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
FTNT
Fortinet, Inc.

Technology
1.21K
+ 7.95%
$84.71 - $108.69 $102K - $131K
16.4K $1.73M
SPOT
Spotify Technology S.A.

Communication Services
157
+ 22.92%
$503.3 - $775.9 $79K - $122K
842 $646K
MSI
Motorola Solutions, Inc.

Technology
710
+ 37.35%
$394.72 - $440.39 $280K - $313K
2.61K $1.1M
COLB
Columbia Banking System, Inc.

Financial Services
12.5K
+ 72.18%
$20.71 - $25.63 $259K - $320K
29.8K $696K
FLEX
Flex Ltd.

Technology
2.3K
+ 26.7%
$26.68 - $50.09 $61.3K - $115K
10.9K $544K
HWM
Howmet Aerospace Inc.

Industrials
506
+ 17.31%
$112.33 - $186.13 $56.8K - $94.2K
3.43K $638K
IGV
Ishares Expanded Tech Software

ETFs
465
+ 4.71%
$80.15 - $109.5 $37.3K - $50.9K
10.3K $1.13M
NVS
Novartis Ag

Healthcare
1.19K
+ 10.49%
$101.96 - $121.01 $121K - $144K
12.6K $1.52M
TFC
Truist Financial Corp

Financial Services
5.14K
+ 30.93%
$34.79 - $42.99 $179K - $221K
21.8K $935K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
80
+ 0.21%
$86.58 - $104.98 $6.93K - $8.4K
38.2K $4.01M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
337
+ 8.38%
$201.28 - $266.34 $67.8K - $89.8K
4.36K $1.16M
SHV
Ishares Tr

ETFs
2.2K
+ 64.47%
$110.06 - $110.46 $242K - $243K
5.61K $618K
CME
Cme Group Inc.

Financial Services
806
+ 41.68%
$252.37 - $290.71 $203K - $234K
2.74K $755K
WMB
Williams Companies, Inc.

Energy
2.77K
+ 14.31%
$54.33 - $62.87 $150K - $174K
22.1K $1.39M
NSC
Norfolk Southern Corp

Industrials
301
+ 3.89%
$206.34 - $257.46 $62.1K - $77.5K
8.04K $2.06M
ROP
Roper Technologies Inc

Industrials
469
+ 25.38%
$519.19 - $590.78 $244K - $277K
2.32K $1.31M
NET
Cloudflare, Inc.

Technology
240
+ 11.42%
$97.08 - $195.83 $23.3K - $47K
2.34K $458K
FCX
Freeport Mcmoran Inc

Basic Materials
3.55K
+ 29.0%
$29.15 - $44.46 $103K - $158K
15.8K $684K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
105
+ 0.97%
$104.23 - $134.39 $10.9K - $14.1K
10.9K $1.47M
SAP
Sap Se

Technology
411
+ 16.15%
$237.53 - $309.8 $97.6K - $127K
2.96K $898K
CMI
Cummins Inc

Industrials
518
+ 16.4%
$267.12 - $336.65 $138K - $174K
3.68K $1.2M
VGSH
Vanguard

ETFs
3.6K
+ 35.02%
$58.32 - $58.95 $210K - $212K
13.9K $815K
AXON
Axon Enterprise, Inc.

Industrials
71
+ 13.98%
$497.13 - $827.94 $35.3K - $58.8K
579 $479K
HPE
Hewlett Packard Enterprise CO

Technology
1.15K
+ 3.06%
$12.51 - $20.45 $14.4K - $23.5K
38.7K $790K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
3.17K
+ 5.91%
$36.02 - $41.92 $114K - $133K
56.8K $2.38M
KD
Kyndryl Holdings, Inc.

Technology
2.72K
+ 29.6%
$27.77 - $41.96 $75.4K - $114K
11.9K $498K
PEG
Public Service Enterprise Group Inc

Utilities
2.36K
+ 50.67%
$77.13 - $84.18 $182K - $198K
7.01K $590K
EQIX
Equinix Inc

Real Estate
268
+ 80.48%
$740.07 - $914.43 $198K - $245K
601 $478K
GLW
Corning Inc

Technology
1.92K
+ 12.29%
$39.07 - $52.59 $74.8K - $101K
17.5K $920K
FITB
Fifth Third Bancorp

Financial Services
4.21K
+ 26.31%
$33.32 - $41.51 $140K - $175K
20.2K $831K
LIVN
Liva Nova PLC

Healthcare
3.56K
+ 47.74%
$33.85 - $47.6 $121K - $170K
11K $496K
TRUP
Trupanion, Inc.

Financial Services
292
+ 2.91%
$32.91 - $56.45 $9.61K - $16.5K
10.3K $570K
BR
Broadridge Financial Solutions, Inc.

Technology
785
+ 13.14%
$217.22 - $246.25 $171K - $193K
6.76K $1.64M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
8.14K
+ 47.09%
$22.7 - $23.33 $185K - $190K
25.4K $593K
FCNCA
First Citizens Bancshares Inc

Financial Services
34
+ 2.74%
$1561.69 - $1966.55 $53.1K - $66.9K
1.27K $2.49M
FAST
Fastenal CO

Industrials
11.8K
+ 138.68%
$40.65 - $83.16 $480K - $982K
20.3K $853K
PNR
Pentair PLC

Industrials
1.24K
+ 28.59%
$76.17 - $103.58 $94.1K - $128K
5.56K $570K
ES
Eversource Energy

Utilities
2.48K
+ 11.63%
$54.25 - $65.89 $134K - $163K
23.8K $1.51M
DLR
Digital Realty Trust, Inc.

Real Estate
227
+ 4.76%
$136.11 - $177.69 $30.9K - $40.3K
4.99K $870K
CAH
Cardinal Health Inc

Healthcare
222
+ 4.47%
$125.0 - $168.0 $27.8K - $37.3K
5.19K $871K
OTIS
Otis Worldwide Corp

Industrials
2.2K
+ 29.65%
$90.88 - $104.3 $200K - $229K
9.62K $952K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
130
+ 1.47%
$60.61 - $87.72 $7.88K - $11.4K
8.95K $759K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.9K
+ 57.93%
$14.97 - $16.79 $163K - $183K
29.6K $495K
BP
Bp PLC

Energy
7.92K
+ 56.23%
$26.11 - $33.81 $207K - $268K
22K $658K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
341
+ 9.36%
$96.11 - $173.53 $32.8K - $59.2K
3.99K $691K
JOBY
Joby Aviation, Inc.

Industrials
821
+ 2.19%
$5.33 - $10.55 $4.38K - $8.66K
38.2K $403K
CR
Crane Holdings, Co.

Industrials
30
+ 0.64%
$132.79 - $189.89 $3.98K - $5.7K
4.71K $894K
CGGO
Capital Group Global Growth Eq

ETFs
101
+ 0.21%
$25.31 - $32.17 $2.56K - $3.25K
47.5K $1.52M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
15.7K
+ 134.68%
$10.51 - $11.34 $165K - $178K
27.4K $305K
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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