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
DOV
Dover Corp

Industrials
1.82K
+ 6.97%
$174.65 - $206.43 $318K - $376K
27.9K $4.91M
MFC
Manulife Financial Corp

Financial Services
45
+ 0.38%
$28.41 - $31.82 $1.28K - $1.43K
12K $374K
GTES
Gates Industrial Corp PLC

Industrials
2.06K
+ 14.21%
$18.41 - $23.51 $37.9K - $48.3K
16.5K $304K
LPLA
Lpl Financial Holdings Inc.

Financial Services
16
+ 1.62%
$308.87 - $383.33 $4.94K - $6.13K
1K $328K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
196
+ 5.53%
$175.5 - $209.86 $34.4K - $41.1K
3.74K $678K
OPK
Opko Health, Inc.

Healthcare
338
+ 1.17%
$1.45 - $1.94 $490 - $656
29.2K $48K
MRC
Mrc Global Inc.

Energy
2.2K
+ 14.05%
$11.11 - $15.27 $24.5K - $33.6K
17.9K $205K
MLI
Mueller Industries Inc

Industrials
222
+ 6.0%
$76.14 - $82.67 $16.9K - $18.4K
3.92K $298K
INCY
Incyte Corp

Healthcare
864
+ 15.25%
$60.0 - $75.26 $51.8K - $65K
6.53K $395K
ABCB
Ameris Bancorp

Financial Services
670
+ 9.53%
$55.56 - $68.47 $37.2K - $45.9K
7.7K $443K
PH
Parker Hannifin Corp

Industrials
176
+ 4.75%
$591.65 - $707.05 $104K - $124K
3.88K $2.36M
GNTX
Gentex Corp

Consumer Cyclical
1.74K
+ 24.55%
$23.3 - $28.48 $40.5K - $49.5K
8.81K $205K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
86
+ 1.48%
$23.32 - $23.84 $2.01K - $2.05K
5.9K $138K
OLO
Olo Inc.

Technology
10.1K
+ 27.75%
$5.98 - $8.12 $60.3K - $81.9K
46.4K $280K
EQIX
Equinix Inc

Real Estate
46
+ 16.03%
$803.0 - $959.97 $36.9K - $44.2K
333 $271K
ICLN
Ishares

ETFs
21
+ 0.16%
$10.94 - $11.86 $230 - $249
12.8K $146K
Ge Healthcare Technologies I
7.38K
+ 90.35%
N/A
15.5K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
12.4K
+ 33.6%
N/A
49.3K $0
Bondbloxx ETF Trust
146K
+ 29.1%
N/A
646K $0
Cooper Cos Inc
7.86K
+ 177.15%
N/A
12.3K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
1.74K
+ 8.97%
N/A
21.1K $0
Masterbrand Inc
4.12K
+ 26.43%
N/A
19.7K $0
J P Morgan Exchange Traded F
13.1K
+ 4.32%
N/A
315K $0
Goldman Sachs ETF Tr
4.01K
+ 2.55%
N/A
162K $0
Ishares Bitcoin Trust ETF
6.41K
+ 15.91%
N/A
46.7K $0
Fidelity Wise Origin Bitcoin
5.81K
+ 24.56%
N/A
29.5K $0
Te Connectivity PLC
430
+ 22.18%
N/A
2.37K $0
Linde PLC
1.01K
+ 16.87%
N/A
7.02K $0
Veralto Corp
301
+ 13.19%
N/A
2.58K $0
Arista Networks Inc
1.72K
+ 3.07%
N/A
57.6K $0
Crane Company
74
+ 3.12%
N/A
2.45K $0
Dimensional ETF Trust
1.4M
+ 27.62%
N/A
6.47M $0
HEIA
Heico Crp Cl A
30
+ 4.58%
N/A
685 $0
BFB
Brown Forman Corp Cl B
17
+ 0.04%
N/A
43.6K $0
Blackrock Inc
299
+ 0.49%
N/A
61.1K $0
Atlassian Corporation
71
+ 2.76%
N/A
2.64K $0
Labcorp Holdings Inc
277
+ 20.84%
N/A
1.61K $0
Bgc Group Inc
8.26K
+ 23.95%
N/A
42.8K $0
Fidelity Covington Trust
33
+ 0.62%
N/A
5.39K $0
AFG
American Financial Group Inc

Financial Services
63
+ 3.67%
$119.82 - $138.45 $7.55K - $8.72K
1.78K $233K
BALL
Ball Corp

Consumer Cyclical
205
+ 4.92%
$49.04 - $56.53 $10.1K - $11.6K
4.37K $227K
BLD
Top Build Corp

Industrials
8
+ 0.92%
$295.17 - $354.82 $2.36K - $2.84K
881 $268K
IVE
Ishares S&P 500 Value ETF

ETFs
50
+ 0.12%
$185.78 - $198.58 $9.29K - $9.93K
41.7K $7.96M
FRSH
Freshworks Inc.

Technology
2.28K
+ 13.64%
$14.11 - $19.75 $32.1K - $45K
19K $267K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
42
+ 0.91%
$91.45 - $100.11 $3.84K - $4.2K
4.64K $434K
SMPL
Simply Good Foods CO

Consumer Defensive
897
+ 11.77%
$32.98 - $39.5 $29.6K - $35.4K
8.52K $293K
SIGI
Selective Insurance Group Inc

Financial Services
6
+ 0.2%
$78.49 - $95.48 $471 - $573
2.94K $268K
DUHP
Dimensional ETF Tr Dimensional

ETFs
9
+ 0.09%
$32.57 - $35.82 $293 - $322
9.76K $323K
ADUS
Addus Home Care Corp

Healthcare
530
+ 24.07%
$89.83 - $135.92 $47.6K - $72K
2.73K $270K
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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