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
EHC
Encompass Health Corp

Healthcare
349
+ 10.72%
$91.05 - $102.2 $31.8K - $35.7K
3.61K $365K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.08K
+ 22.71%
$161.27 - $192.3 $175K - $208K
5.86K $944K
DHT
Dht Holdings, Inc.

Energy
2.87K
+ 10.97%
$9.33 - $11.85 $26.7K - $34K
29K $304K
MSTR
Microstrategy Inc

Technology
227
+ 6.76%
$239.27 - $396.5 $54.3K - $90K
3.59K $1.03M
CR
Crane Holdings, Co.

Industrials
346
+ 7.98%
$150.33 - $175.81 $52K - $60.8K
4.68K $717K
ALRM
Alarm.Com Holdings, Inc.

Technology
1.38K
+ 41.11%
$55.65 - $63.82 $77K - $88.3K
4.75K $264K
DRI
Darden Restaurants Inc

Consumer Cyclical
150
+ 11.11%
$180.02 - $208.56 $27K - $31.3K
1.5K $311K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
3.25K
+ 26.26%
$15.88 - $17.78 $51.6K - $57.8K
15.6K $273K
MTG
Mgic Investment Corp

Financial Services
398
+ 0.88%
$22.56 - $25.71 $8.98K - $10.2K
45.5K $1.13M
PINS
Pinterest, Inc.

Communication Services
1.42K
+ 18.41%
$29.79 - $40.0 $42.3K - $56.8K
9.13K $282K
INT
World Fuel Services Corp

Energy
2.68K
+ 35.23%
N/A
10.3K $225K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.11K
+ 11.29%
$54.25 - $57.64 $60.2K - $63.9K
10.9K $602K
ALIT
Alight, Inc.

Technology
14.2K
+ 53.71%
$5.91 - $7.05 $84K - $100K
40.7K $241K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3
+ 0.51%
$1227.6 - $1458.46 $3.68K - $4.38K
589 $795K
VGSH
Vanguard

ETFs
901
+ 9.62%
$58.07 - $58.69 $52.3K - $52.9K
10.3K $602K
THFF
First Financial Corp

Financial Services
830
+ 14.51%
$43.45 - $53.53 $36.1K - $44.4K
6.55K $320K
MLPX
Global X Mlp & Energy Infrastr

ETFs
400
+ 4.43%
$59.6 - $67.2 $23.8K - $26.9K
9.43K $601K
BK
Bank Of New York Mellon Corp

Financial Services
102
+ 1.56%
$75.42 - $88.95 $7.69K - $9.07K
6.66K $558K
EPR
Epr Properties

Real Estate
335
+ 7.37%
$43.98 - $53.81 $14.7K - $18K
4.88K $256K
HBNC
Horizon Bancorp Inc

Financial Services
4.25K
+ 42.25%
$15.0 - $17.76 $63.7K - $75.4K
14.3K $215K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
2.29K
+ 46.51%
$21.77 - $22.56 $49.8K - $51.6K
7.21K $161K
ORI
Old Republic International Corp

Financial Services
203
+ 1.37%
$33.46 - $39.22 $6.79K - $7.96K
15K $589K
VONE
Vanguard Russell 1000 ETF

ETFs
262
+ 22.05%
$250.16 - $278.79 $65.5K - $73K
1.45K $368K
AVNS
Avanos Medical, Inc.

Healthcare
4.68K
+ 46.25%
$13.95 - $17.45 $65.2K - $81.6K
14.8K $211K
UDMY
Udemy, Inc.

Consumer Defensive
7.81K
+ 37.48%
$7.32 - $10.1 $57.2K - $78.9K
28.7K $222K
ABNB
Airbnb, Inc.

Consumer Cyclical
634
+ 29.52%
$119.38 - $161.42 $75.7K - $102K
2.78K $332K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
6.24K
+ 41.12%
$9.61 - $12.47 $60K - $77.9K
21.4K $212K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.07K
+ 23.24%
$20.2 - $22.24 $41.8K - $46K
11K $235K
YELP
Yelp Inc

Communication Services
1.68K
+ 19.8%
$33.6 - $41.25 $56.5K - $69.4K
10.2K $376K
CACI
Caci International Inc

Technology
112
+ 22.44%
N/A
611 $261K
SJW
Sjw Group

Utilities
98
+ 1.29%
$45.47 - $55.8 $4.46K - $5.47K
7.7K $421K
KWR
Quaker Chemical Corp

Basic Materials
584
+ 38.62%
$123.61 - $145.39 $72.2K - $84.9K
2.1K $259K
VNT
Vontier Corp

Technology
2.05K
+ 34.43%
$32.1 - $40.32 $65.9K - $82.8K
8.02K $263K
OFC
Corporate Office Properties Trust

Real Estate
1.84K
+ 24.85%
N/A
9.27K $223K
VTHR
Vanguard Russell 3000 ETF

ETFs
252
+ 18.37%
$243.2 - $272.04 $61.3K - $68.6K
1.62K $400K
MKL
Markel Corp

Financial Services
10
+ 5.62%
$1660.14 - $2059.83 $16.6K - $20.6K
188 $351K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
710
+ 12.42%
$48.43 - $49.9 $34.4K - $35.4K
6.43K $320K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.55K
+ 20.14%
$68.07 - $78.99 $106K - $123K
9.26K $630K
MAA
Mid America Apartment Communities Inc.

Real Estate
17
+ 0.53%
$146.9 - $170.92 $2.5K - $2.91K
3.22K $539K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
4.21K
+ 39.4%
$10.61 - $16.49 $44.7K - $69.4K
14.9K $185K
FHI
Federated Hermes, Inc.

Financial Services
1.08K
+ 20.9%
$37.58 - $41.51 $40.7K - $45K
6.27K $255K
IXJ
Ishares Global Healthcare ETF

ETFs
210
+ 4.87%
$86.01 - $94.19 $18.1K - $19.8K
4.52K $412K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
2.23K
+ 19.77%
$37.35 - $43.35 $83.1K - $96.5K
13.5K $510K
MKC
Mccormick & CO Inc

Consumer Defensive
51
+ 0.85%
$71.24 - $84.73 $3.63K - $4.32K
6.04K $497K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
13.1K
+ 23.94%
$2.51 - $3.16 $32.8K - $41.3K
67.7K $204K
RF
Regions Financial Corp

Financial Services
5.49K
+ 12.35%
$20.84 - $24.77 $114K - $136K
50K $1.09M
JAMF
Jamf Holding Corp.

Technology
5.31K
+ 39.9%
$12.15 - $15.96 $64.6K - $84.8K
18.6K $226K
ADSK
Autodesk, Inc.

Technology
160
+ 5.83%
N/A
2.91K $714K
HYD
Vaneck High Yield Muni ETF

ETFs
791
+ 19.03%
$50.79 - $52.53 $40.2K - $41.6K
4.95K $253K
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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