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
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.9K
New
$44.64 - $47.48 $130K - $138K
2.9K $137K
PK
Park Hotels & Resorts Inc.

Real Estate
13.3K
New
$8.85 - $11.18 $117K - $148K
13.3K $135K
PID
Invesco Exchange Traded Fd Tr

ETFs
7.56K
New
N/A
7.56K $134K
DHS
Wisdomtree Tr U.S

ETFs
1.31K
New
$87.71 - $98.37 $115K - $129K
1.31K $125K
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.43K
New
$50.48 - $50.71 $123K - $123K
2.43K $123K
ABEV
Ambev S.A.

Consumer Defensive
50.7K
New
$2.15 - $2.55 $109K - $129K
50.7K $122K
VGLT
Vanguard Long Term Treasury Et

ETFs
2.15K
New
$53.66 - $58.71 $115K - $126K
2.15K $120K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
3.98K
New
$23.95 - $29.34 $95.2K - $117K
3.98K $116K
URA
Global X Uranium ETF

ETFs
2.98K
New
$20.26 - $38.81 $60.5K - $116K
2.98K $115K
EUSB
Ishares Tr Esg Advanced Total

Technology
2.63K
New
$42.54 - $43.56 $112K - $115K
2.63K $114K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1.37K
New
$65.42 - $80.7 $89.8K - $111K
1.37K $110K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
2.24K
New
$37.77 - $48.45 $84.7K - $109K
2.24K $108K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
2.98K
New
$30.28 - $36.05 $90.2K - $107K
2.98K $107K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
950
New
$91.51 - $113.03 $86.9K - $107K
950 $107K
FLCA
Franklin Templeton ETF Tr

ETFs
2.47K
New
$33.9 - $41.83 $83.8K - $103K
2.47K $103K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
2.26K
New
N/A
2.26K $103K
VUSE
ETF Ser Solutions

ETFs
1.64K
New
$50.72 - $62.99 $82.9K - $103K
1.64K $102K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.46K
New
$40.51 - $71.03 $59.1K - $104K
1.46K $102K
RDVY
First Trust Rising Dividend Ac

ETFs
1.63K
New
$51.6 - $62.74 $84.3K - $102K
1.63K $102K
FSEC
Fidel Merrimack Str Tr

ETFs
2.34K
New
$42.41 - $44.36 $99.2K - $104K
2.34K $101K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.58K
New
$35.62 - $39.64 $91.7K - $102K
2.58K $100K
NRZ
New Residential Investment Corp.

Real Estate
12.2K
New
N/A
12.2K $88K
NMR
Nomura Holdings Inc

Financial Services
10.9K
New
$4.95 - $6.6 $53.9K - $71.8K
10.9K $71K
MFG
Mizuho Financial Group Inc

Financial Services
12.3K
New
$4.25 - $5.66 $52.1K - $69.4K
12.3K $68K
WIT
Wipro LTD

Technology
20.2K
New
$2.7 - $3.09 $54.6K - $62.4K
20.2K $61K
NOK
Nokia Corp

Technology
10.5K
New
$4.65 - $5.43 $48.6K - $56.8K
10.5K $54K
PLTK
Playtika Holding Corp.

Communication Services
10.9K
New
$4.51 - $5.44 $49.2K - $59.3K
10.9K $51K
RIG
Transocean Ltd.

Energy
13.3K
New
$2.13 - $3.32 $28.3K - $44.1K
13.3K $34K
ERAS
Erasca, Inc.

Healthcare
23K
New
$1.06 - $1.63 $24.4K - $37.5K
23K $29K
Ishares Tr
10K
New
N/A
10K $0
Vaneck ETF Trust
6.6K
New
N/A
6.6K $0
Kenvue Inc
11.5K
New
N/A
11.5K $0
First Tr Exchng Traded Fd Vi
12.3K
New
N/A
12.3K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
1.84K
New
N/A
1.84K $0
Canadian Pacific Kansas City
4.47K
New
N/A
4.47K $0
First Tr Exchng Traded Fd Vi
11.2K
New
N/A
11.2K $0
CRH.L
Crh PLC

Basic Materials
2.2K
New
N/A
2.2K $0
Blackrock ETF Trust
7.07K
New
N/A
7.07K $0
Ralliant Corp
4.23K
New
N/A
4.23K $0
MOGA
Moog Inc Cla
1.14K
New
N/A
1.14K $0
Blackrock ETF Trust Ii
4.35K
New
N/A
4.35K $0
Brookfield Corp
4.41K
New
N/A
4.41K $0
Coherent Corp
2.56K
New
N/A
2.56K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
9.65K
New
N/A
9.65K $0
Valued Advisers Tr
139K
New
N/A
139K $0
Blackrock ETF Trust Ii
25.1K
New
N/A
25.1K $0
PNOV
Innovator U.S. Equity Power Bu
3.04K
New
N/A
3.04K $0
First Tr Exchng Traded Fd Vi
3.07K
New
N/A
3.07K $0
Dimensional ETF Trust
16.1K
New
N/A
16.1K $0
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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