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
TT
Trane Technologies PLC

Industrials
335
+ 14.49%
$332.0 - $400.86 $111K - $134K
2.65K $891K
CBRE
Cbre Group, Inc.

Real Estate
295
+ 9.84%
$121.79 - $147.13 $35.9K - $43.4K
3.29K $430K
HQY
Healthequity, Inc.

Healthcare
817
+ 17.94%
$84.32 - $114.51 $68.9K - $93.6K
5.37K $474K
PRF
Invesco Exchange Traded Fd Tr

ETFs
871
+ 2.81%
$39.4 - $42.61 $34.3K - $37.1K
31.8K $1.29M
JCI
Johnson Controls International PLC

Industrials
287
+ 2.41%
$76.12 - $90.6 $21.8K - $26K
12.2K $976K
TPC
Tutor Perini Corp

Industrials
1.93K
+ 18.77%
$21.51 - $29.39 $41.6K - $56.8K
12.2K $283K
EVRI
Everi Holdings Inc.

Consumer Cyclical
2.28K
+ 21.46%
$13.51 - $13.81 $30.8K - $31.5K
12.9K $176K
SANM
Sanmina Corp

Technology
383
+ 11.61%
$73.38 - $90.52 $28.1K - $34.7K
3.68K $280K
HDSN
Hudson Technologies Inc

Basic Materials
3.79K
+ 29.72%
$5.47 - $6.34 $20.7K - $24K
16.5K $101K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
613
+ 4.88%
$9.19 - $12.93 $5.63K - $7.93K
13.2K $147K
BWA
Borgwarner Inc

Consumer Cyclical
2.15K
+ 20.37%
$27.78 - $32.9 $59.8K - $70.8K
12.7K $364K
VRT
Vertiv Holdings CO

Industrials
334
+ 10.21%
N/A
3.61K $312K
RLGT
Radiant Logistics, Inc

Industrials
5.45K
+ 54.24%
$6.15 - $7.66 $33.5K - $41.8K
15.5K $95K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
325
+ 19.02%
$78.12 - $83.7 $25.4K - $27.2K
2.03K $164K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
259
+ 10.03%
$65.44 - $70.64 $16.9K - $18.3K
2.84K $194K
SIGA
Siga Technologies Inc

Healthcare
6.13K
+ 44.15%
$5.39 - $6.47 $33K - $39.7K
20K $109K
PWZ
Invesco California Amt Free Mu

ETFs
30.8K
+ 3.68%
$23.68 - $24.72 $730K - $762K
867K $20.7M
KRO
Kronos Worldwide Inc

Basic Materials
8.31K
+ 48.55%
$7.38 - $10.03 $61.3K - $83.3K
25.4K $190K
MBWM
Mercantile Bank Corp

Financial Services
650
+ 14.44%
$41.69 - $51.79 $27.1K - $33.7K
5.15K $223K
PECO
Phillips Edison & Company, Inc.

Real Estate
872
+ 10.13%
$34.43 - $37.49 $30K - $32.7K
9.48K $345K
DFIP
Dimensional ETF Tr Inflation P

ETFs
330
+ 7.57%
$40.27 - $42.11 $13.3K - $13.9K
4.69K $197K
CEG
Constellation Energy Corp

Utilities
856
+ 13.18%
$201.63 - $347.44 $173K - $297K
7.35K $1.48M
ESS
Essex Property Trust, Inc.

Real Estate
76
+ 6.19%
N/A
1.3K $355K
LXU
Lsb Industries, Inc.

Basic Materials
4.7K
+ 42.65%
$6.59 - $9.31 $31K - $43.8K
15.7K $103K
HBAN
Huntington Bancshares Inc

Financial Services
2.27K
+ 18.17%
$14.28 - $17.39 $32.4K - $39.5K
14.8K $221K
CUBI
Customers Bancorp, Inc.

Financial Services
223
+ 5.3%
$45.61 - $58.42 $10.2K - $13K
4.43K $222K
KRG
Kite Realty Group Trust

Real Estate
2.07K
+ 21.23%
$21.24 - $25.05 $44K - $51.9K
11.8K $264K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
368
+ 27.98%
$73.27 - $96.21 $27K - $35.4K
1.68K $123K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
22
+ 1.57%
$162.48 - $175.37 $3.57K - $3.86K
1.43K $248K
CFFN
Capitol Federal Financial, Inc.

Financial Services
3.57K
+ 26.58%
$5.56 - $6.2 $19.9K - $22.1K
17K $95K
RS
Reliance Steel & Aluminum CO

Basic Materials
4
+ 0.51%
$266.61 - $302.66 $1.07K - $1.21K
782 $225K
EXR
Extra Space Storage Inc.

Real Estate
128
+ 3.25%
$143.8 - $161.28 $18.4K - $20.6K
4.06K $603K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
249
+ 12.69%
$96.88 - $111.25 $24.1K - $27.7K
2.21K $220K
RAMP
Live Ramp Holdings, Inc.

Technology
1.89K
+ 23.12%
$25.18 - $35.61 $47.5K - $67.2K
10K $262K
HRB
H&R Block Inc

Consumer Cyclical
84
+ 1.86%
$49.96 - $55.97 $4.2K - $4.7K
4.61K $253K
GPC
Genuine Parts CO

Consumer Cyclical
11
+ 0.21%
$115.91 - $129.02 $1.28K - $1.42K
5.2K $620K
BRY
Berry Corp (Bry)

Energy
9.15K
+ 50.47%
$3.17 - $5.01 $29K - $45.9K
27.3K $87K
LEVI
Levi Strauss & CO

Consumer Cyclical
2.22K
+ 17.74%
$15.59 - $19.22 $34.6K - $42.7K
14.7K $229K
MMS
Maximus, Inc.

Industrials
497
+ 14.67%
$64.34 - $79.68 $32K - $39.6K
3.88K $264K
PDN
Invesco Fd Tr

ETFs
13
+ 0.22%
$31.2 - $34.9 $406 - $454
6.03K $202K
MTB
M&T Bank Corp

Financial Services
180
+ 7.93%
$170.47 - $201.98 $30.7K - $36.4K
2.45K $438K
ECVT
Ecovyst Inc.

Basic Materials
9.03K
+ 29.55%
$6.2 - $8.42 $56K - $76K
39.6K $245K
BVS
Bioventus Inc.

Healthcare
3.39K
+ 24.08%
$8.76 - $11.05 $29.7K - $37.5K
17.5K $160K
QTWO
Q2 Holdings, Inc.

Technology
2K
+ 27.7%
$71.37 - $102.68 $143K - $205K
9.22K $737K
ACCO
Acco Brands Corp

Industrials
6.58K
+ 40.63%
$4.19 - $5.65 $27.6K - $37.2K
22.8K $95K
VOYA
Voya Financial, Inc.

Financial Services
228
+ 5.11%
$65.1 - $75.67 $14.8K - $17.3K
4.69K $317K
MPWR
Monolithic Power Systems Inc

Technology
25
+ 5.27%
$565.7 - $720.25 $14.1K - $18K
499 $289K
ANSS
Ansys Inc

Technology
90
+ 9.55%
$316.56 - $360.36 $28.5K - $32.4K
1.03K $326K
VBTX
Veritex Holdings, Inc.

Financial Services
1.07K
+ 12.64%
$23.47 - $27.67 $25.2K - $29.7K
9.57K $238K
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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