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
BRO
Brown & Brown, Inc.

Financial Services
-275
- 2.94%
$100.54 - $124.4 $27.6K - $34.2K
9.09K $1.13M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-244
- 1.45%
$106.31 - $123.73 $25.9K - $30.2K
16.6K $2.06M
O
Realty Income Corp

Real Estate
-53
- 0.11%
$51.67 - $58.49 $2.74K - $3.1K
48K $2.79M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-27
- 0.58%
$80.53 - $147.57 $2.17K - $3.98K
4.65K $615K
WOR
Worthington Industries Inc

Industrials
-41
- 0.18%
$38.95 - $51.6 $1.6K - $2.12K
22.7K $1.14M
ECL
Ecolab Inc.

Basic Materials
-76
- 0.55%
$229.72 - $269.82 $17.5K - $20.5K
13.8K $3.51M
MO
Altria Group, Inc.

Consumer Defensive
-6.1K
- 7.6%
$50.81 - $60.02 $310K - $366K
74.2K $4.45M
AMT
American Tower Corp

Real Estate
-50.9K
- 15.31%
$173.46 - $217.6 $8.83M - $11.1M
282K $61.3M
SBUX
Starbucks Corp

Consumer Cyclical
-1.09K
- 1.84%
$91.75 - $115.81 $100K - $127K
58.4K $5.73M
YUM
Yum Brands Inc

Consumer Cyclical
-33
- 0.23%
$123.25 - $162.53 $4.07K - $5.36K
14.1K $2.22M
NEM
Newmont Corp

Basic Materials
-3.12K
- 7.02%
$37.79 - $48.39 $118K - $151K
41.4K $2M
IEO
Ishares Tr

ETFs
-242
- 0.3%
$86.02 - $99.13 $20.8K - $24K
81.5K $7.71M
GILD
Gilead Sciences, Inc.

Healthcare
-1.72K
- 5.87%
$89.14 - $117.41 $153K - $202K
27.6K $3.09M
TMUS
T Mobile Us, Inc.

Communication Services
-578
- 4.8%
$211.3 - $272.83 $122K - $158K
11.5K $3.06M
CORT
Corcept Therapeutics Inc

Healthcare
-150
- 2.14%
$49.85 - $114.22 $7.48K - $17.1K
6.85K $782K
CI
Cigna Corp

Healthcare
-302
- 3.01%
$274.49 - $329.0 $82.9K - $99.4K
9.72K $3.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-9.69K
- 1.72%
$18.36 - $20.51 $178K - $199K
553K $10.9M
UBER
Uber Technologies, Inc

Technology
-3.33K
- 5.14%
$63.17 - $81.49 $210K - $272K
61.5K $4.48M
VZ
Verizon Communications Inc

Communication Services
-3.49K
- 2.46%
$37.81 - $46.49 $132K - $162K
138K $6.26M
GE
General Electric CO

Industrials
-468
- 1.93%
$168.59 - $212.13 $78.9K - $99.3K
23.8K $4.76M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-503
- 0.8%
$34.58 - $45.97 $17.4K - $23.1K
62.2K $2.86M
T
At&T Inc.

Communication Services
-13.2K
- 6.44%
$21.56 - $28.28 $285K - $374K
192K $5.43M
IBM
International Business Machines Corp

Technology
-1.67K
- 4.05%
$217.4 - $264.74 $362K - $441K
39.5K $9.81M
FLEE
Franklin Templeton ETF Tr

ETFs
-46.4K
- 6.53%
$27.52 - $32.21 $1.28M - $1.49M
664K $20.5M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
-1.06K
- 0.35%
$46.55 - $51.16 $49.5K - $54.4K
307K $15.2M
KO
Coca Cola CO

Consumer Defensive
-1.25K
- 1.12%
$60.81 - $72.32 $75.7K - $90K
110K $7.9M
UNH
Unitedhealth Group Inc

Healthcare
-403
- 0.48%
$461.52 - $548.18 $186K - $221K
83.1K $43.5M
PM
Philip Morris International Inc.

Consumer Defensive
-476
- 1.0%
$117.15 - $158.79 $55.8K - $75.6K
47.1K $7.48M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.24K
- 0.4%
$75.32 - $84.77 $169K - $190K
552K $45.1M
ALL
Allstate Corp

Financial Services
-6.69K
- 2.11%
$180.99 - $210.18 $1.21M - $1.41M
310K $64.2M
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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