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
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
6.73K
New
$27.47 - $30.62 $185K - $206K
6.73K $199K
UMH
Umh Properties, Inc.

Real Estate
10.2K
New
$17.49 - $19.0 $178K - $194K
10.2K $190K
ALEX
Alexander & Baldwin, Inc.

Real Estate
11.1K
New
$17.04 - $18.35 $189K - $203K
11.1K $190K
PWV
Invesco Exchange Traded Fd Tr

ETFs
3.16K
New
$56.58 - $60.89 $179K - $192K
3.16K $187K
GOOD
Gladstone Commercial Corp

Real Estate
11.3K
New
$14.73 - $16.42 $167K - $186K
11.3K $169K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
13.7K
New
$12.32 - $18.17 $168K - $248K
13.7K $168K
IYF
Ishares Tr

ETFs
1.48K
New
$107.69 - $119.37 $159K - $177K
1.48K $167K
BCS
Barclays PLC

Financial Services
10.6K
New
$12.69 - $16.25 $135K - $173K
10.6K $163K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.49K
New
$44.68 - $46.49 $156K - $162K
3.49K $161K
FTCS
First Trust Capital Strength E

ETFs
1.71K
New
$86.39 - $91.35 $147K - $156K
1.71K $152K
AGS
Play Ags, Inc.

Consumer Cyclical
12.1K
New
$11.54 - $12.15 $140K - $147K
12.1K $146K
AHH
Armada Hoffler Properties, Inc.

Real Estate
19K
New
$7.5 - $10.2 $143K - $194K
19K $142K
OXLC
Oxford Lane Capital Corp.

Financial Services
30.2K
New
$4.3 - $5.17 $130K - $156K
30.2K $142K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
3.31K
New
$40.38 - $42.65 $134K - $141K
3.31K $137K
TCMD
Tactile Systems Technology Inc

Healthcare
10.4K
New
$13.07 - $18.01 $136K - $188K
10.4K $137K
EWC
Ishares Msci Canada ETF

ETFs
3.17K
New
$39.3 - $42.52 $125K - $135K
3.17K $129K
LXFR
Luxfer Holdings PLC

Industrials
10.4K
New
$11.56 - $14.71 $121K - $153K
10.4K $123K
NEWT
Newtek Business Services Corp.

Financial Services
10.3K
New
$11.86 - $13.34 $122K - $137K
10.3K $122K
WU
Western Union CO

Financial Services
11.4K
New
$10.24 - $11.62 $117K - $133K
11.4K $120K
BRKL
Brookline Bancorp Inc

Financial Services
10.7K
New
$10.72 - $12.69 $115K - $136K
10.7K $116K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.04K
New
$106.46 - $114.75 $111K - $119K
1.04K $114K
NU
Nu Holdings Ltd.

Financial Services
10.4K
New
$10.12 - $13.95 $105K - $145K
10.4K $106K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.85K
New
$51.39 - $57.43 $94.8K - $106K
1.85K $102K
SXC
Sun Coke Energy, Inc.

Basic Materials
11.1K
New
$8.95 - $10.57 $99.4K - $117K
11.1K $102K
CWK
Cushman & Wakefield PLC

Real Estate
10K
New
$10.19 - $13.87 $102K - $139K
10K $102K
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
11K
New
$8.5 - $11.33 $93.9K - $125K
11K $99K
GOGL
Golden Ocean Group LTD

Industrials
12.4K
New
$7.66 - $10.06 $95.1K - $125K
12.4K $99K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
21.5K
New
$4.07 - $5.99 $87.4K - $129K
21.5K $87K
GDRX
Good Rx Holdings, Inc.

Healthcare
15.7K
New
$4.15 - $5.13 $65.2K - $80.6K
15.7K $69K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
11.2K
New
$4.42 - $4.86 $49.5K - $54.4K
11.2K $52K
NAII
Natural Alternatives International Inc

Consumer Defensive
14K
New
$3.41 - $4.29 $47.7K - $60.1K
14K $48K
MIN
Mfs Intermediate Income Trust

Financial Services
15.8K
New
$2.64 - $2.72 $41.6K - $42.8K
15.8K $42K
HYPR
Hyperfine, Inc.

Healthcare
34.7K
New
$0.72 - $1.69 $25K - $58.7K
34.7K $25K
SPRO
Spero Therapeutics, Inc.

Healthcare
16.5K
New
$0.72 - $1.1 $11.9K - $18.2K
16.5K $11K
Agenus Inc
10.1K
New
N/A
10.1K $0
Opthea LTD
10K
New
N/A
10K $0
J P Morgan Exchange Traded F
7.42K
New
N/A
7.42K $0
Teekay Tankers LTD
5.93K
New
N/A
5.93K $0
GIGB
Goldman Sachs ETF Access Invt
293K
New
N/A
293K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
12.3K
New
N/A
12.3K $0
Bitwise Bitcoin ETF Tr
9.27K
New
N/A
9.27K $0
ETF Opportunities Trust
16.9K
New
N/A
16.9K $0
Grayscale Bitcoin Mini Tr Et
12.5K
New
N/A
12.5K $0
Annaly Capital Management In
14.7K
New
N/A
14.7K $0
Anglogold Ashanti PLC
7.5K
New
N/A
7.5K $0
Diebold Nixdorf Inc
6.05K
New
N/A
6.05K $0
DFSU
Dimensional ETF Tr Dimen Us Su
4.05K
New
N/A
4.05K $0
Nuveen Cr Strategies Income
23.9K
New
N/A
23.9K $0
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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