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
GNRC
Generac Holdings Inc.

Industrials
1.73K
+ 62.33%
$101.92 - $143.21 $177K - $248K
4.52K $646K
WHD
Cactus, Inc.

Energy
6.69K
New
$35.05 - $47.38 $235K - $317K
6.69K $292K
ELV
Elevance Health, Inc.

Healthcare
1.16K
+ 33.04%
$372.27 - $452.69 $431K - $525K
4.67K $1.82M
CRL
Charles River Laboratories International, Inc.

Healthcare
1.91K
New
$99.75 - $151.89 $190K - $289K
1.91K $289K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.85K
New
$45.3 - $50.64 $265K - $296K
5.85K $287K
CRDO
Credo Technology Group Holding LTD

Technology
3.09K
New
$33.3 - $95.05 $103K - $294K
3.09K $286K
SNPS
Synopsys Inc

Technology
81
+ 2.78%
$380.9 - $517.66 $30.9K - $41.9K
2.99K $1.53M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.69K
+ 110.43%
$137.62 - $174.44 $233K - $296K
3.23K $527K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.11K
+ 24.56%
$59.24 - $71.39 $184K - $222K
15.8K $1.12M
SYF
Synchrony Financial

Financial Services
4.27K
New
$43.81 - $66.74 $187K - $285K
4.27K $284K
TTD
Trade Desk, Inc.

Technology
645
+ 4.75%
$45.27 - $79.4 $29.2K - $51.2K
14.2K $1.02M
MTD
Mettler Toledo International Inc

Healthcare
240
New
$970.15 - $1216.57 $233K - $292K
240 $281K
SOXL
Direxion Daily Semiconductor B

ETFs
413
+ 1.41%
$8.25 - $25.2 $3.41K - $10.4K
29.8K $748K
HDB
Hdfc Bank LTD

Financial Services
3.65K
New
$63.78 - $77.48 $233K - $283K
3.65K $280K
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
18.1K
New
$12.75 - $15.47 $231K - $280K
18.1K $280K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.21K
+ 1.29%
$24.38 - $30.18 $29.6K - $36.6K
95.1K $2.87M
ALB
Albemarle Corp

Basic Materials
4.44K
New
$50.76 - $72.25 $225K - $321K
4.44K $278K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.66K
New
$48.5 - $49.35 $274K - $279K
5.66K $278K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
6.84K
New
$36.65 - $42.44 $251K - $290K
6.84K $277K
CHTR
Charter Communications, Inc.

Communication Services
614
+ 97.62%
$321.68 - $427.25 $198K - $262K
1.24K $508K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
21.5K
New
$12.07 - $14.61 $260K - $314K
21.5K $276K
WWD
Woodward, Inc.

Industrials
72
+ 1.75%
$157.29 - $247.55 $11.3K - $17.8K
4.18K $1.02M
SLF
Sun Life Financial Inc

Financial Services
4.12K
New
$53.39 - $66.45 $220K - $274K
4.12K $273K
FTNT
Fortinet, Inc.

Technology
1.21K
+ 7.95%
$84.71 - $108.69 $102K - $131K
16.4K $1.73M
BHP
Bhp Group LTD

Basic Materials
5.64K
New
$40.22 - $50.88 $227K - $287K
5.64K $271K
SIVR
Abrdn Silver ETF Trust

ETFs
7.89K
New
$28.36 - $35.37 $224K - $279K
7.89K $271K
SPOT
Spotify Technology S.A.

Communication Services
157
+ 22.92%
$503.3 - $775.9 $79K - $122K
842 $646K
MATX
Matson, Inc.

Industrials
2.4K
New
$93.11 - $132.21 $223K - $317K
2.4K $266K
MSI
Motorola Solutions, Inc.

Technology
710
+ 37.35%
$394.72 - $440.39 $280K - $313K
2.61K $1.1M
STX
Seagate Technology Holdings PLC

Technology
1.84K
New
$66.54 - $144.33 $122K - $265K
1.84K $265K
COLB
Columbia Banking System, Inc.

Financial Services
12.5K
+ 72.18%
$20.71 - $25.63 $259K - $320K
29.8K $696K
VMI
Valmont Industries Inc

Industrials
812
New
$263.86 - $333.86 $214K - $271K
812 $265K
FIVE
Five Below, Inc

Consumer Cyclical
2K
New
$55.75 - $131.18 $112K - $263K
2K $262K
FLEX
Flex Ltd.

Technology
2.3K
+ 26.7%
$26.68 - $50.09 $61.3K - $115K
10.9K $544K
HWM
Howmet Aerospace Inc.

Industrials
506
+ 17.31%
$112.33 - $186.13 $56.8K - $94.2K
3.43K $638K
UBS
Ubs Group Ag

Financial Services
7.64K
New
$26.12 - $33.82 $200K - $258K
7.64K $258K
MNST
Monster Beverage Corp

Consumer Defensive
4.09K
New
$55.01 - $64.24 $225K - $263K
4.09K $256K
CE
Celanese Corp

Basic Materials
4.62K
New
$37.49 - $59.36 $173K - $274K
4.62K $255K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.68K
New
$66.5 - $71.25 $245K - $262K
3.68K $255K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.29K
New
$167.22 - $212.42 $215K - $273K
1.29K $254K
IGV
Ishares Expanded Tech Software

ETFs
465
+ 4.71%
$80.15 - $109.5 $37.3K - $50.9K
10.3K $1.13M
NVS
Novartis Ag

Healthcare
1.19K
+ 10.49%
$101.96 - $121.01 $121K - $144K
12.6K $1.52M
TFC
Truist Financial Corp

Financial Services
5.14K
+ 30.93%
$34.79 - $42.99 $179K - $221K
21.8K $935K
EME
Emcor Group, Inc.

Industrials
469
New
$342.02 - $534.89 $160K - $251K
469 $250K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
10.4K
New
$19.54 - $28.28 $203K - $294K
10.4K $249K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
438
+ 36.65%
$299.15 - $396.54 $131K - $174K
1.63K $647K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
80
+ 0.21%
$86.58 - $104.98 $6.93K - $8.4K
38.2K $4.01M
AWK
American Water Works Company, Inc.

Utilities
1.78K
New
$133.82 - $151.96 $239K - $271K
1.78K $248K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
337
+ 8.38%
$201.28 - $266.34 $67.8K - $89.8K
4.36K $1.16M
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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