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
HBNC
Horizon Bancorp Inc

Financial Services
4.25K
+ 42.25%
$15.0 - $17.76 $63.7K - $75.4K
14.3K $215K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
2.29K
+ 46.51%
$21.77 - $22.56 $49.8K - $51.6K
7.21K $161K
ORI
Old Republic International Corp

Financial Services
203
+ 1.37%
$33.46 - $39.22 $6.79K - $7.96K
15K $589K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
11.2K
New
$4.42 - $4.86 $49.5K - $54.4K
11.2K $52K
VONE
Vanguard Russell 1000 ETF

ETFs
262
+ 22.05%
$250.16 - $278.79 $65.5K - $73K
1.45K $368K
AVNS
Avanos Medical, Inc.

Healthcare
4.68K
+ 46.25%
$13.95 - $17.45 $65.2K - $81.6K
14.8K $211K
UDMY
Udemy, Inc.

Consumer Defensive
7.81K
+ 37.48%
$7.32 - $10.1 $57.2K - $78.9K
28.7K $222K
ABNB
Airbnb, Inc.

Consumer Cyclical
634
+ 29.52%
$119.38 - $161.42 $75.7K - $102K
2.78K $332K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
6.24K
+ 41.12%
$9.61 - $12.47 $60K - $77.9K
21.4K $212K
NAII
Natural Alternatives International Inc

Consumer Defensive
14K
New
$3.41 - $4.29 $47.7K - $60.1K
14K $48K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.07K
+ 23.24%
$20.2 - $22.24 $41.8K - $46K
11K $235K
CACI
Caci International Inc

Technology
112
+ 22.44%
N/A
611 $261K
SJW
Sjw Group

Utilities
98
+ 1.29%
$45.47 - $55.8 $4.46K - $5.47K
7.7K $421K
KWR
Quaker Chemical Corp

Basic Materials
584
+ 38.62%
$123.61 - $145.39 $72.2K - $84.9K
2.1K $259K
VNT
Vontier Corp

Technology
2.05K
+ 34.43%
$32.1 - $40.32 $65.9K - $82.8K
8.02K $263K
OFC
Corporate Office Properties Trust

Real Estate
1.84K
+ 24.85%
N/A
9.27K $223K
MAA
Mid America Apartment Communities Inc.

Real Estate
17
+ 0.53%
$146.9 - $170.92 $2.5K - $2.91K
3.22K $539K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
710
+ 12.42%
$48.43 - $49.9 $34.4K - $35.4K
6.43K $320K
VTHR
Vanguard Russell 3000 ETF

ETFs
252
+ 18.37%
$243.2 - $272.04 $61.3K - $68.6K
1.62K $400K
MKL
Markel Corp

Financial Services
10
+ 5.62%
$1660.14 - $2059.83 $16.6K - $20.6K
188 $351K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.55K
+ 20.14%
$68.07 - $78.99 $106K - $123K
9.26K $630K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
4.21K
+ 39.4%
$10.61 - $16.49 $44.7K - $69.4K
14.9K $185K
IXJ
Ishares Global Healthcare ETF

ETFs
210
+ 4.87%
$86.01 - $94.19 $18.1K - $19.8K
4.52K $412K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
2.23K
+ 19.77%
$37.35 - $43.35 $83.1K - $96.5K
13.5K $510K
FHI
Federated Hermes, Inc.

Financial Services
1.08K
+ 20.9%
$37.58 - $41.51 $40.7K - $45K
6.27K $255K
MIN
Mfs Intermediate Income Trust

Financial Services
15.8K
New
$2.64 - $2.72 $41.6K - $42.8K
15.8K $42K
MKC
Mccormick & CO Inc

Consumer Defensive
51
+ 0.85%
$71.24 - $84.73 $3.63K - $4.32K
6.04K $497K
RF
Regions Financial Corp

Financial Services
5.49K
+ 12.35%
$20.84 - $24.77 $114K - $136K
50K $1.09M
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
13.1K
+ 23.94%
$2.51 - $3.16 $32.8K - $41.3K
67.7K $204K
ADSK
Autodesk, Inc.

Technology
160
+ 5.83%
N/A
2.91K $714K
JAMF
Jamf Holding Corp.

Technology
5.31K
+ 39.9%
$12.15 - $15.96 $64.6K - $84.8K
18.6K $226K
HYD
Vaneck High Yield Muni ETF

ETFs
791
+ 19.03%
$50.79 - $52.53 $40.2K - $41.6K
4.95K $253K
TT
Trane Technologies PLC

Industrials
335
+ 14.49%
$332.0 - $400.86 $111K - $134K
2.65K $891K
HQY
Healthequity, Inc.

Healthcare
817
+ 17.94%
$84.32 - $114.51 $68.9K - $93.6K
5.37K $474K
CBRE
Cbre Group, Inc.

Real Estate
295
+ 9.84%
$121.79 - $147.13 $35.9K - $43.4K
3.29K $430K
PRF
Invesco Exchange Traded Fd Tr

ETFs
871
+ 2.81%
$39.4 - $42.61 $34.3K - $37.1K
31.8K $1.29M
JCI
Johnson Controls International PLC

Industrials
287
+ 2.41%
$76.12 - $90.6 $21.8K - $26K
12.2K $976K
TPC
Tutor Perini Corp

Industrials
1.93K
+ 18.77%
$21.51 - $29.39 $41.6K - $56.8K
12.2K $283K
EVRI
Everi Holdings Inc.

Consumer Cyclical
2.28K
+ 21.46%
$13.51 - $13.81 $30.8K - $31.5K
12.9K $176K
SANM
Sanmina Corp

Technology
383
+ 11.61%
$73.38 - $90.52 $28.1K - $34.7K
3.68K $280K
HDSN
Hudson Technologies Inc

Basic Materials
3.79K
+ 29.72%
$5.47 - $6.34 $20.7K - $24K
16.5K $101K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
613
+ 4.88%
$9.19 - $12.93 $5.63K - $7.93K
13.2K $147K
BWA
Borgwarner Inc

Consumer Cyclical
2.15K
+ 20.37%
$27.78 - $32.9 $59.8K - $70.8K
12.7K $364K
VRT
Vertiv Holdings CO

Industrials
334
+ 10.21%
N/A
3.61K $312K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
307
+ 0.43%
$6.22 - $8.25 $1.91K - $2.53K
72.1K $523K
RLGT
Radiant Logistics, Inc

Industrials
5.45K
+ 54.24%
$6.15 - $7.66 $33.5K - $41.8K
15.5K $95K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
325
+ 19.02%
$78.12 - $83.7 $25.4K - $27.2K
2.03K $164K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
259
+ 10.03%
$65.44 - $70.64 $16.9K - $18.3K
2.84K $194K
SIGA
Siga Technologies Inc

Healthcare
6.13K
+ 44.15%
$5.39 - $6.47 $33K - $39.7K
20K $109K
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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