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
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
88
+ 1.31%
$26.38 - $32.66 $2.32K - $2.87K
6.82K $222K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
17
+ 0.45%
$36.01 - $45.69 $612 - $777
3.83K $175K
DRI
Darden Restaurants Inc

Consumer Cyclical
34
+ 2.27%
$186.58 - $225.78 $6.34K - $7.68K
1.53K $334K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
135
+ 4.42%
$107.61 - $119.09 $14.5K - $16.1K
3.19K $378K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
425
+ 2.72%
$16.37 - $18.59 $6.96K - $7.9K
16.1K $296K
AFL
Aflac Inc

Financial Services
1.14K
+ 6.71%
$99.77 - $112.45 $114K - $128K
18.1K $1.91M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
595
+ 0.89%
$20.16 - $20.49 $12K - $12.2K
67.2K $1.38M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
965
+ 20.74%
$99.37 - $134.05 $95.9K - $129K
5.62K $637K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
129
+ 5.18%
$50.27 - $62.05 $6.48K - $8K
2.62K $161K
LZ
Legalzoom.Com, Inc.

Industrials
1.14K
+ 2.83%
$6.61 - $9.71 $7.53K - $11.1K
41.4K $368K
FIZZ
National Beverage Corp

Consumer Defensive
172
+ 2.56%
$41.45 - $46.54 $7.13K - $8K
6.9K $298K
CBSH
Commerce Bancshares Inc

Financial Services
319
+ 8.03%
$55.42 - $65.63 $17.7K - $20.9K
4.29K $266K
PSLV
Sprott Physical Silver Trust

Financial Services
450
+ 2.26%
$9.98 - $12.51 $4.49K - $5.63K
20.3K $248K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
100
+ 7.02%
$157.93 - $175.89 $15.8K - $17.6K
1.53K $266K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
180
+ 15.44%
$100.04 - $100.54 $18K - $18.1K
1.35K $135K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
20
+ 0.07%
$43.28 - $50.37 $866 - $1.01K
28.5K $1.43M
ADSK
Autodesk, Inc.

Technology
68
+ 2.34%
N/A
2.97K $731K
IYE
Ishares Tr

ETFs
680
+ 20.21%
$40.36 - $49.67 $27.4K - $33.8K
4.05K $182K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.2K
+ 9.14%
$10.59 - $11.48 $12.8K - $13.8K
14.4K $164K
APPF
Appfolio Inc

Technology
3
+ 0.21%
$192.02 - $234.65 $576 - $704
1.46K $335K
URTH
Ishares Msci World ETF

ETFs
3
+ 0.33%
$136.3 - $169.38 $409 - $508
905 $153K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
632
+ 7.42%
$28.45 - $33.08 $18K - $20.9K
9.14K $291K
MD
Mednax, Inc.

Healthcare
1.18K
+ 5.51%
$12.0 - $15.17 $14.2K - $17.9K
22.6K $324K
STE
Steris PLC

Healthcare
3
+ 0.32%
$208.55 - $252.55 $626 - $758
943 $226K
KIM
Kimco Realty Corp

Real Estate
674
+ 6.78%
$18.7 - $21.69 $12.6K - $14.6K
10.6K $223K
ALRM
Alarm.Com Holdings, Inc.

Technology
66
+ 1.39%
$49.34 - $60.68 $3.26K - $4K
4.81K $272K
PLD
Prologis, Inc.

Real Estate
2.01K
+ 6.58%
$89.76 - $112.34 $180K - $225K
32.5K $3.42M
EVRI
Everi Holdings Inc.

Consumer Cyclical
93
+ 0.72%
$13.27 - $14.24 $1.23K - $1.32K
13K $184K
MAA
Mid America Apartment Communities Inc.

Real Estate
477
+ 14.8%
$145.91 - $168.0 $69.6K - $80.1K
3.7K $547K
TAP
Molson Coors Beverage CO

Consumer Defensive
1.03K
+ 31.29%
$47.24 - $62.46 $48.6K - $64.3K
4.32K $207K
SHW
Sherwin Williams CO

Basic Materials
149
+ 1.98%
$313.51 - $363.51 $46.7K - $54.2K
7.69K $2.64M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
1.13K
+ 5.24%
$3.1 - $4.72 $3.49K - $5.31K
22.6K $92K
OFC
Corporate Office Properties Trust

Real Estate
227
+ 2.45%
N/A
9.49K $228K
ROCK
Gibraltar Industries, Inc.

Industrials
36
+ 0.51%
$50.2 - $63.09 $1.81K - $2.27K
7.16K $422K
INDB
Independent Bank Corp

Financial Services
22
+ 0.35%
$53.62 - $65.63 $1.18K - $1.44K
6.24K $392K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
37
+ 0.33%
$7.79 - $9.98 $288 - $369
11.1K $102K
HES
Hess Corp

Energy
446
+ 15.8%
$126.32 - $161.29 $56.3K - $71.9K
3.27K $452K
SJM
J M Smucker CO

Consumer Defensive
778
+ 21.17%
$94.41 - $118.52 $73.5K - $92.2K
4.45K $437K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
66
+ 1.34%
$21.37 - $22.67 $1.41K - $1.5K
5K $112K
AAL
American Airlines Group Inc.

Industrials
1
+ 0.0%
N/A
24.5K $270K
BFB
Brown Forman Corp Cl B
1.68K
+ 3.84%
N/A
45.3K $0
Black Rock Inc
1.38K
+ 2.27%
N/A
62.5K $0
Linde PLC
4.21K
+ 59.89%
N/A
11.2K $0
Ge Healthcare Technologies I
2.53K
+ 16.3%
N/A
18.1K $0
Crane Company
24
+ 0.98%
N/A
2.47K $0
Fidelity Covington Trust
2.49K
+ 69.01%
N/A
6.09K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.22K
+ 9.95%
N/A
13.5K $0
Goldman Sachs ETF Tr
1.5K
+ 0.92%
N/A
163K $0
ETF Opportunities Trust
448
+ 2.65%
N/A
17.3K $0
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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