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
EPC
Edgewell Personal Care CO

Consumer Defensive
6.46K
New
$28.59 - $34.44 $185K - $222K
6.46K $201K
TAP
Molson Coors Beverage CO

Consumer Defensive
3.29K
New
$52.44 - $62.91 $172K - $207K
3.29K $200K
VIRT
Virtu Financial, Inc.

Financial Services
4.4K
+ 32.53%
$34.19 - $40.96 $150K - $180K
17.9K $682K
ANDE
Andersons, Inc.

Consumer Defensive
4.29K
+ 65.43%
$40.06 - $47.81 $172K - $205K
10.8K $465K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
604
New
$272.79 - $355.88 $165K - $215K
604 $200K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
43.5K
+ 3.09%
$22.83 - $23.75 $993K - $1.03M
1.45M $33.5M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
6.73K
New
$27.47 - $30.62 $185K - $206K
6.73K $199K
ETR
Entergy Corp

Utilities
1.16K
+ 11.32%
$75.26 - $87.89 $87K - $102K
11.4K $972K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
450
+ 1.21%
$128.74 - $138.67 $57.9K - $62.4K
37.6K $5.1M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.54K
+ 87.35%
$120.07 - $144.17 $185K - $222K
3.3K $410K
UMH
Umh Properties, Inc.

Real Estate
10.2K
New
$17.49 - $19.0 $178K - $194K
10.2K $190K
ALEX
Alexander & Baldwin, Inc.

Real Estate
11.1K
New
$17.04 - $18.35 $189K - $203K
11.1K $190K
WMB
Williams Companies, Inc.

Energy
1.47K
+ 8.22%
$54.02 - $61.09 $79.4K - $89.8K
19.4K $1.16M
PWV
Invesco Exchange Traded Fd Tr

ETFs
3.16K
New
$56.58 - $60.89 $179K - $192K
3.16K $187K
EEFT
Euronet Worldwide, Inc.

Technology
1.61K
+ 63.59%
$94.42 - $110.06 $152K - $177K
4.14K $442K
TGNA
Tegna Inc

Communication Services
9.94K
+ 61.45%
$16.63 - $18.95 $165K - $188K
26.1K $475K
ROCK
Gibraltar Industries, Inc.

Industrials
3.07K
+ 75.96%
$56.2 - $67.05 $173K - $206K
7.12K $417K
UMBF
Umb Financial Corp

Financial Services
2.04K
+ 86.32%
$98.0 - $122.56 $200K - $250K
4.4K $444K
ASH
Ashland Global Holdings Inc

Basic Materials
3.61K
+ 123.27%
$55.87 - $73.16 $202K - $264K
6.53K $387K
XEL
Xcel Energy Inc

Utilities
2.13K
+ 26.5%
$63.37 - $72.1 $135K - $153K
10.2K $718K
PSX
Phillips 66

Energy
671
+ 6.92%
$113.93 - $131.55 $76.4K - $88.3K
10.4K $1.28M
NFG
National Fuel Gas CO

Energy
290
+ 3.6%
$60.71 - $79.19 $17.6K - $23K
8.34K $660K
GOOD
Gladstone Commercial Corp

Real Estate
11.3K
New
$14.73 - $16.42 $167K - $186K
11.3K $169K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
13.7K
New
$12.32 - $18.17 $168K - $248K
13.7K $168K
PDI
Pimco Dynamic Income Fund

Financial Services
7.13K
+ 38.2%
$18.51 - $20.05 $132K - $143K
25.8K $510K
IYF
Ishares Tr

ETFs
1.48K
New
$107.69 - $119.37 $159K - $177K
1.48K $167K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
132
+ 0.4%
$68.32 - $75.06 $9.02K - $9.91K
33.2K $2.48M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.3K
+ 9.44%
$82.81 - $92.93 $273K - $306K
38.2K $3.25M
BCS
Barclays PLC

Financial Services
10.6K
New
$12.69 - $16.25 $135K - $173K
10.6K $163K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.49K
New
$44.68 - $46.49 $156K - $162K
3.49K $161K
AFL
Aflac Inc

Financial Services
288
+ 1.73%
$100.99 - $111.19 $29.1K - $32K
17K $1.89M
HWC
Hancock Whitney Corp

Financial Services
3.23K
+ 83.98%
$49.61 - $61.03 $160K - $197K
7.07K $370K
AJG
Arthur J. Gallagher & Co.

Financial Services
114
+ 5.83%
$275.89 - $345.24 $31.5K - $39.4K
2.07K $714K
HLX
Helix Energy Solutions Group Inc

Energy
22.7K
+ 75.39%
$7.76 - $9.68 $176K - $220K
52.9K $439K
PFS
Provident Financial Services Inc

Financial Services
10.4K
+ 77.41%
$16.35 - $19.59 $170K - $204K
23.9K $409K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.15K
+ 65.13%
$80.73 - $94.96 $173K - $204K
5.45K $452K
FTCS
First Trust Capital Strength E

ETFs
1.71K
New
$86.39 - $91.35 $147K - $156K
1.71K $152K
HAL
Halliburton CO

Energy
6.84K
+ 58.52%
$24.15 - $29.9 $165K - $204K
18.5K $469K
OTIS
Otis Worldwide Corp

Industrials
794
+ 11.98%
$90.77 - $104.01 $72.1K - $82.6K
7.42K $765K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.6K
New
$40.79 - $42.32 $147K - $152K
3.6K $151K
WEC
Wec Energy Group, Inc.

Utilities
508
+ 8.21%
$92.12 - $108.98 $46.8K - $55.4K
6.69K $729K
AGS
Play Ags, Inc.

Consumer Cyclical
12.1K
New
$11.54 - $12.15 $140K - $147K
12.1K $146K
CTVA
Corteva, Inc.

Basic Materials
578
+ 3.19%
$55.94 - $66.15 $32.3K - $38.2K
18.7K $1.18M
OXLC
Oxford Lane Capital Corp.

Financial Services
30.2K
New
$4.3 - $5.17 $130K - $156K
30.2K $142K
AHH
Armada Hoffler Properties, Inc.

Real Estate
19K
New
$7.5 - $10.2 $143K - $194K
19K $142K
VT
Vanguard Total World Stk Index

ETFs
1.35K
+ 13.54%
$115.08 - $123.97 $155K - $167K
11.3K $1.31M
PAYC
Paycom Software, Inc.

Technology
569
+ 49.39%
$199.42 - $225.82 $113K - $128K
1.72K $376K
AGNC
Agnc Investment Corp.

Real Estate
14.1K
+ 116.59%
$9.12 - $10.54 $129K - $149K
26.2K $251K
HLMN
Hillman Solutions Corp.

Industrials
18.2K
+ 77.26%
$8.69 - $10.5 $158K - $191K
41.7K $366K
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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