $49.55 $1.74M - $1.77M
45.5K $2.25M
WELL
Welltower Inc.

Real Estate
10.9K
+ 6.0%
$136.49 - $155.22 $1.48M - $1.69M
192K $29.5M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
20.7K
+ 329.67%
$71.28 - $83.74 $1.48M - $1.74M
27K $2.26M
ICE
Intercontinental Exchange, Inc.

Financial Services
9.14K
+ 128.84%
$151.62 - $183.47 $1.39M - $1.68M
16.2K $2.98M
CAT
Caterpillar Inc

Industrials
1.89K
+ 10.91%
$273.94 - $388.21 $517K - $733K
19.2K $7.46M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
26.2K
+ 239.85%
$50.08 - $63.14 $1.31M - $1.66M
37.1K $2.35M
BKNG
Booking Holdings Inc.

Consumer Cyclical
9
+ 0.63%
$4164.15 - $5789.24 $37.5K - $52.1K
1.43K $8.3M
KR
Kroger CO

Consumer Defensive
22.8K
+ 179.95%
$64.62 - $74.0 $1.48M - $1.69M
35.5K $2.55M
EMR
Emerson Electric CO

Industrials
8K
+ 31.18%
$94.15 - $133.33 $753K - $1.07M
33.7K $4.49M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.98K
+ 1.46%
$52.31 - $63.72 $260K - $317K
346K $22.1M
USB
Us Bancorp \De\

Financial Services
29.9K
+ 28.97%
$36.4 - $45.76 $1.09M - $1.37M
133K $6.03M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
55.3K
+ 149.86%
$22.92 - $28.05 $1.27M - $1.55M
92.3K $2.59M
AMT
American Tower Corp

Real Estate
2.9K
+ 1.03%
$203.96 - $228.19 $592K - $663K
285K $62.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
20.3K
+ 145.61%
$58.41 - $72.69 $1.18M - $1.47M
34.2K $2.48M
IDXX
Idexx Laboratories Inc

Healthcare
2.47K
+ 127.19%
$361.04 - $536.34 $892K - $1.32M
4.41K $2.37M
VCR
Vanguard Consumer Discretionar

ETFs
3.82K
+ 136.89%
$290.42 - $364.35 $1.11M - $1.39M
6.6K $2.39M
ACN
Accenture PLC

Technology
8.09K
+ 11.07%
$279.23 - $323.21 $2.26M - $2.61M
81.1K $24.3M
IWX
Ishares Tr Russell 200 Value E

ETFs
17K
New
$73.26 - $84.19 $1.25M - $1.43M
17K $1.43M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
54.6K
+ 33.07%
$24.94 - $25.42 $1.36M - $1.39M
220K $5.58M
LDOS
Leidos Holdings, Inc.

Technology
6.87K
+ 48.81%
$132.9 - $160.3 $913K - $1.1M
20.9K $3.3M
SO
Southern CO

Utilities
15.7K
+ 4.54%
$84.91 - $92.56 $1.34M - $1.46M
363K $33.3M
UBER
Uber Technologies, Inc

Technology
1.38K
+ 2.25%
$64.62 - $93.3 $89.4K - $129K
62.9K $5.87M
ZBRA
Zebra Technologies Corp

Technology
4.47K
New
$213.54 - $309.26 $953K - $1.38M
4.47K $1.38M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.3K
+ 207.53%
$310.86 - $348.77 $1.34M - $1.5M
6.37K $2.04M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
13.7K
+ 39.75%
$65.84 - $80.81 $904K - $1.11M
48.3K $3.87M
DUHP
Dimensional ETF Tr Dimensional

ETFs
36.3K
+ 372.54%
$29.36 - $35.56 $1.07M - $1.29M
46.1K $1.64M
ADBE
Adobe Inc.

Technology
2.91K
+ 5.98%
$340.0 - $420.68 $991K - $1.23M
51.6K $20M
T
At&T Inc.

Communication Services
40.2K
+ 20.92%
$26.33 - $28.94 $1.06M - $1.16M
232K $6.72M
HEFA
Ishares Currency Hedged Msci E

ETFs
32.8K
+ 245.53%
$32.11 - $38.21 $1.05M - $1.25M
46.2K $1.75M
EW
Edwards Lifesciences Corp

Healthcare
14K
+ 46.56%
$67.07 - $78.22 $939K - $1.1M
44.1K $3.45M
BALL
Ball Corp

Consumer Cyclical
21.7K
+ 496.04%
$44.94 - $56.99 $974K - $1.24M
26.1K $1.46M
SCHA
Schwab Strategic Tr Us Small C

ETFs
37.9K
+ 28.33%
$20.42 - $25.3 $775K - $960K
172K $4.35M
DBA
Invesco Db Agriculture Fund

ETFs
45.8K
New
$25.27 - $27.68 $1.16M - $1.27M
45.8K $1.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.13K
+ 4.63%
$272.36 - $339.57 $309K - $385K
25.6K $8.7M
VXF
Vanguard Extended Market ETF

ETFs
604
+ 1.19%
$150.43 - $192.71 $90.9K - $116K
51.4K $9.91M
C
Citigroup Inc

Financial Services
3.33K
+ 5.55%
$58.13 - $85.12 $194K - $284K
63.4K $5.4M
ANSS
Ansys Inc

Technology
3.08K
+ 297.97%
$284.19 - $351.22 $874K - $1.08M
4.11K $1.44M
WAL
Western Alliance Bancorporation

Financial Services
14.2K
+ 172.16%
$61.0 - $79.94 $865K - $1.13M
22.4K $1.75M
OEF
Ishares S&P 100 ETF

ETFs
4.18K
+ 13.13%
N/A
36K $9.57M
MTG
Mgic Investment Corp

Financial Services
34.9K
+ 76.69%
$22.43 - $28.1 $782K - $980K
80.4K $2.24M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.2K
+ 68.33%
$34.72 - $42.74 $807K - $994K
57.3K $2.45M
MOH
Molina Healthcare, Inc.

Healthcare
3.57K
New
$290.25 - $353.24 $1.04M - $1.26M
3.57K $1.06M
EPI
Wisdomtree Tr India Earnings F

ETFs
22K
New
$41.3 - $47.52 $907K - $1.04M
22K $1.04M
SNX
Td Synnex Corp

Technology
7.63K
New
$95.81 - $137.79 $731K - $1.05M
7.63K $1.04M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.62K
+ 61.05%
$328.01 - $475.68 $532K - $772K
4.28K $2M
SPYG
Spdr Portfolio

ETFs
6.41K
+ 23.33%
$71.83 - $95.32 $460K - $611K
33.9K $3.23M
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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