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
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
-160
- 1.54%
$21.78 - $29.47 $3.48K - $4.72K
10.2K $301K
COUR
Coursera, Inc.

Consumer Defensive
-750
- 2.26%
$6.17 - $9.38 $4.63K - $7.04K
32.5K $284K
HQY
Healthequity, Inc.

Healthcare
-208
- 3.87%
$76.77 - $113.06 $16K - $23.5K
5.16K $540K
VT
Vanguard Total World Stk Index

ETFs
-581
- 5.15%
$103.16 - $128.52 $59.9K - $74.7K
10.7K $1.38M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-28.5K
- 7.55%
$43.98 - $54.23 $1.25M - $1.54M
349K $18.9M
AMG
Affiliated Managers Group, Inc.

Financial Services
-14
- 0.54%
$143.35 - $197.67 $2.01K - $2.77K
2.6K $511K
ITT
Itt Inc.

Industrials
-9
- 0.33%
$112.67 - $157.95 $1.01K - $1.42K
2.68K $420K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-48
- 0.34%
$46.22 - $57.51 $2.22K - $2.76K
14.1K $807K
PRGS
Progress Software Corp

Technology
-129
- 1.92%
$54.68 - $64.66 $7.05K - $8.34K
6.58K $420K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-790
- 1.44%
$33.11 - $37.79 $26.2K - $29.9K
54.1K $2.05M
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-782
- 1.15%
$2.6 - $4.33 $2.03K - $3.39K
66.9K $286K
OLO
Olo Inc.

Technology
-5.62K
- 12.11%
$5.84 - $9.7 $32.8K - $54.5K
40.8K $363K
CDE
Coeur Mining, Inc.

Basic Materials
-1.97K
- 5.71%
$4.81 - $9.46 $9.46K - $18.6K
32.5K $287K
IWS
Ishares Russell Midcap Value E

ETFs
-1.14K
- 2.96%
$110.58 - $132.14 $126K - $150K
37.3K $4.93M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-3
- 0.01%
$29.41 - $37.21 $88.2 - $112
22.1K $823K
THC
Tenet Healthcare Corp

Healthcare
-37
- 1.52%
$110.41 - $176.0 $4.09K - $6.51K
2.39K $420K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-1.12K
- 5.24%
$75.33 - $94.56 $84.2K - $106K
20.2K $1.9M
COIN
Coinbase Global, Inc.

Technology
-2.05K
- 44.7%
$151.47 - $375.07 $311K - $769K
2.54K $889K
EVR
Evercore Inc.

Financial Services
-11
- 0.76%
$163.77 - $271.5 $1.8K - $2.99K
1.44K $389K
FLSW
Franklin Templeton ETF Tr

ETFs
-798
- 1.35%
$32.51 - $38.98 $25.9K - $31.1K
58.3K $2.21M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-524
- 1.57%
$61.08 - $74.04 $32K - $38.8K
32.8K $2.43M
VONG
Vanguard Russell 1000 Growth E

ETFs
-213
- 2.56%
$82.51 - $109.2 $17.6K - $23.3K
8.11K $885K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-363
- 9.82%
$160.63 - $257.78 $58.3K - $93.6K
3.34K $855K
VLUE
Ishares Msci Usa Value Factor

ETFs
-458
- 1.8%
$93.5 - $113.21 $42.8K - $51.9K
25K $2.83M
QTWO
Q2 Holdings, Inc.

Technology
-109
- 1.18%
$68.72 - $95.27 $7.49K - $10.4K
9.11K $852K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-159
- 1.56%
$108.06 - $135.3 $17.2K - $21.5K
10K $1.35M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-28
- 0.14%
$71.86 - $82.66 $2.01K - $2.31K
19.6K $1.62M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-327
- 0.91%
$97.51 - $118.42 $31.9K - $38.7K
35.6K $4.22M
EXEL
Exelixis, Inc.

Healthcare
-410
- 2.07%
$34.13 - $46.26 $14K - $19K
19.4K $853K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-460
- 0.88%
$36.14 - $44.23 $16.6K - $20.3K
51.9K $2.29M
IXUS
Ishares Tr

ETFs
-1.83K
- 5.07%
$62.37 - $77.63 $114K - $142K
34.3K $2.65M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-420
- 8.29%
$164.46 - $237.28 $69.1K - $99.7K
4.65K $1.1M
AVUV
American Centy ETF Tr Avantis

ETFs
-3.03K
- 2.92%
$75.17 - $91.21 $228K - $277K
101K $9.18M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-998
- 2.3%
$32.66 - $40.75 $32.6K - $40.7K
42.4K $1.72M
DG
Dollar General Corp

Consumer Defensive
-25
- 0.46%
$86.02 - $114.95 $2.15K - $2.87K
5.43K $621K
CW
Curtiss Wright Corp

Industrials
-48
- 4.98%
$283.18 - $488.55 $13.6K - $23.5K
916 $447K
UBSI
United Bankshares Inc

Financial Services
-96
- 0.11%
$31.5 - $37.32 $3.02K - $3.58K
83.7K $3.05M
IWV
Ishares Russell 3000 ETF

ETFs
-905
- 6.41%
$281.67 - $351.0 $255K - $318K
13.2K $4.64M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-105
- 0.29%
$83.8 - $101.39 $8.8K - $10.6K
36.6K $3.71M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-400
- 1.22%
$45.98 - $56.15 $18.4K - $22.5K
32.4K $1.82M
INDA
Ishares Msci India Index Fund

ETFs
-4.9K
- 4.61%
$49.13 - $55.86 $241K - $273K
101K $5.65M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-480
- 1.19%
$67.22 - $81.54 $32.3K - $39.1K
39.8K $3.24M
BSX
Boston Scientific Corp

Healthcare
-457
- 1.28%
$89.7 - $107.41 $41K - $49.1K
35.1K $3.78M
DOV
Dover Corp

Industrials
-24
- 0.09%
$151.14 - $186.7 $3.63K - $4.48K
27.9K $5.12M
MAR
Marriott International Inc

Consumer Cyclical
-20
- 0.32%
$211.12 - $274.14 $4.22K - $5.48K
6.29K $1.72M
MCHP
Microchip Technology Inc

Technology
-955
- 7.31%
$35.34 - $71.6 $33.7K - $68.4K
12.1K $852K
AVDV
American Centy ETF Tr Avantis

ETFs
-140
- 0.55%
$61.76 - $79.32 $8.65K - $11.1K
25.3K $2M
EWJ
Ishares Msci Japan ETF

ETFs
-1.45K
- 2.48%
$61.32 - $75.28 $88.7K - $109K
57K $4.27M
ACWI
Ishares Msci Acwi ETF

ETFs
-1.47K
- 3.91%
$103.59 - $128.6 $152K - $188K
36K $4.63M
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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