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
SMMV
Ishares Msci Usa Small Cap Min

ETFs
3.31K
New
$40.38 - $42.65 $134K - $141K
3.31K $137K
TCMD
Tactile Systems Technology Inc

Healthcare
10.4K
New
$13.07 - $18.01 $136K - $188K
10.4K $137K
WBS
Webster Financial Corp

Financial Services
3.03K
+ 52.82%
$47.55 - $61.41 $144K - $186K
8.76K $451K
DOX
Amdocs LTD

Technology
1.15K
+ 26.89%
$82.21 - $92.02 $94.6K - $106K
5.43K $497K
CME
Cme Group Inc.

Financial Services
294
+ 17.93%
$225.82 - $266.54 $66.4K - $78.4K
1.93K $513K
FNDX
Schwab Fundamental U S Large C

ETFs
5.75K
+ 8.29%
$23.03 - $25.01 $132K - $144K
75.1K $1.77M
ADT
Adt Inc.

Industrials
11.2K
+ 35.52%
$6.87 - $8.23 $77K - $92.3K
42.8K $348K
EWC
Ishares Msci Canada ETF

ETFs
3.17K
New
$39.3 - $42.52 $125K - $135K
3.17K $129K
CBOE
Cboe Global Markets, Inc.

Financial Services
248
+ 10.87%
$190.84 - $226.29 $47.3K - $56.1K
2.53K $572K
G
Genpact LTD

Technology
1.15K
+ 13.06%
$42.88 - $55.54 $49.4K - $64K
9.97K $502K
NEWT
Newtek Business Services Corp.

Financial Services
10.3K
New
$11.86 - $13.34 $122K - $137K
10.3K $122K
COMP
Compass, Inc.

Technology
10.7K
+ 106.5%
$5.35 - $10.24 $57K - $109K
20.7K $180K
WU
Western Union CO

Financial Services
11.4K
New
$10.24 - $11.62 $117K - $133K
11.4K $120K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.42K
+ 33.34%
$53.6 - $58.97 $130K - $143K
9.68K $529K
GLDM
World Gold Trust

ETFs
1.15K
+ 24.97%
$52.19 - $61.89 $60.1K - $71.3K
5.77K $356K
BRKL
Brookline Bancorp Inc

Financial Services
10.7K
New
$10.72 - $12.69 $115K - $136K
10.7K $116K
ATO
Atmos Energy Corp

Utilities
564
+ 32.62%
$136.51 - $154.58 $77K - $87.2K
2.29K $354K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.04K
New
$106.46 - $114.75 $111K - $119K
1.04K $114K
AMG
Affiliated Managers Group, Inc.

Financial Services
852
+ 48.3%
$154.65 - $189.71 $132K - $162K
2.62K $439K
AIG
American International Group, Inc.

Financial Services
269
+ 4.28%
$70.5 - $86.94 $19K - $23.4K
6.56K $570K
SLB
Schlumberger Limited

Energy
247
+ 0.84%
$38.4 - $43.74 $9.48K - $10.8K
29.5K $1.23M
COLB
Columbia Banking System, Inc.

Financial Services
5.41K
+ 45.47%
$23.89 - $28.84 $129K - $156K
17.3K $431K
CRBG
Corebridge Financial, Inc.

Financial Services
2.59K
+ 15.52%
$29.61 - $34.68 $76.8K - $89.9K
19.3K $609K
UGI
Ugi Corp

Utilities
850
+ 5.19%
$28.0 - $34.16 $23.8K - $29K
17.2K $570K
RGLD
Royal Gold Inc

Basic Materials
270
+ 13.84%
$132.55 - $163.51 $35.8K - $44.1K
2.22K $363K
NU
Nu Holdings Ltd.

Financial Services
10.4K
New
$10.12 - $13.95 $105K - $145K
10.4K $106K
LZ
Legalzoom.Com, Inc.

Industrials
8.24K
+ 25.78%
$7.52 - $10.26 $62K - $84.6K
40.2K $346K
GRMN
Garmin LTD

Technology
290
+ 7.57%
$204.55 - $241.93 $59.3K - $70.2K
4.12K $894K
PPL
Ppl Corp

Utilities
2.11K
+ 29.05%
$31.68 - $36.11 $67K - $76.3K
9.39K $339K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.85K
New
$51.39 - $57.43 $94.8K - $106K
1.85K $102K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.74K
+ 9.94%
$72.7 - $84.32 $127K - $147K
19.3K $1.44M
SXC
Sun Coke Energy, Inc.

Basic Materials
11.1K
New
$8.95 - $10.57 $99.4K - $117K
11.1K $102K
CWK
Cushman & Wakefield PLC

Real Estate
10K
New
$10.19 - $13.87 $102K - $139K
10K $102K
FHN
First Horizon Corp

Financial Services
5.64K
+ 48.03%
$17.7 - $22.43 $99.9K - $127K
17.4K $337K
IYR
Ishares Tr

ETFs
1.01K
+ 70.85%
$89.49 - $98.98 $90.5K - $100K
2.44K $233K
OGE
Oge Energy Corp.

Utilities
1.51K
+ 22.84%
$39.76 - $46.32 $60.2K - $70.1K
8.14K $374K
LNC
Lincoln National Corp

Financial Services
1.55K
+ 14.75%
$30.06 - $39.23 $46.7K - $61K
12.1K $434K
OEF
Ishares S&P 100 ETF

ETFs
376
+ 1.2%
N/A
31.8K $8.46M
NSC
Norfolk Southern Corp

Industrials
357
+ 4.84%
$227.69 - $259.76 $81.3K - $92.7K
7.74K $1.83M
AEM
Agnico Eagle Mines LTD

Basic Materials
198
+ 7.67%
$79.66 - $108.41 $15.8K - $21.5K
2.78K $301K
GOGL
Golden Ocean Group LTD

Industrials
12.4K
New
$7.66 - $10.06 $95.1K - $125K
12.4K $99K
CPB
Campbell Soup CO

Consumer Defensive
2.75K
+ 47.34%
$37.29 - $42.04 $102K - $115K
8.55K $341K
BR
Broadridge Financial Solutions, Inc.

Technology
8
+ 0.13%
$221.46 - $244.83 $1.77K - $1.96K
5.97K $1.45M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
11K
New
$8.5 - $11.33 $93.9K - $125K
11K $99K
UVE
Universal Insurance Holdings, Inc.

Financial Services
2.81K
+ 23.08%
$18.91 - $23.7 $53.2K - $66.7K
15K $355K
CIVI
Civitas Resources, Inc.

Energy
4.29K
+ 92.0%
$32.05 - $54.79 $138K - $235K
8.96K $312K
NHI
National Health Investors Inc

Real Estate
1.08K
+ 30.61%
$65.79 - $76.06 $71.1K - $82.2K
4.61K $340K
PEG
Public Service Enterprise Group Inc

Utilities
1.23K
+ 35.79%
$78.2 - $90.39 $95.9K - $111K
4.65K $382K
HL
Hecla Mining CO

Basic Materials
12.9K
+ 43.32%
$5.07 - $6.37 $65.2K - $81.9K
42.5K $236K
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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