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
CSGS
Csg Systems International Inc

Technology
-190
- 3.63%
$56.51 - $66.33 $10.7K - $12.6K
5.05K $329K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-320
- 4.79%
$54.81 - $67.78 $17.5K - $21.7K
6.36K $431K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-128
- 1.72%
$33.38 - $40.81 $4.27K - $5.22K
7.32K $298K
AYI
Acuity Brands Inc

Industrials
-65
- 6.7%
$223.31 - $304.18 $14.5K - $19.8K
905 $269K
FRSH
Freshworks Inc.

Technology
-70
- 0.37%
$12.07 - $15.98 $845 - $1.12K
18.9K $282K
MBWM
Mercantile Bank Corp

Financial Services
-16
- 0.31%
$38.53 - $46.41 $616 - $743
5.14K $238K
CYBR
Cyber Ark Software Ltd.

Technology
-83
- 11.16%
$305.98 - $406.88 $25.4K - $33.8K
661 $268K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-835
- 2.85%
$8.65 - $10.52 $7.22K - $8.78K
28.5K $299K
PAYC
Paycom Software, Inc.

Technology
-15
- 0.87%
$193.07 - $265.71 $2.9K - $3.99K
1.71K $394K
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
-1.34K
- 2.79%
$3.06 - $5.62 $4.11K - $7.55K
46.9K $199K
SIGA
Siga Technologies Inc

Healthcare
-311
- 1.55%
$5.22 - $6.56 $1.62K - $2.04K
19.7K $128K
FHI
Federated Hermes, Inc.

Financial Services
-68
- 1.08%
$35.85 - $44.32 $2.44K - $3.01K
6.2K $274K
TROW
Price T Rowe Group Inc

Financial Services
-234
- 2.52%
$80.27 - $98.06 $18.8K - $22.9K
9.06K $873K
TDIV
First Trust Nasdaq Technology

ETFs
-950
- 14.82%
$64.41 - $90.17 $61.2K - $85.7K
5.46K $492K
CUBI
Customers Bancorp, Inc.

Financial Services
-288
- 6.5%
$42.75 - $58.98 $12.3K - $17K
4.14K $243K
HAFC
Hanmi Financial Corp

Financial Services
-74
- 0.65%
$20.42 - $24.81 $1.51K - $1.84K
11.3K $278K
AEM
Agnico Eagle Mines LTD

Basic Materials
-67
- 2.41%
$99.48 - $124.46 $6.67K - $8.34K
2.71K $322K
PDN
Invesco Fd Tr

ETFs
-297
- 4.92%
$30.37 - $38.92 $9.02K - $11.6K
5.74K $223K
CFLT
Confluent, Inc.

Technology
-8
- 0.06%
$19.44 - $24.93 $156 - $199
13.9K $346K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-69
- 6.87%
$283.31 - $388.96 $19.5K - $26.8K
935 $350K
IMFL
Invesco Ex Tr Self Indx Fd Tr
-266
- 2.7%
$22.43 - $27.68 $5.97K - $7.36K
9.59K $265K
MSCI
Msci Inc.

Financial Services
-5
- 0.22%
$506.56 - $576.74 $2.53K - $2.88K
2.23K $1.29M
SNV
Synovus Financial Corp

Financial Services
-308
- 3.84%
$38.27 - $51.75 $11.8K - $15.9K
7.72K $399K
PBW
Invesco Exchange Traded Fd Tr

ETFs
-360
- 4.75%
$13.42 - $20.22 $4.83K - $7.28K
7.22K $143K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.12K
- 15.01%
$31.67 - $42.89 $35.5K - $48K
6.34K $271K
CVGW
Calavo Growers Inc

Consumer Defensive
-115
- 1.07%
$22.74 - $28.18 $2.62K - $3.24K
10.6K $281K
GVA
Granite Construction Inc

Industrials
-536
- 12.8%
$71.89 - $93.51 $38.5K - $50.1K
3.65K $341K
EWD
Ishares Inc Msci Sweden ETF

ETFs
-510
- 3.68%
$37.07 - $46.35 $18.9K - $23.6K
13.3K $610K
THFF
First Financial Corp

Financial Services
-116
- 1.77%
$42.72 - $54.21 $4.96K - $6.29K
6.44K $348K
CSL
Carlisle Companies Inc

Industrials
-2
- 0.22%
$317.1 - $408.5 $634 - $817
893 $333K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-542
- 1.31%
$7.35 - $9.25 $3.98K - $5.01K
40.9K $378K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.19K
- 10.64%
$70.56 - $92.75 $84.2K - $111K
10K $899K
SABR
Sabre Corp

Consumer Cyclical
-238
- 0.29%
$1.95 - $3.18 $464 - $757
82.3K $260K
HDSN
Hudson Technologies Inc

Basic Materials
-341
- 2.06%
$5.25 - $8.12 $1.79K - $2.77K
16.2K $131K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
-459
- 2.14%
$9.57 - $11.9 $4.39K - $5.46K
21K $246K
ATKR
Atkore Inc.

Industrials
-146
- 3.44%
$52.02 - $71.15 $7.59K - $10.4K
4.1K $288K
SPXE
Proshares Tr S&P 500 Ex Energy

ETFs
-350
- 4.02%
$53.49 - $66.89 $18.7K - $23.4K
8.35K $558K
INCY
Incyte Corp

Healthcare
-181
- 2.77%
$55.17 - $71.22 $9.99K - $12.9K
6.35K $432K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-207
- 3.82%
$86.93 - $109.64 $18K - $22.7K
5.22K $571K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-200
- 4.19%
$48.48 - $67.3 $9.7K - $13.5K
4.57K $307K
ADUS
Addus Home Care Corp

Healthcare
-24
- 0.88%
$96.32 - $118.0 $2.31K - $2.83K
2.71K $311K
IBEX
Ibex LTD

Technology
-45
- 0.51%
$22.5 - $30.55 $1.01K - $1.37K
8.87K $257K
NVEE
Nv5 Global, Inc.

Industrials
-329
- 2.58%
$15.12 - $23.09 $4.97K - $7.6K
12.4K $287K
UGI
Ugi Corp

Utilities
-379
- 2.2%
$30.18 - $36.59 $11.4K - $13.9K
16.9K $614K
IFN
India Fund Inc

Financial Services
-14
- 0.02%
$13.8 - $16.82 $193 - $235
63.3K $1.05M
UVE
Universal Insurance Holdings, Inc.

Financial Services
-267
- 1.78%
$21.25 - $28.47 $5.67K - $7.6K
14.7K $408K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-3
- 0.04%
$70.44 - $86.87 $211 - $261
7.57K $657K
ALLY
Ally Financial Inc.

Financial Services
-269
- 0.98%
$30.09 - $38.95 $8.09K - $10.5K
27.2K $1.06M
LYFT
Lyft, Inc.

Technology
-1.88K
- 8.19%
$9.97 - $17.21 $18.7K - $32.3K
21K $331K
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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