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
Bondbloxx ETF Trust
-52.5K
- 8.12%
N/A
594K $0
Gsk PLC
-16
- 0.21%
N/A
7.56K $0
EXPE
Expedia Group, Inc.

Consumer Cyclical
-14
- 0.29%
$136.63 - $176.62 $1.91K - $2.47K
4.81K $810K
Solventum Corp
-254
- 5.55%
N/A
4.32K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
-242
- 3.4%
N/A
6.88K $0
IVZ
Invesco Ltd.

Financial Services
-487
- 3.9%
$12.14 - $15.77 $5.91K - $7.68K
12K $189K
DFSU
Dimensional ETF Tr Dimen Us Su
-45
- 1.11%
N/A
4K $0
DFSI
Dimensional ETF Tr Dimen Intl
-9.52K
- 40.18%
N/A
14.2K $0
Morgan Stanley ETF Trust
-7.66K
- 16.01%
N/A
40.2K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
-4.43K
- 20.97%
N/A
16.7K $0
Aptiv PLC
-145
- 2.45%
N/A
5.76K $0
HEIA
Heico Crp Cl A
-199
- 29.05%
N/A
486 $0
Cooper Cos Inc
-3.24K
- 26.32%
N/A
9.06K $0
Advisor Managed Portfolios
-73.3K
- 1.72%
N/A
4.18M $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-381
- 2.77%
N/A
13.3K $0
CTSH
Cognizant Technology Solutions Corp

Technology
-176
- 1.95%
$66.47 - $81.81 $11.7K - $14.4K
8.86K $691K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-10.5K
- 43.18%
N/A
13.8K $0
Diebold Nixdorf Inc
-3
- 0.05%
N/A
6.05K $0
MAT
Mattel Inc

Consumer Cyclical
-144
- 0.91%
$14.55 - $20.12 $2.1K - $2.9K
15.7K $309K
KAPR
Innovator U.S. Small Cap Power

ETFs
-408
- 4.43%
$28.5 - $32.39 $11.6K - $13.2K
8.81K $285K
LXFR
Luxfer Holdings PLC

Industrials
-215
- 2.06%
$9.58 - $12.45 $2.06K - $2.68K
10.2K $124K
ETSY
Etsy Inc

Consumer Cyclical
-333
- 5.68%
$40.8 - $63.88 $13.6K - $21.3K
5.53K $277K
IAS
Integral Ad Science Holding Corp.

Communication Services
-553
- 2.0%
$6.38 - $8.33 $3.53K - $4.61K
27.1K $225K
STKL
Sun Opta Inc.

Consumer Defensive
-2.25K
- 13.66%
$3.71 - $6.44 $8.35K - $14.5K
14.2K $82K
FHN
First Horizon Corp

Financial Services
-1.38K
- 7.93%
$16.21 - $21.2 $22.4K - $29.2K
16K $339K
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
-333
- 2.15%
$7.63 - $10.2 $2.54K - $3.4K
15.1K $151K
ENB
Enbridge Inc

Energy
-464
- 1.88%
$41.09 - $47.16 $19.1K - $21.9K
24.2K $1.1M
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
-86
- 3.6%
$81.62 - $95.83 $7.02K - $8.24K
2.3K $220K
NFG
National Fuel Gas CO

Energy
-492
- 5.9%
$73.0 - $86.01 $35.9K - $42.3K
7.85K $664K
HLIO
Helios Technologies, Inc.

Industrials
-153
- 2.16%
$25.71 - $33.72 $3.93K - $5.16K
6.92K $231K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-215
- 4.63%
$82.93 - $99.12 $17.8K - $21.3K
4.43K $438K
VBTX
Veritex Holdings, Inc.

Financial Services
-263
- 2.75%
$20.77 - $26.15 $5.46K - $6.88K
9.31K $242K
ADT
Adt Inc.

Industrials
-1.15K
- 2.68%
$7.54 - $8.6 $8.64K - $9.86K
41.6K $352K
LNG
Cheniere Energy, Inc.

Energy
-45
- 3.61%
$197.25 - $244.33 $8.88K - $11K
1.2K $292K
OCFC
Oceanfirst Financial Corp

Financial Services
-223
- 1.63%
$14.76 - $17.72 $3.29K - $3.95K
13.5K $237K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-389
- 3.93%
$23.19 - $25.35 $9.02K - $9.86K
9.51K $241K
GRC
Gorman Rupp CO

Industrials
-131
- 2.27%
$31.36 - $39.03 $4.11K - $5.11K
5.65K $207K
OZK
Bank Ozk

Financial Services
-567
- 6.23%
$37.58 - $47.34 $21.3K - $26.8K
8.53K $401K
D
Dominion Energy, Inc

Utilities
-11
- 0.07%
$49.66 - $58.0 $546 - $638
15.4K $869K
GDRX
Good Rx Holdings, Inc.

Healthcare
-338
- 2.15%
$3.74 - $5.07 $1.26K - $1.71K
15.4K $76K
CFFN
Capitol Federal Financial, Inc.

Financial Services
-270
- 1.59%
$5.03 - $6.1 $1.36K - $1.65K
16.7K $102K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-432
- 2.26%
$33.77 - $41.16 $14.6K - $17.8K
18.7K $750K
FTI
Technip Fmc PLC

Energy
-358
- 4.94%
$23.18 - $35.33 $8.3K - $12.6K
6.88K $237K
VCTR
Victory Capital Holdings, Inc.

Financial Services
-236
- 5.63%
$51.28 - $64.94 $12.1K - $15.3K
3.96K $251K
HL
Hecla Mining CO

Basic Materials
-1.43K
- 3.37%
$4.54 - $6.45 $6.5K - $9.23K
41.1K $246K
BUSE
First Busey Corp

Financial Services
-233
- 2.05%
$19.2 - $23.42 $4.47K - $5.46K
11.1K $255K
JXN
Jackson Financial Inc.

Financial Services
-45
- 1.46%
$70.35 - $89.5 $3.17K - $4.03K
3.03K $268K
EWC
Ishares Msci Canada ETF

ETFs
-127
- 4.01%
$37.17 - $46.2 $4.72K - $5.87K
3.04K $140K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-500
- 10.71%
$33.86 - $45.77 $16.9K - $22.9K
4.17K $190K
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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