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
WSO
Watsco Inc

Industrials
-18
- 2.37%
$463.86 - $530.75 $8.35K - $9.55K
742 $377K
ADC
Agree Realty Corp

Real Estate
-143
- 3.45%
$68.36 - $77.19 $9.78K - $11K
4.01K $309K
IDU
Ishares Tr U S Utils ETF

ETFs
-100
- 1.83%
$95.33 - $102.77 $9.53K - $10.3K
5.35K $542K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-29
- 0.48%
$26.71 - $31.58 $775 - $916
6.01K $182K
SAN
Banco Santander, S.A.

Financial Services
-727
- 6.0%
$4.46 - $7.14 $3.24K - $5.19K
11.4K $76K
SPOT
Spotify Technology S.A.

Communication Services
-101
- 12.85%
$457.79 - $648.32 $46.2K - $65.5K
685 $376K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.6K
- 0.28%
$91.45 - $91.75 $146K - $147K
570K $52.3M
NRG
Nrg Energy, Inc.

Utilities
-60
- 1.01%
$84.82 - $113.33 $5.09K - $6.8K
5.89K $562K
CL
Colgate Palmolive CO

Consumer Defensive
-1.02K
- 2.24%
$85.68 - $97.5 $87.6K - $99.6K
44.5K $4.17M
AVEM
American Centy ETF Tr Avantis

ETFs
-807
- 1.39%
$57.11 - $62.4 $46.1K - $50.4K
57.4K $3.46M
FR
First Industrial Realty Trust Inc

Real Estate
-73
- 0.77%
$48.46 - $57.99 $3.54K - $4.23K
9.42K $508K
NFLX
Netflix Inc

Communication Services
-742
- 4.22%
$828.4 - $1058.6 $615K - $785K
16.9K $15.7M
KR
Kroger CO

Consumer Defensive
-812
- 6.01%
$58.36 - $67.72 $47.4K - $55K
12.7K $859K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-635
- 1.17%
$38.89 - $41.6 $24.7K - $26.4K
53.6K $2.17M
TTWO
Take Two Interactive Software Inc

Communication Services
-5
- 0.31%
$178.61 - $217.95 $893 - $1.09K
1.6K $332K
TSN
Tyson Foods, Inc.

Consumer Defensive
-160
- 2.15%
$54.27 - $63.81 $8.68K - $10.2K
7.29K $465K
WTW
Willis Towers Watson PLC

Financial Services
-227
- 5.09%
$306.61 - $340.78 $69.6K - $77.4K
4.23K $1.43M
CHE
Chemed Corp

Healthcare
-117
- 8.9%
$521.84 - $615.32 $61.1K - $72K
1.2K $737K
ES
Eversource Energy

Utilities
-984
- 4.42%
$55.63 - $63.8 $54.7K - $62.8K
21.3K $1.32M
SSNC
Ss&C Technologies Holdings Inc

Technology
-105
- 1.5%
$74.75 - $89.13 $7.85K - $9.36K
6.9K $576K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-196
- 0.66%
$23.24 - $26.16 $4.56K - $5.13K
29.6K $755K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-989
- 15.36%
$402.49 - $513.76 $398K - $508K
5.45K $2.64M
MPC
Marathon Petroleum Corp

Energy
-568
- 2.66%
$134.72 - $159.03 $76.5K - $90.3K
20.7K $3.02M
PFG
Principal Financial Group Inc

Financial Services
-268
- 2.55%
$76.34 - $89.04 $20.5K - $23.9K
10.2K $862K
CHKP
Check Point Software Technologies LTD

Technology
-41
- 2.74%
$179.88 - $231.31 $7.38K - $9.48K
1.46K $331K
CAH
Cardinal Health Inc

Healthcare
-375
- 7.03%
$118.02 - $137.77 $44.3K - $51.7K
4.96K $683K
HWM
Howmet Aerospace Inc.

Industrials
-65
- 2.18%
$110.79 - $139.39 $7.2K - $9.06K
2.92K $379K
EXC
Exelon Corp

Utilities
-596
- 6.19%
$37.3 - $46.08 $22.2K - $27.5K
9.03K $415K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.07K
- 1.12%
$25.81 - $28.52 $27.6K - $30.5K
93.9K $2.59M
EBAY
Ebay Inc

Consumer Cyclical
-961
- 4.44%
$61.61 - $70.93 $59.2K - $68.2K
20.7K $1.4M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-76
- 0.81%
$69.81 - $78.9 $5.31K - $6K
9.3K $724K
CCI
Crown Castle International Corp

Real Estate
-238
- 3.43%
$84.33 - $106.39 $20.1K - $25.3K
6.69K $697K
FLSW
Franklin Templeton ETF Tr

ETFs
-4.73K
- 7.41%
$31.86 - $37.04 $151K - $175K
59.1K $2.11M
DASH
Door Dash, Inc.

Communication Services
-64
- 1.13%
$168.37 - $213.38 $10.8K - $13.7K
5.6K $1.02M
XLU
Utilities Sector Spdr

ETFs
-996
- 2.02%
$74.7 - $80.27 $74.4K - $79.9K
48.3K $3.81M
VHT
Vanguard Health Care ETF

ETFs
-668
- 2.83%
$254.06 - $273.83 $170K - $183K
22.9K $6.07M
AVDV
American Centy ETF Tr Avantis

ETFs
-391
- 1.52%
$63.74 - $71.96 $24.9K - $28.1K
25.4K $1.77M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-603
- 0.16%
$24.6 - $24.99 $14.8K - $15.1K
373K $9.31M
ITA
Ishares Tr

ETFs
-167
- 1.05%
$144.84 - $159.5 $24.2K - $26.6K
15.7K $2.41M
NVS
Novartis Ag

Healthcare
-641
- 5.34%
$97.14 - $115.57 $62.3K - $74.1K
11.4K $1.27M
HDV
Ishares Core High Dividend ETF

ETFs
-113
- 0.84%
$110.86 - $121.12 $12.5K - $13.7K
13.3K $1.61M
FNDF
Schwab Fundamental Intl Large

ETFs
-23
- 0.06%
$32.9 - $37.45 $757 - $861
39.2K $1.42M
CRWD
Crowd Strike Holdings, Inc.

Technology
-48
- 0.34%
$308.86 - $455.36 $14.8K - $21.9K
14.1K $4.98M
FLGB
Franklin Templeton ETF Tr

ETFs
-12.9K
- 6.31%
$25.73 - $29.17 $332K - $376K
191K $5.48M
SONY
Sony Group Corp

Technology
-2.76K
- 5.65%
$19.88 - $25.64 $54.9K - $70.8K
46.1K $1.17M
SCHW
Schwab Charles Corp

Financial Services
-240
- 0.62%
$71.24 - $83.64 $17.1K - $20.1K
38.3K $3M
EEM
Ishares Msci Emerging Markets

ETFs
-2.78K
- 1.92%
$40.81 - $45.34 $114K - $126K
142K $6.2M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-678
- 1.93%
$67.08 - $76.14 $45.5K - $51.6K
34.5K $2.55M
RSG
Republic Services, Inc.

Industrials
-46
- 1.11%
$200.09 - $242.16 $9.2K - $11.1K
4.12K $996K
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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