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
BUSE
First Busey Corp

Financial Services
11.4K
New
$21.26 - $25.35 $242K - $288K
11.4K $245K
PRGO
Perrigo CO PLC

Healthcare
8.68K
New
$23.5 - $29.47 $204K - $256K
8.68K $243K
RPRX
Royalty Pharma PLC

Healthcare
7.79K
New
$25.75 - $33.86 $200K - $264K
7.79K $242K
SR
Spire Inc

Utilities
2.57K
+ 64.76%
$65.62 - $78.25 $169K - $201K
6.54K $511K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
10.4K
New
$23.22 - $27.55 $241K - $286K
10.4K $241K
NECB
North East Community Bancorp, Inc.

Financial Services
10.3K
New
$21.63 - $25.71 $223K - $265K
10.3K $241K
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.4K
New
$64.35 - $73.03 $219K - $248K
3.4K $237K
WASH
Washington Trust Bancorp Inc

Financial Services
7.81K
+ 97.76%
$29.16 - $33.96 $228K - $265K
15.8K $487K
PGNY
Progyny, Inc.

Healthcare
10.6K
New
$17.43 - $23.88 $184K - $252K
10.6K $235K
WAL
Western Alliance Bancorporation

Financial Services
3.47K
+ 72.64%
$72.65 - $94.0 $252K - $326K
8.24K $632K
OCFC
Oceanfirst Financial Corp

Financial Services
13.7K
New
$16.44 - $19.15 $225K - $262K
13.7K $232K
CRUS
Cirrus Logic, Inc.

Technology
2.31K
+ 69.39%
$97.89 - $111.4 $226K - $258K
5.64K $562K
RELX
Relx PLC

Communication Services
4.57K
New
$45.34 - $51.91 $207K - $237K
4.57K $230K
FTI
Technip Fmc PLC

Energy
7.24K
New
$25.3 - $32.57 $183K - $236K
7.24K $229K
GTLS
Chart Industries Inc

Industrials
1.58K
New
$141.99 - $218.35 $225K - $345K
1.58K $228K
ENS
Ener Sys

Industrials
2.5K
New
$89.62 - $103.2 $224K - $258K
2.5K $228K
HLIO
Helios Technologies, Inc.

Industrials
7.08K
New
$32.09 - $46.1 $227K - $326K
7.08K $227K
TRV
Travelers Companies, Inc.

Financial Services
187
+ 2.48%
$232.43 - $265.13 $43.5K - $49.6K
7.71K $2.04M
ASML
Asml Holding Nv

Technology
425
+ 22.5%
$662.63 - $776.99 $282K - $330K
2.31K $1.53M
SNPS
Synopsys Inc

Technology
800
+ 37.9%
$428.58 - $551.54 $343K - $441K
2.91K $1.25M
POR
Portland General Electric CO

Utilities
4.86K
+ 70.21%
$40.56 - $45.24 $197K - $220K
11.8K $525K
AOS
Smith A O Corp

Industrials
3.42K
New
$65.16 - $72.69 $223K - $249K
3.42K $223K
IAS
Integral Ad Science Holding Corp.

Communication Services
27.7K
New
$8.06 - $10.77 $223K - $298K
27.7K $223K
HLIT
Harmonic Inc

Technology
23.3K
New
$9.42 - $13.55 $219K - $315K
23.3K $223K
DFAU
Dimensional ETF Tr

ETFs
5.91K
+ 224.42%
$37.84 - $42.29 $224K - $250K
8.54K $328K
COUR
Coursera, Inc.

Consumer Defensive
33.2K
New
$6.66 - $9.69 $221K - $322K
33.2K $221K
ESNT
Essent Group Ltd.

Financial Services
3.63K
+ 98.67%
$53.6 - $59.25 $194K - $215K
7.31K $421K
BKH
Black Hills Corp

Utilities
3.52K
+ 99.83%
$55.74 - $61.86 $196K - $218K
7.05K $427K
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.85K
New
$24.05 - $24.86 $213K - $220K
8.85K $219K
CCK
Crown Holdings Inc

Consumer Cyclical
2.44K
New
$78.77 - $91.74 $192K - $224K
2.44K $217K
CACC
Credit Acceptance Corp

Financial Services
421
New
$440.44 - $525.64 $185K - $221K
421 $217K
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
2.39K
New
$88.87 - $97.02 $212K - $232K
2.39K $217K
IBEX
Ibex LTD

Technology
8.91K
New
$21.23 - $27.3 $189K - $243K
8.91K $216K
VVX
V2 X, Inc.

Industrials
4.42K
New
$42.05 - $55.16 $186K - $244K
4.42K $216K
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.61K
New
$45.56 - $47.23 $210K - $218K
4.61K $216K
ICE
Intercontinental Exchange, Inc.

Financial Services
313
+ 4.62%
$142.8 - $176.36 $44.7K - $55.2K
7.09K $1.22M
IDCC
Inter Digital, Inc.

Communication Services
1.03K
New
$171.68 - $225.72 $178K - $233K
1.03K $213K
CNOB
Connect One Bancorp, Inc.

Financial Services
8.78K
New
$21.51 - $27.55 $189K - $242K
8.78K $213K
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.61K
+ 23.73%
$47.74 - $65.16 $76.7K - $105K
8.38K $534K
KIM
Kimco Realty Corp

Real Estate
9.94K
New
$20.15 - $23.42 $200K - $233K
9.94K $211K
ED
Consolidated Edison Inc

Utilities
19
+ 0.2%
$88.0 - $110.59 $1.67K - $2.1K
9.75K $1.08M
LNT
Alliant Energy Corp

Utilities
3.21K
New
$56.66 - $66.04 $182K - $212K
3.21K $206K
SJM
J M Smucker CO

Consumer Defensive
1.6K
+ 76.68%
$100.41 - $118.41 $160K - $189K
3.68K $435K
UCTT
Ultra Clean Holdings, Inc.

Technology
9.58K
New
$21.41 - $39.15 $205K - $375K
9.58K $205K
BYD
Boyd Gaming Corp

Consumer Cyclical
3.13K
New
$65.83 - $79.52 $206K - $249K
3.13K $205K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.21K
New
$48.06 - $53.73 $202K - $226K
4.21K $205K
GRC
Gorman Rupp CO

Industrials
5.78K
New
$35.1 - $39.76 $203K - $230K
5.78K $202K
MUR
Murphy Oil Corp

Energy
7.12K
New
$24.02 - $33.9 $171K - $242K
7.12K $202K
BNL
Broadstone Net Lease, Inc.

Real Estate
11.9K
New
$15.2 - $17.25 $181K - $205K
11.9K $202K
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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