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
COLB
Columbia Banking System, Inc.

Financial Services
5.41K
+ 45.47%
$23.89 - $28.84 $129K - $156K
17.3K $431K
CRBG
Corebridge Financial, Inc.

Financial Services
2.59K
+ 15.52%
$29.61 - $34.68 $76.8K - $89.9K
19.3K $609K
UGI
Ugi Corp

Utilities
850
+ 5.19%
$28.0 - $34.16 $23.8K - $29K
17.2K $570K
RGLD
Royal Gold Inc

Basic Materials
270
+ 13.84%
$132.55 - $163.51 $35.8K - $44.1K
2.22K $363K
LZ
Legalzoom.Com, Inc.

Industrials
8.24K
+ 25.78%
$7.52 - $10.26 $62K - $84.6K
40.2K $346K
GRMN
Garmin LTD

Technology
290
+ 7.57%
$204.55 - $241.93 $59.3K - $70.2K
4.12K $894K
PPL
Ppl Corp

Utilities
2.11K
+ 29.05%
$31.68 - $36.11 $67K - $76.3K
9.39K $339K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.74K
+ 9.94%
$72.7 - $84.32 $127K - $147K
19.3K $1.44M
IYR
Ishares Tr

ETFs
1.01K
+ 70.85%
$89.49 - $98.98 $90.5K - $100K
2.44K $233K
OGE
Oge Energy Corp.

Utilities
1.51K
+ 22.84%
$39.76 - $46.32 $60.2K - $70.1K
8.14K $374K
LNC
Lincoln National Corp

Financial Services
1.55K
+ 14.75%
$30.06 - $39.23 $46.7K - $61K
12.1K $434K
OEF
Ishares S&P 100 ETF

ETFs
376
+ 1.2%
N/A
31.8K $8.46M
AEM
Agnico Eagle Mines LTD

Basic Materials
198
+ 7.67%
$79.66 - $108.41 $15.8K - $21.5K
2.78K $301K
NSC
Norfolk Southern Corp

Industrials
357
+ 4.84%
$227.69 - $259.76 $81.3K - $92.7K
7.74K $1.83M
CPB
Campbell Soup CO

Consumer Defensive
2.75K
+ 47.34%
$37.29 - $42.04 $102K - $115K
8.55K $341K
UVE
Universal Insurance Holdings, Inc.

Financial Services
2.81K
+ 23.08%
$18.91 - $23.7 $53.2K - $66.7K
15K $355K
CIVI
Civitas Resources, Inc.

Energy
4.29K
+ 92.0%
$32.05 - $54.79 $138K - $235K
8.96K $312K
BR
Broadridge Financial Solutions, Inc.

Technology
8
+ 0.13%
$221.46 - $244.83 $1.77K - $1.96K
5.97K $1.45M
NHI
National Health Investors Inc

Real Estate
1.08K
+ 30.61%
$65.79 - $76.06 $71.1K - $82.2K
4.61K $340K
PEG
Public Service Enterprise Group Inc

Utilities
1.23K
+ 35.79%
$78.2 - $90.39 $95.9K - $111K
4.65K $382K
HL
Hecla Mining CO

Basic Materials
12.9K
+ 43.32%
$5.07 - $6.37 $65.2K - $81.9K
42.5K $236K
VRNT
Verint Systems Inc

Technology
2.78K
+ 33.99%
N/A
10.9K $356K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.52K
+ 2.56%
$55.41 - $60.74 $195K - $214K
141K $7.96M
CNO
Cno Financial Group, Inc.

Financial Services
892
+ 7.79%
$35.99 - $42.34 $32.1K - $37.8K
12.3K $514K
IDEV
Ishares Core Msci Intl Develop

ETFs
458
+ 3.54%
$63.77 - $71.36 $29.2K - $32.7K
13.4K $921K
FNV
Franco Nevada Corp

Basic Materials
15
+ 0.71%
$120.72 - $157.56 $1.81K - $2.36K
2.13K $336K
AEE
Ameren Corp

Utilities
608
+ 26.88%
$86.87 - $103.67 $52.8K - $63K
2.87K $288K
CDE
Coeur Mining, Inc.

Basic Materials
13.9K
+ 67.85%
$5.02 - $7.29 $69.9K - $102K
34.5K $203K
CSGS
Csg Systems International Inc

Technology
707
+ 15.61%
$49.81 - $66.73 $35.2K - $47.2K
5.24K $316K
HSY
Hershey CO

Consumer Defensive
462
+ 16.45%
$144.74 - $186.36 $66.9K - $86.1K
3.27K $559K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.19K
+ 13.26%
$120.24 - $134.3 $143K - $160K
10.2K $1.24M
GVA
Granite Construction Inc

Industrials
1.5K
+ 55.57%
$70.98 - $94.81 $106K - $142K
4.19K $315K
UTHR
United Therapeutics Corp

Healthcare
499
+ 29.61%
$304.42 - $380.78 $152K - $190K
2.18K $673K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
441
+ 3.22%
$47.39 - $54.26 $20.9K - $23.9K
14.1K $733K
MAT
Mattel Inc

Consumer Cyclical
2.7K
+ 20.56%
$17.73 - $21.94 $47.9K - $59.3K
15.9K $308K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
2.02K
+ 31.14%
$30.51 - $32.85 $61.7K - $66.4K
8.51K $277K
FE
Firstenergy Corp

Utilities
1.58K
+ 12.91%
$37.95 - $43.5 $60.1K - $68.9K
13.8K $559K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
1.5K
+ 14.28%
$19.53 - $25.74 $29.4K - $38.7K
12K $291K
BP
Bp PLC

Energy
394
+ 2.88%
$29.93 - $35.31 $11.8K - $13.9K
14.1K $476K
FMC
Fmc Corp

Basic Materials
2.34K
+ 54.1%
$34.54 - $56.38 $80.8K - $132K
6.67K $281K
CF
Cf Industries Holdings, Inc.

Basic Materials
1.5K
+ 23.56%
$75.03 - $97.25 $112K - $145K
7.84K $612K
VICI
Vici Properties Inc.

Real Estate
1.16K
+ 12.95%
$28.21 - $32.68 $32.8K - $37.9K
10.1K $330K
NUE
Nucor Corp

Basic Materials
435
+ 10.06%
$114.48 - $142.52 $49.8K - $62K
4.76K $572K
SNV
Synovus Financial Corp

Financial Services
2K
+ 33.24%
$43.7 - $56.87 $87.5K - $114K
8.03K $375K
TD
Toronto Dominion Bank

Financial Services
9
+ 0.09%
$53.12 - $61.15 $478 - $550
9.88K $592K
TFC
Truist Financial Corp

Financial Services
2.38K
+ 16.71%
$39.48 - $48.15 $94K - $115K
16.6K $684K
SUN
Sunoco LP

Energy
186
+ 2.21%
$51.29 - $59.25 $9.54K - $11K
8.59K $498K
HMN
Horace Mann Educators Corp

Financial Services
1K
+ 15.46%
$36.56 - $43.12 $36.7K - $43.3K
7.5K $320K
MGV
Vanguard Mega Cap Value

ETFs
134
+ 1.1%
$123.61 - $133.01 $16.6K - $17.8K
12.3K $1.59M
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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