Ep Wealth Advisors, LLC New Holdings in Q2 2025

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
464K
New
$49.79 - $50.75 $23.1M - $23.5M
464K $23.5M
SNOW
Snowflake Inc.

Technology
94.7K
New
$130.53 - $223.77 $12.4M - $21.2M
94.7K $21.2M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
249K
New
$56.88 - $70.77 $14.2M - $17.7M
249K $17.7M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
688K
New
$20.23 - $21.04 $13.9M - $14.5M
688K $14.5M
IBDV
Ishares Tr

Technology
654K
New
$21.28 - $21.98 $13.9M - $14.4M
654K $14.4M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
201K
New
$38.18 - $45.52 $7.68M - $9.16M
201K $8.8M
JIG
J P Morgan Exchange Traded Fd

ETFs
104K
New
$56.78 - $71.51 $5.92M - $7.45M
104K $7.45M
VRSK
Verisk Analytics, Inc.

Industrials
20.4K
New
$277.03 - $321.33 $5.66M - $6.56M
20.4K $6.36M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
76.8K
New
$42.72 - $44.24 $3.28M - $3.4M
76.8K $3.37M
IDA
Idacorp Inc

Utilities
17.9K
New
$111.01 - $119.72 $1.98M - $2.14M
17.9K $2.06M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
24.1K
New
$61.92 - $81.5 $1.49M - $1.97M
24.1K $1.96M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
18.9K
New
$97.29 - $105.63 $1.84M - $1.99M
18.9K $1.92M
IWX
Ishares Tr Russell 200 Value E

ETFs
17K
New
$73.26 - $84.19 $1.25M - $1.43M
17K $1.43M
ZBRA
Zebra Technologies Corp

Technology
4.47K
New
$213.54 - $309.26 $953K - $1.38M
4.47K $1.38M
DBA
Invesco Db Agriculture Fund

ETFs
45.8K
New
$25.27 - $27.68 $1.16M - $1.27M
45.8K $1.2M
MOH
Molina Healthcare, Inc.

Healthcare
3.57K
New
$290.25 - $353.24 $1.04M - $1.26M
3.57K $1.06M
EPI
Wisdomtree Tr India Earnings F

ETFs
22K
New
$41.3 - $47.52 $907K - $1.04M
22K $1.04M
SNX
Td Synnex Corp

Technology
7.63K
New
$95.81 - $137.79 $731K - $1.05M
7.63K $1.04M
EMN
Eastman Chemical CO

Basic Materials
12.9K
New
$72.7 - $88.29 $941K - $1.14M
12.9K $965K
AZO
Autozone Inc

Consumer Cyclical
236
New
$3478.38 - $3880.15 $821K - $916K
236 $876K
PEAK
Healthpeak Properties, Inc.

Real Estate
45.6K
New
N/A
45.6K $864K
YJUN
First Tr Exchange Traded Fd Vi
35K
New
$21.32 - $24.75 $746K - $866K
35K $856K
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
17.2K
New
$37.38 - $47.11 $642K - $809K
17.2K $792K
ECPG
Encore Capital Group Inc

Financial Services
20.3K
New
$27.13 - $40.91 $551K - $830K
20.3K $785K
VTR
Ventas, Inc.

Real Estate
11.3K
New
$62.45 - $70.08 $708K - $795K
11.3K $716K
ON
On Semiconductor Corp

Technology
13.6K
New
$31.95 - $54.21 $433K - $735K
13.6K $710K
BSY
Bentley Systems Inc

Technology
12.2K
New
$38.62 - $53.97 $472K - $660K
12.2K $659K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
38.5K
New
$9.99 - $16.97 $385K - $654K
38.5K $608K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
17.2K
New
$29.52 - $35.31 $509K - $609K
17.2K $608K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
69.1K
New
$7.19 - $8.75 $497K - $605K
69.1K $604K
VIS
Vanguard Industrial ETF

ETFs
2.12K
New
$220.04 - $280.07 $466K - $594K
2.12K $593K
EQT
Eqt Corp

Energy
9.55K
New
$46.11 - $60.44 $440K - $577K
9.55K $556K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
11.3K
New
$37.93 - $47.69 $427K - $537K
11.3K $537K
BTI
British American Tobacco P.L.C.

Consumer Defensive
10.3K
New
$39.43 - $49.34 $406K - $508K
10.3K $487K
APA
Apa Corp

Energy
25.2K
New
$14.03 - $21.24 $353K - $535K
25.2K $460K
FFIV
F5, Inc.

Technology
1.57K
New
$239.25 - $295.9 $374K - $463K
1.57K $460K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
29.5K
New
$12.25 - $15.47 $361K - $456K
29.5K $456K
YMAR
First Tr Ex Tr Viii Cboe Vest
17K
New
$22.43 - $25.58 $382K - $435K
17K $434K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.3K
New
$162.65 - $188.71 $374K - $434K
2.3K $434K
CTRE
Care Trust Reit, Inc.

Real Estate
13.4K
New
$26.65 - $30.69 $358K - $412K
13.4K $411K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
18.5K
New
$17.11 - $21.71 $316K - $401K
18.5K $400K
ROBO
Robo Global Robotics And Autom

ETFs
6.08K
New
$43.89 - $59.78 $267K - $363K
6.08K $363K
RRX
Regal Rexnord Corp

Industrials
2.47K
New
$94.06 - $147.0 $232K - $363K
2.47K $358K
AA
Alcoa Corp

Basic Materials
11.9K
New
$22.57 - $30.84 $268K - $366K
11.9K $350K
SMTC
Semtech Corp

Technology
7.57K
New
$24.34 - $45.62 $184K - $345K
7.57K $341K
DISV
Dimensional ETF Tr Dimensional

ETFs
9.6K
New
$25.93 - $32.91 $249K - $316K
9.6K $315K
ARKQ
Ark Autonomous Technology & Ro

ETFs
3.51K
New
$58.8 - $89.17 $207K - $313K
3.51K $313K
HUM
Humana Inc

Healthcare
1.28K
New
$224.93 - $295.04 $287K - $377K
1.28K $312K
FIX
Comfort Systems Usa Inc

Industrials
579
New
$296.51 - $536.21 $172K - $310K
579 $310K
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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