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
RING
Ishares Inc Msci Global Gold M

ETFs
-4.9K
- 43.48%
$28.64 - $38.36 $140K - $188K
6.38K $244K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-66
- 0.53%
$117.4 - $131.02 $7.75K - $8.65K
12.5K $1.49M
BIIB
Biogen Inc.

Healthcare
-7
- 0.16%
$133.43 - $153.27 $934 - $1.07K
4.38K $599K
MAS
Masco Corp

Industrials
-256
- 1.43%
$68.67 - $81.85 $17.6K - $21K
17.6K $1.23M
SABR
Sabre Corp

Consumer Cyclical
-409
- 0.49%
$2.81 - $4.52 $1.15K - $1.85K
82.6K $231K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-7.04K
- 3.59%
$27.01 - $28.54 $190K - $201K
189K $5.29M
KD
Kyndryl Holdings, Inc.

Technology
-1.18K
- 11.36%
$31.32 - $43.45 $36.8K - $51.1K
9.18K $288K
FDVV
Fidelity High Dividend ETF

ETFs
-1.12K
- 2.82%
$48.86 - $52.28 $54.8K - $58.6K
38.6K $1.92M
WWD
Woodward, Inc.

Industrials
-813
- 16.53%
$171.38 - $195.22 $139K - $159K
4.11K $749K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-135
- 1.75%
$77.91 - $92.26 $10.5K - $12.5K
7.58K $601K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-846
- 34.04%
$81.83 - $82.73 $69.2K - $70K
1.64K $135K
PNR
Pentair PLC

Industrials
-118
- 2.66%
$84.0 - $105.35 $9.91K - $12.4K
4.32K $378K
SHV
Ishares Tr

ETFs
-616
- 15.31%
$110.11 - $110.51 $67.8K - $68.1K
3.41K $376K
CFLT
Confluent, Inc.

Technology
-100
- 0.71%
$23.44 - $37.65 $2.34K - $3.77K
13.9K $325K
MU
Micron Technology Inc

Technology
-1.63K
- 5.73%
$86.89 - $109.38 $142K - $178K
26.8K $2.33M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-258
- 5.16%
$113.22 - $126.36 $29.2K - $32.6K
4.74K $544K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-2.58K
- 14.22%
$25.98 - $28.59 $67K - $73.7K
15.6K $427K
VDC
Vanguard Consumer Staples ETF

ETFs
-409
- 10.15%
$206.54 - $226.16 $84.5K - $92.5K
3.62K $792K
GGG
Graco Inc

Industrials
-664
- 11.79%
$80.53 - $87.54 $53.5K - $58.1K
4.97K $414K
OMC
Omnicom Group Inc.

Communication Services
-423
- 5.5%
$79.43 - $88.34 $33.6K - $37.4K
7.27K $602K
MLM
Martin Marietta Materials Inc

Basic Materials
-26
- 2.12%
$460.39 - $552.64 $12K - $14.4K
1.2K $575K
PSA
Public Storage

Real Estate
-193
- 5.94%
$288.99 - $313.98 $55.8K - $60.6K
3.06K $914K
ZION
Zions Bancorporation, National Association

Financial Services
-27
- 0.21%
$47.0 - $59.03 $1.27K - $1.59K
12.7K $633K
IOO
Ishares Tr Global 100 ETF

ETFs
-356
- 6.59%
$96.2 - $105.12 $34.2K - $37.4K
5.05K $486K
GLW
Corning Inc

Technology
-631
- 3.89%
$44.91 - $54.25 $28.3K - $34.2K
15.6K $713K
DGX
Quest Diagnostics Inc

Healthcare
-415
- 15.38%
N/A
2.28K $312K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.56K
- 9.52%
$33.84 - $37.77 $154K - $172K
43.4K $1.58M
CLH
Clean Harbors Inc

Industrials
-72
- 5.71%
$188.14 - $246.1 $13.5K - $17.7K
1.19K $234K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-696
- 1.59%
$71.9 - $77.57 $50K - $54K
43.2K $3.2M
FITB
Fifth Third Bancorp

Financial Services
-131
- 0.81%
$37.48 - $44.96 $4.91K - $5.89K
16K $627K
ENTG
Entegris Inc

Technology
-245
- 8.73%
$87.48 - $109.53 $21.4K - $26.8K
2.56K $224K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-8.1K
- 25.31%
$5.3 - $5.75 $42.9K - $46.6K
23.9K $128K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-82
- 0.2%
$74.34 - $81.0 $6.1K - $6.64K
40.3K $3.06M
CNQ
Canadian Natural Resources LTD

Energy
-1.72K
- 10.39%
$26.72 - $32.74 $45.9K - $56.2K
14.8K $456K
AVLV
American Centy ETF Tr Avantis
-726
- 20.49%
$63.51 - $70.42 $46.1K - $51.1K
2.82K $183K
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.07K
- 9.16%
$56.51 - $62.98 $117K - $130K
20.5K $1.24M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-4.61K
- 28.32%
$11.17 - $11.61 $51.5K - $53.5K
11.7K $131K
VPU
Vanguard Utilities ETF

ETFs
-502
- 10.72%
$161.24 - $173.33 $80.9K - $87K
4.18K $713K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.17K
- 1.45%
N/A
147K $3.48M
EFV
Msci Eafe Value ETF

ETFs
-63.3K
- 11.12%
$51.88 - $60.73 $3.28M - $3.84M
505K $29.8M
SKYY
First Trust Cloud Computing Et

ETFs
-31
- 1.16%
$102.23 - $131.18 $3.17K - $4.07K
2.64K $269K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-4.23K
- 28.84%
$11.13 - $11.61 $47K - $49.1K
10.4K $116K
TTE
Total Energies Se

Energy
-719
- 8.44%
N/A
7.8K $535K
FNB
Fnb Corp

Financial Services
-489
- 1.58%
$13.08 - $15.95 $6.4K - $7.8K
30.5K $409K
FIS
Fidelity National Information Services, Inc.

Technology
-385
- 11.97%
$68.12 - $83.42 $26.2K - $32.1K
2.83K $211K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-184
- 6.63%
$110.9 - $132.93 $20.4K - $24.5K
2.59K $294K
IYT
Ishares Tr U.S. Transportation

ETFs
-579
- 21.7%
$63.37 - $73.39 $36.7K - $42.5K
2.09K $133K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.22K
- 6.89%
$50.82 - $52.7 $61.9K - $64.2K
16.5K $864K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-362
- 0.96%
$90.0 - $96.32 $32.6K - $34.9K
37.4K $3.45M
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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