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
CPRT
Copart Inc

Consumer Cyclical
-626
- 6.44%
$52.3 - $59.83 $32.7K - $37.5K
9.1K $514K
IBB
Ishares Biotechnology ETF

ETFs
-39
- 0.43%
$127.9 - $140.56 $4.99K - $5.48K
8.94K $1.14M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-1.79K
- 6.63%
$25.44 - $25.58 $45.4K - $45.7K
25.2K $642K
CAG
Conagra Brands Inc.

Consumer Defensive
-671
- 2.81%
$23.9 - $27.67 $16K - $18.6K
23.2K $619K
MCO
Moodys Corp

Financial Services
-72
- 5.5%
$437.8 - $527.48 $31.5K - $38K
1.24K $576K
NI
Nisource Inc.

Utilities
-2.26K
- 15.68%
$35.57 - $41.23 $80.5K - $93.3K
12.2K $487K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-161
- 2.07%
$69.82 - $78.67 $11.2K - $12.7K
7.63K $536K
IYM
Ishares Tr

ETFs
-379
- 17.89%
$128.53 - $142.03 $48.7K - $53.8K
1.74K $234K
PBW
Invesco Exchange Traded Fd Tr

ETFs
-380
- 4.78%
$15.74 - $22.48 $5.98K - $8.54K
7.58K $119K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-609
- 11.54%
$37.33 - $45.03 $22.7K - $27.4K
4.67K $178K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-1.94K
- 27.67%
$21.23 - $22.14 $41.1K - $42.9K
5.07K $111K
ABC
Amerisourcebergen Corp

Healthcare
-206
- 6.51%
N/A
2.96K $547K
RMD
Resmed Inc

Healthcare
-117
- 4.84%
$219.7 - $257.65 $25.7K - $30.1K
2.3K $514K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-1
- 0.08%
$333.37 - $384.99 $333 - $385
1.2K $399K
DFS
Discover Financial Services

Financial Services
-99
- 1.33%
$152.99 - $203.25 $15.1K - $20.1K
7.35K $1.25M
FANG
Diamondback Energy, Inc.

Energy
-156
- 5.81%
$139.9 - $180.18 $21.8K - $28.1K
2.53K $404K
SCI
Service Corp International

Consumer Cyclical
-465
- 12.76%
$75.99 - $84.16 $35.3K - $39.1K
3.18K $254K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.09K
- 5.77%
$106.22 - $111.09 $116K - $121K
17.8K $1.98M
FTNT
Fortinet, Inc.

Technology
-642
- 4.06%
$92.49 - $114.57 $59.4K - $73.6K
15.2K $1.46M
CZA
Invesco Exchange Traded Fd Tr

ETFs
-324
- 1.59%
$101.07 - $108.24 $32.7K - $35.1K
20K $2.08M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-2.25K
- 5.01%
$18.18 - $18.58 $41K - $41.9K
42.8K $792K
IEF
Ishares Barclays

ETFs
-488
- 10.91%
$91.17 - $95.39 $44.5K - $46.6K
3.99K $380K
CTSH
Cognizant Technology Solutions Corp

Technology
-368
- 3.91%
$75.32 - $90.7 $27.7K - $33.4K
9.04K $691K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-510
- 9.66%
$53.81 - $62.59 $27.4K - $31.9K
4.77K $267K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-368
- 2.63%
$100.34 - $100.68 $36.9K - $37.1K
13.7K $1.37M
WEX
Wex Inc.

Technology
-47
- 3.47%
$148.29 - $186.78 $6.97K - $8.78K
1.31K $205K
EA
Electronic Arts Inc.

Communication Services
-111
- 1.28%
$116.53 - $146.29 $12.9K - $16.2K
8.58K $1.24M
EBND
Spdr Bloomberg Emerging Market

ETFs
-1.75K
- 24.2%
$19.47 - $20.36 $34K - $35.6K
5.47K $109K
IYH
Ishares Tr

ETFs
-935
- 9.66%
$58.32 - $62.76 $54.5K - $58.7K
8.74K $532K
BDX
Becton Dickinson & CO

Healthcare
-295
- 1.76%
$222.79 - $249.08 $65.7K - $73.5K
16.4K $3.77M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-727
- 30.6%
$55.23 - $64.6 $40.2K - $47K
1.65K $101K
KBE
Spdr S&P Bank ETF

ETFs
-352
- 8.99%
$51.28 - $59.92 $18.1K - $21.1K
3.57K $188K
ALLO
Allogene Therapeutics, Inc.

Healthcare
-9.05K
- 38.95%
$1.4 - $2.84 $12.7K - $25.7K
14.2K $20K
SPMD
Spdr Portfolio

ETFs
-198
- 4.29%
$50.21 - $57.73 $9.94K - $11.4K
4.42K $225K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-172
- 11.12%
$108.02 - $120.45 $18.6K - $20.7K
1.38K $151K
STLD
Steel Dynamics Inc

Basic Materials
-267
- 1.09%
N/A
24.3K $2.38M
F
Ford Motor CO

Consumer Cyclical
-3.33K
- 5.49%
$9.12 - $10.43 $30.4K - $34.7K
57.4K $575K
UAA
Under Armour, Inc.

Consumer Cyclical
-44
- 0.35%
$6.25 - $8.66 $275 - $381
12.7K $79K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-2.56K
- 14.41%
$10.55 - $11.13 $27K - $28.4K
15.2K $162K
AAL
American Airlines Group Inc.

Industrials
-2.29K
- 8.53%
N/A
24.5K $270K
CYBR
Cyber Ark Software Ltd.

Technology
-86
- 10.36%
$312.8 - $414.31 $26.9K - $35.6K
744 $251K
UA
Under Armour Inc Cl C

Consumer Cyclical
-587
- 3.98%
$5.95 - $7.79 $3.49K - $4.57K
14.1K $84K
IYK
Ishares U.S. Consumer Staples

ETFs
-523
- 20.62%
$63.29 - $71.8 $33.1K - $37.6K
2.01K $144K
EDEN
Ishares Tr Msci Denmark ETF

ETFs
-159
- 6.61%
$103.21 - $114.0 $16.4K - $18.1K
2.25K $233K
CHTR
Charter Communications, Inc.

Communication Services
-108
- 14.65%
$334.89 - $384.77 $36.2K - $41.6K
629 $231K
SPXN
Proshares Tr S&P 500 Ex Finls

ETFs
-180
- 7.51%
$58.71 - $65.53 $10.6K - $11.8K
2.22K $131K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-180
- 14.96%
$113.59 - $123.29 $20.4K - $22.2K
1.02K $119K
VLUE
Ishares Msci Usa Value Factor

ETFs
-438
- 1.69%
$104.89 - $113.56 $45.9K - $49.7K
25.5K $2.72M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-375
- 15.59%
$49.42 - $50.43 $18.5K - $18.9K
2.03K $101K
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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