Ep Wealth Advisors, LLC Incresed Positions in Q1 2025

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CARR
Carrier Global Corp

Industrials
582
+ 3.38%
$62.07 - $70.55 $36.1K - $41.1K
17.8K $1.13M
EWBC
East West Bancorp Inc

Financial Services
104
+ 1.09%
$84.35 - $103.91 $8.77K - $10.8K
9.61K $862K
IR
Ingersoll Rand Inc.

Industrials
136
+ 2.35%
$79.44 - $94.23 $10.8K - $12.8K
5.92K $473K
CCL
Carnival Corp

Consumer Cyclical
844
+ 6.8%
$19.08 - $28.49 $16.1K - $24K
13.2K $258K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
109
+ 2.79%
$221.78 - $273.45 $24.2K - $29.8K
4.02K $914K
AMP
Ameriprise Financial Inc

Financial Services
152
+ 5.85%
$472.29 - $575.13 $71.8K - $87.4K
2.75K $1.33M
TTC
Toro CO

Industrials
3
+ 0.04%
$71.86 - $87.28 $216 - $262
7.65K $556K
PNC
Pnc Financial Services Group, Inc.

Financial Services
134
+ 2.9%
$168.84 - $202.89 $22.6K - $27.2K
4.76K $835K
CLX
Clorox CO

Consumer Defensive
243
+ 3.54%
$141.76 - $162.89 $34.4K - $39.6K
7.1K $1.05M
IGM
Ishares Expanded Tech Sector E

ETFs
21
+ 0.33%
$90.67 - $108.46 $1.9K - $2.28K
6.32K $573K
VST
Vistra Corp.

Utilities
727
+ 9.11%
$108.49 - $191.89 $78.9K - $140K
8.71K $1.02M
INDA
Ishares Msci India Index Fund

ETFs
814
+ 0.77%
$47.8 - $53.4 $38.9K - $43.5K
106K $5.47M
CCJ
Cameco Corp

Energy
86
+ 1.02%
$40.64 - $56.86 $3.5K - $4.89K
8.51K $350K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.66K
+ 17.51%
$65.15 - $91.81 $108K - $152K
11.1K $725K
PRGS
Progress Software Corp

Technology
125
+ 1.9%
$51.39 - $65.26 $6.42K - $8.16K
6.71K $345K
FNDA
Schwab Fundamental U S Small C

ETFs
39
+ 0.1%
$26.87 - $30.99 $1.05K - $1.21K
38.9K $1.07M
LEN
Lennar Corp

Consumer Cyclical
107
+ 2.29%
$113.93 - $141.54 $12.2K - $15.1K
4.78K $548K
SNAP
Snap Inc

Communication Services
1.92K
+ 3.69%
$8.37 - $12.57 $16.1K - $24.1K
54K $470K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
24
+ 0.05%
$40.87 - $45.28 $981 - $1.09K
52.3K $2.17M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
26
+ 0.72%
$135.34 - $188.66 $3.52K - $4.91K
3.64K $511K
DSI
Ishares Msci Kld 400 Social Et

ETFs
171
+ 1.15%
$101.98 - $115.66 $17.4K - $19.8K
15.1K $1.54M
IGV
Ishares Expanded Tech Software

ETFs
69
+ 0.7%
$88.3 - $107.83 $6.09K - $7.44K
9.87K $878K
SOUN
Soundhound Ai, Inc.

Technology
2.69K
+ 25.12%
$8.12 - $20.62 $21.8K - $55.4K
13.4K $108K
DELL
Dell Technologies Inc.

Technology
591
+ 9.05%
$90.34 - $124.66 $53.4K - $73.7K
7.12K $648K
TER
Teradyne, Inc

Technology
662
+ 17.69%
$82.6 - $140.0 $54.7K - $92.7K
4.4K $363K
TRUP
Trupanion, Inc.

Financial Services
18
+ 0.18%
$32.4 - $49.87 $583 - $898
10K $373K
ROST
Ross Stores, Inc.

Consumer Cyclical
105
+ 1.94%
$123.3 - $154.95 $12.9K - $16.3K
5.52K $705K
LDOS
Leidos Holdings, Inc.

Technology
104
+ 0.74%
$126.82 - $161.11 $13.2K - $16.8K
14.1K $1.9M
HPQ
Hp Inc

Technology
1.74K
+ 5.05%
$27.69 - $34.72 $48K - $60.2K
36.1K $1M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
135
+ 5.35%
$314.47 - $431.35 $42.5K - $58.2K
2.66K $973K
NTAP
Net App, Inc.

Technology
2.44K
+ 19.38%
$87.84 - $126.3 $214K - $308K
15K $1.32M
DLR
Digital Realty Trust, Inc.

Real Estate
63
+ 1.34%
$142.1 - $183.56 $8.95K - $11.6K
4.77K $682K
TROW
Price T Rowe Group Inc

Financial Services
401
+ 4.51%
$91.57 - $116.93 $36.7K - $46.9K
9.29K $853K
XNCR
Xencor Inc

Healthcare
39
+ 0.3%
$10.64 - $24.13 $415 - $941
13K $138K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
235
+ 10.0%
$283.06 - $421.16 $66.5K - $99K
2.59K $731K
BBY
Best Buy CO Inc

Consumer Cyclical
369
+ 2.27%
$70.3 - $91.1 $25.9K - $33.6K
16.6K $1.22M
FDN
First Tr Fd Dow Jones

ETFs
342
+ 2.89%
$221.38 - $266.86 $75.7K - $91.3K
12.2K $2.7M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
97
+ 0.62%
$126.86 - $146.45 $12.3K - $14.2K
15.6K $1.99M
HPE
Hewlett Packard Enterprise CO

Technology
1.79K
+ 5.0%
$14.77 - $24.42 $26.4K - $43.7K
37.5K $579K
WMT
Walmart Inc.

Consumer Defensive
3.05K
+ 1.7%
$84.5 - $105.05 $258K - $321K
183K $16M
BLND
Blend Labs, Inc.

Technology
272
+ 0.12%
$2.96 - $4.05 $805 - $1.1K
229K $768K
MAR
Marriott International Inc

Consumer Cyclical
146
+ 2.37%
$237.01 - $304.45 $34.6K - $44.4K
6.31K $1.5M
UBSI
United Bankshares Inc

Financial Services
76
+ 0.09%
$34.03 - $39.27 $2.59K - $2.98K
83.7K $2.9M
IWN
Ishares Russell2000 Val ETF

ETFs
4.27K
+ 6.34%
$149.27 - $169.4 $637K - $723K
71.5K $10.8M
FCNCA
First Citizens Bancshares Inc

Financial Services
27
+ 2.23%
$1728.36 - $2231.14 $46.7K - $60.2K
1.24K $2.3M
AXP
American Express CO

Financial Services
1.75K
+ 6.58%
$255.39 - $325.87 $448K - $572K
28.4K $7.64M
EIX
Edison International

Utilities
1.19K
+ 7.12%
$50.06 - $80.01 $59.6K - $95.3K
17.9K $1.06M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
54
+ 1.08%
$63.82 - $127.89 $3.45K - $6.91K
5.04K $321K
BAC
Bank Of America Corp

Financial Services
16.9K
+ 3.78%
$39.61 - $47.74 $670K - $808K
464K $19.4M
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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