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
PBR
Petrobras Petroleo Brasileiro Sa

Energy
18K
New
$11.11 - $14.46 $200K - $260K
18K $225K
VMC
Vulcan Materials CO

Basic Materials
866
New
$226.49 - $276.01 $196K - $239K
866 $225K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
14K
New
$15.44 - $16.72 $216K - $234K
14K $225K
JETS
ETF Ser Solutions U S Global J

ETFs
9.79K
New
$17.37 - $23.44 $170K - $230K
9.79K $224K
MORN
Morningstar, Inc.

Financial Services
711
New
$255.31 - $313.93 $182K - $223K
711 $223K
MANH
Manhattan Associates Inc

Technology
1.12K
New
$143.9 - $197.47 $161K - $221K
1.12K $221K
ROKU
Roku, Inc

Communication Services
2.52K
New
$55.1 - $87.89 $139K - $222K
2.52K $221K
SMG
Scotts Miracle Gro CO

Basic Materials
3.36K
New
$48.21 - $66.48 $162K - $223K
3.36K $221K
NTRA
Natera, Inc.

Healthcare
1.31K
New
$132.23 - $171.87 $173K - $224K
1.31K $220K
TNL
Travel & Leisure Co.

Consumer Cyclical
4.25K
New
$38.78 - $51.89 $165K - $221K
4.25K $219K
DTM
Dt Midstream, Inc.

Energy
1.99K
New
$87.23 - $109.91 $173K - $218K
1.99K $218K
FSLR
First Solar, Inc.

Technology
1.32K
New
$120.38 - $192.98 $159K - $255K
1.32K $218K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.15K
New
$162.37 - $200.76 $186K - $230K
1.15K $216K
IYG
Ishares Tr

ETFs
2.51K
New
$68.9 - $85.6 $173K - $215K
2.51K $215K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.88K
New
$90.5 - $114.3 $170K - $215K
1.88K $214K
HUBS
Hubspot Inc

Technology
385
New
$487.07 - $672.24 $188K - $259K
385 $214K
MEG
Montrose Environmental Group, Inc.

Industrials
9.71K
New
$10.74 - $23.62 $104K - $229K
9.71K $212K
FOXA
Fox Corp

Communication Services
3.73K
New
$47.21 - $57.04 $176K - $213K
3.73K $209K
SEIC
Sei Investments CO

Financial Services
2.34K
New
$66.45 - $89.86 $155K - $210K
2.34K $209K
SAIC
Science Applications International Corp

Technology
1.85K
New
$100.22 - $123.41 $186K - $228K
1.85K $208K
CVLT
Commvault Systems Inc

Technology
1.19K
New
$139.35 - $190.99 $166K - $228K
1.19K $208K
MCB
Metropolitan Bank Holding Corp.

Financial Services
2.97K
New
$48.93 - $70.14 $145K - $208K
2.97K $208K
RGA
Reinsurance Group Of America Inc

Financial Services
1.05K
New
$168.32 - $209.71 $176K - $220K
1.05K $207K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.52K
New
$65.04 - $82.18 $164K - $207K
2.52K $206K
DOCU
Docusign, Inc.

Technology
2.64K
New
$70.35 - $93.84 $185K - $247K
2.64K $205K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
6.67K
New
$21.88 - $31.06 $146K - $207K
6.67K $205K
SNEX
Stone X Group Inc.

Financial Services
2.25K
New
$69.59 - $94.15 $157K - $212K
2.25K $205K
BOTZ
Global X Fds

ETFs
6.27K
New
$24.51 - $32.65 $154K - $205K
6.27K $204K
DBX
Dropbox, Inc.

Technology
7.11K
New
$25.42 - $29.7 $181K - $211K
7.11K $203K
NTCT
Netscout Systems Inc

Technology
8.15K
New
$19.23 - $25.14 $157K - $205K
8.15K $202K
NBN
Northeast Bk Lewiston Me Com

Financial Services
2.27K
New
$80.61 - $92.41 $183K - $210K
2.27K $201K
MTZ
Mastec Inc

Industrials
1.18K
New
$106.07 - $171.99 $125K - $203K
1.18K $201K
KEY
Keycorp

Financial Services
11.5K
New
$13.23 - $17.42 $153K - $201K
11.5K $201K
GMED
Globus Medical Inc

Healthcare
3.39K
New
$55.82 - $75.5 $189K - $256K
3.39K $200K
EMLP
First Tr Exchange Traded Iv

ETFs
5.04K
New
$33.62 - $37.89 $169K - $191K
5.04K $189K
DFIS
Dimensional ETF Tr Dimensional

ETFs
6.2K
New
$23.2 - $29.84 $144K - $185K
6.2K $185K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
12K
New
$12.23 - $15.46 $147K - $186K
12K $181K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.09K
New
$38.3 - $44.42 $156K - $181K
4.09K $181K
LYG
Lloyds Banking Group PLC

Financial Services
41.9K
New
$3.32 - $4.29 $139K - $180K
41.9K $178K
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.04K
New
$35.9 - $43.76 $145K - $177K
4.04K $174K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
11K
New
$11.9 - $15.57 $131K - $171K
11K $168K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4.05K
New
$37.24 - $41.76 $151K - $169K
4.05K $168K
IGF
Ishares Global Infrastructure

ETFs
2.83K
New
$50.55 - $59.83 $143K - $169K
2.83K $167K
FQAL
Fidelity Covington Tr Quality

ETFs
2.33K
New
$57.29 - $69.63 $133K - $162K
2.33K $162K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.46K
New
$37.51 - $45.52 $130K - $157K
3.46K $156K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
3.49K
New
$39.23 - $45.02 $137K - $157K
3.49K $156K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
6.28K
New
$21.49 - $24.4 $135K - $153K
6.28K $153K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
2.86K
New
$49.79 - $50.59 $142K - $145K
2.86K $144K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.78K
New
$63.36 - $80.23 $113K - $143K
1.78K $143K
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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