Ep Wealth Advisors, LLC Incresed Positions in Q2 2025

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IXN
Ishares Global Information Tec

ETFs
77
+ 1.74%
$65.81 - $92.34 $5.07K - $7.11K
4.5K $415K
IYC
Ishares U.S. Consumer Discreti

ETFs
194
+ 3.61%
$79.19 - $99.64 $15.4K - $19.3K
5.56K $554K
CWK
Cushman & Wakefield PLC

Real Estate
6.47K
+ 64.48%
$7.9 - $11.13 $51.1K - $72K
16.5K $182K
UL
Unilever PLC

Consumer Defensive
918
+ 6.25%
$57.9 - $65.43 $53.2K - $60.1K
15.6K $953K
ZM
Zoom Video Communications, Inc.

Technology
530
+ 5.87%
$66.7 - $84.62 $35.4K - $44.8K
9.56K $745K
WSBC
Wesbanco Inc

Financial Services
2.26K
+ 21.94%
$26.79 - $32.33 $60.5K - $73.1K
12.6K $397K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.57K
+ 2.95%
$46.41 - $47.7 $73K - $75K
54.9K $2.61M
CTRA
Coterra Energy Inc.

Energy
7.74K
+ 22.64%
$22.6 - $29.07 $175K - $225K
41.9K $1.06M
NMIH
Nmi Holdings, Inc.

Financial Services
408
+ 4.33%
$32.79 - $42.24 $13.4K - $17.2K
9.84K $414K
RY
Royal Bank Of Canada

Financial Services
155
+ 5.34%
$108.36 - $131.55 $16.8K - $20.4K
3.06K $402K
GTLS
Chart Industries Inc

Industrials
252
+ 15.93%
$115.08 - $175.5 $29K - $44.2K
1.83K $301K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
15
+ 0.61%
$140.37 - $177.56 $2.11K - $2.66K
2.49K $428K
CLH
Clean Harbors Inc

Industrials
122
+ 10.25%
$182.1 - $233.5 $22.2K - $28.5K
1.31K $303K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.25K
+ 17.35%
$28.02 - $32.37 $63K - $72.8K
15.2K $483K
IYJ
Ishares Tr

ETFs
372
+ 27.62%
$115.07 - $142.31 $42.8K - $52.9K
1.72K $244K
KBE
Spdr S&P Bank ETF

ETFs
1.03K
+ 28.86%
$45.85 - $55.78 $47.2K - $57.4K
4.59K $256K
AEP
American Electric Power CO Inc

Utilities
1.28K
+ 10.8%
$98.59 - $109.11 $126K - $139K
13.1K $1.36M
RGLD
Royal Gold Inc

Basic Materials
202
+ 9.1%
$155.48 - $186.71 $31.4K - $37.7K
2.42K $430K
IOO
Ishares Tr Global 100 ETF

ETFs
83
+ 1.64%
$84.95 - $107.81 $7.05K - $8.95K
5.13K $553K
FTCS
First Trust Capital Strength E

ETFs
700
+ 41.03%
$81.6 - $92.39 $57.1K - $64.7K
2.41K $218K
SONY
Sony Group Corp

Technology
1.41K
+ 3.06%
$21.24 - $26.88 $29.9K - $37.9K
47.5K $1.24M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.18K
+ 35.66%
$97.78 - $126.44 $115K - $149K
4.48K $475K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.31K
+ 22.24%
$10.8 - $16.92 $35.8K - $56.1K
18.2K $250K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
893
+ 48.4%
$49.48 - $61.22 $44.2K - $54.7K
2.74K $166K
DLB
Dolby Laboratories, Inc.

Industrials
1.25K
+ 26.48%
$69.36 - $81.21 $86.8K - $102K
5.98K $443K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
90
+ 0.97%
$73.0 - $85.5 $6.57K - $7.7K
9.39K $788K
A
Agilent Technologies, Inc.

Healthcare
455
+ 4.82%
$99.29 - $120.52 $45.2K - $54.8K
9.9K $1.17M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
686
+ 16.46%
$84.41 - $106.28 $57.9K - $72.9K
4.85K $460K
TM
Toyota Motor Corp

Consumer Cyclical
420
+ 17.61%
$158.63 - $195.39 $66.6K - $82.1K
2.81K $483K
PRGO
Perrigo CO PLC

Healthcare
2.76K
+ 31.82%
$24.36 - $27.91 $67.3K - $77.1K
11.4K $305K
ABCB
Ameris Bancorp

Financial Services
120
+ 1.56%
$50.69 - $64.92 $6.08K - $7.79K
7.82K $505K
FNV
Franco Nevada Corp

Basic Materials
294
+ 13.78%
$143.04 - $178.17 $42.1K - $52.4K
2.43K $397K
NUE
Nucor Corp

Basic Materials
131
+ 2.75%
$103.22 - $131.43 $13.5K - $17.2K
4.89K $633K
TDY
Teledyne Technologies Inc

Technology
99
+ 18.97%
$435.54 - $512.31 $43.1K - $50.7K
621 $318K
IYK
Ishares U.S. Consumer Staples

ETFs
872
+ 43.32%
$67.29 - $72.42 $58.7K - $63.2K
2.89K $203K
PINS
Pinterest, Inc.

Communication Services
358
+ 3.92%
$24.21 - $35.95 $8.67K - $12.9K
9.48K $340K
EEMV
Ishares Msci Emerging Markets

ETFs
305
+ 3.61%
$54.12 - $62.8 $16.5K - $19.2K
8.76K $550K
VRSN
Verisign Inc

Technology
78
+ 8.07%
$234.49 - $288.8 $18.3K - $22.5K
1.05K $301K
MKC
Mccormick & CO Inc

Consumer Defensive
1.26K
+ 20.91%
$71.11 - $82.25 $89.8K - $104K
7.3K $553K
KGC
Kinross Gold Corp

Basic Materials
1.58K
+ 15.65%
$11.79 - $15.85 $18.7K - $25.1K
11.7K $182K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
637
+ 5.98%
$34.78 - $43.42 $22.2K - $27.7K
11.3K $488K
BLD
Top Build Corp

Industrials
117
+ 13.28%
$275.93 - $326.59 $32.3K - $38.2K
998 $323K
HWC
Hancock Whitney Corp

Financial Services
347
+ 4.91%
$46.05 - $58.03 $16K - $20.1K
7.42K $425K
TLT
Ishares Barclays 20+ Year Trea

ETFs
807
+ 13.49%
$83.97 - $92.85 $67.8K - $74.9K
6.79K $599K
EGP
Eastgroup Properties Inc

Real Estate
412
+ 26.96%
$145.28 - $176.09 $59.9K - $72.5K
1.94K $324K
NI
Nisource Inc.

Utilities
1.24K
+ 10.21%
$37.11 - $40.64 $46.1K - $50.5K
13.4K $541K
SKYY
First Trust Cloud Computing Et

ETFs
13
+ 0.49%
$89.46 - $121.64 $1.16K - $1.58K
2.65K $322K
WBS
Webster Financial Corp

Financial Services
484
+ 5.52%
$41.76 - $54.91 $20.2K - $26.6K
9.25K $504K
CB
Chubb LTD

Financial Services
830
+ 5.45%
$274.32 - $302.46 $228K - $251K
16.1K $4.65M
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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