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
ISRG
Intuitive Surgical Inc

Healthcare
-194
- 1.42%
$476.63 - $610.45 $92.5K - $118K
13.4K $6.66M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.27K
- 7.79%
$169.43 - $182.84 $385K - $415K
26.9K $4.66M
OMFL
Invesco Exchange Traded Self I

ETFs
-8.11K
- 37.56%
$52.19 - $57.45 $423K - $466K
13.5K $718K
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
-16.1K
- 17.44%
$22.05 - $23.0 $356K - $371K
76.4K $1.69M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-12.2K
- 15.91%
$39.18 - $43.52 $477K - $530K
64.3K $2.69M
PPG
Ppg Industries Inc

Basic Materials
-3.25K
- 51.58%
$107.44 - $124.29 $349K - $404K
3.05K $333K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.27K
- 3.72%
$47.79 - $59.89 $60.5K - $75.9K
32.8K $1.65M
AXON
Axon Enterprise, Inc.

Industrials
-625
- 55.16%
$496.65 - $710.01 $310K - $444K
508 $267K
EMR
Emerson Electric CO

Industrials
-271
- 1.05%
$108.64 - $131.17 $29.4K - $35.5K
25.7K $2.81M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-6.01K
- 19.78%
$45.72 - $51.73 $275K - $311K
24.4K $1.12M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-30
- 0.12%
$302.31 - $337.54 $9.07K - $10.1K
24.5K $7.51M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-3.86K
- 40.61%
$100.59 - $103.47 $388K - $399K
5.64K $583K
SQ
Block, Inc.

Technology
-1.1K
- 9.98%
$54.04 - $92.95 $59.7K - $103K
9.96K $569K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-23.9K
- 14.08%
$14.46 - $15.96 $346K - $382K
146K $2.21M
ATKR
Atkore Inc.

Industrials
-3.12K
- 42.4%
$58.89 - $88.18 $184K - $275K
4.24K $254K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-10.4K
- 4.09%
$39.96 - $43.3 $418K - $452K
245K $10.1M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-57
- 0.16%
$94.32 - $110.46 $5.38K - $6.3K
36.7K $3.54M
ISCV
Ishares Morningstar Small Cap

ETFs
-3.19K
- 8.31%
$58.11 - $66.0 $185K - $211K
35.2K $2.09M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-709
- 3.21%
$82.77 - $101.84 $58.7K - $72.2K
21.3K $1.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.15K
- 1.51%
$56.17 - $59.71 $233K - $248K
271K $15.5M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-796
- 2.04%
$96.85 - $111.39 $77.1K - $88.7K
38.2K $3.77M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-3.56K
- 5.86%
$99.16 - $99.52 $353K - $355K
57.3K $5.7M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-13.9K
- 6.59%
$25.05 - $25.16 $348K - $349K
197K $4.95M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-9.6K
- 6.88%
$58.32 - $65.09 $560K - $625K
130K $7.82M
PTF
Invesco Exchange Traded Fd Tr

ETFs
-505
- 2.4%
$56.97 - $77.14 $28.8K - $39K
20.5K $1.21M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-249
- 0.67%
$96.95 - $116.13 $24.1K - $28.9K
36.8K $3.68M
VGIT
Vanguard Intermediate Term Tre

ETFs
-5.52K
- 23.54%
$57.44 - $59.4 $317K - $328K
17.9K $1.06M
IWS
Ishares Russell Midcap Value E

ETFs
-1.17K
- 2.95%
$122.59 - $135.24 $143K - $158K
38.5K $4.84M
PFF
Ishares Trust Ishares Pfd And

ETFs
-8.64K
- 52.77%
$30.73 - $32.26 $266K - $279K
7.74K $237K
TPG
Tpg Inc.

Financial Services
-3.33K
- 42.41%
$46.15 - $69.77 $154K - $232K
4.52K $214K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-7.9K
- 10.38%
$42.18 - $45.16 $333K - $357K
68.3K $3.02M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.33K
- 11.4%
$85.55 - $94.34 $284K - $314K
25.8K $2.34M
PSN
Parsons Corp

Industrials
-279
- 3.81%
$55.35 - $96.44 $15.4K - $26.9K
7.04K $416K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.07K
- 18.05%
$64.88 - $72.1 $199K - $221K
13.9K $915K
FV
First Trust Dorsey Wright Focu

ETFs
-3.82K
- 41.21%
$53.91 - $63.03 $206K - $241K
5.45K $298K
GIS
General Mills Inc

Consumer Defensive
-1.29K
- 3.16%
$57.56 - $65.3 $74.3K - $84.3K
39.6K $2.37M
FC
Franklin Covey CO

Industrials
-2.06K
- 11.35%
$27.62 - $38.75 $56.8K - $79.7K
16.1K $443K
BNDX
Vanguard Total International B

ETFs
-4.75K
- 32.83%
$48.33 - $49.5 $230K - $235K
9.72K $474K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-238
- 6.05%
$200.77 - $270.08 $47.8K - $64.3K
3.7K $742K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-213
- 17.09%
$634.14 - $744.83 $135K - $159K
1.03K $655K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-23.6K
- 21.91%
$10.47 - $10.92 $247K - $258K
84.2K $902K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-3.5K
- 10.93%
$48.02 - $53.02 $168K - $185K
28.5K $1.41M
CDNS
Cadence Design Systems Inc

Technology
-134
- 3.41%
$233.96 - $324.52 $31.4K - $43.5K
3.8K $965K
VFVA
Vanguard Wellington Fd U S Val

ETFs
-485
- 1.33%
$111.86 - $124.32 $54.3K - $60.3K
36K $4.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-948
- 25.03%
$196.12 - $229.48 $186K - $218K
2.84K $573K
SNA
Snap On Inc

Industrials
-608
- 36.1%
$324.09 - $358.62 $197K - $218K
1.08K $362K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-8.04K
- 17.43%
$32.74 - $36.2 $263K - $291K
38.1K $1.33M
KKR
Kkr & Co. Inc.

Financial Services
-16
- 0.25%
$108.17 - $167.07 $1.73K - $2.67K
6.39K $739K
DOW
Dow Inc.

Basic Materials
-3.3K
- 18.68%
$34.36 - $41.92 $113K - $138K
14.4K $502K
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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