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
NOW
Service Now, Inc.

Technology
164
+ 4.48%
$721.65 - $1040.18 $118K - $171K
3.83K $3.93M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.62K
+ 11.26%
$376.48 - $440.65 $610K - $714K
16K $7.05M
JBL
Jabil Inc

Technology
426
+ 3.87%
$116.88 - $218.1 $49.8K - $92.9K
11.4K $2.49M
SHOP
Shopify Inc.

Technology
6.6K
+ 62.36%
$76.89 - $115.35 $507K - $761K
17.2K $1.98M
EMN
Eastman Chemical CO

Basic Materials
12.9K
New
$72.7 - $88.29 $941K - $1.14M
12.9K $965K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
28.5K
+ 25.94%
$19.1 - $23.83 $543K - $678K
138K $3.29M
SSNC
Ss&C Technologies Holdings Inc

Technology
11.2K
+ 162.61%
$71.96 - $83.42 $807K - $936K
18.1K $1.5M
USMC
Principal ETF U S Mega Cap

ETFs
2.66K
+ 2.04%
$50.94 - $62.56 $136K - $167K
133K $8.33M
AZO
Autozone Inc

Consumer Cyclical
236
New
$3478.38 - $3880.15 $821K - $916K
236 $876K
PEAK
Healthpeak Properties, Inc.

Real Estate
45.6K
New
N/A
45.6K $864K
YJUN
First Tr Exchange Traded Fd Vi
35K
New
$21.32 - $24.75 $746K - $866K
35K $856K
FNDF
Schwab Fundamental Intl Large

ETFs
17.5K
+ 44.7%
$32.25 - $40.02 $565K - $702K
56.8K $2.27M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
39.1K
+ 0.68%
$22.54 - $23.17 $882K - $906K
5.78M $133M
PULS
Pgim ETF Tr

ETFs
16.6K
+ 4.16%
$49.39 - $49.76 $819K - $826K
415K $20.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
202
+ 0.79%
$224.16 - $285.86 $45.3K - $57.7K
25.7K $7.35M
TD
Toronto Dominion Bank

Financial Services
9.4K
+ 95.14%
$55.71 - $73.45 $524K - $690K
19.3K $1.42M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
15.6K
+ 14.45%
$50.52 - $50.92 $787K - $793K
123K $6.28M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
14.2K
+ 336.26%
$43.53 - $54.46 $616K - $771K
18.4K $999K
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
17.2K
New
$37.38 - $47.11 $642K - $809K
17.2K $792K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4.64K
+ 2.26%
$33.46 - $41.33 $155K - $192K
210K $8.67M
TXN
Texas Instruments Inc

Technology
4.04K
+ 10.79%
N/A
41.5K $8.07M
BMY
Bristol Myers Squibb CO

Healthcare
34.2K
+ 62.99%
$44.12 - $59.6 $1.51M - $2.04M
88.5K $4.1M
ECPG
Encore Capital Group Inc

Financial Services
20.3K
New
$27.13 - $40.91 $551K - $830K
20.3K $785K
EEM
Ishares Msci Emerging Markets

ETFs
2.6K
+ 1.83%
$38.52 - $48.28 $100K - $125K
144K $6.97M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.84K
+ 80.74%
$149.76 - $186.42 $575K - $716K
8.59K $1.6M
CHD
Church & Dwight CO Inc

Consumer Defensive
8.3K
+ 317.69%
$91.57 - $110.76 $760K - $919K
10.9K $1.05M
VST
Vistra Corp.

Utilities
446
+ 5.12%
$98.07 - $195.04 $43.7K - $87K
9.15K $1.77M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
75.7K
+ 5.21%
$22.18 - $23.36 $1.68M - $1.77M
1.53M $34.2M
CRM
Salesforce, Inc.

Technology
1.02K
+ 0.95%
$236.26 - $291.15 $241K - $297K
109K $29.7M
PPL
Ppl Corp

Utilities
22.6K
+ 240.27%
$33.45 - $36.5 $755K - $824K
32K $1.08M
ARES
Ares Management Corp

Financial Services
400
+ 1.58%
$118.04 - $175.83 $47.2K - $70.3K
25.7K $4.46M
MCO
Moodys Corp

Financial Services
1.38K
+ 111.64%
$396.7 - $501.59 $548K - $693K
2.62K $1.31M
FDN
First Tr Fd Dow Jones

ETFs
592
+ 4.87%
$200.29 - $269.33 $119K - $159K
12.8K $3.44M
CCI
Crown Castle International Corp

Real Estate
7.11K
+ 106.24%
$94.83 - $107.06 $674K - $761K
13.8K $1.42M
VTR
Ventas, Inc.

Real Estate
11.3K
New
$62.45 - $70.08 $708K - $795K
11.3K $716K
ON
On Semiconductor Corp

Technology
13.6K
New
$31.95 - $54.21 $433K - $735K
13.6K $710K
CTVA
Corteva, Inc.

Basic Materials
6.55K
+ 35.05%
$55.52 - $74.53 $364K - $488K
25.2K $1.88M
HEI
Heico Corp

Industrials
169
+ 1.61%
$236.44 - $328.0 $40K - $55.4K
10.7K $3.5M
ISRG
Intuitive Surgical Inc

Healthcare
79
+ 0.59%
$451.58 - $565.94 $35.7K - $44.7K
13.5K $7.35M
VBR
Vanguard Small Cap Value ETF

ETFs
1.5K
+ 3.35%
$162.76 - $195.77 $245K - $294K
46.3K $9.04M
LEN
Lennar Corp

Consumer Cyclical
6.26K
+ 130.93%
$102.76 - $115.66 $643K - $724K
11K $1.22M
BYD
Boyd Gaming Corp

Consumer Cyclical
8.01K
+ 256.03%
$60.8 - $79.02 $487K - $633K
11.1K $870K
BSY
Bentley Systems Inc

Technology
12.2K
New
$38.62 - $53.97 $472K - $660K
12.2K $659K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.79K
+ 25.11%
$91.62 - $116.16 $347K - $440K
18.9K $2.19M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
6.01K
+ 11.75%
$70.7 - $82.14 $425K - $494K
57.2K $4.7M
ASML
Asml Holding Nv

Technology
392
+ 16.94%
$595.37 - $815.24 $233K - $320K
2.71K $2.17M
PSN
Parsons Corp

Industrials
7.6K
+ 108.02%
$58.88 - $71.77 $447K - $545K
14.6K $1.05M
UNP
Union Pacific Corp

Industrials
8.79K
+ 3.84%
$208.27 - $238.46 $1.83M - $2.1M
238K $54.7M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
38.5K
New
$9.99 - $16.97 $385K - $654K
38.5K $608K
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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