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
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.05K
- 19.35%
$72.61 - $88.75 $76.5K - $93.5K
4.39K $389K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.41K
- 8.58%
$51.1 - $53.29 $72.2K - $75.2K
15.1K $802K
INMD
In Mode Ltd.

Healthcare
-437
- 2.7%
$13.28 - $18.1 $5.8K - $7.91K
15.8K $227K
ZION
Zions Bancorporation, National Association

Financial Services
-1.67K
- 13.15%
$41.39 - $51.94 $69.2K - $86.8K
11K $573K
IYM
Ishares Tr

ETFs
-475
- 27.31%
$116.16 - $140.01 $55.2K - $66.5K
1.26K $176K
JAMF
Jamf Holding Corp.

Technology
-946
- 5.08%
$9.09 - $12.65 $8.6K - $12K
17.7K $168K
DOX
Amdocs LTD

Technology
-601
- 11.06%
$80.46 - $94.08 $48.4K - $56.5K
4.83K $440K
CHKP
Check Point Software Technologies LTD

Technology
-207
- 14.23%
$204.26 - $233.47 $42.3K - $48.3K
1.25K $276K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-2.28K
- 16.93%
$33.13 - $40.67 $75.6K - $92.8K
11.2K $455K
CHX
Champion X Corp

Energy
-481
- 5.53%
$22.52 - $30.02 $10.8K - $14.4K
8.22K $204K
PD
Pager Duty, Inc.

Technology
-630
- 4.39%
$13.92 - $18.38 $8.77K - $11.6K
13.7K $209K
VTRS
Viatris Inc

Healthcare
-9.85K
- 6.23%
$7.26 - $9.12 $71.5K - $89.9K
148K $1.33M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.1K
- 2.18%
$50.36 - $50.68 $55.5K - $55.8K
49.5K $2.51M
EEFT
Euronet Worldwide, Inc.

Technology
-290
- 7.0%
$87.44 - $112.74 $25.4K - $32.7K
3.85K $390K
CACI
Caci International Inc

Technology
-120
- 19.64%
N/A
491 $210K
PFG
Principal Financial Group Inc

Financial Services
-2
- 0.02%
$69.56 - $86.19 $139 - $172
10.2K $811K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-466
- 11.15%
$140.84 - $163.09 $65.6K - $76K
3.71K $605K
BRY
Berry Corp (Bry)

Energy
-13.5K
- 49.56%
$2.17 - $3.3 $29.4K - $44.6K
13.8K $38K
PFM
Invesco Exchange Traded Fd Tr

ETFs
-1.44K
- 15.87%
$41.05 - $48.17 $59.1K - $69.4K
7.63K $367K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-5.2K
- 27.96%
$9.25 - $10.26 $48.1K - $53.4K
13.4K $137K
BVS
Bioventus Inc.

Healthcare
-336
- 1.92%
$6.2 - $9.51 $2.08K - $3.2K
17.2K $113K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.77K
- 7.26%
$35.35 - $42.68 $97.8K - $118K
35.4K $1.51M
POR
Portland General Electric CO

Utilities
-7
- 0.06%
$39.96 - $44.75 $280 - $313
11.8K $478K
MTX
Minerals Technologies Inc

Basic Materials
-163
- 3.72%
$50.93 - $63.06 $8.3K - $10.3K
4.21K $232K
CNO
Cno Financial Group, Inc.

Financial Services
-176
- 1.43%
$36.12 - $42.37 $6.36K - $7.46K
12.2K $469K
WASH
Washington Trust Bancorp Inc

Financial Services
-120
- 0.76%
$26.08 - $30.06 $3.13K - $3.61K
15.7K $443K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-1.87K
- 28.55%
$23.03 - $23.64 $43.2K - $44.3K
4.69K $110K
OMCL
Omnicell, Inc

Healthcare
-121
- 1.73%
$24.63 - $35.46 $2.98K - $4.29K
6.89K $202K
ESS
Essex Property Trust, Inc.

Real Estate
-157
- 12.04%
N/A
1.15K $312K
KBR
Kbr, Inc.

Industrials
-663
- 11.69%
$46.2 - $56.12 $30.6K - $37.2K
5.01K $240K
NEP
Nextera Energy Partners, LP

Utilities
-4.66K
- 1.53%
N/A
300K $2.71M
SNA
Snap On Inc

Industrials
-42
- 3.9%
$292.36 - $342.2 $12.3K - $14.4K
1.03K $321K
AVNS
Avanos Medical, Inc.

Healthcare
-797
- 5.39%
$12.03 - $14.52 $9.59K - $11.6K
14K $171K
TGNA
Tegna Inc

Communication Services
-106
- 0.41%
$15.42 - $18.98 $1.63K - $2.01K
26K $435K
IR
Ingersoll Rand Inc.

Industrials
-703
- 11.88%
$66.75 - $84.94 $46.9K - $59.7K
5.22K $433K
HYD
Vaneck High Yield Muni ETF

ETFs
-702
- 14.19%
$49.08 - $51.35 $34.5K - $36K
4.25K $213K
YELP
Yelp Inc

Communication Services
-285
- 2.8%
$32.56 - $40.93 $9.28K - $11.7K
9.89K $338K
BLKB
Blackbaud Inc

Technology
-744
- 17.31%
$59.04 - $64.55 $43.9K - $48K
3.55K $228K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-471
- 23.16%
$72.71 - $82.56 $34.2K - $38.9K
1.56K $127K
EXR
Extra Space Storage Inc.

Real Estate
-221
- 5.44%
$126.61 - $152.99 $28K - $33.8K
3.84K $566K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-285
- 28.56%
$224.32 - $326.09 $63.9K - $92.9K
713 $232K
SMPL
Simply Good Foods CO

Consumer Defensive
-392
- 4.6%
$31.59 - $38.0 $12.4K - $14.9K
8.13K $256K
HII
Huntington Ingalls Industries, Inc.

Industrials
-368
- 26.4%
$183.31 - $241.46 $67.5K - $88.9K
1.03K $247K
VRT
Vertiv Holdings CO

Industrials
-411
- 11.4%
N/A
3.2K $276K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-412
- 4.37%
$55.32 - $65.02 $22.8K - $26.8K
9.02K $565K
AHH
Armada Hoffler Properties, Inc.

Real Estate
-3.51K
- 18.45%
$6.37 - $7.42 $22.4K - $26K
15.5K $106K
HRB
H&R Block Inc

Consumer Cyclical
-627
- 13.6%
$54.32 - $63.04 $34.1K - $39.5K
3.98K $218K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-4.72K
- 5.6%
$9.86 - $10.92 $46.5K - $51.5K
79.5K $867K
RING
Ishares Inc Msci Global Gold M

ETFs
-1.58K
- 24.84%
$34.72 - $45.62 $55K - $72.3K
4.79K $209K
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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