Ep Wealth Advisors, LLC Banks—Regional

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.9B
$4.36 Million 0.04% of portfolio
103,322
Q1 2025 Added 3.3%
$5.13B
$2.9 Million 0.02% of portfolio
83,746
Q1 2025 Added 0.09%
$32.3B
$2.3 Million 0.02% of portfolio
1,240
Q1 2025 Added 2.23%
$23.1B
$1.09 Million 0.01% of portfolio
49,996
Q1 2025 Added 12.35%
$5.12B
$939,000 0.01% of portfolio
21,248
Q1 2025 Reduced 3.38%
$79.7B
$835,000 0.01% of portfolio
4,755
Q1 2025 Added 2.9%
$542M
$804,000 0.01% of portfolio
20,093
Q1 2025 New
$60.6B
$684,000 0.01% of portfolio
16,626
Q1 2025 Added 16.71%
$8.33B
$633,000 0.01% of portfolio
12,711
Q1 2025 Reduced 0.21%
$9.22B
$632,000 0.01% of portfolio
8,235
Q1 2025 Added 72.64%
$30B
$627,000 0.01% of portfolio
16,010
Q1 2025 Reduced 0.81%
$2.16B
$551,000 0.0% of portfolio
25,874
Q1 2025 Reduced 6.87%
$8.06B
$520,000 0.0% of portfolio
4,625
Q1 2025 Reduced 3.55%
$507M
$487,000 0.0% of portfolio
15,795
Q1 2025 Added 97.76%
$10.4B
$451,000 0.0% of portfolio
8,761
Q1 2025 Added 52.82%
$5.35B
$444,000 0.0% of portfolio
4,399
Q1 2025 Added 86.32%
$35.1B
$438,000 0.0% of portfolio
2,451
Q1 2025 Added 7.93%
$1.97B
$431,000 0.0% of portfolio
17,302
Q1 2025 Added 45.47%
$1.41B
$409,000 0.0% of portfolio
23,874
Q1 2025 Added 77.41%
$5.55B
$409,000 0.0% of portfolio
30,470
Q1 2025 Reduced 1.58%
$6.12B
$395,000 0.0% of portfolio
9,097
Q1 2025 Reduced 0.77%
$3.04B
$389,000 0.0% of portfolio
6,213
Q1 2025 New
$7.95B
$375,000 0.0% of portfolio
8,025
Q1 2025 Added 33.24%
$5.25B
$370,000 0.0% of portfolio
7,072
Q1 2025 Added 83.98%
$2.02B
$346,000 0.0% of portfolio
12,118
Q1 2025 Added 6.04%
$11.8B
$337,000 0.0% of portfolio
17,395
Q1 2025 Added 48.03%
$2.12B
$332,000 0.0% of portfolio
6,181
Q1 2025 Added 0.08%
$677M
$320,000 0.0% of portfolio
6,551
Q1 2025 Added 14.51%
$1.97B
$318,000 0.0% of portfolio
10,302
Q1 2025 New
$795M
$257,000 0.0% of portfolio
11,378
Q1 2025 New
$7.79B
$247,000 0.0% of portfolio
3,974
Q1 2025 Reduced 6.1%
$1.34B
$245,000 0.0% of portfolio
11,375
Q1 2025 New
$396M
$241,000 0.0% of portfolio
10,308
Q1 2025 New
$1.5B
$238,000 0.0% of portfolio
9,568
Q1 2025 Added 12.64%
$116B
$233,000 0.0% of portfolio
7,416
Q1 2025 New
$1.12B
$232,000 0.0% of portfolio
13,687
Q1 2025 New
$777M
$223,000 0.0% of portfolio
5,151
Q1 2025 Added 14.44%
$2.08B
$222,000 0.0% of portfolio
4,431
Q1 2025 Added 5.3%
$24.6B
$221,000 0.0% of portfolio
14,777
Q1 2025 Added 18.17%
$701M
$215,000 0.0% of portfolio
14,295
Q1 2025 Added 42.25%
$974M
$213,000 0.0% of portfolio
8,782
Q1 2025 New
$859M
$116,000 0.0% of portfolio
10,698
Q1 2025 New
$882M
$95,000 0.0% of portfolio
17,011
Q1 2025 Added 26.58%
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