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
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.84K
+ 80.74%
$149.76 - $186.42 $575K - $716K
8.59K $1.6M
CHD
Church & Dwight CO Inc

Consumer Defensive
8.3K
+ 317.69%
$91.57 - $110.76 $760K - $919K
10.9K $1.05M
VST
Vistra Corp.

Utilities
446
+ 5.12%
$98.07 - $195.04 $43.7K - $87K
9.15K $1.77M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
75.7K
+ 5.21%
$22.18 - $23.36 $1.68M - $1.77M
1.53M $34.2M
CRM
Salesforce, Inc.

Technology
1.02K
+ 0.95%
$236.26 - $291.15 $241K - $297K
109K $29.7M
ARES
Ares Management Corp

Financial Services
400
+ 1.58%
$118.04 - $175.83 $47.2K - $70.3K
25.7K $4.46M
PPL
Ppl Corp

Utilities
22.6K
+ 240.27%
$33.45 - $36.5 $755K - $824K
32K $1.08M
MCO
Moodys Corp

Financial Services
1.38K
+ 111.64%
$396.7 - $501.59 $548K - $693K
2.62K $1.31M
FDN
First Tr Fd Dow Jones

ETFs
592
+ 4.87%
$200.29 - $269.33 $119K - $159K
12.8K $3.44M
CCI
Crown Castle International Corp

Real Estate
7.11K
+ 106.24%
$94.83 - $107.06 $674K - $761K
13.8K $1.42M
HEI
Heico Corp

Industrials
169
+ 1.61%
$236.44 - $328.0 $40K - $55.4K
10.7K $3.5M
ISRG
Intuitive Surgical Inc

Healthcare
79
+ 0.59%
$451.58 - $565.94 $35.7K - $44.7K
13.5K $7.35M
VBR
Vanguard Small Cap Value ETF

ETFs
1.5K
+ 3.35%
$162.76 - $195.77 $245K - $294K
46.3K $9.04M
LEN
Lennar Corp

Consumer Cyclical
6.26K
+ 130.93%
$102.76 - $115.66 $643K - $724K
11K $1.22M
BYD
Boyd Gaming Corp

Consumer Cyclical
8.01K
+ 256.03%
$60.8 - $79.02 $487K - $633K
11.1K $870K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.79K
+ 25.11%
$91.62 - $116.16 $347K - $440K
18.9K $2.19M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
6.01K
+ 11.75%
$70.7 - $82.14 $425K - $494K
57.2K $4.7M
ASML
Asml Holding Nv

Technology
392
+ 16.94%
$595.37 - $815.24 $233K - $320K
2.71K $2.17M
PSN
Parsons Corp

Industrials
7.6K
+ 108.02%
$58.88 - $71.77 $447K - $545K
14.6K $1.05M
UNP
Union Pacific Corp

Industrials
8.79K
+ 3.84%
$208.27 - $238.46 $1.83M - $2.1M
238K $54.7M
LHX
L3 Harris Technologies, Inc.

Industrials
1.95K
+ 67.96%
$200.21 - $256.99 $390K - $501K
4.82K $1.21M
NXPI
Nxp Semiconductors N.V.

Technology
2.11K
+ 42.48%
$153.5 - $218.72 $324K - $462K
7.08K $1.55M
IDEV
Ishares Core Msci Intl Develop

ETFs
6.66K
+ 49.79%
$61.79 - $76.67 $412K - $511K
20K $1.52M
SCHW
Schwab Charles Corp

Financial Services
1.1K
+ 2.87%
$69.06 - $91.24 $76K - $100K
39.4K $3.6M
BX
Blackstone Inc.

Financial Services
2.39K
+ 10.34%
$120.07 - $151.11 $287K - $361K
25.5K $3.81M
FDX
Fedex Corp

Industrials
3.2K
+ 35.54%
$198.07 - $245.17 $634K - $785K
12.2K $2.77M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.5K
+ 225.62%
$44.68 - $45.96 $560K - $576K
18.1K $827K
NEM
Newmont Corp

Basic Materials
2.63K
+ 6.35%
$44.18 - $59.46 $116K - $156K
44K $2.56M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.9K
+ 63.45%
$77.74 - $78.78 $536K - $544K
17.8K $1.4M
DE
Deere & CO

Industrials
648
+ 11.78%
$412.99 - $531.48 $268K - $344K
6.15K $3.13M
VEEV
Veeva Systems Inc

Healthcare
1.44K
+ 63.66%
$209.39 - $289.94 $302K - $418K
3.71K $1.07M
GD
General Dynamics Corp

Industrials
874
+ 5.82%
$247.68 - $291.66 $216K - $255K
15.9K $4.63M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.07K
+ 4.94%
$41.45 - $54.46 $127K - $167K
65.2K $3.4M
ROST
Ross Stores, Inc.

Consumer Cyclical
4.16K
+ 75.42%
$126.62 - $154.26 $527K - $642K
9.68K $1.24M
DJP
Barclays Bank PLC

ETFs
16.4K
+ 168.1%
N/A
26.2K $845K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
381
+ 0.27%
$50.39 - $60.05 $19.2K - $22.9K
141K $8.48M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.21K
+ 117.04%
$483.07 - $625.6 $584K - $756K
2.24K $1.18M
NTAP
Net App, Inc.

Technology
2.15K
+ 14.27%
$76.1 - $106.55 $163K - $229K
17.2K $1.83M
FDVV
Fidelity High Dividend ETF

ETFs
7.92K
+ 20.48%
$43.6 - $52.02 $345K - $412K
46.6K $2.42M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.99K
+ 22.08%
$77.94 - $79.5 $467K - $476K
33.1K $2.63M
TSN
Tyson Foods, Inc.

Consumer Defensive
9.72K
+ 133.35%
$54.33 - $63.56 $528K - $618K
17K $951K
MSTR
Microstrategy Inc

Technology
156
+ 4.35%
$237.95 - $421.61 $37.1K - $65.8K
3.74K $1.51M
IJK
Ishares S&P Midcap 400 Growth

ETFs
558
+ 1.01%
$73.7 - $90.98 $41.1K - $50.8K
55.8K $5.08M
AMP
Ameriprise Financial Inc

Financial Services
629
+ 22.86%
$422.19 - $533.73 $266K - $336K
3.38K $1.8M
IRM
Iron Mountain Inc

Real Estate
2.21K
+ 14.8%
$76.93 - $105.25 $170K - $233K
17.1K $1.76M
USFD
Us Foods Holding Corp.

Consumer Defensive
805
+ 2.27%
$60.47 - $79.12 $48.7K - $63.7K
36.2K $2.79M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
9.12K
+ 85.67%
$50.34 - $51.86 $459K - $473K
19.8K $1.01M
ADI
Analog Devices Inc

Technology
595
+ 6.79%
$164.6 - $238.02 $97.9K - $142K
9.36K $2.23M
KO
Coca Cola CO

Consumer Defensive
7.84K
+ 7.11%
$68.37 - $73.9 $536K - $579K
118K $8.36M
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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