Ep Wealth Advisors, LLC Asset Management

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.2 Million 0.13% of portfolio
306,580
Q1 2025 Reduced 0.35%
$28.8B
$3.71 Million 0.03% of portfolio
25,335
Q1 2025 Added 0.42%
$97.5B
$3.23 Million 0.03% of portfolio
23,077
Q1 2025 Reduced 1.65%
$0
$3.12 Million 0.03% of portfolio
101,861
Q1 2025 Reduced 1.57%
$2.51B
$2.21 Million 0.02% of portfolio
145,855
Q1 2025 Reduced 14.08%
$54B
$1.33 Million 0.01% of portfolio
2,751
Q1 2025 Added 5.85%
$23.1B
$1.09 Million 0.01% of portfolio
11,095
Q1 2025 Reduced 3.36%
$0
$999,000 0.01% of portfolio
63,356
Q1 2025 Reduced 0.93%
$0
$961,000 0.01% of portfolio
45,304
Q3 2023 New
$0
$902,000 0.01% of portfolio
84,188
Q1 2025 Reduced 21.91%
$18.9B
$862,000 0.01% of portfolio
10,223
Q1 2025 Reduced 2.55%
$20.8B
$853,000 0.01% of portfolio
9,290
Q1 2025 Added 4.51%
$105B
$739,000 0.01% of portfolio
6,393
Q1 2025 Reduced 0.25%
$79.9B
$724,000 0.01% of portfolio
5,289
Q1 2025 Reduced 4.87%
$21.3B
$609,000 0.01% of portfolio
19,303
Q1 2025 Added 15.52%
$74B
$558,000 0.0% of portfolio
6,661
Q1 2025 Added 1.56%
$0
$509,000 0.0% of portfolio
31,517
Q1 2025 Added 3.86%
$0
$465,000 0.0% of portfolio
19,337
Q3 2024 Added 14.85%
$7.05B
$439,000 0.0% of portfolio
2,616
Q1 2025 Added 48.3%
$0
$349,000 0.0% of portfolio
41,464
Q1 2025 Reduced 26.62%
$0
$315,000 0.0% of portfolio
14,238
Q1 2025 New
$36.4B
$297,000 0.0% of portfolio
3,322
Q1 2025 Added 0.3%
$0
$281,000 0.0% of portfolio
29,335
Q3 2024 Added 79.58%
$3.77B
$255,000 0.0% of portfolio
6,271
Q1 2025 Added 20.9%
$4.29B
$242,000 0.0% of portfolio
4,193
Q1 2025 Added 6.96%
$0
$230,000 0.0% of portfolio
19,875
Q4 2024 Reduced 2.77%
$3.47B
$214,000 0.0% of portfolio
4,521
Q1 2025 Reduced 42.41%
$0
$208,000 0.0% of portfolio
8,173
Q1 2025 Reduced 39.55%
$0
$207,000 0.0% of portfolio
20,517
Q1 2025 Added 1.44%
$0
$203,000 0.0% of portfolio
15,777
Q1 2025 Reduced 23.7%
$6.69B
$189,000 0.0% of portfolio
12,477
Q1 2025 Added 6.78%
$0
$185,000 0.0% of portfolio
18,600
Q1 2025 Reduced 30.6%
$0
$181,000 0.0% of portfolio
35,249
Q4 2023 Reduced 13.5%
$0
$162,000 0.0% of portfolio
15,179
Q1 2025 Reduced 14.41%
$0
$158,000 0.0% of portfolio
10,979
Q1 2025 Reduced 5.59%
$0
$149,000 0.0% of portfolio
11,419
Q1 2025 Reduced 1.72%
$273M
$148,000 0.0% of portfolio
15,464
Q1 2025 Added 45.5%
$0
$142,000 0.0% of portfolio
30,243
Q1 2025 New
$0
$131,000 0.0% of portfolio
11,668
Q1 2025 Reduced 28.32%
$0
$128,000 0.0% of portfolio
23,900
Q1 2025 Reduced 25.31%
$252M
$122,000 0.0% of portfolio
10,251
Q1 2025 New
$0
$116,000 0.0% of portfolio
10,429
Q1 2025 Reduced 28.84%
$0
$113,000 0.0% of portfolio
10,380
Q1 2025 Reduced 46.37%
$0
$93,000 0.0% of portfolio
10,929
Q1 2025 Reduced 52.11%
$0
$52,000 0.0% of portfolio
11,195
Q1 2025 New
$0
$42,000 0.0% of portfolio
15,750
Q1 2025 New
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