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
ILCV
Ishares Morningstar Value ETF

ETFs
2.94K
New
$72.16 - $83.39 $212K - $245K
2.94K $244K
XRAY
Dentsply Sirona Inc.

Healthcare
15.3K
New
$12.55 - $16.75 $193K - $257K
15.3K $243K
TBBK
Bancorp, Inc.

Financial Services
4.27K
New
$40.93 - $57.59 $175K - $246K
4.27K $243K
ITRI
Itron, Inc.

Technology
1.85K
New
$92.04 - $132.78 $170K - $246K
1.85K $243K
SHV
Ishares Tr

ETFs
2.2K
+ 64.47%
$110.06 - $110.46 $242K - $243K
5.61K $618K
CME
Cme Group Inc.

Financial Services
806
+ 41.68%
$252.37 - $290.71 $203K - $234K
2.74K $755K
PEGA
Pegasystems Inc

Technology
4.45K
New
$49.95 - $103.29 $222K - $460K
4.45K $240K
ATRO
Astronics Corp

Industrials
7.17K
New
$20.03 - $35.81 $144K - $257K
7.17K $239K
BRX
Brixmor Property Group Inc.

Real Estate
10.5K
New
N/A
10.5K $239K
QJUN
First Tr ETF
8.09K
New
$24.35 - $29.57 $197K - $239K
8.09K $239K
WMB
Williams Companies, Inc.

Energy
2.77K
+ 14.31%
$54.33 - $62.87 $150K - $174K
22.1K $1.39M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.42K
New
$146.74 - $176.07 $208K - $249K
1.42K $229K
NDAQ
Nasdaq, Inc.

Financial Services
2.53K
New
$66.4 - $89.42 $168K - $226K
2.53K $226K
VMC
Vulcan Materials CO

Basic Materials
866
New
$226.49 - $276.01 $196K - $239K
866 $225K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
14K
New
$15.44 - $16.72 $216K - $234K
14K $225K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
18K
New
$11.11 - $14.46 $200K - $260K
18K $225K
LSTR
Landstar System Inc

Industrials
1.62K
New
$131.55 - $151.93 $214K - $247K
1.62K $225K
NSC
Norfolk Southern Corp

Industrials
301
+ 3.89%
$206.34 - $257.46 $62.1K - $77.5K
8.04K $2.06M
JETS
ETF Ser Solutions U S Global J

ETFs
9.79K
New
$17.37 - $23.44 $170K - $230K
9.79K $224K
ROP
Roper Technologies Inc

Industrials
469
+ 25.38%
$519.19 - $590.78 $244K - $277K
2.32K $1.31M
MORN
Morningstar, Inc.

Financial Services
711
New
$255.31 - $313.93 $182K - $223K
711 $223K
NET
Cloudflare, Inc.

Technology
240
+ 11.42%
$97.08 - $195.83 $23.3K - $47K
2.34K $458K
FCX
Freeport Mcmoran Inc

Basic Materials
3.55K
+ 29.0%
$29.15 - $44.46 $103K - $158K
15.8K $684K
ROKU
Roku, Inc

Communication Services
2.52K
New
$55.1 - $87.89 $139K - $222K
2.52K $221K
SMG
Scotts Miracle Gro CO

Basic Materials
3.36K
New
$48.21 - $66.48 $162K - $223K
3.36K $221K
MANH
Manhattan Associates Inc

Technology
1.12K
New
$143.9 - $197.47 $161K - $221K
1.12K $221K
NTRA
Natera, Inc.

Healthcare
1.31K
New
$132.23 - $171.87 $173K - $224K
1.31K $220K
RBLX
Roblox Corp

Communication Services
2.09K
New
$51.22 - $105.59 $107K - $220K
2.09K $219K
TNL
Travel & Leisure Co.

Consumer Cyclical
4.25K
New
$38.78 - $51.89 $165K - $221K
4.25K $219K
FSLR
First Solar, Inc.

Technology
1.32K
New
$120.38 - $192.98 $159K - $255K
1.32K $218K
DTM
Dt Midstream, Inc.

Energy
1.99K
New
$87.23 - $109.91 $173K - $218K
1.99K $218K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
105
+ 0.97%
$104.23 - $134.39 $10.9K - $14.1K
10.9K $1.47M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.15K
New
$162.37 - $200.76 $186K - $230K
1.15K $216K
IYG
Ishares Tr

ETFs
2.51K
New
$68.9 - $85.6 $173K - $215K
2.51K $215K
SAP
Sap Se

Technology
411
+ 16.15%
$237.53 - $309.8 $97.6K - $127K
2.96K $898K
CMI
Cummins Inc

Industrials
518
+ 16.4%
$267.12 - $336.65 $138K - $174K
3.68K $1.2M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.88K
New
$90.5 - $114.3 $170K - $215K
1.88K $214K
HUBS
Hubspot Inc

Technology
385
New
$487.07 - $672.24 $188K - $259K
385 $214K
VGSH
Vanguard

ETFs
3.6K
+ 35.02%
$58.32 - $58.95 $210K - $212K
13.9K $815K
AXON
Axon Enterprise, Inc.

Industrials
71
+ 13.98%
$497.13 - $827.94 $35.3K - $58.8K
579 $479K
MEG
Montrose Environmental Group, Inc.

Industrials
9.71K
New
$10.74 - $23.62 $104K - $229K
9.71K $212K
HPE
Hewlett Packard Enterprise CO

Technology
1.15K
+ 3.06%
$12.51 - $20.45 $14.4K - $23.5K
38.7K $790K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
3.17K
+ 5.91%
$36.02 - $41.92 $114K - $133K
56.8K $2.38M
KD
Kyndryl Holdings, Inc.

Technology
2.72K
+ 29.6%
$27.77 - $41.96 $75.4K - $114K
11.9K $498K
SEIC
Sei Investments CO

Financial Services
2.34K
New
$66.45 - $89.86 $155K - $210K
2.34K $209K
FOXA
Fox Corp

Communication Services
3.73K
New
$47.21 - $57.04 $176K - $213K
3.73K $209K
PEG
Public Service Enterprise Group Inc

Utilities
2.36K
+ 50.67%
$77.13 - $84.18 $182K - $198K
7.01K $590K
MCB
Metropolitan Bank Holding Corp.

Financial Services
2.97K
New
$48.93 - $70.14 $145K - $208K
2.97K $208K
CVLT
Commvault Systems Inc

Technology
1.19K
New
$139.35 - $190.99 $166K - $228K
1.19K $208K
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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