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
WDAY
Workday, Inc.

Technology
1.8K
+ 44.96%
$210.47 - $274.71 $379K - $495K
5.81K $1.4M
ADP
Automatic Data Processing Inc

Industrials
1.26K
+ 5.34%
$276.76 - $326.81 $348K - $411K
24.8K $7.64M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.26K
+ 37.39%
$70.54 - $93.95 $230K - $306K
12K $1.12M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
685
+ 33.03%
$177.93 - $313.14 $122K - $215K
2.76K $863K
JCI
Johnson Controls International PLC

Industrials
1.19K
+ 9.74%
$71.14 - $105.62 $84.5K - $125K
13.4K $1.41M
SLV
I Shares Silver Trust

ETFs
8.53K
+ 10.22%
$27.08 - $33.74 $231K - $288K
92K $3.02M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.17K
+ 73.88%
$102.02 - $103.5 $425K - $431K
9.81K $1.01M
MMM
3 M CO

Industrials
1.8K
+ 7.23%
$126.09 - $154.15 $226K - $277K
26.6K $4.05M
MTB
M&T Bank Corp

Financial Services
1.89K
+ 77.23%
$156.58 - $193.99 $296K - $367K
4.34K $842K
CDNS
Cadence Design Systems Inc

Technology
646
+ 17.01%
$231.64 - $323.08 $150K - $209K
4.44K $1.37M
SOXX
Ishares Semiconductor ETF

ETFs
197
+ 2.87%
$154.86 - $239.07 $30.5K - $47.1K
7.07K $1.69M
PPBI
Pacific Premier Bancorp Inc

Financial Services
18.8K
+ 72.82%
$18.35 - $22.87 $346K - $431K
44.7K $943K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.51K
+ 31.74%
$79.56 - $82.92 $359K - $374K
18.7K $1.55M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.35K
+ 98.95%
$57.46 - $75.58 $250K - $328K
8.74K $660K
SPMD
Spdr Portfolio

ETFs
6.74K
+ 152.62%
$44.89 - $54.38 $302K - $366K
11.2K $606K
LMT
Lockheed Martin Corp

Industrials
184
+ 1.03%
$430.82 - $486.45 $79.3K - $89.5K
18.1K $8.37M
PRF
Invesco Exchange Traded Fd Tr

ETFs
7.56K
+ 23.75%
$35.77 - $42.27 $271K - $320K
39.4K $1.67M
KMI
Kinder Morgan, Inc.

Energy
8.18K
+ 5.56%
$25.21 - $29.4 $206K - $241K
155K $4.57M
O
Realty Income Corp

Real Estate
6.74K
+ 14.02%
$52.27 - $58.52 $352K - $394K
54.8K $3.15M
DUK
Duke Energy Corp

Utilities
4.08K
+ 14.08%
$112.46 - $124.05 $459K - $507K
33.1K $3.9M
CCJ
Cameco Corp

Energy
1.07K
+ 12.59%
$36.68 - $74.46 $39.3K - $79.7K
9.58K $710K
IYY
Ishares Tr

ETFs
135
+ 0.59%
$120.9 - $150.87 $16.3K - $20.4K
23K $3.47M
MET
Metlife Inc

Financial Services
4.37K
+ 27.82%
$68.42 - $82.49 $299K - $361K
20.1K $1.62M
NTRS
Northern Trust Corp

Financial Services
299
+ 2.69%
$84.45 - $126.79 $25.3K - $37.9K
11.4K $1.44M
HSY
Hershey CO

Consumer Defensive
2.21K
+ 67.52%
$151.29 - $173.13 $334K - $382K
5.48K $909K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.31K
+ 29.79%
$57.41 - $74.81 $190K - $248K
14.4K $1.07M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.49K
+ 214.37%
$45.2 - $46.6 $338K - $349K
11K $508K
RUN
Sunrun Inc.

Technology
7.74K
+ 6.34%
$5.67 - $12.85 $43.9K - $99.4K
130K $1.06M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
919
+ 32.37%
$180.84 - $240.32 $166K - $221K
3.76K $903K
TFLO
Ishares Treasury Floating Rate

ETFs
6.26K
+ 29.95%
$50.47 - $50.66 $316K - $317K
27.2K $1.38M
TT
Trane Technologies PLC

Industrials
113
+ 4.27%
$315.21 - $437.41 $35.6K - $49.4K
2.76K $1.21M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.99K
+ 11.59%
$45.11 - $52.34 $225K - $261K
48K $2.51M
IWR
Ishares Russell Mid Cap ETF

ETFs
554
+ 1.45%
$74.88 - $91.97 $41.5K - $51K
38.8K $3.56M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.61K
+ 19.14%
$57.14 - $72.68 $149K - $190K
16.2K $1.18M
BK
Bank Of New York Mellon Corp

Financial Services
2.87K
+ 43.01%
$73.31 - $91.62 $210K - $262K
9.53K $867K
OKE
Oneok Inc

Energy
7.83K
+ 41.23%
$78.71 - $100.37 $616K - $786K
26.8K $2.19M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.63K
+ 175.92%
$91.62 - $109.97 $241K - $289K
4.13K $453K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.39K
+ 11.68%
$54.19 - $67.22 $130K - $161K
22.9K $1.54M
GNRC
Generac Holdings Inc.

Industrials
1.73K
+ 62.33%
$101.92 - $143.21 $177K - $248K
4.52K $646K
ELV
Elevance Health, Inc.

Healthcare
1.16K
+ 33.04%
$372.27 - $452.69 $431K - $525K
4.67K $1.82M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.69K
+ 110.43%
$137.62 - $174.44 $233K - $296K
3.23K $527K
SNPS
Synopsys Inc

Technology
81
+ 2.78%
$380.9 - $517.66 $30.9K - $41.9K
2.99K $1.53M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.11K
+ 24.56%
$59.24 - $71.39 $184K - $222K
15.8K $1.12M
WEC
Wec Energy Group, Inc.

Utilities
3.01K
+ 44.9%
$102.24 - $109.76 $307K - $330K
9.7K $1.01M
TTD
Trade Desk, Inc.

Technology
645
+ 4.75%
$45.27 - $79.4 $29.2K - $51.2K
14.2K $1.02M
SOXL
Direxion Daily Semiconductor B

ETFs
413
+ 1.41%
$8.25 - $25.2 $3.41K - $10.4K
29.8K $748K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.21K
+ 1.29%
$24.38 - $30.18 $29.6K - $36.6K
95.1K $2.87M
CHTR
Charter Communications, Inc.

Communication Services
614
+ 97.62%
$321.68 - $427.25 $198K - $262K
1.24K $508K
WWD
Woodward, Inc.

Industrials
72
+ 1.75%
$157.29 - $247.55 $11.3K - $17.8K
4.18K $1.02M
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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