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
VRNT
Verint Systems Inc

Technology
2.78K
+ 33.99%
N/A
10.9K $356K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.52K
+ 2.56%
$55.41 - $60.74 $195K - $214K
141K $7.96M
CNO
Cno Financial Group, Inc.

Financial Services
892
+ 7.79%
$35.99 - $42.34 $32.1K - $37.8K
12.3K $514K
IDEV
Ishares Core Msci Intl Develop

ETFs
458
+ 3.54%
$63.77 - $71.36 $29.2K - $32.7K
13.4K $921K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
21.5K
New
$4.07 - $5.99 $87.4K - $129K
21.5K $87K
AEE
Ameren Corp

Utilities
608
+ 26.88%
$86.87 - $103.67 $52.8K - $63K
2.87K $288K
FNV
Franco Nevada Corp

Basic Materials
15
+ 0.71%
$120.72 - $157.56 $1.81K - $2.36K
2.13K $336K
CDE
Coeur Mining, Inc.

Basic Materials
13.9K
+ 67.85%
$5.02 - $7.29 $69.9K - $102K
34.5K $203K
CSGS
Csg Systems International Inc

Technology
707
+ 15.61%
$49.81 - $66.73 $35.2K - $47.2K
5.24K $316K
HSY
Hershey CO

Consumer Defensive
462
+ 16.45%
$144.74 - $186.36 $66.9K - $86.1K
3.27K $559K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
441
+ 3.22%
$47.39 - $54.26 $20.9K - $23.9K
14.1K $733K
UTHR
United Therapeutics Corp

Healthcare
499
+ 29.61%
$304.42 - $380.78 $152K - $190K
2.18K $673K
GVA
Granite Construction Inc

Industrials
1.5K
+ 55.57%
$70.98 - $94.81 $106K - $142K
4.19K $315K
MAT
Mattel Inc

Consumer Cyclical
2.7K
+ 20.56%
$17.73 - $21.94 $47.9K - $59.3K
15.9K $308K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
2.02K
+ 31.14%
$30.51 - $32.85 $61.7K - $66.4K
8.51K $277K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
1.5K
+ 14.28%
$19.53 - $25.74 $29.4K - $38.7K
12K $291K
BP
Bp PLC

Energy
394
+ 2.88%
$29.93 - $35.31 $11.8K - $13.9K
14.1K $476K
FE
Firstenergy Corp

Utilities
1.58K
+ 12.91%
$37.95 - $43.5 $60.1K - $68.9K
13.8K $559K
CF
Cf Industries Holdings, Inc.

Basic Materials
1.5K
+ 23.56%
$75.03 - $97.25 $112K - $145K
7.84K $612K
FMC
Fmc Corp

Basic Materials
2.34K
+ 54.1%
$34.54 - $56.38 $80.8K - $132K
6.67K $281K
GDRX
Good Rx Holdings, Inc.

Healthcare
15.7K
New
$4.15 - $5.13 $65.2K - $80.6K
15.7K $69K
VICI
Vici Properties Inc.

Real Estate
1.16K
+ 12.95%
$28.21 - $32.68 $32.8K - $37.9K
10.1K $330K
NUE
Nucor Corp

Basic Materials
435
+ 10.06%
$114.48 - $142.52 $49.8K - $62K
4.76K $572K
TD
Toronto Dominion Bank

Financial Services
9
+ 0.09%
$53.12 - $61.15 $478 - $550
9.88K $592K
SNV
Synovus Financial Corp

Financial Services
2K
+ 33.24%
$43.7 - $56.87 $87.5K - $114K
8.03K $375K
TFC
Truist Financial Corp

Financial Services
2.38K
+ 16.71%
$39.48 - $48.15 $94K - $115K
16.6K $684K
HMN
Horace Mann Educators Corp

Financial Services
1K
+ 15.46%
$36.56 - $43.12 $36.7K - $43.3K
7.5K $320K
SUN
Sunoco LP

Energy
186
+ 2.21%
$51.29 - $59.25 $9.54K - $11K
8.59K $498K
MGV
Vanguard Mega Cap Value

ETFs
134
+ 1.1%
$123.61 - $133.01 $16.6K - $17.8K
12.3K $1.59M
EHC
Encompass Health Corp

Healthcare
349
+ 10.72%
$91.05 - $102.2 $31.8K - $35.7K
3.61K $365K
DHT
Dht Holdings, Inc.

Energy
2.87K
+ 10.97%
$9.33 - $11.85 $26.7K - $34K
29K $304K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.08K
+ 22.71%
$161.27 - $192.3 $175K - $208K
5.86K $944K
MSTR
Microstrategy Inc

Technology
227
+ 6.76%
$239.27 - $396.5 $54.3K - $90K
3.59K $1.03M
CR
Crane Holdings, Co.

Industrials
346
+ 7.98%
$150.33 - $175.81 $52K - $60.8K
4.68K $717K
ALRM
Alarm.Com Holdings, Inc.

Technology
1.38K
+ 41.11%
$55.65 - $63.82 $77K - $88.3K
4.75K $264K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
3.25K
+ 26.26%
$15.88 - $17.78 $51.6K - $57.8K
15.6K $273K
INT
World Fuel Services Corp

Energy
2.68K
+ 35.23%
N/A
10.3K $225K
MTG
Mgic Investment Corp

Financial Services
398
+ 0.88%
$22.56 - $25.71 $8.98K - $10.2K
45.5K $1.13M
DRI
Darden Restaurants Inc

Consumer Cyclical
150
+ 11.11%
$180.02 - $208.56 $27K - $31.3K
1.5K $311K
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
4.84K
+ 45.5%
$7.2 - $10.6 $34.8K - $51.3K
15.5K $148K
PINS
Pinterest, Inc.

Communication Services
1.42K
+ 18.41%
$29.79 - $40.0 $42.3K - $56.8K
9.13K $282K
ALIT
Alight, Inc.

Technology
14.2K
+ 53.71%
$5.91 - $7.05 $84K - $100K
40.7K $241K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.11K
+ 11.29%
$54.25 - $57.64 $60.2K - $63.9K
10.9K $602K
VGSH
Vanguard

ETFs
901
+ 9.62%
$58.07 - $58.69 $52.3K - $52.9K
10.3K $602K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3
+ 0.51%
$1227.6 - $1458.46 $3.68K - $4.38K
589 $795K
MLPX
Global X Mlp & Energy Infrastr

ETFs
400
+ 4.43%
$59.6 - $67.2 $23.8K - $26.9K
9.43K $601K
THFF
First Financial Corp

Financial Services
830
+ 14.51%
$43.45 - $53.53 $36.1K - $44.4K
6.55K $320K
BK
Bank Of New York Mellon Corp

Financial Services
102
+ 1.56%
$75.42 - $88.95 $7.69K - $9.07K
6.66K $558K
EPR
Epr Properties

Real Estate
335
+ 7.37%
$43.98 - $53.81 $14.7K - $18K
4.88K $256K
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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