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
CSGS
Csg Systems International Inc

Technology
-190
- 3.63%
$56.51 - $66.33 $10.7K - $12.6K
5.05K $329K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-320
- 4.79%
$54.81 - $67.78 $17.5K - $21.7K
6.36K $431K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-128
- 1.72%
$33.38 - $40.81 $4.27K - $5.22K
7.32K $298K
AYI
Acuity Brands Inc

Industrials
-65
- 6.7%
$223.31 - $304.18 $14.5K - $19.8K
905 $269K
FRSH
Freshworks Inc.

Technology
-70
- 0.37%
$12.07 - $15.98 $845 - $1.12K
18.9K $282K
MBWM
Mercantile Bank Corp

Financial Services
-16
- 0.31%
$38.53 - $46.41 $616 - $743
5.14K $238K
CYBR
Cyber Ark Software Ltd.

Technology
-83
- 11.16%
$305.98 - $406.88 $25.4K - $33.8K
661 $268K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-835
- 2.85%
$8.65 - $10.52 $7.22K - $8.78K
28.5K $299K
PAYC
Paycom Software, Inc.

Technology
-15
- 0.87%
$193.07 - $265.71 $2.9K - $3.99K
1.71K $394K
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
-1.34K
- 2.79%
$3.06 - $5.62 $4.11K - $7.55K
46.9K $199K
SIGA
Siga Technologies Inc

Healthcare
-311
- 1.55%
$5.22 - $6.56 $1.62K - $2.04K
19.7K $128K
FHI
Federated Hermes, Inc.

Financial Services
-68
- 1.08%
$35.85 - $44.32 $2.44K - $3.01K
6.2K $274K
TROW
Price T Rowe Group Inc

Financial Services
-234
- 2.52%
$80.27 - $98.06 $18.8K - $22.9K
9.06K $873K
TDIV
First Trust Nasdaq Technology

ETFs
-950
- 14.82%
$64.41 - $90.17 $61.2K - $85.7K
5.46K $492K
CUBI
Customers Bancorp, Inc.

Financial Services
-288
- 6.5%
$42.75 - $58.98 $12.3K - $17K
4.14K $243K
HAFC
Hanmi Financial Corp

Financial Services
-74
- 0.65%
$20.42 - $24.81 $1.51K - $1.84K
11.3K $278K
AEM
Agnico Eagle Mines LTD

Basic Materials
-67
- 2.41%
$99.48 - $124.46 $6.67K - $8.34K
2.71K $322K
PDN
Invesco Fd Tr

ETFs
-297
- 4.92%
$30.37 - $38.92 $9.02K - $11.6K
5.74K $223K
CFLT
Confluent, Inc.

Technology
-8
- 0.06%
$19.44 - $24.93 $156 - $199
13.9K $346K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-69
- 6.87%
$283.31 - $388.96 $19.5K - $26.8K
935 $350K
IMFL
Invesco Ex Tr Self Indx Fd Tr
-266
- 2.7%
$22.43 - $27.68 $5.97K - $7.36K
9.59K $265K
MSCI
Msci Inc.

Financial Services
-5
- 0.22%
$506.56 - $576.74 $2.53K - $2.88K
2.23K $1.29M
SNV
Synovus Financial Corp

Financial Services
-308
- 3.84%
$38.27 - $51.75 $11.8K - $15.9K
7.72K $399K
PBW
Invesco Exchange Traded Fd Tr

ETFs
-360
- 4.75%
$13.42 - $20.22 $4.83K - $7.28K
7.22K $143K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.12K
- 15.01%
$31.67 - $42.89 $35.5K - $48K
6.34K $271K
CVGW
Calavo Growers Inc

Consumer Defensive
-115
- 1.07%
$22.74 - $28.18 $2.62K - $3.24K
10.6K $281K
GVA
Granite Construction Inc

Industrials
-536
- 12.8%
$71.89 - $93.51 $38.5K - $50.1K
3.65K $341K
EWD
Ishares Inc Msci Sweden ETF

ETFs
-510
- 3.68%
$37.07 - $46.35 $18.9K - $23.6K
13.3K $610K
THFF
First Financial Corp

Financial Services
-116
- 1.77%
$42.72 - $54.21 $4.96K - $6.29K
6.44K $348K
CSL
Carlisle Companies Inc

Industrials
-2
- 0.22%
$317.1 - $408.5 $634 - $817
893 $333K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-542
- 1.31%
$7.35 - $9.25 $3.98K - $5.01K
40.9K $378K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.19K
- 10.64%
$70.56 - $92.75 $84.2K - $111K
10K $899K
SABR
Sabre Corp

Consumer Cyclical
-238
- 0.29%
$1.95 - $3.18 $464 - $757
82.3K $260K
HDSN
Hudson Technologies Inc

Basic Materials
-341
- 2.06%
$5.25 - $8.12 $1.79K - $2.77K
16.2K $131K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
-459
- 2.14%
$9.57 - $11.9 $4.39K - $5.46K
21K $246K
ATKR
Atkore Inc.

Industrials
-146
- 3.44%
$52.02 - $71.15 $7.59K - $10.4K
4.1K $288K
SPXE
Proshares Tr S&P 500 Ex Energy

ETFs
-350
- 4.02%
$53.49 - $66.89 $18.7K - $23.4K
8.35K $558K
INCY
Incyte Corp

Healthcare
-181
- 2.77%
$55.17 - $71.22 $9.99K - $12.9K
6.35K $432K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-207
- 3.82%
$86.93 - $109.64 $18K - $22.7K
5.22K $571K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-200
- 4.19%
$48.48 - $67.3 $9.7K - $13.5K
4.57K $307K
ADUS
Addus Home Care Corp

Healthcare
-24
- 0.88%
$96.32 - $118.0 $2.31K - $2.83K
2.71K $311K
IBEX
Ibex LTD

Technology
-45
- 0.51%
$22.5 - $30.55 $1.01K - $1.37K
8.87K $257K
NVEE
Nv5 Global, Inc.

Industrials
-329
- 2.58%
$15.12 - $23.09 $4.97K - $7.6K
12.4K $287K
UGI
Ugi Corp

Utilities
-379
- 2.2%
$30.18 - $36.59 $11.4K - $13.9K
16.9K $614K
IFN
India Fund Inc

Financial Services
-14
- 0.02%
$13.8 - $16.82 $193 - $235
63.3K $1.05M
UVE
Universal Insurance Holdings, Inc.

Financial Services
-267
- 1.78%
$21.25 - $28.47 $5.67K - $7.6K
14.7K $408K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-3
- 0.04%
$70.44 - $86.87 $211 - $261
7.57K $657K
ALLY
Ally Financial Inc.

Financial Services
-269
- 0.98%
$30.09 - $38.95 $8.09K - $10.5K
27.2K $1.06M
LYFT
Lyft, Inc.

Technology
-1.88K
- 8.19%
$9.97 - $17.21 $18.7K - $32.3K
21K $331K
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