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
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.98K
+ 1.46%
$52.31 - $63.72 $260K - $317K
346K $22.1M
USB
Us Bancorp \De\

Financial Services
29.9K
+ 28.97%
$36.4 - $45.76 $1.09M - $1.37M
133K $6.03M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
55.3K
+ 149.86%
$22.92 - $28.05 $1.27M - $1.55M
92.3K $2.59M
AMT
American Tower Corp

Real Estate
2.9K
+ 1.03%
$203.96 - $228.19 $592K - $663K
285K $62.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
20.3K
+ 145.61%
$58.41 - $72.69 $1.18M - $1.47M
34.2K $2.48M
IDXX
Idexx Laboratories Inc

Healthcare
2.47K
+ 127.19%
$361.04 - $536.34 $892K - $1.32M
4.41K $2.37M
VCR
Vanguard Consumer Discretionar

ETFs
3.82K
+ 136.89%
$290.42 - $364.35 $1.11M - $1.39M
6.6K $2.39M
ACN
Accenture PLC

Technology
8.09K
+ 11.07%
$279.23 - $323.21 $2.26M - $2.61M
81.1K $24.3M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
54.6K
+ 33.07%
$24.94 - $25.42 $1.36M - $1.39M
220K $5.58M
LDOS
Leidos Holdings, Inc.

Technology
6.87K
+ 48.81%
$132.9 - $160.3 $913K - $1.1M
20.9K $3.3M
UBER
Uber Technologies, Inc

Technology
1.38K
+ 2.25%
$64.62 - $93.3 $89.4K - $129K
62.9K $5.87M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.3K
+ 207.53%
$310.86 - $348.77 $1.34M - $1.5M
6.37K $2.04M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
13.7K
+ 39.75%
$65.84 - $80.81 $904K - $1.11M
48.3K $3.87M
DUHP
Dimensional ETF Tr Dimensional

ETFs
36.3K
+ 372.54%
$29.36 - $35.56 $1.07M - $1.29M
46.1K $1.64M
ADBE
Adobe Inc.

Technology
2.91K
+ 5.98%
$340.0 - $420.68 $991K - $1.23M
51.6K $20M
T
At&T Inc.

Communication Services
40.2K
+ 20.92%
$26.33 - $28.94 $1.06M - $1.16M
232K $6.72M
HEFA
Ishares Currency Hedged Msci E

ETFs
32.8K
+ 245.53%
$32.11 - $38.21 $1.05M - $1.25M
46.2K $1.75M
EW
Edwards Lifesciences Corp

Healthcare
14K
+ 46.56%
$67.07 - $78.22 $939K - $1.1M
44.1K $3.45M
BALL
Ball Corp

Consumer Cyclical
21.7K
+ 496.04%
$44.94 - $56.99 $974K - $1.24M
26.1K $1.46M
SCHA
Schwab Strategic Tr Us Small C

ETFs
37.9K
+ 28.33%
$20.42 - $25.3 $775K - $960K
172K $4.35M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.13K
+ 4.63%
$272.36 - $339.57 $309K - $385K
25.6K $8.7M
VXF
Vanguard Extended Market ETF

ETFs
604
+ 1.19%
$150.43 - $192.71 $90.9K - $116K
51.4K $9.91M
C
Citigroup Inc

Financial Services
3.33K
+ 5.55%
$58.13 - $85.12 $194K - $284K
63.4K $5.4M
ANSS
Ansys Inc

Technology
3.08K
+ 297.97%
$284.19 - $351.22 $874K - $1.08M
4.11K $1.44M
WAL
Western Alliance Bancorporation

Financial Services
14.2K
+ 172.16%
$61.0 - $79.94 $865K - $1.13M
22.4K $1.75M
OEF
Ishares S&P 100 ETF

ETFs
4.18K
+ 13.13%
N/A
36K $9.57M
MTG
Mgic Investment Corp

Financial Services
34.9K
+ 76.69%
$22.43 - $28.1 $782K - $980K
80.4K $2.24M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.2K
+ 68.33%
$34.72 - $42.74 $807K - $994K
57.3K $2.45M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.62K
+ 61.05%
$328.01 - $475.68 $532K - $772K
4.28K $2M
SPYG
Spdr Portfolio

ETFs
6.41K
+ 23.33%
$71.83 - $95.32 $460K - $611K
33.9K $3.23M
NOW
Service Now, Inc.

Technology
164
+ 4.48%
$721.65 - $1040.18 $118K - $171K
3.83K $3.93M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.62K
+ 11.26%
$376.48 - $440.65 $610K - $714K
16K $7.05M
JBL
Jabil Inc

Technology
426
+ 3.87%
$116.88 - $218.1 $49.8K - $92.9K
11.4K $2.49M
SHOP
Shopify Inc.

Technology
6.6K
+ 62.36%
$76.89 - $115.35 $507K - $761K
17.2K $1.98M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
28.5K
+ 25.94%
$19.1 - $23.83 $543K - $678K
138K $3.29M
SSNC
Ss&C Technologies Holdings Inc

Technology
11.2K
+ 162.61%
$71.96 - $83.42 $807K - $936K
18.1K $1.5M
USMC
Principal ETF U S Mega Cap

ETFs
2.66K
+ 2.04%
$50.94 - $62.56 $136K - $167K
133K $8.33M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.48K
+ 18.64%
$152.42 - $182.82 $531K - $637K
22.2K $4.05M
FNDF
Schwab Fundamental Intl Large

ETFs
17.5K
+ 44.7%
$32.25 - $40.02 $565K - $702K
56.8K $2.27M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
39.1K
+ 0.68%
$22.54 - $23.17 $882K - $906K
5.78M $133M
PULS
Pgim ETF Tr

ETFs
16.6K
+ 4.16%
$49.39 - $49.76 $819K - $826K
415K $20.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
202
+ 0.79%
$224.16 - $285.86 $45.3K - $57.7K
25.7K $7.35M
TD
Toronto Dominion Bank

Financial Services
9.4K
+ 95.14%
$55.71 - $73.45 $524K - $690K
19.3K $1.42M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
15.6K
+ 14.45%
$50.52 - $50.92 $787K - $793K
123K $6.28M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
14.2K
+ 336.26%
$43.53 - $54.46 $616K - $771K
18.4K $999K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4.64K
+ 2.26%
$33.46 - $41.33 $155K - $192K
210K $8.67M
TXN
Texas Instruments Inc

Technology
4.04K
+ 10.79%
N/A
41.5K $8.07M
BMY
Bristol Myers Squibb CO

Healthcare
34.2K
+ 62.99%
$44.12 - $59.6 $1.51M - $2.04M
88.5K $4.1M
EEM
Ishares Msci Emerging Markets

ETFs
2.6K
+ 1.83%
$38.52 - $48.28 $100K - $125K
144K $6.97M
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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