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
LHX
L3 Harris Technologies, Inc.

Industrials
1.95K
+ 67.96%
$200.21 - $256.99 $390K - $501K
4.82K $1.21M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
17.2K
New
$29.52 - $35.31 $509K - $609K
17.2K $608K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
69.1K
New
$7.19 - $8.75 $497K - $605K
69.1K $604K
NXPI
Nxp Semiconductors N.V.

Technology
2.11K
+ 42.48%
$153.5 - $218.72 $324K - $462K
7.08K $1.55M
IDEV
Ishares Core Msci Intl Develop

ETFs
6.66K
+ 49.79%
$61.79 - $76.67 $412K - $511K
20K $1.52M
SCHW
Schwab Charles Corp

Financial Services
1.1K
+ 2.87%
$69.06 - $91.24 $76K - $100K
39.4K $3.6M
VIS
Vanguard Industrial ETF

ETFs
2.12K
New
$220.04 - $280.07 $466K - $594K
2.12K $593K
BX
Blackstone Inc.

Financial Services
2.39K
+ 10.34%
$120.07 - $151.11 $287K - $361K
25.5K $3.81M
FDX
Fedex Corp

Industrials
3.2K
+ 35.54%
$198.07 - $245.17 $634K - $785K
12.2K $2.77M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.5K
+ 225.62%
$44.68 - $45.96 $560K - $576K
18.1K $827K
EQT
Eqt Corp

Energy
9.55K
New
$46.11 - $60.44 $440K - $577K
9.55K $556K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.9K
+ 63.45%
$77.74 - $78.78 $536K - $544K
17.8K $1.4M
DE
Deere & CO

Industrials
648
+ 11.78%
$412.99 - $531.48 $268K - $344K
6.15K $3.13M
VEEV
Veeva Systems Inc

Healthcare
1.44K
+ 63.66%
$209.39 - $289.94 $302K - $418K
3.71K $1.07M
GD
General Dynamics Corp

Industrials
874
+ 5.82%
$247.68 - $291.66 $216K - $255K
15.9K $4.63M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.07K
+ 4.94%
$41.45 - $54.46 $127K - $167K
65.2K $3.4M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
11.3K
New
$37.93 - $47.69 $427K - $537K
11.3K $537K
DJP
Barclays Bank PLC

ETFs
16.4K
+ 168.1%
N/A
26.2K $845K
ROST
Ross Stores, Inc.

Consumer Cyclical
4.16K
+ 75.42%
$126.62 - $154.26 $527K - $642K
9.68K $1.24M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
381
+ 0.27%
$50.39 - $60.05 $19.2K - $22.9K
141K $8.48M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.21K
+ 117.04%
$483.07 - $625.6 $584K - $756K
2.24K $1.18M
NTAP
Net App, Inc.

Technology
2.15K
+ 14.27%
$76.1 - $106.55 $163K - $229K
17.2K $1.83M
FDVV
Fidelity High Dividend ETF

ETFs
7.92K
+ 20.48%
$43.6 - $52.02 $345K - $412K
46.6K $2.42M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.99K
+ 22.08%
$77.94 - $79.5 $467K - $476K
33.1K $2.63M
BTI
British American Tobacco P.L.C.

Consumer Defensive
10.3K
New
$39.43 - $49.34 $406K - $508K
10.3K $487K
TSN
Tyson Foods, Inc.

Consumer Defensive
9.72K
+ 133.35%
$54.33 - $63.56 $528K - $618K
17K $951K
MSTR
Microstrategy Inc

Technology
156
+ 4.35%
$237.95 - $421.61 $37.1K - $65.8K
3.74K $1.51M
IJK
Ishares S&P Midcap 400 Growth

ETFs
558
+ 1.01%
$73.7 - $90.98 $41.1K - $50.8K
55.8K $5.08M
AMP
Ameriprise Financial Inc

Financial Services
629
+ 22.86%
$422.19 - $533.73 $266K - $336K
3.38K $1.8M
IRM
Iron Mountain Inc

Real Estate
2.21K
+ 14.8%
$76.93 - $105.25 $170K - $233K
17.1K $1.76M
USFD
Us Foods Holding Corp.

Consumer Defensive
805
+ 2.27%
$60.47 - $79.12 $48.7K - $63.7K
36.2K $2.79M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
9.12K
+ 85.67%
$50.34 - $51.86 $459K - $473K
19.8K $1.01M
APA
Apa Corp

Energy
25.2K
New
$14.03 - $21.24 $353K - $535K
25.2K $460K
FFIV
F5, Inc.

Technology
1.57K
New
$239.25 - $295.9 $374K - $463K
1.57K $460K
ADI
Analog Devices Inc

Technology
595
+ 6.79%
$164.6 - $238.02 $97.9K - $142K
9.36K $2.23M
WDAY
Workday, Inc.

Technology
1.8K
+ 44.96%
$210.47 - $274.71 $379K - $495K
5.81K $1.4M
KO
Coca Cola CO

Consumer Defensive
7.84K
+ 7.11%
$68.37 - $73.9 $536K - $579K
118K $8.36M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
29.5K
New
$12.25 - $15.47 $361K - $456K
29.5K $456K
ADP
Automatic Data Processing Inc

Industrials
1.26K
+ 5.34%
$276.76 - $326.81 $348K - $411K
24.8K $7.64M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.26K
+ 37.39%
$70.54 - $93.95 $230K - $306K
12K $1.12M
JCI
Johnson Controls International PLC

Industrials
1.19K
+ 9.74%
$71.14 - $105.62 $84.5K - $125K
13.4K $1.41M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
685
+ 33.03%
$177.93 - $313.14 $122K - $215K
2.76K $863K
YMAR
First Tr Ex Tr Viii Cboe Vest
17K
New
$22.43 - $25.58 $382K - $435K
17K $434K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.3K
New
$162.65 - $188.71 $374K - $434K
2.3K $434K
SLV
I Shares Silver Trust

ETFs
8.53K
+ 10.22%
$27.08 - $33.74 $231K - $288K
92K $3.02M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.17K
+ 73.88%
$102.02 - $103.5 $425K - $431K
9.81K $1.01M
CTRE
Care Trust Reit, Inc.

Real Estate
13.4K
New
$26.65 - $30.69 $358K - $412K
13.4K $411K
MMM
3 M CO

Industrials
1.8K
+ 7.23%
$126.09 - $154.15 $226K - $277K
26.6K $4.05M
CDNS
Cadence Design Systems Inc

Technology
646
+ 17.01%
$231.64 - $323.08 $150K - $209K
4.44K $1.37M
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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