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
PSI
Invesco Exchange Traded Fd Tr

ETFs
-771
- 4.87%
$47.38 - $64.98 $36.5K - $50.1K
15K $712K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-15K
- 26.62%
$8.4 - $10.21 $126K - $154K
41.5K $349K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-4.12K
- 52.82%
$53.69 - $62.68 $221K - $258K
3.68K $221K
APO
Apollo Global Management, Inc.

Financial Services
-271
- 4.87%
$126.01 - $172.06 $34.1K - $46.6K
5.29K $724K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-7.19K
- 33.37%
$25.12 - $26.05 $181K - $187K
14.4K $362K
BSM
Black Stone Minerals, L.P.

Energy
-13.2K
- 53.49%
$14.48 - $15.59 $190K - $205K
11.4K $174K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.38K
- 13.64%
$77.67 - $90.15 $107K - $124K
8.71K $681K
PLTR
Palantir Technologies Inc.

Technology
-5.17K
- 17.85%
$64.98 - $124.62 $336K - $644K
23.8K $2.01M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-1.15K
- 4.78%
$14.67 - $22.01 $16.8K - $25.2K
22.8K $350K
A
Agilent Technologies, Inc.

Healthcare
-68
- 0.71%
$116.69 - $152.6 $7.93K - $10.4K
9.45K $1.11M
CMI
Cummins Inc

Industrials
-159
- 4.79%
$312.92 - $386.07 $49.8K - $61.4K
3.16K $989K
IYY
Ishares Tr

ETFs
-45
- 0.2%
$134.05 - $149.75 $6.03K - $6.74K
22.9K $3.11M
GBCI
Glacier Bancorp, Inc.

Financial Services
-744
- 3.38%
$43.81 - $52.23 $32.6K - $38.9K
21.2K $939K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-142
- 0.37%
$40.03 - $46.81 $5.68K - $6.65K
38.1K $1.55M
SHOP
Shopify Inc.

Technology
-452
- 4.1%
$90.59 - $129.31 $40.9K - $58.4K
10.6K $1.01M
FCX
Freeport Mcmoran Inc

Basic Materials
-4.22K
- 25.63%
$34.5 - $43.01 $145K - $181K
12.2K $463K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.52K
- 1.37%
$21.23 - $23.75 $32.3K - $36.2K
110K $2.36M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-4.38K
- 34.6%
$36.63 - $37.45 $160K - $164K
8.27K $304K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-416
- 4.32%
$76.24 - $95.41 $31.7K - $39.7K
9.22K $719K
MCHP
Microchip Technology Inc

Technology
-699
- 5.08%
$48.41 - $64.3 $33.8K - $44.9K
13.1K $632K
PCAR
Paccar Inc

Industrials
-355
- 1.96%
$96.91 - $112.51 $34.4K - $39.9K
17.8K $1.73M
TY
Tri Continental Corp

Financial Services
-1.63K
- 1.57%
$30.4 - $32.91 $49.4K - $53.5K
102K $3.12M
IWD
Ishares Russell 1000 Val ETF

ETFs
-5.94K
- 1.86%
$182.82 - $196.21 $1.09M - $1.17M
313K $58.9M
SEVN
Seven Hills Realty Trust

Real Estate
-9.92K
- 26.2%
$12.27 - $13.61 $122K - $135K
27.9K $348K
KAPR
Innovator U.S. Small Cap Power

ETFs
-3.98K
- 30.13%
$30.82 - $33.62 $123K - $134K
9.22K $284K
HST
Host Hotels & Resorts, Inc.

Real Estate
-1.93K
- 5.38%
$14.21 - $17.45 $27.5K - $33.7K
34K $483K
RIO
Rio Tinto PLC

Basic Materials
-2.6K
- 35.02%
$58.19 - $64.29 $151K - $167K
4.83K $289K
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.91K
- 9.64%
$50.29 - $50.5 $146K - $147K
27.2K $1.37M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-5.43K
- 19.71%
$31.09 - $34.34 $169K - $187K
22.1K $733K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-308
- 6.01%
$157.11 - $206.52 $48.4K - $63.6K
4.82K $810K
EWJ
Ishares Msci Japan ETF

ETFs
-3.42K
- 5.53%
$65.24 - $71.7 $223K - $245K
58.5K $4.01M
PPBI
Pacific Premier Bancorp Inc

Financial Services
-1.91K
- 6.87%
$21.05 - $26.35 $40.2K - $50.3K
25.9K $551K
IMFL
Invesco Ex Tr Self Indx Fd Tr
-6.4K
- 39.38%
$23.3 - $25.76 $149K - $165K
9.86K $242K
EVR
Evercore Inc.

Financial Services
-93
- 6.02%
$190.28 - $291.27 $17.7K - $27.1K
1.45K $290K
XLI
Industrial Sector Spdr

ETFs
-734
- 1.2%
$128.78 - $141.67 $94.5K - $104K
60.2K $7.9M
IXUS
Ishares Tr

ETFs
-4.07K
- 10.11%
$65.06 - $72.31 $265K - $294K
36.2K $2.53M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-169
- 1.65%
$121.0 - $142.28 $20.4K - $24K
10.1K $1.25M
HYG
Ishares Tr

ETFs
-1.7K
- 33.97%
$78.51 - $80.11 $133K - $136K
3.3K $260K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-630
- 6.67%
$62.43 - $84.12 $39.3K - $53K
8.82K $574K
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.32K
- 31.72%
$45.22 - $52.17 $105K - $121K
4.99K $239K
RPM
Rpm International Inc

Basic Materials
-563
- 6.62%
$114.03 - $128.31 $64.2K - $72.2K
7.94K $918K
RELY
Remitly Global, Inc.

Technology
-4.88K
- 32.79%
$19.49 - $27.14 $95.1K - $132K
10K $208K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-4.68K
- 19.65%
$36.6 - $39.56 $171K - $185K
19.1K $742K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-101
- 0.82%
$154.39 - $176.55 $15.6K - $17.8K
12.2K $1.92M
TDIV
First Trust Nasdaq Technology

ETFs
-1.11K
- 14.76%
$73.39 - $83.95 $81.5K - $93.2K
6.41K $471K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-5.35K
- 39.55%
$23.43 - $25.55 $125K - $137K
8.17K $208K
PKB
Invesco Exchange Traded Fd Tr

ETFs
-210
- 1.74%
$66.66 - $82.75 $14K - $17.4K
11.9K $799K
NBIX
Neurocrine Biosciences Inc

Healthcare
-150
- 3.94%
$107.22 - $153.29 $16.1K - $23K
3.66K $404K
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.28K
- 23.41%
$33.21 - $53.49 $75.8K - $122K
7.46K $247K
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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email