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
IBHG
Ishares Tr Ibonds 2027 Term Hi
-51
- 1.12%
$22.21 - $22.56 $1.13K - $1.15K
4.5K $100K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
-48
- 1.1%
$23.33 - $23.71 $1.12K - $1.14K
4.3K $100K
MGRC
Mcgrath Rentcorp

Industrials
-1
- 0.04%
$109.58 - $128.96 $110 - $129
2.42K $269K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-374
- 3.64%
$22.98 - $24.13 $8.59K - $9.02K
9.9K $236K
Solventum Corp
-699
- 13.26%
N/A
4.57K $0
Amplify ETF Tr
-423
- 9.43%
N/A
4.06K $0
Fidelity Covington Trust
-58
- 1.59%
N/A
3.6K $0
Lam Research Corp
-3.9K
- 8.34%
N/A
42.8K $0
Bank America Corp
-30
- 26.32%
N/A
84 $0
Ge Vernova Inc
-215
- 3.69%
N/A
5.61K $0
Morgan Stanley ETF Trust
-4.64K
- 8.83%
N/A
47.9K $0
Innovator Etfs Trust
-123
- 1.53%
N/A
7.92K $0
Advisor Managed Portfolios
-38K
- 0.89%
N/A
4.25M $0
VDE
Vanguard Energy ETF

ETFs
-829
- 6.51%
$119.14 - $132.76 $98.8K - $110K
11.9K $1.54M
PLW
Invesco 1 30 Laddered Treasury

ETFs
-10K
- 58.47%
N/A
7.12K $0
Gsk PLC
-2K
- 20.88%
N/A
7.58K $0
Jacobs Solutions Inc
-33
- 0.96%
N/A
3.4K $0
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-55
- 2.02%
$114.57 - $118.14 $6.3K - $6.5K
2.66K $314K
DFSI
Dimensional ETF Tr Dimen Intl
-14.1K
- 37.25%
N/A
23.7K $0
Aptiv PLC
-256
- 4.15%
N/A
5.91K $0
Fidelity Covington Trust
-1.91K
- 31.49%
N/A
4.16K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-361
- 1.47%
N/A
24.2K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-2.14K
- 13.48%
N/A
13.7K $0
Vanguard Malvern Fds
-661
- 17.79%
N/A
3.05K $0
EWD
Ishares Inc Msci Sweden ETF

ETFs
-1.76K
- 11.25%
$37.28 - $45.14 $65.5K - $79.3K
13.9K $583K
PDT
John Hancock Premium Dividend Fund

Financial Services
-200
- 1.72%
$12.43 - $13.08 $2.49K - $2.62K
11.4K $149K
MELI
Mercadolibre Inc

Consumer Cyclical
-22
- 12.5%
$1739.0 - $2260.0 $38.3K - $49.7K
154 $300K
INTC
Intel Corp

Technology
-10.8K
- 11.6%
$19.1 - $27.39 $206K - $295K
82.1K $1.86M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-93
- 2.12%
$25.69 - $26.89 $2.39K - $2.5K
4.3K $115K
D
Dominion Energy, Inc

Utilities
-584
- 3.66%
$52.85 - $57.43 $30.9K - $33.5K
15.4K $862K
STAG
Stag Industrial, Inc.

Real Estate
-425
- 5.67%
$32.39 - $37.07 $13.8K - $15.8K
7.07K $255K
TDY
Teledyne Technologies Inc

Technology
-29
- 5.26%
$455.51 - $518.84 $13.2K - $15K
522 $259K
FAF
First American Financial Corp

Financial Services
-1.87K
- 4.7%
$57.7 - $66.47 $108K - $124K
37.9K $2.49M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-6
- 0.03%
$22.61 - $23.14 $136 - $139
17.3K $399K
STE
Steris PLC

Healthcare
-71
- 7.02%
$202.46 - $232.74 $14.4K - $16.5K
940 $213K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.32K
- 5.1%
$87.68 - $94.52 $291K - $314K
61.8K $5.79M
DTE
Dte Energy CO

Utilities
-348
- 10.97%
$117.6 - $138.27 $40.9K - $48.1K
2.82K $390K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-126
- 3.96%
$107.24 - $116.37 $13.5K - $14.7K
3.06K $355K
NNN
National Retail Properties, Inc.

Real Estate
-344
- 2.56%
$38.0 - $43.19 $13.1K - $14.9K
13.1K $557K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-271
- 0.81%
$66.3 - $74.17 $18K - $20.1K
33.3K $2.32M
SAP
Sap Se

Technology
-193
- 7.05%
$241.4 - $293.69 $46.6K - $56.7K
2.55K $683K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-887
- 1.7%
$76.77 - $82.22 $68.1K - $72.9K
51.2K $4.06M
HEFA
Ishares Currency Hedged Msci E

ETFs
-235
- 1.73%
$34.83 - $37.52 $8.19K - $8.82K
13.4K $484K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-104
- 2.35%
$42.3 - $53.69 $4.4K - $5.58K
4.32K $224K
HII
Huntington Ingalls Industries, Inc.

Industrials
-41
- 2.86%
$159.75 - $208.61 $6.55K - $8.55K
1.39K $284K
SHW
Sherwin Williams CO

Basic Materials
-163
- 2.12%
$330.16 - $365.55 $53.8K - $59.6K
7.54K $2.63M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-14
- 0.18%
$30.38 - $34.94 $425 - $489
7.7K $263K
HLN
Haleon PLC

Healthcare
-189
- 0.81%
$9.02 - $10.67 $1.7K - $2.02K
23.1K $238K
LNG
Cheniere Energy, Inc.

Energy
-23
- 1.81%
$209.32 - $253.66 $4.81K - $5.83K
1.25K $288K
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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