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
MGV
Vanguard Mega Cap Value

ETFs
-487
- 3.95%
$114.87 - $131.25 $55.9K - $63.9K
11.8K $1.55M
IXJ
Ishares Global Healthcare ETF

ETFs
-131
- 2.9%
$82.3 - $90.02 $10.8K - $11.8K
4.39K $377K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-718
- 11.17%
$49.57 - $50.27 $35.6K - $36.1K
5.71K $286K
AMWD
American Woodmark Corp

Consumer Cyclical
-232
- 5.72%
$50.27 - $61.67 $11.7K - $14.3K
3.83K $204K
OII
Oceaneering International Inc

Energy
-167
- 0.65%
$15.95 - $22.55 $2.66K - $3.77K
25.6K $529K
EFSC
Enterprise Financial Services Corp

Financial Services
-704
- 11.39%
$46.2 - $55.78 $32.5K - $39.3K
5.48K $301K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.01K
- 13.08%
$29.0 - $30.68 $29.3K - $31K
6.73K $206K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-53
- 0.43%
$139.81 - $165.8 $7.41K - $8.79K
12.2K $1.89M
HLN
Haleon PLC

Healthcare
-2.93K
- 12.68%
$9.27 - $11.41 $27.2K - $33.5K
20.2K $209K
KWR
Quaker Chemical Corp

Basic Materials
-32
- 1.53%
$97.26 - $124.36 $3.11K - $3.98K
2.06K $231K
AVY
Avery Dennison Corp

Industrials
-95
- 2.28%
$159.58 - $183.97 $15.2K - $17.5K
4.07K $713K
SJW
Sjw Group

Utilities
-88
- 1.14%
$50.1 - $56.8 $4.41K - $5K
7.61K $394K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-5.04K
- 21.09%
$4.83 - $5.39 $24.3K - $27.2K
18.9K $101K
CHY
Calamos Convertible & High Income Fund

Financial Services
-4.03K
- 19.64%
$9.18 - $10.99 $37K - $44.3K
16.5K $181K
VTHR
Vanguard Russell 3000 ETF

ETFs
-252
- 15.52%
$218.71 - $272.75 $55.1K - $68.7K
1.37K $374K
XT
Ishares Tr Exponential Technol

ETFs
-1.27K
- 16.71%
$49.86 - $65.25 $63.1K - $82.5K
6.31K $411K
UDMY
Udemy, Inc.

Consumer Defensive
-243
- 0.85%
$5.78 - $7.9 $1.4K - $1.92K
28.4K $199K
UAL
United Airlines Holdings, Inc.

Industrials
-891
- 19.45%
$56.15 - $84.23 $50K - $75K
3.69K $293K
EDEN
Ishares Tr Msci Denmark ETF

ETFs
-397
- 17.68%
$93.26 - $122.6 $37K - $48.7K
1.85K $210K
NWN
Northwest Natural Holding CO

Utilities
-25
- 0.36%
$39.62 - $44.11 $990 - $1.1K
6.9K $273K
ACCO
Acco Brands Corp

Industrials
-2.37K
- 10.42%
$3.37 - $4.28 $8K - $10.2K
20.4K $73K
TBT
Proshares Ultrashort 20+Year T

ETFs
-825
- 15.12%
$32.0 - $39.06 $26.4K - $32.2K
4.63K $162K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-431
- 19.69%
$46.76 - $57.2 $20.2K - $24.7K
1.76K $100K
OGE
Oge Energy Corp.

Utilities
-164
- 2.01%
$42.23 - $46.38 $6.93K - $7.61K
7.98K $354K
UMH
Umh Properties, Inc.

Real Estate
-37
- 0.36%
$16.36 - $18.82 $605 - $696
10.2K $170K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-487
- 3.13%
$24.18 - $27.61 $11.8K - $13.4K
15.1K $407K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.22K
- 25.77%
$32.41 - $42.59 $39.5K - $51.9K
3.51K $149K
IDU
Ishares Tr U S Utils ETF

ETFs
-355
- 6.63%
$93.98 - $106.11 $33.4K - $37.7K
5K $522K
NHI
National Health Investors Inc

Real Estate
-29
- 0.63%
$68.74 - $76.77 $1.99K - $2.23K
4.58K $321K
ALIT
Alight, Inc.

Technology
-1.13K
- 2.78%
$4.69 - $5.89 $5.31K - $6.67K
39.5K $223K
CINF
Cincinnati Financial Corp

Financial Services
-124
- 6.73%
$126.6 - $151.6 $15.7K - $18.8K
1.72K $255K
ICF
Ishares Tr

ETFs
-239
- 3.47%
$54.56 - $62.47 $13K - $14.9K
6.64K $406K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-399
- 2.78%
$24.14 - $25.43 $9.63K - $10.1K
14K $346K
FMC
Fmc Corp

Basic Materials
-296
- 4.44%
$33.98 - $44.06 $10.1K - $13K
6.37K $265K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-1.01K
- 6.67%
$10.09 - $10.88 $10.2K - $11K
14.2K $146K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-376
- 7.89%
$52.22 - $73.66 $19.6K - $27.7K
4.39K $289K
BNL
Broadstone Net Lease, Inc.

Real Estate
-199
- 1.67%
$14.72 - $17.13 $2.93K - $3.41K
11.7K $187K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-32
- 0.7%
$23.94 - $30.54 $766 - $977
4.55K $123K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
-813
- 10.02%
$29.61 - $35.32 $24.1K - $28.7K
7.3K $236K
HMN
Horace Mann Educators Corp

Financial Services
-352
- 4.7%
$38.84 - $43.99 $13.7K - $15.5K
7.15K $307K
DELL
Dell Technologies Inc.

Technology
-1.93K
- 27.17%
$71.63 - $125.98 $139K - $244K
5.19K $635K
BLND
Blend Labs, Inc.

Technology
-272
- 0.12%
$3.04 - $3.74 $827 - $1.02K
229K $755K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-235
- 17.09%
$97.68 - $121.38 $23K - $28.5K
1.14K $138K
FNDA
Schwab Fundamental U S Small C

ETFs
-2.12K
- 5.45%
$23.85 - $28.69 $50.5K - $60.8K
36.8K $1.05M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-264
- 5.63%
$41.11 - $42.42 $10.9K - $11.2K
4.43K $185K
CUBE
Cube Smart

Real Estate
-211
- 2.32%
$35.88 - $43.68 $7.57K - $9.22K
8.89K $377K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
-295
- 2.16%
$8.21 - $12.77 $2.42K - $3.77K
13.4K $157K
MIN
Mfs Intermediate Income Trust

Financial Services
-4K
- 25.4%
$2.63 - $2.72 $10.5K - $10.9K
11.8K $31K
FE
Firstenergy Corp

Utilities
-200
- 1.44%
$38.31 - $43.17 $7.66K - $8.63K
13.6K $549K
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
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