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
PPG
Ppg Industries Inc

Basic Materials
330
+ 10.82%
$91.66 - $115.04 $30.2K - $38K
3.38K $384K
LEG
Leggett & Platt Inc

Consumer Cyclical
1.91K
+ 5.8%
$6.56 - $9.72 $12.5K - $18.6K
34.9K $310K
VNT
Vontier Corp

Technology
491
+ 6.13%
$28.04 - $37.3 $13.8K - $18.3K
8.51K $313K
FXR
First Trust Industrials/Produc

ETFs
575
+ 35.78%
$60.85 - $74.22 $35K - $42.7K
2.18K $161K
IYF
Ishares Tr

ETFs
311
+ 21.01%
$99.23 - $120.99 $30.9K - $37.6K
1.79K $216K
NNN
National Retail Properties, Inc.

Real Estate
941
+ 7.19%
$37.56 - $43.42 $35.3K - $40.9K
14K $605K
VPU
Vanguard Utilities ETF

ETFs
135
+ 3.23%
$158.36 - $178.82 $21.4K - $24.1K
4.32K $761K
AEE
Ameren Corp

Utilities
637
+ 22.2%
$94.23 - $101.68 $60K - $64.8K
3.51K $336K
SPG
Simon Property Group Inc

Real Estate
345
+ 20.2%
$140.37 - $171.44 $48.4K - $59.1K
2.05K $330K
VNQ
Vanguard Specialized Funds Van

ETFs
961
+ 3.72%
$79.79 - $91.42 $76.7K - $87.9K
26.8K $2.39M
EXPD
Expeditors International Of Washington Inc

Industrials
518
+ 23.3%
$102.84 - $122.24 $53.3K - $63.3K
2.74K $313K
HST
Host Hotels & Resorts, Inc.

Real Estate
400
+ 1.18%
$12.7 - $16.07 $5.08K - $6.43K
34.4K $528K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
2.45K
+ 30.77%
$28.49 - $33.82 $69.9K - $82.9K
10.4K $309K
LEVI
Levi Strauss & CO

Consumer Cyclical
56
+ 0.38%
$12.42 - $18.62 $696 - $1.04K
14.8K $273K
SOUN
Soundhound Ai, Inc.

Technology
706
+ 5.27%
$7.18 - $11.76 $5.07K - $8.3K
14.1K $151K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.9K
+ 6.76%
$7.69 - $11.46 $14.6K - $21.8K
30K $344K
WU
Western Union CO

Financial Services
7.88K
+ 68.99%
$8.37 - $10.63 $65.9K - $83.8K
19.3K $162K
AOS
Smith A O Corp

Industrials
608
+ 17.77%
$59.63 - $70.52 $36.3K - $42.9K
4.03K $264K
MRC
Mrc Global Inc.

Energy
111
+ 0.62%
$9.46 - $14.89 $1.05K - $1.65K
18K $246K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
285
+ 0.76%
$121.58 - $136.74 $34.7K - $39K
37.9K $5.14M
VOYA
Voya Financial, Inc.

Financial Services
352
+ 7.51%
$54.27 - $71.0 $19.1K - $25K
5.04K $357K
WLY
John Wiley & Sons, Inc.

Communication Services
885
+ 15.11%
$37.03 - $45.5 $32.8K - $40.3K
6.74K $300K
ADC
Agree Realty Corp

Real Estate
751
+ 18.74%
$70.68 - $79.12 $53.1K - $59.4K
4.76K $347K
CRUS
Cirrus Logic, Inc.

Technology
95
+ 1.68%
$77.43 - $107.58 $7.36K - $10.2K
5.74K $598K
G
Genpact LTD

Technology
2.27K
+ 22.73%
$40.65 - $50.56 $92.1K - $115K
12.2K $538K
PCAR
Paccar Inc

Industrials
815
+ 4.58%
$86.4 - $99.09 $70.4K - $80.8K
18.6K $1.77M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
715
+ 25.18%
$61.03 - $67.59 $43.6K - $48.3K
3.56K $227K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
398
+ 24.28%
$82.21 - $83.12 $32.7K - $33.1K
2.04K $168K
GNTX
Gentex Corp

Consumer Cyclical
1.98K
+ 22.49%
$20.83 - $23.52 $41.3K - $46.6K
10.8K $237K
GOOD
Gladstone Commercial Corp

Real Estate
2.67K
+ 23.57%
$13.16 - $15.07 $35.1K - $40.2K
14K $200K
NVO
Novo Nordisk A S

Healthcare
740
+ 1.58%
$58.08 - $81.05 $43K - $60K
47.6K $3.29M
OC
Owens Corning

Industrials
327
+ 12.43%
$126.32 - $147.75 $41.3K - $48.3K
2.96K $406K
RS
Reliance Steel & Aluminum CO

Basic Materials
34
+ 4.35%
$262.08 - $316.81 $8.91K - $10.8K
816 $256K
DHI
Horton D R Inc

Consumer Cyclical
122
+ 1.49%
$115.1 - $129.63 $14K - $15.8K
8.33K $1.07M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
532
+ 3.16%
$90.85 - $102.31 $48.3K - $54.4K
17.4K $1.75M
WPC
W. P. Carey Inc.

Real Estate
581
+ 6.12%
$56.12 - $64.53 $32.6K - $37.5K
10.1K $628K
PFS
Provident Financial Services Inc

Financial Services
1.12K
+ 4.7%
$14.69 - $17.98 $16.5K - $20.2K
25K $438K
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.7K
+ 32.72%
$18.68 - $21.54 $31.8K - $36.6K
6.9K $140K
RIO
Rio Tinto PLC

Basic Materials
616
+ 12.76%
$52.32 - $62.75 $32.2K - $38.7K
5.44K $317K
UNM
Unum Group

Financial Services
365
+ 10.43%
$70.48 - $82.91 $25.7K - $30.3K
3.87K $312K
SNAP
Snap Inc

Communication Services
3.23K
+ 5.99%
$7.23 - $9.21 $23.4K - $29.7K
57.2K $496K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.14K
+ 16.6%
$25.48 - $27.78 $28.9K - $31.6K
7.98K $212K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
193
+ 3.72%
$69.8 - $85.28 $13.5K - $16.5K
5.38K $446K
VICI
Vici Properties Inc.

Real Estate
799
+ 7.89%
$29.41 - $32.97 $23.5K - $26.3K
10.9K $356K
INTF
Ishares Tr

ETFs
1
+ 0.01%
$27.6 - $34.51 $27.6 - $34.5
7.25K $248K
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.06%
$233.83 - $276.34 $1.17K - $1.38K
7.72K $2.06M
ICUI
Icu Medical Inc

Healthcare
366
+ 10.62%
$127.74 - $151.04 $46.8K - $55.3K
3.81K $503K
AOA
Ishares Tr Core Aggressive All

ETFs
39
+ 1.31%
$69.46 - $83.4 $2.71K - $3.25K
3.02K $251K
ADM
Archer Daniels Midland CO

Consumer Defensive
3
+ 0.06%
$41.79 - $54.16 $125 - $162
4.99K $263K
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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