Ep Wealth Advisors, LLC Sells in Q2 2025

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-759K
- 88.52%
N/A
98.5K $6.15M
GPN
Global Payments Inc

Industrials
-231K
- 89.21%
$67.47 - $99.6 $15.6M - $23M
27.9K $2.24M
SRE
Sempra Energy

Utilities
-293K
- 81.99%
$63.78 - $78.91 $18.7M - $23.1M
64.3K $4.87M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-231K
- 87.52%
N/A
32.9K $2.83M
UNH
Unitedhealth Group Inc

Healthcare
-2.3K
- 2.76%
$274.35 - $599.47 $630K - $1.38M
80.8K $25.2M
VTV
Vanguard Value ETF

ETFs
-148K
- 6.22%
$153.67 - $176.74 $22.8M - $26.2M
2.23M $395M
MUB
Ishares National Muni Bond ETF

ETFs
-104K
- 11.0%
$102.31 - $105.8 $10.7M - $11M
845K $88.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-109K
- 19.19%
$91.43 - $91.74 $10M - $10M
461K $42.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
-118K
- 37.19%
$104.34 - $138.68 $12.3M - $16.3M
199K $27.6M
FLJP
Franklin Templeton ETF Tr

ETFs
-279K
- 93.71%
$26.35 - $32.28 $7.36M - $9.01M
18.7K $602K
NEE
Nextera Energy Inc

Utilities
-39K
- 3.83%
$64.11 - $75.0 $2.5M - $2.92M
978K $67.9M
MRVL
Marvell Technology, Inc.

Technology
-44.2K
- 87.23%
$49.38 - $79.97 $2.18M - $3.53M
6.47K $500K
LBAY
Tidal ETF Tr Leatherback Long/

ETFs
-61.1K
- 7.29%
$23.42 - $25.67 $1.43M - $1.57M
777K $19M
DFAX
Dimensional ETF Tr
-137K
- 24.8%
$23.37 - $29.39 $3.2M - $4.02M
415K $12.2M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-22.3K
- 38.88%
$99.1 - $99.49 $2.21M - $2.22M
35K $3.48M
ALL
Allstate Corp

Financial Services
-1.49K
- 0.48%
$180.53 - $212.64 $268K - $316K
309K $62.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-169K
- 11.54%
$29.12 - $35.84 $4.94M - $6.07M
1.3M $46.6M
EMB
Ishares Tr

ETFs
-15.6K
- 55.44%
$86.54 - $92.62 $1.35M - $1.44M
12.5K $1.16M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-25K
- 42.76%
$53.65 - $67.02 $1.34M - $1.67M
33.4K $2.24M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-16.9K
- 45.36%
$66.87 - $79.47 $1.13M - $1.34M
20.3K $1.61M
PWZ
Invesco California Amt Free Mu

ETFs
-33.3K
- 3.84%
$22.71 - $24.18 $756K - $805K
834K $19.5M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-51K
- 9.55%
$22.98 - $23.27 $1.17M - $1.19M
483K $11.2M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-13.5K
- 36.57%
$89.44 - $108.59 $1.2M - $1.46M
23.4K $2.54M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
-13.2K
- 4.3%
$41.09 - $50.61 $541K - $667K
293K $14.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-125K
- 6.14%
$24.21 - $29.47 $3.02M - $3.67M
1.9M $56M
KRE
Spdr S&P Regional Banking ETF

ETFs
-35.9K
- 8.37%
$48.81 - $59.48 $1.75M - $2.14M
394K $23.4M
BDX
Becton Dickinson & CO

Healthcare
-63
- 0.38%
$165.15 - $226.42 $10.4K - $14.3K
16.4K $2.82M
SBAC
Sba Communications Corp

Real Estate
-4.45K
- 61.86%
$208.57 - $243.4 $928K - $1.08M
2.74K $644K
IWN
Ishares Russell2000 Val ETF

ETFs
-9.01K
- 12.59%
$131.84 - $157.76 $1.19M - $1.42M
62.5K $9.87M
BOND
Pimco Active Bond Exchange Tra

ETFs
-9.63K
- 31.57%
$89.87 - $92.93 $865K - $895K
20.9K $1.92M
UHS
Universal Health Services Inc

Healthcare
-4.58K
- 61.7%
$157.05 - $197.94 $719K - $907K
2.84K $515K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-11.3K
- 14.22%
$72.02 - $73.82 $812K - $832K
68K $5.01M
CZA
Invesco Exchange Traded Fd Tr

ETFs
-7.82K
- 39.04%
$90.93 - $106.67 $711K - $834K
12.2K $1.3M
DFAE
Dimensional ETF Tr

ETFs
-64.9K
- 18.03%
$22.87 - $28.95 $1.48M - $1.88M
295K $8.54M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-9.31K
- 28.07%
$68.13 - $74.77 $634K - $696K
23.8K $1.74M
DGRO
Ishares Core Dividend Growth E

ETFs
-14.6K
- 13.18%
$55.22 - $63.94 $808K - $936K
96.4K $6.16M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-45.8K
- 21.81%
$23.4 - $29.68 $1.07M - $1.36M
164K $4.88M
DAL
Delta Air Lines, Inc.

Industrials
-17.3K
- 55.92%
$35.88 - $52.99 $619K - $914K
13.6K $668K
SBUX
Starbucks Corp

Consumer Cyclical
-3.14K
- 5.37%
$79.69 - $99.41 $250K - $312K
55.3K $5.06M
BOC
Boston Omaha Corp

Communication Services
-36.6K
- 13.24%
$13.6 - $15.64 $498K - $573K
240K $3.37M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-15.6K
- 12.03%
$54.27 - $63.01 $848K - $985K
114K $7.16M
QCOM
Qualcomm Inc

Technology
-7.93K
- 7.23%
$124.66 - $159.48 $989K - $1.27M
102K $16.2M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-25.6K
- 56.3%
$23.66 - $29.99 $606K - $768K
19.9K $596K
CNC
Centene Corp

Healthcare
-9.76K
- 62.02%
$53.4 - $64.29 $521K - $628K
5.98K $324K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-7.24K
- 26.51%
$108.12 - $135.04 $783K - $977K
20.1K $2.71M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-10.7K
- 15.63%
$38.81 - $44.28 $414K - $473K
57.6K $2.44M
VHT
Vanguard Health Care ETF

ETFs
-583
- 2.54%
$236.71 - $261.92 $138K - $153K
22.3K $5.55M
AKAM
Akamai Technologies Inc

Technology
-5.67K
- 33.83%
N/A
11.1K $1.01M
PTF
Invesco Exchange Traded Fd Tr

ETFs
-10.1K
- 49.31%
$51.29 - $68.29 $519K - $691K
10.4K $710K
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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