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
TBT
Proshares Ultrashort 20+Year T

ETFs
-74
- 1.34%
$32.51 - $38.65 $2.41K - $2.86K
5.46K $183K
CHD
Church & Dwight CO Inc

Consumer Defensive
-309
- 10.58%
$101.42 - $113.2 $31.3K - $35K
2.61K $287K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-68
- 4.59%
$157.71 - $180.77 $10.7K - $12.3K
1.41K $227K
SNY
Sanofi

Healthcare
-1.1K
- 18.64%
$48.15 - $59.42 $52.8K - $65.1K
4.78K $265K
PHM
Pultegroup Inc

Consumer Cyclical
-30
- 1.16%
$101.09 - $118.51 $3.03K - $3.56K
2.56K $263K
BAX
Baxter International Inc

Healthcare
-4.12K
- 16.82%
$29.26 - $36.57 $121K - $151K
20.4K $697K
BKR
Baker Hughes CO

Energy
-1.02K
- 10.33%
$41.16 - $48.85 $42.1K - $49.9K
8.87K $389K
CBSH
Commerce Bancshares Inc

Financial Services
-258
- 6.1%
$58.85 - $68.59 $15.2K - $17.7K
3.97K $247K
DVY
Ishares Tr

ETFs
-618
- 2.71%
$128.58 - $138.1 $79.5K - $85.3K
22.2K $2.98M
DJP
Barclays Bank PLC

ETFs
-411
- 4.04%
N/A
9.76K $315K
LHX
L3 Harris Technologies, Inc.

Industrials
-51
- 1.75%
$194.65 - $222.86 $9.93K - $11.4K
2.87K $600K
OZK
Bank Ozk

Financial Services
-71
- 0.77%
$41.71 - $53.1 $2.96K - $3.77K
9.1K $395K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-393
- 6.61%
$44.41 - $45.98 $17.5K - $18.1K
5.56K $253K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.04K
- 0.82%
$19.43 - $19.62 $39.7K - $40.1K
246K $4.83M
VEEV
Veeva Systems Inc

Healthcare
-285
- 11.18%
$210.58 - $246.8 $60K - $70.3K
2.27K $524K
EFX
Equifax Inc

Industrials
-2
- 0.22%
$235.63 - $278.34 $471 - $557
914 $222K
BIT
Black Rock Multi Sector Income Trust

Financial Services
-650
- 5.59%
$14.43 - $14.85 $9.38K - $9.65K
11K $158K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.21K
- 4.12%
$9.47 - $11.46 $11.4K - $13.8K
28.1K $301K
PTH
Invesco Exchange Traded Fd Tr

ETFs
-180
- 3.83%
$38.27 - $45.94 $6.89K - $8.27K
4.52K $178K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-530
- 9.26%
$20.82 - $22.08 $11K - $11.7K
5.2K $111K
INTF
Ishares Tr

ETFs
-891
- 10.95%
$28.43 - $31.96 $25.3K - $28.5K
7.25K $223K
IYE
Ishares Tr

ETFs
-494
- 12.8%
$45.23 - $49.95 $22.3K - $24.7K
3.37K $165K
CSCO
Cisco Systems, Inc.

Technology
-50.2K
- 4.08%
$58.74 - $64.87 $2.95M - $3.26M
1.18M $72.8M
IFN
India Fund Inc

Financial Services
-595
- 0.93%
$14.32 - $16.19 $8.52K - $9.63K
63.4K $999K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-4.13K
- 5.98%
$28.11 - $32.0 $116K - $132K
65K $2M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-366
- 3.57%
N/A
9.89K $200K
WTRG
Essential Utilities, Inc.

Utilities
-926
- 10.03%
$33.49 - $40.57 $31K - $37.6K
8.3K $328K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-153
- 4.62%
$59.15 - $62.71 $9.05K - $9.59K
3.16K $195K
UNM
Unum Group

Financial Services
-484
- 12.15%
$71.8 - $83.34 $34.8K - $40.3K
3.5K $285K
ELS
Equity Lifestyle Properties Inc

Real Estate
-79
- 1.35%
$64.36 - $69.32 $5.08K - $5.48K
5.77K $384K
AMCR
Amcor PLC

Consumer Cyclical
-2.18K
- 3.94%
$9.33 - $10.39 $20.3K - $22.6K
53.1K $514K
VONV
Vanguard Russell 1000 Value Et

ETFs
-72
- 4.68%
$80.21 - $86.14 $5.78K - $6.2K
1.47K $120K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.3K
- 1.04%
$23.9 - $24.18 $31.2K - $31.5K
124K $3.01M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-413
- 5.69%
$25.54 - $27.64 $10.5K - $11.4K
6.84K $186K
VFH
Vanguard Financial ETF

ETFs
-119
- 1.58%
$114.07 - $127.34 $13.6K - $15.2K
7.41K $884K
VAW
Vanguard Materials ETF

ETFs
-27
- 2.49%
$185.71 - $202.46 $5.01K - $5.47K
1.06K $199K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-160
- 8.17%
$98.98 - $113.18 $15.8K - $18.1K
1.8K $203K
UL
Unilever PLC

Consumer Defensive
-791
- 5.11%
$54.72 - $60.29 $43.3K - $47.7K
14.7K $874K
IDXX
Idexx Laboratories Inc

Healthcare
-38
- 1.92%
$406.29 - $469.04 $15.4K - $17.8K
1.94K $815K
NORW
Global X Msci Norway ETF

ETFs
-1.96K
- 14.37%
$23.77 - $27.57 $46.7K - $54.1K
11.7K $317K
CUBE
Cube Smart

Real Estate
-24
- 0.26%
$40.23 - $43.23 $966 - $1.04K
9.1K $388K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-943
- 2.7%
$37.07 - $40.63 $35K - $38.3K
34K $1.34M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-276
- 5.52%
$33.57 - $37.22 $9.27K - $10.3K
4.73K $169K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.04K
- 9.88%
$63.07 - $73.5 $65.8K - $76.7K
9.52K $668K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-513
- 7.18%
$61.25 - $72.83 $31.4K - $37.4K
6.63K $468K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-18
- 1.52%
$100.32 - $100.76 $1.81K - $1.81K
1.17K $117K
FAST
Fastenal CO

Industrials
-689
- 7.49%
$71.11 - $79.98 $49K - $55.1K
8.51K $660K
NET
Cloudflare, Inc.

Technology
-100
- 4.54%
$110.71 - $176.5 $11.1K - $17.7K
2.1K $236K
USRT
Ishares Core U.S. Reit ETF

ETFs
-44
- 1.02%
$55.14 - $60.29 $2.43K - $2.65K
4.28K $246K
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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