Ep Wealth Advisors, LLC New Holdings in Q1 2025

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
204K
New
$442.66 - $534.52 $90.5M - $109M
204K $109M
BOC
Boston Omaha Corp

Communication Services
277K
New
$13.42 - $15.41 $3.71M - $4.26M
277K $4.03M
ORCC
Owl Rock Capital Corp

Financial Services
282K
New
N/A
282K $3.78M
TSCO
Tractor Supply CO

Consumer Cyclical
68.5K
New
$51.66 - $57.94 $3.54M - $3.97M
68.5K $3.78M
ZS
Zscaler, Inc.

Technology
12.8K
New
$181.66 - $216.87 $2.32M - $2.77M
12.8K $2.53M
USFD
Us Foods Holding Corp.

Consumer Defensive
35.4K
New
$63.38 - $72.02 $2.24M - $2.55M
35.4K $2.32M
CGGO
Capital Group Global Growth Eq

ETFs
47.4K
New
$28.33 - $30.84 $1.34M - $1.46M
47.4K $1.34M
WCN
Waste Connections, Inc.

Industrials
6.8K
New
$169.89 - $195.19 $1.16M - $1.33M
6.8K $1.33M
STZ
Constellation Brands, Inc.

Consumer Defensive
5.91K
New
$161.05 - $222.93 $952K - $1.32M
5.91K $1.08M
PSCD
Invesco S&P Smallcap Consumer

ETFs
10.6K
New
$89.99 - $116.16 $956K - $1.23M
10.6K $978K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
4.18K
New
$152.57 - $163.66 $637K - $684K
4.18K $654K
JWN
Nordstrom Inc

Consumer Cyclical
19.9K
New
$24.01 - $24.46 $479K - $487K
19.9K $487K
DG
Dollar General Corp

Consumer Defensive
5.46K
New
$68.44 - $87.93 $373K - $480K
5.46K $479K
ICUI
Icu Medical Inc

Healthcare
3.45K
New
$130.05 - $172.3 $448K - $594K
3.45K $478K
KRYS
Krystal Biotech, Inc.

Healthcare
2.62K
New
$142.64 - $194.44 $374K - $510K
2.62K $472K
HES
Hess Corp

Energy
2.82K
New
$135.42 - $160.52 $382K - $453K
2.82K $450K
KBH
Kb Home

Consumer Cyclical
7.74K
New
$57.73 - $70.05 $447K - $542K
7.74K $449K
INDB
Independent Bank Corp

Financial Services
6.21K
New
$60.31 - $70.29 $375K - $437K
6.21K $389K
DLB
Dolby Laboratories, Inc.

Industrials
4.73K
New
$76.37 - $87.32 $361K - $413K
4.73K $379K
GNRC
Generac Holdings Inc.

Industrials
2.78K
New
$126.65 - $164.06 $352K - $456K
2.78K $352K
NMIH
Nmi Holdings, Inc.

Financial Services
9.43K
New
$34.46 - $39.13 $325K - $369K
9.43K $339K
THC
Tenet Healthcare Corp

Healthcare
2.43K
New
$119.51 - $144.98 $290K - $352K
2.43K $326K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
7.07K
New
$44.72 - $46.25 $316K - $327K
7.07K $325K
NXST
Nexstar Media Group, Inc.

Communication Services
1.81K
New
$146.34 - $182.75 $265K - $331K
1.81K $324K
ST
Sensata Technologies Holding PLC

Technology
13.3K
New
$24.27 - $30.0 $323K - $400K
13.3K $323K
TENB
Tenable Holdings, Inc.

Technology
9.2K
New
$34.94 - $44.5 $321K - $409K
9.2K $321K
APPF
Appfolio Inc

Technology
1.45K
New
$206.66 - $260.64 $300K - $379K
1.45K $319K
WSBC
Wesbanco Inc

Financial Services
10.3K
New
$30.36 - $37.08 $313K - $382K
10.3K $318K
ARCC
Ares Capital Corp

Financial Services
14.2K
New
$21.28 - $23.81 $303K - $339K
14.2K $315K
MD
Mednax, Inc.

Healthcare
21.4K
New
$12.44 - $17.23 $266K - $369K
21.4K $310K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
4.77K
New
$59.37 - $95.63 $283K - $456K
4.77K $305K
CSL
Carlisle Companies Inc

Industrials
895
New
$326.43 - $408.24 $292K - $365K
895 $304K
NWN
Northwest Natural Holding CO

Utilities
6.92K
New
$38.31 - $42.72 $265K - $296K
6.92K $295K
LIVN
Liva Nova PLC

Healthcare
7.47K
New
$37.02 - $50.73 $276K - $379K
7.47K $293K
INMD
In Mode Ltd.

Healthcare
16.2K
New
$15.9 - $19.4 $258K - $314K
16.2K $287K
FLEX
Flex Ltd.

Technology
8.6K
New
$32.92 - $44.46 $283K - $383K
8.6K $284K
PR
Permian Resources Corporation

Energy
20.5K
New
$12.33 - $16.0 $252K - $327K
20.5K $283K
KBR
Kbr, Inc.

Industrials
5.67K
New
$47.88 - $60.47 $272K - $343K
5.67K $282K
IP
International Paper CO

Consumer Cyclical
5.26K
New
$49.38 - $60.09 $260K - $316K
5.26K $280K
FIZZ
National Beverage Corp

Consumer Defensive
6.73K
New
$38.95 - $43.68 $262K - $294K
6.73K $279K
MKSI
Mks Instruments Inc

Technology
3.47K
New
$78.89 - $122.69 $273K - $425K
3.47K $277K
ETSY
Etsy Inc

Consumer Cyclical
5.87K
New
$44.4 - $57.29 $260K - $336K
5.87K $276K
REZI
Resideo Technologies, Inc.

Industrials
15.6K
New
$16.92 - $23.77 $265K - $372K
15.6K $276K
LYFT
Lyft, Inc.

Technology
22.9K
New
$11.27 - $15.12 $258K - $347K
22.9K $272K
CINF
Cincinnati Financial Corp

Financial Services
1.84K
New
$133.67 - $147.81 $246K - $272K
1.84K $272K
GL
Globe Life Inc.

Financial Services
2.06K
New
$111.2 - $131.72 $229K - $271K
2.06K $270K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
998
New
$233.07 - $290.7 $233K - $290K
998 $269K
EGP
Eastgroup Properties Inc

Real Estate
1.53K
New
$155.63 - $187.46 $238K - $286K
1.53K $269K
EXPD
Expeditors International Of Washington Inc

Industrials
2.22K
New
$109.09 - $126.48 $243K - $281K
2.22K $267K
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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