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
EPD
Enterprise Products Partners L.P.

Energy
766
+ 0.42%
$31.75 - $34.14 $24.3K - $26.2K
183K $6.26M
MMM
3 M CO

Industrials
660
+ 2.73%
$129.7 - $155.12 $85.6K - $102K
24.8K $3.64M
SPIB
Spdr Portfolio Intermediate Te

ETFs
14.2K
+ 12.8%
$32.5 - $33.3 $461K - $473K
125K $4.16M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.7K
+ 10.75%
$497.6 - $606.74 $848K - $1.03M
17.6K $8.74M
DVN
Devon Energy Corp

Energy
9.92K
+ 43.21%
$33.15 - $38.55 $329K - $382K
32.9K $1.23M
DUK
Duke Energy Corp

Utilities
464
+ 1.63%
$105.87 - $121.97 $49.1K - $56.6K
29K $3.54M
PG
Procter & Gamble CO

Consumer Defensive
937
+ 0.88%
$158.56 - $176.26 $149K - $165K
108K $18.3M
SLV
I Shares Silver Trust

ETFs
1.67K
+ 2.04%
$26.93 - $31.32 $45K - $52.3K
83.5K $2.59M
GS
Goldman Sachs Group Inc

Financial Services
1.06K
+ 18.69%
$524.81 - $672.19 $558K - $715K
6.76K $3.69M
AZN
Astrazeneca PLC

Healthcare
2.81K
+ 9.93%
$65.37 - $77.96 $183K - $219K
31K $2.28M
AME
Ametek Inc

Industrials
2.73K
+ 43.72%
$170.39 - $190.43 $466K - $520K
8.98K $1.55M
KLAC
Kla Corp

Technology
67
+ 0.9%
$636.62 - $777.63 $42.7K - $52.1K
7.47K $5.08M
IAU
Ishares Gold Trust

ETFs
3.14K
+ 13.31%
$49.74 - $58.96 $156K - $185K
26.8K $1.58M
FNF
Fidelity National Financial, Inc.

Financial Services
1.3K
+ 3.61%
$54.25 - $65.27 $70.4K - $84.7K
37.3K $2.43M
BMY
Bristol Myers Squibb CO

Healthcare
2.74K
+ 5.31%
$53.9 - $63.11 $148K - $173K
54.3K $3.31M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.66K
+ 10.07%
$56.12 - $68.15 $149K - $181K
29.1K $1.97M
KMI
Kinder Morgan, Inc.

Energy
7.92K
+ 5.69%
$26.1 - $31.22 $207K - $247K
147K $4.2M
SYY
Sysco Corp

Consumer Defensive
5.3K
+ 34.86%
$70.0 - $77.13 $371K - $409K
20.5K $1.54M
FISV
Fiserv Inc

Technology
2.96K
+ 23.55%
N/A
15.5K $1.94M
OKE
Oneok Inc

Energy
3.87K
+ 25.58%
$89.57 - $109.85 $346K - $425K
19K $1.88M
CTRA
Coterra Energy Inc.

Energy
9.52K
+ 38.58%
$25.51 - $29.83 $243K - $284K
34.2K $988K
CSX
Csx Corp

Industrials
24.7K
+ 18.78%
$29.11 - $33.67 $718K - $830K
156K $4.59M
APD
Air Products & Chemicals, Inc.

Basic Materials
954
+ 6.84%
$283.24 - $338.07 $270K - $323K
14.9K $4.39M
AEP
American Electric Power CO Inc

Utilities
1.48K
+ 14.27%
$90.32 - $109.27 $133K - $161K
11.8K $1.29M
PRU
Prudential Financial Inc

Financial Services
3.45K
+ 45.09%
$105.04 - $122.33 $362K - $422K
11.1K $1.24M
HEI
Heico Corp

Industrials
17
+ 0.16%
$219.6 - $270.85 $3.73K - $4.6K
10.5K $2.8M
EVRG
Evergy, Inc.

Utilities
4.13K
+ 115.76%
$59.9 - $69.52 $247K - $287K
7.69K $530K
OUNZ
Van Eck Merk Gold Trust

ETFs
291
+ 0.47%
$25.41 - $30.14 $7.39K - $8.77K
62.6K $1.89M
EXEL
Exelixis, Inc.

Healthcare
6.57K
+ 49.8%
$32.38 - $39.16 $213K - $257K
19.8K $729K
WPM
Wheaton Precious Metals Corp.

Basic Materials
531
+ 4.97%
$55.75 - $77.63 $29.6K - $41.2K
11.2K $870K
GD
General Dynamics Corp

Industrials
494
+ 3.4%
$241.94 - $272.58 $120K - $135K
15K $4.09M
ORCL
Oracle Corp

Technology
20.5K
+ 21.15%
$139.81 - $186.47 $2.86M - $3.82M
117K $16.4M
OVV
Ovintiv Inc.

Energy
5.7K
+ 64.53%
$37.84 - $45.91 $216K - $262K
14.5K $622K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.41K
+ 27.69%
$51.45 - $58.51 $381K - $434K
34.2K $1.77M
DE
Deere & CO

Industrials
23
+ 0.42%
$408.57 - $509.27 $9.4K - $11.7K
5.5K $2.58M
ITW
Illinois Tool Works Inc

Industrials
1.18K
+ 20.64%
$244.9 - $274.48 $289K - $324K
6.9K $1.71M
KMB
Kimberly Clark Corp

Consumer Defensive
196
+ 0.96%
$124.46 - $147.4 $24.4K - $28.9K
20.7K $2.94M
SR
Spire Inc

Utilities
2.57K
+ 64.76%
$65.62 - $78.25 $169K - $201K
6.54K $511K
WASH
Washington Trust Bancorp Inc

Financial Services
7.81K
+ 97.76%
$29.16 - $33.96 $228K - $265K
15.8K $487K
WAL
Western Alliance Bancorporation

Financial Services
3.47K
+ 72.64%
$72.65 - $94.0 $252K - $326K
8.24K $632K
CRUS
Cirrus Logic, Inc.

Technology
2.31K
+ 69.39%
$97.89 - $111.4 $226K - $258K
5.64K $562K
TRV
Travelers Companies, Inc.

Financial Services
187
+ 2.48%
$232.43 - $265.13 $43.5K - $49.6K
7.71K $2.04M
ASML
Asml Holding Nv

Technology
425
+ 22.5%
$662.63 - $776.99 $282K - $330K
2.31K $1.53M
SNPS
Synopsys Inc

Technology
800
+ 37.9%
$428.58 - $551.54 $343K - $441K
2.91K $1.25M
POR
Portland General Electric CO

Utilities
4.86K
+ 70.21%
$40.56 - $45.24 $197K - $220K
11.8K $525K
DFAU
Dimensional ETF Tr

ETFs
5.91K
+ 224.42%
$37.84 - $42.29 $224K - $250K
8.54K $328K
ESNT
Essent Group Ltd.

Financial Services
3.63K
+ 98.67%
$53.6 - $59.25 $194K - $215K
7.31K $421K
BKH
Black Hills Corp

Utilities
3.52K
+ 99.83%
$55.74 - $61.86 $196K - $218K
7.05K $427K
ICE
Intercontinental Exchange, Inc.

Financial Services
313
+ 4.62%
$142.8 - $176.36 $44.7K - $55.2K
7.09K $1.22M
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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