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
CF
Cf Industries Holdings, Inc.

Basic Materials
99
+ 1.26%
$68.47 - $102.48 $6.78K - $10.1K
7.94K $730K
YUM
Yum Brands Inc

Consumer Cyclical
1.67K
+ 11.81%
$138.36 - $161.45 $231K - $269K
15.8K $2.34M
MELI
Mercadolibre Inc

Consumer Cyclical
6
+ 3.9%
$1794.73 - $2613.63 $10.8K - $15.7K
160 $418K
PSX
Phillips 66

Energy
1.35K
+ 13.01%
$92.87 - $125.73 $125K - $170K
11.7K $1.4M
PHM
Pultegroup Inc

Consumer Cyclical
1.03K
+ 40.13%
$92.02 - $106.54 $94.5K - $109K
3.59K $378K
AFG
American Financial Group Inc

Financial Services
970
+ 54.53%
$116.9 - $132.12 $113K - $128K
2.75K $346K
IP
International Paper CO

Consumer Cyclical
3.14K
+ 59.58%
$43.89 - $54.46 $138K - $171K
8.4K $393K
BCS
Barclays PLC

Financial Services
4.24K
+ 39.88%
$12.69 - $18.61 $53.8K - $78.9K
14.9K $276K
DVY
Ishares Tr

ETFs
1.1K
+ 4.96%
$118.37 - $134.86 $130K - $149K
23.3K $3.1M
EXC
Exelon Corp

Utilities
3.12K
+ 34.61%
$42.2 - $47.37 $132K - $148K
12.1K $527K
CBRE
Cbre Group, Inc.

Real Estate
582
+ 17.67%
$113.94 - $140.12 $66.3K - $81.5K
3.88K $542K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3
+ 0.03%
$60.22 - $80.1 $181 - $240
9.26K $741K
WTFC
Wintrust Financial Corp

Financial Services
467
+ 10.1%
$95.17 - $124.21 $44.4K - $58K
5.09K $631K
ACHR
Archer Aviation Inc.

Industrials
3.28K
+ 16.61%
$6.2 - $13.3 $20.3K - $43.7K
23K $250K
GL
Globe Life Inc.

Financial Services
1K
+ 48.66%
$113.29 - $133.09 $113K - $133K
3.06K $379K
ET
Energy Transfer LP

Energy
7.25K
+ 13.87%
$15.65 - $18.93 $113K - $137K
59.5K $1.08M
SANM
Sanmina Corp

Technology
267
+ 7.25%
$67.3 - $98.07 $18K - $26.2K
3.95K $386K
HIG
Hartford Financial Services Group, Inc.

Financial Services
417
+ 2.51%
$109.83 - $131.67 $45.8K - $54.9K
17K $2.16M
MKL
Markel Corp

Financial Services
40
+ 21.28%
$1678.5 - $1997.36 $67.1K - $79.9K
228 $455K
ED
Consolidated Edison Inc

Utilities
2.03K
+ 20.86%
$98.05 - $113.3 $199K - $230K
11.8K $1.18M
AIG
American International Group, Inc.

Financial Services
1.33K
+ 20.22%
$77.56 - $87.72 $103K - $116K
7.88K $674K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.2K
+ 71.2%
$22.4 - $23.8 $94K - $99.9K
10.1K $240K
IBN
Icici Bank LTD

Financial Services
2.52K
+ 33.94%
$30.16 - $34.39 $75.9K - $86.6K
9.93K $334K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
109
+ 1.08%
$108.87 - $133.04 $11.9K - $14.5K
10.2K $1.35M
DTE
Dte Energy CO

Utilities
876
+ 31.02%
$127.39 - $139.49 $112K - $122K
3.7K $490K
CBOE
Cboe Global Markets, Inc.

Financial Services
344
+ 13.6%
$205.81 - $234.23 $70.8K - $80.6K
2.87K $670K
PI
Impinj Inc

Technology
468
+ 20.46%
$62.54 - $125.05 $29.3K - $58.5K
2.76K $305K
RELX
Relx PLC

Communication Services
1.45K
+ 31.68%
$45.31 - $55.66 $65.6K - $80.5K
6.01K $326K
GTES
Gates Industrial Corp PLC

Industrials
875
+ 5.3%
$15.56 - $23.13 $13.6K - $20.2K
17.4K $400K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.3K
+ 1.45%
$48.13 - $49.85 $544K - $563K
790K $38.7M
XAR
Spdr S&P Aerospace & Defense E

ETFs
118
+ 8.35%
$144.94 - $210.94 $17.1K - $24.9K
1.53K $322K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
294
+ 6.2%
$101.97 - $126.75 $30K - $37.3K
5.04K $638K
CCK
Crown Holdings Inc

Consumer Cyclical
578
+ 23.68%
$78.47 - $104.45 $45.4K - $60.4K
3.02K $310K
RPRX
Royalty Pharma PLC

Healthcare
1.53K
+ 19.64%
$30.85 - $36.14 $47.2K - $55.3K
9.31K $335K
RJF
Raymond James Financial Inc

Financial Services
465
+ 30.88%
$123.65 - $153.88 $57.5K - $71.6K
1.97K $302K
PECO
Phillips Edison & Company, Inc.

Real Estate
2.97K
+ 31.28%
$33.53 - $37.33 $99.4K - $111K
12.4K $435K
MPWR
Monolithic Power Systems Inc

Technology
17
+ 3.41%
$455.19 - $737.73 $7.74K - $12.5K
516 $377K
FNDC
Schwab Fundamental Intl Small

ETFs
1.38K
+ 26.4%
$32.97 - $42.05 $45.5K - $58K
6.6K $277K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
233
+ 2.45%
$62.73 - $78.42 $14.6K - $18.3K
9.75K $755K
REZI
Resideo Technologies, Inc.

Industrials
851
+ 5.44%
$14.69 - $22.46 $12.5K - $19.1K
16.5K $363K
EHC
Encompass Health Corp

Healthcare
88
+ 2.44%
$96.12 - $122.63 $8.46K - $10.8K
3.69K $452K
ECVT
Ecovyst Inc.

Basic Materials
720
+ 1.82%
$5.33 - $8.58 $3.84K - $6.18K
40.3K $331K
EPR
Epr Properties

Real Estate
1K
+ 20.55%
$43.53 - $59.11 $43.7K - $59.3K
5.88K $342K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
306
+ 2.45%
$103.88 - $123.68 $31.8K - $37.8K
12.8K $1.58M
QRVO
Qorvo, Inc.

Technology
461
+ 12.5%
$50.81 - $84.91 $23.4K - $39.1K
4.15K $352K
CRBG
Corebridge Financial, Inc.

Financial Services
205
+ 1.06%
$25.41 - $35.83 $5.21K - $7.35K
19.5K $692K
ITW
Illinois Tool Works Inc

Industrials
351
+ 5.09%
$218.41 - $252.43 $76.7K - $88.6K
7.25K $1.79M
MDT
Medtronic PLC

Healthcare
2K
+ 5.85%
$80.68 - $88.86 $161K - $178K
36.2K $3.15M
MKSI
Mks Instruments Inc

Technology
154
+ 4.44%
$58.78 - $100.27 $9.05K - $15.4K
3.62K $359K
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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