Ep Wealth Advisors, LLC Reduced Holdings in Q2 2025

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TPC
Tutor Perini Corp

Industrials
-45
- 0.37%
$19.63 - $46.85 $883 - $2.11K
12.2K $569K
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.91K
- 3.5%
$70.56 - $87.22 $205K - $254K
80.3K $7.01M
FLGB
Franklin Templeton ETF Tr

ETFs
-352
- 0.18%
$25.34 - $31.3 $8.92K - $11K
191K $5.85M
GWW
W.W. Grainger, Inc.

Industrials
-51
- 0.6%
$919.93 - $1101.66 $46.9K - $56.2K
8.45K $8.79M
VV
Vanguard Large Cap ETF

ETFs
-199
- 1.25%
$228.25 - $285.3 $45.4K - $56.8K
15.7K $4.49M
ITA
Ishares Tr

ETFs
-771
- 4.91%
$135.31 - $188.64 $104K - $145K
14.9K $2.82M
CSX
Csx Corp

Industrials
-2.47K
- 1.58%
$26.69 - $32.91 $65.8K - $81.1K
154K $5.01M
INTU
Intuit Inc

Technology
-1.24K
- 15.28%
$544.07 - $787.63 $674K - $976K
6.87K $5.41M
AVEM
American Centy ETF Tr Avantis

ETFs
-379
- 0.66%
$53.08 - $68.54 $20.1K - $26K
57.1K $3.91M
HEZU
Ishares Currency Hedged Msci E

ETFs
-494
- 0.19%
$34.68 - $41.63 $17.1K - $20.6K
253K $10.4M
EFG
Msci Eafe Growth ETF

ETFs
-17.6K
- 7.84%
$89.8 - $112.0 $1.58M - $1.97M
207K $23.1M
CEG
Constellation Energy Corp

Utilities
-481
- 6.55%
$170.96 - $322.76 $82.2K - $155K
6.87K $2.22M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.27K
- 4.82%
$179.95 - $278.88 $228K - $353K
25K $6.98M
MCK
Mckesson Corp

Healthcare
-221
- 0.83%
$652.83 - $732.78 $144K - $162K
26.3K $19.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.18K
- 1.93%
$72.96 - $90.39 $378K - $468K
264K $23.6M
AMAT
Applied Materials Inc

Technology
-5.12K
- 7.56%
$126.95 - $183.52 $650K - $939K
62.6K $11.5M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-5.62K
- 7.09%
$149.56 - $212.83 $841K - $1.2M
73.7K $15.7M
DIS
Walt Disney CO

Communication Services
-3.08K
- 3.36%
$81.72 - $124.01 $252K - $382K
88.5K $11M
SKYW
Skywest Inc

Industrials
-1.64K
- 1.1%
$79.41 - $103.84 $130K - $170K
148K $15.2M
ETN
Eaton Corp PLC

Industrials
-28
- 0.09%
$246.52 - $356.99 $6.9K - $10K
30.5K $10.9M
DFAI
Dimensional ETF Tr

ETFs
-26.1K
- 2.21%
$28.02 - $34.71 $732K - $907K
1.15M $39.9M
HCA
Hca Healthcare, Inc.

Healthcare
-1.17K
- 1.11%
$317.61 - $387.52 $370K - $451K
104K $39.7M
PAVE
Global X Fds Us Infrastructure

ETFs
-9.7K
- 1.28%
$33.78 - $43.68 $328K - $424K
746K $32.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-429
- 0.53%
$273.67 - $366.17 $117K - $157K
80.5K $29.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.01K
- 0.7%
$171.4 - $227.1 $172K - $228K
143K $32.5M
CSCO
Cisco Systems, Inc.

Technology
-39.3K
- 3.33%
$53.19 - $69.38 $2.09M - $2.72M
1.14M $79.2M
META
Meta Platforms, Inc.

Communication Services
-7.18K
- 3.82%
$484.66 - $738.09 $3.48M - $5.3M
181K $133M
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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