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
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
-5.6K
- 7.33%
$21.12 - $22.45 $118K - $126K
70.8K $1.53M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-6.28K
- 29.46%
$24.37 - $24.56 $153K - $154K
15K $368K
OMC
Omnicom Group Inc.

Communication Services
-921
- 12.67%
$69.22 - $79.77 $63.8K - $73.5K
6.35K $456K
APO
Apollo Global Management, Inc.

Financial Services
-1.21K
- 22.82%
$108.68 - $145.07 $131K - $175K
4.08K $579K
NYF
Ishares New York Muni Bond ETF

ETFs
-2.63K
- 20.94%
$51.29 - $53.06 $135K - $139K
9.91K $516K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-100
- 3.87%
$225.56 - $335.19 $22.6K - $33.5K
2.49K $590K
CDW
Cdw Corp

Technology
-1.36K
- 23.24%
$144.49 - $190.68 $197K - $260K
4.5K $803K
GRMN
Garmin LTD

Technology
-488
- 11.84%
$173.63 - $218.07 $84.7K - $106K
3.63K $758K
GM
General Motors CO

Consumer Cyclical
-3.25K
- 25.37%
$42.48 - $50.46 $138K - $164K
9.57K $470K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.46K
- 25.45%
$47.46 - $55.3 $117K - $136K
7.21K $397K
ASH
Ashland Global Holdings Inc

Basic Materials
-1.29K
- 19.75%
$46.53 - $57.87 $60K - $74.7K
5.24K $263K
AZN
Astrazeneca PLC

Healthcare
-167
- 0.54%
$64.87 - $75.0 $10.8K - $12.5K
30.9K $2.16M
OMFL
Invesco Exchange Traded Self I

ETFs
-3.15K
- 23.37%
$48.43 - $57.78 $153K - $182K
10.3K $596K
NWL
Newell Brands Inc.

Consumer Defensive
-16.5K
- 42.67%
$4.48 - $6.27 $74.1K - $104K
22.2K $119K
CNQ
Canadian Natural Resources LTD

Energy
-4.14K
- 27.96%
$25.14 - $34.01 $104K - $141K
10.7K $335K
ABC
Amerisourcebergen Corp

Healthcare
-650
- 21.98%
N/A
2.31K $427K
EBAY
Ebay Inc

Consumer Cyclical
-3.48K
- 16.84%
$59.52 - $79.36 $207K - $276K
17.2K $1.28M
IQDF
Flexshares International Quali

ETFs
-5.16K
- 39.19%
$22.1 - $27.31 $114K - $141K
8.01K $217K
STLD
Steel Dynamics Inc

Basic Materials
-1.11K
- 4.56%
N/A
23.2K $2.27M
SEVN
Seven Hills Realty Trust

Real Estate
-7.95K
- 28.47%
$10.89 - $13.0 $86.6K - $103K
20K $241K
OVV
Ovintiv Inc.

Energy
-950
- 6.54%
$31.18 - $44.14 $29.6K - $41.9K
13.6K $516K
HYG
Ishares Tr

ETFs
-1.38K
- 41.83%
$75.75 - $80.65 $105K - $111K
1.92K $155K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-4.36K
- 26.61%
$23.2 - $23.63 $101K - $103K
12K $283K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-72
- 0.86%
$47.91 - $70.14 $3.45K - $5.05K
8.3K $431K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.51K
- 17.02%
$22.68 - $23.28 $102K - $105K
22K $510K
HYGV
Flexshares Tr High Yield Value

ETFs
-2.54K
- 42.43%
$38.45 - $41.03 $97.5K - $104K
3.44K $141K
CTAS
Cintas Corp

Industrials
-4.46K
- 8.65%
$190.11 - $227.66 $847K - $1.01M
47K $10.5M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-1.05K
- 29.5%
$88.49 - $92.4 $92.9K - $97K
2.51K $231K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-15
- 0.2%
$53.23 - $70.65 $798 - $1.06K
7.61K $440K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-4.3K
- 39.17%
$18.94 - $21.67 $81.3K - $93.1K
6.67K $141K
AVSE
American Centy ETF Tr Avantis

ETFs
-2.36K
- 37.87%
$45.56 - $58.63 $107K - $138K
3.87K $226K
TIP
Ishares Tr Tips Bd ETF

ETFs
-653
- 3.67%
$107.93 - $110.97 $70.5K - $72.5K
17.1K $1.89M
IT
Gartner Inc

Technology
-187
- 23.38%
$377.5 - $449.52 $70.6K - $84.1K
613 $247K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-2.5K
- 30.16%
$35.3 - $37.51 $88.1K - $93.6K
5.78K $216K
ITB
Ishares Tr

ETFs
-850
- 30.56%
$85.52 - $96.61 $72.7K - $82.1K
1.93K $179K
AGNC
Agnc Investment Corp.

Real Estate
-7.97K
- 30.36%
$8.12 - $9.49 $64.7K - $75.6K
18.3K $167K
VDC
Vanguard Consumer Staples ETF

ETFs
-385
- 10.63%
$204.89 - $224.73 $78.9K - $86.5K
3.24K $708K
KBH
Kb Home

Consumer Cyclical
-824
- 10.65%
$50.15 - $58.93 $41.3K - $48.6K
6.92K $366K
QDF
Flexshares Quality Dividend In

ETFs
-1.71K
- 17.31%
$59.99 - $73.18 $102K - $125K
8.14K $595K
GLDM
World Gold Trust

ETFs
-1.52K
- 26.38%
$58.96 - $67.97 $89.7K - $103K
4.25K $278K
ETR
Entergy Corp

Utilities
-578
- 5.08%
$79.01 - $86.61 $45.7K - $50.1K
10.8K $897K
BKR
Baker Hughes CO

Energy
-631
- 7.11%
$35.0 - $44.92 $22.1K - $28.3K
8.24K $315K
HDV
Ishares Core High Dividend ETF

ETFs
-176
- 1.33%
$108.41 - $120.51 $19.1K - $21.2K
13.1K $1.53M
IYR
Ishares Tr

ETFs
-730
- 29.94%
$84.48 - $96.25 $61.7K - $70.3K
1.71K $161K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-4.36K
- 1.77%
$19.49 - $19.66 $84.9K - $85.6K
242K $4.76M
BBSI
Barrett Business Services Inc

Industrials
-1.99K
- 8.97%
$38.05 - $42.61 $75.5K - $84.6K
20.2K $840K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-891
- 1.44%
$85.42 - $94.39 $76.1K - $84.1K
60.9K $5.72M
SYY
Sysco Corp

Consumer Defensive
-1.11K
- 5.4%
$68.0 - $75.91 $75.3K - $84.1K
19.4K $1.47M
ATO
Atmos Energy Corp

Utilities
-441
- 19.23%
$145.06 - $162.66 $64K - $71.7K
1.85K $285K
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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