Ep Wealth Advisors, LLC Reduced Holdings in Q1 2025

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-33.1K
- 1.61%
$209.68 - $247.1 $6.94M - $8.17M
2.02M $448M
AVGO
Broadcom Inc.

Technology
-22.8K
- 2.52%
$167.43 - $244.7 $3.81M - $5.57M
880K $147M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-802K
- 74.89%
$74.85 - $84.89 $60M - $68.1M
269K $22M
DIS
Walt Disney CO

Communication Services
-387K
- 80.87%
$96.87 - $114.0 $37.5M - $44.2M
91.6K $9.04M
HON
Honeywell International Inc

Industrials
-94K
- 25.77%
$202.75 - $226.52 $19.1M - $21.3M
271K $57.3M
VEA
Vanguard Ftse Developed Market

ETFs
-532K
- 38.19%
$47.4 - $52.99 $25.2M - $28.2M
861K $43.8M
MUB
Ishares National Muni Bond ETF

ETFs
-101K
- 9.66%
$104.71 - $107.69 $10.6M - $10.9M
949K $100M
SKYW
Skywest Inc

Industrials
-97.1K
- 39.41%
$81.46 - $120.92 $7.91M - $11.7M
149K $13M
CMF
Ishares California Muni Bond E

ETFs
-148K
- 10.43%
$55.93 - $57.47 $8.3M - $8.53M
1.27M $71.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5.54K
- 3.01%
$360.07 - $417.26 $1.99M - $2.31M
179K $64.5M
HCA
Hca Healthcare, Inc.

Healthcare
-44K
- 29.58%
$296.7 - $345.55 $13.1M - $15.2M
105K $36.2M
VTV
Vanguard Value ETF

ETFs
-97.9K
- 3.94%
$167.73 - $179.21 $16.4M - $17.5M
2.38M $412M
MRK
Merck & Co., Inc.

Healthcare
-49K
- 24.62%
$83.01 - $101.02 $4.07M - $4.95M
150K $13.5M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-72.6K
- 21.59%
N/A
264K $22.6M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.83K
- 1.02%
$192.6 - $233.2 $352K - $427K
177K $34.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-199
- 0.19%
$468.34 - $539.52 $93.2K - $107K
102K $48M
IEMG
Ishares Inc

ETFs
-70.1K
- 23.9%
N/A
223K $12M
META
Meta Platforms, Inc.

Communication Services
-1.92K
- 1.01%
$576.36 - $736.67 $1.11M - $1.42M
188K $108M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-25.5K
- 48.29%
$120.29 - $134.6 $3.07M - $3.43M
27.3K $3.33M
DFAE
Dimensional ETF Tr

ETFs
-142K
- 28.23%
$24.64 - $26.86 $3.49M - $3.8M
360K $9.31M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-40.8K
- 52.32%
$75.47 - $84.24 $3.08M - $3.44M
37.2K $2.86M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-530
- 0.65%
$307.43 - $357.48 $163K - $189K
80.9K $25M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2.06K
- 1.41%
$192.82 - $222.1 $396K - $457K
144K $27.8M
NEP
Nextera Energy Partners, LP

Utilities
-8.58K
- 2.74%
$8.38 - $18.87 $71.9K - $162K
305K $2.75M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.61K
- 1.84%
$102.49 - $119.96 $370K - $433K
192K $20.1M
NEE
Nextera Energy Inc

Utilities
-21.6K
- 2.08%
$66.96 - $76.16 $1.45M - $1.65M
1.02M $72.1M
KRE
Spdr S&P Regional Banking ETF

ETFs
-12.9K
- 2.92%
$55.11 - $65.5 $711K - $845K
430K $24.4M
SOFI
So Fi Technologies, Inc.

Financial Services
-93.7K
- 32.69%
$11.18 - $18.03 $1.05M - $1.69M
193K $2.24M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-40.2K
- 9.84%
$24.91 - $29.02 $1M - $1.17M
368K $9.22M
KEYS
Keysight Technologies, Inc.

Technology
-2.49K
- 1.52%
$148.16 - $185.11 $369K - $461K
162K $24.2M
EFG
Msci Eafe Growth ETF

ETFs
-28.3K
- 11.2%
$96.1 - $106.37 $2.72M - $3.01M
224K $22.4M
ETN
Eaton Corp PLC

Industrials
-257
- 0.83%
$271.83 - $371.23 $69.9K - $95.4K
30.6K $8.31M
LBAY
Tidal ETF Tr Leatherback Long/

ETFs
-132K
- 13.64%
$23.67 - $25.84 $3.13M - $3.42M
838K $21.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-27.5K
- 3.41%
$49.25 - $50.66 $1.35M - $1.39M
779K $38.6M
NVO
Novo Nordisk A S

Healthcare
-11.2K
- 19.29%
$69.3 - $90.95 $777K - $1.02M
46.9K $3.26M
BA
Boeing CO

Industrials
-9.08K
- 31.01%
$148.15 - $186.25 $1.35M - $1.69M
20.2K $3.45M
EMB
Ishares Tr

ETFs
-19.7K
- 41.29%
$88.64 - $92.03 $1.75M - $1.82M
28.1K $2.54M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7.6K
- 28.91%
$168.16 - $186.21 $1.28M - $1.42M
18.7K $3.19M
AVUV
American Centy ETF Tr Avantis

ETFs
-5.16K
- 4.74%
$84.95 - $100.62 $439K - $520K
104K $9.05M
XLC
Select Sector Spdr Tr Communic

ETFs
-14.5K
- 10.89%
$94.84 - $105.31 $1.37M - $1.53M
119K $11.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.38K
- 1.08%
$57.21 - $65.8 $193K - $222K
310K $18.1M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-16.1K
- 4.09%
$49.65 - $53.98 $798K - $867K
377K $18.8M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-49.2K
- 51.96%
$25.44 - $27.95 $1.25M - $1.38M
45.5K $1.23M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-266
- 0.33%
$173.56 - $210.67 $46.2K - $56K
79.3K $13.8M
PFE
Pfizer Inc

Healthcare
-29.5K
- 9.54%
$25.01 - $27.13 $737K - $799K
279K $7.08M
LOW
Lowes Companies Inc

Consumer Cyclical
-500
- 0.68%
$222.66 - $268.42 $111K - $134K
72.8K $17M
DFAI
Dimensional ETF Tr

ETFs
-120K
- 9.22%
$28.88 - $32.4 $3.46M - $3.88M
1.18M $36.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-5.82K
- 12.67%
$96.3 - $112.23 $561K - $653K
40.1K $3.91M
TTD
Trade Desk, Inc.

Technology
-1.88K
- 12.16%
$53.59 - $126.58 $101K - $238K
13.6K $742K
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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