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
IVW
Ishares S&P 500 Growth ETF

ETFs
-661
- 0.57%
$92.45 - $106.69 $61.1K - $70.5K
116K $10.7M
IEFA
Ishares Tr

ETFs
-23.5K
- 17.41%
$69.57 - $78.65 $1.64M - $1.85M
112K $8.45M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-757
- 2.88%
$254.58 - $302.92 $193K - $229K
25.5K $6.52M
NOW
Service Now, Inc.

Technology
-57
- 1.53%
$783.83 - $1170.39 $44.7K - $66.7K
3.66K $2.91M
DFAX
Dimensional ETF Tr
-70.1K
- 11.27%
$24.45 - $27.2 $1.71M - $1.91M
551K $14.4M
VXF
Vanguard Extended Market ETF

ETFs
-417
- 0.81%
$170.36 - $201.04 $71K - $83.8K
50.8K $8.75M
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.48K
- 2.9%
$80.08 - $92.93 $199K - $231K
83.2K $6.71M
DGRO
Ishares Core Dividend Growth E

ETFs
-15.7K
- 12.4%
$60.46 - $64.42 $950K - $1.01M
111K $6.86M
FLJP
Franklin Templeton ETF Tr

ETFs
-39.7K
- 11.75%
$27.82 - $30.67 $1.1M - $1.22M
298K $8.76M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.73K
- 1.31%
$37.84 - $44.02 $103K - $120K
205K $7.88M
BX
Blackstone Inc.

Financial Services
-387
- 1.65%
$136.53 - $186.74 $52.8K - $72.3K
23.1K $3.23M
SOXX
Ishares Semiconductor ETF

ETFs
-2.91K
- 29.77%
$188.17 - $235.81 $548K - $687K
6.87K $1.29M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.41K
- 3.06%
$183.02 - $207.75 $259K - $294K
44.8K $8.35M
TPL
Texas Pacific Land Corp

Energy
-832
- 58.92%
$1180.08 - $1431.01 $982K - $1.19M
580 $768K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1.83K
- 29.32%
$111.56 - $223.11 $204K - $407K
4.4K $492K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-6.44K
- 21.78%
$77.33 - $90.16 $498K - $581K
23.1K $1.81M
QDF
Flexshares Quality Dividend In

ETFs
-10.4K
- 51.3%
$67.19 - $73.37 $697K - $761K
9.85K $673K
MBB
Ishares Tr

ETFs
-8.3K
- 44.29%
$90.37 - $94.08 $750K - $781K
10.4K $979K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-6.93K
- 61.55%
$105.1 - $109.61 $728K - $760K
4.33K $470K
XLF
Financial Sector Spdr

ETFs
-23.1K
- 7.92%
$47.32 - $52.19 $1.09M - $1.21M
269K $13.4M
KHC
Kraft Heinz CO

Consumer Defensive
-22.6K
- 38.92%
$28.51 - $32.22 $645K - $729K
35.5K $1.08M
CAT
Caterpillar Inc

Industrials
-294
- 1.67%
$326.75 - $407.63 $96.1K - $120K
17.3K $5.71M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-23.3K
- 19.93%
$29.82 - $30.1 $695K - $701K
93.6K $2.82M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-13.4K
- 20.89%
$50.39 - $50.66 $674K - $677K
50.6K $2.56M
WRB
Berkley W R Corp

Financial Services
-18.3K
- 35.55%
$56.7 - $71.27 $1.04M - $1.31M
33.2K $2.36M
VCR
Vanguard Consumer Discretionar

ETFs
-1.34K
- 32.5%
$318.51 - $391.75 $427K - $526K
2.79K $907K
DAL
Delta Air Lines, Inc.

Industrials
-1.98K
- 6.03%
$43.6 - $69.06 $86.3K - $137K
30.8K $1.34M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-6.91K
- 10.58%
$59.61 - $66.71 $412K - $461K
58.4K $3.53M
VTRS
Viatris Inc

Healthcare
-2.45K
- 1.53%
$8.68 - $12.42 $21.3K - $30.5K
158K $1.38M
HYGV
Flexshares Tr High Yield Value

ETFs
-15.3K
- 71.85%
$40.21 - $41.29 $613K - $630K
5.98K $241K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-8.11K
- 22.99%
$77.7 - $78.94 $630K - $640K
27.1K $2.14M
PCG
Pg&E Corp

Utilities
-21.4K
- 27.04%
$15.16 - $20.4 $324K - $436K
57.7K $991K
VRSN
Verisign Inc

Technology
-3.04K
- 75.88%
$205.1 - $254.74 $624K - $775K
967 $245K
CNC
Centene Corp

Healthcare
-9.68K
- 38.07%
$55.93 - $65.89 $541K - $637K
15.7K $955K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.18K
- 7.57%
$408.78 - $448.82 $482K - $529K
14.4K $6.04M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-12
- 0.84%
$4295.4 - $5141.88 $51.5K - $61.7K
1.43K $6.56M
SPYG
Spdr Portfolio

ETFs
-4.08K
- 12.93%
$80.05 - $92.39 $327K - $377K
27.5K $2.21M
IQDF
Flexshares International Quali

ETFs
-24.7K
- 65.21%
$23.0 - $25.77 $568K - $636K
13.2K $328K
TYL
Tyler Technologies Inc

Technology
-953
- 51.21%
$553.41 - $646.74 $527K - $616K
908 $527K
IRM
Iron Mountain Inc

Real Estate
-2.48K
- 14.24%
$82.79 - $111.31 $205K - $276K
14.9K $1.29M
IWV
Ishares Russell 3000 ETF

ETFs
-913
- 6.07%
$313.1 - $349.83 $286K - $319K
14.1K $4.49M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-10.5K
- 19.55%
$49.78 - $53.19 $520K - $556K
43K $2.2M
XLV
Select Sector Spdr Fund Health

ETFs
-7.59K
- 10.54%
$137.61 - $149.68 $1.04M - $1.14M
64.4K $9.4M
IYW
Ishares Dj Us Tech ETF

ETFs
-975
- 5.5%
$140.44 - $166.79 $137K - $163K
16.7K $2.35M
VCIT
Vanguard Intermediate Term Cor

ETFs
-6.18K
- 30.3%
$79.17 - $82.04 $489K - $507K
14.2K $1.16M
SPG
Simon Property Group Inc

Real Estate
-2.68K
- 61.08%
$159.48 - $187.78 $427K - $503K
1.71K $283K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.23K
- 36.42%
$76.94 - $78.28 $479K - $488K
10.9K $851K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-4.1K
- 43.07%
$96.93 - $109.51 $398K - $449K
5.42K $531K
FDX
Fedex Corp

Industrials
-453
- 4.79%
$230.33 - $281.53 $104K - $128K
9.01K $2.2M
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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