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
MTB
M&T Bank Corp

Financial Services
1.89K
+ 77.23%
$156.58 - $193.99 $296K - $367K
4.34K $842K
STT
State Street Corp

Financial Services
3.26K
+ 97.98%
$75.33 - $106.34 $245K - $346K
6.58K $699K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
18.5K
New
$17.11 - $21.71 $316K - $401K
18.5K $400K
SOXX
Ishares Semiconductor ETF

ETFs
197
+ 2.87%
$154.86 - $239.07 $30.5K - $47.1K
7.07K $1.69M
PPBI
Pacific Premier Bancorp Inc

Financial Services
18.8K
+ 72.82%
$18.35 - $22.87 $346K - $431K
44.7K $943K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.51K
+ 31.74%
$79.56 - $82.92 $359K - $374K
18.7K $1.55M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.35K
+ 98.95%
$57.46 - $75.58 $250K - $328K
8.74K $660K
SPMD
Spdr Portfolio

ETFs
6.74K
+ 152.62%
$44.89 - $54.38 $302K - $366K
11.2K $606K
LMT
Lockheed Martin Corp

Industrials
184
+ 1.03%
$430.82 - $486.45 $79.3K - $89.5K
18.1K $8.37M
PRF
Invesco Exchange Traded Fd Tr

ETFs
7.56K
+ 23.75%
$35.77 - $42.27 $271K - $320K
39.4K $1.67M
KMI
Kinder Morgan, Inc.

Energy
8.18K
+ 5.56%
$25.21 - $29.4 $206K - $241K
155K $4.57M
DUK
Duke Energy Corp

Utilities
4.08K
+ 14.08%
$112.46 - $124.05 $459K - $507K
33.1K $3.9M
ROBO
Robo Global Robotics And Autom

ETFs
6.08K
New
$43.89 - $59.78 $267K - $363K
6.08K $363K
CCJ
Cameco Corp

Energy
1.07K
+ 12.59%
$36.68 - $74.46 $39.3K - $79.7K
9.58K $710K
IYY
Ishares Tr

ETFs
135
+ 0.59%
$120.9 - $150.87 $16.3K - $20.4K
23K $3.47M
RRX
Regal Rexnord Corp

Industrials
2.47K
New
$94.06 - $147.0 $232K - $363K
2.47K $358K
MET
Metlife Inc

Financial Services
4.37K
+ 27.82%
$68.42 - $82.49 $299K - $361K
20.1K $1.62M
NTRS
Northern Trust Corp

Financial Services
299
+ 2.69%
$84.45 - $126.79 $25.3K - $37.9K
11.4K $1.44M
AA
Alcoa Corp

Basic Materials
11.9K
New
$22.57 - $30.84 $268K - $366K
11.9K $350K
HSY
Hershey CO

Consumer Defensive
2.21K
+ 67.52%
$151.29 - $173.13 $334K - $382K
5.48K $909K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.31K
+ 29.79%
$57.41 - $74.81 $190K - $248K
14.4K $1.07M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.49K
+ 214.37%
$45.2 - $46.6 $338K - $349K
11K $508K
RUN
Sunrun Inc.

Technology
7.74K
+ 6.34%
$5.67 - $12.85 $43.9K - $99.4K
130K $1.06M
SMTC
Semtech Corp

Technology
7.57K
New
$24.34 - $45.62 $184K - $345K
7.57K $341K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
919
+ 32.37%
$180.84 - $240.32 $166K - $221K
3.76K $903K
TFLO
Ishares Treasury Floating Rate

ETFs
6.26K
+ 29.95%
$50.47 - $50.66 $316K - $317K
27.2K $1.38M
TT
Trane Technologies PLC

Industrials
113
+ 4.27%
$315.21 - $437.41 $35.6K - $49.4K
2.76K $1.21M
IWR
Ishares Russell Mid Cap ETF

ETFs
554
+ 1.45%
$74.88 - $91.97 $41.5K - $51K
38.8K $3.56M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.99K
+ 11.59%
$45.11 - $52.34 $225K - $261K
48K $2.51M
DISV
Dimensional ETF Tr Dimensional

ETFs
9.6K
New
$25.93 - $32.91 $249K - $316K
9.6K $315K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.61K
+ 19.14%
$57.14 - $72.68 $149K - $190K
16.2K $1.18M
ARKQ
Ark Autonomous Technology & Ro

ETFs
3.51K
New
$58.8 - $89.17 $207K - $313K
3.51K $313K
HUM
Humana Inc

Healthcare
1.28K
New
$224.93 - $295.04 $287K - $377K
1.28K $312K
FIX
Comfort Systems Usa Inc

Industrials
579
New
$296.51 - $536.21 $172K - $310K
579 $310K
BK
Bank Of New York Mellon Corp

Financial Services
2.87K
+ 43.01%
$73.31 - $91.62 $210K - $262K
9.53K $867K
PKG
Packaging Corp Of America

Consumer Cyclical
1.64K
New
$175.97 - $201.36 $288K - $330K
1.64K $308K
OKE
Oneok Inc

Energy
7.83K
+ 41.23%
$78.71 - $100.37 $616K - $786K
26.8K $2.19M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
2.12K
New
$87.64 - $143.29 $186K - $303K
2.12K $303K
HSBC
Hsbc Holdings PLC

Financial Services
4.96K
New
$46.68 - $61.09 $232K - $303K
4.96K $301K
SPSC
Sps Commerce Inc

Technology
2.22K
New
$121.61 - $152.67 $270K - $338K
2.22K $301K
ING
Ing Groep Nv

Financial Services
13.8K
New
$16.62 - $21.98 $229K - $303K
13.8K $301K
K
Kellogg CO

Consumer Defensive
3.78K
New
$77.85 - $82.88 $294K - $313K
3.78K $300K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.63K
+ 175.92%
$91.62 - $109.97 $241K - $289K
4.13K $453K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
3.75K
New
$63.06 - $78.98 $236K - $296K
3.75K $296K
WAT
Waters Corp

Healthcare
850
New
$307.71 - $366.67 $262K - $312K
850 $296K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.39K
+ 11.68%
$54.19 - $67.22 $130K - $161K
22.9K $1.54M
MIDD
Middleby Corp

Industrials
2.05K
New
$124.01 - $154.76 $254K - $317K
2.05K $294K
IBMO
Ishares Tr Ibonds December 202

ETFs
11.5K
New
$25.32 - $25.63 $291K - $294K
11.5K $294K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.97K
New
$67.22 - $100.51 $200K - $299K
2.97K $294K
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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