Ep Wealth Advisors, LLC Banks—Regional

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68B
$6.03 Million 0.04% of portfolio
133,254
Q2 2025 Added 28.97%
$4.98B
$3.05 Million 0.02% of portfolio
83,650
Q2 2025 Reduced 0.11%
$28.2B
$2.49 Million 0.02% of portfolio
1,274
Q2 2025 Added 2.74%
$9.01B
$1.75 Million 0.01% of portfolio
22,412
Q2 2025 Added 172.16%
$77.3B
$1.6 Million 0.01% of portfolio
8,594
Q2 2025 Added 80.74%
$23.7B
$1.24 Million 0.01% of portfolio
52,884
Q2 2025 Added 5.78%
$2.16B
$943,000 0.01% of portfolio
44,716
Q2 2025 Added 72.82%
$58.4B
$935,000 0.01% of portfolio
21,769
Q2 2025 Added 30.93%
$5.06B
$932,000 0.01% of portfolio
21,642
Q2 2025 Added 1.85%
$33B
$842,000 0.01% of portfolio
4,344
Q2 2025 Added 77.23%
$29B
$831,000 0.01% of portfolio
20,223
Q2 2025 Added 26.31%
$1.99B
$696,000 0.0% of portfolio
29,791
Q2 2025 Added 72.18%
$7.74B
$631,000 0.0% of portfolio
5,092
Q2 2025 Added 10.1%
$5.53B
$588,000 0.0% of portfolio
5,598
Q2 2025 Added 27.26%
$7.95B
$573,000 0.0% of portfolio
11,040
Q2 2025 Reduced 13.15%
$4.86B
$505,000 0.0% of portfolio
7,818
Q2 2025 Added 1.56%
$497M
$443,000 0.0% of portfolio
15,675
Q2 2025 Reduced 0.76%
$1.41B
$438,000 0.0% of portfolio
24,997
Q2 2025 Added 4.7%
$5.17B
$425,000 0.0% of portfolio
7,419
Q2 2025 Added 4.91%
$5.44B
$401,000 0.0% of portfolio
27,564
Q2 2025 Reduced 9.54%
$5.84B
$401,000 0.0% of portfolio
8,530
Q2 2025 Reduced 6.23%
$7.11B
$399,000 0.0% of portfolio
7,717
Q2 2025 Reduced 3.84%
$1.82B
$397,000 0.0% of portfolio
12,562
Q2 2025 Added 21.94%
$3.05B
$392,000 0.0% of portfolio
6,235
Q2 2025 Added 0.35%
$672M
$348,000 0.0% of portfolio
6,435
Q2 2025 Reduced 1.77%
$11.8B
$339,000 0.0% of portfolio
16,016
Q2 2025 Reduced 7.93%
$1.99B
$339,000 0.0% of portfolio
11,593
Q2 2025 Reduced 4.33%
$113B
$334,000 0.0% of portfolio
9,933
Q2 2025 Added 33.94%
$23.8B
$333,000 0.0% of portfolio
19,896
Q2 2025 Added 34.64%
$2.12B
$301,000 0.0% of portfolio
5,477
Q2 2025 Reduced 11.39%
$2.25B
$296,000 0.0% of portfolio
3,748
Q2 2025 New
$137B
$280,000 0.0% of portfolio
3,653
Q2 2025 New
$731M
$278,000 0.0% of portfolio
11,304
Q2 2025 Reduced 0.65%
$7.33B
$266,000 0.0% of portfolio
4,293
Q2 2025 Added 8.03%
$1.28B
$255,000 0.0% of portfolio
11,142
Q2 2025 Reduced 2.05%
$3.78B
$243,000 0.0% of portfolio
4,274
Q2 2025 New
$2.13B
$243,000 0.0% of portfolio
4,143
Q2 2025 Reduced 6.5%
$1.72B
$242,000 0.0% of portfolio
9,305
Q2 2025 Reduced 2.75%
$737M
$238,000 0.0% of portfolio
5,135
Q2 2025 Reduced 0.31%
$1.02B
$237,000 0.0% of portfolio
13,464
Q2 2025 Reduced 1.63%
$355M
$234,000 0.0% of portfolio
10,087
Q2 2025 Reduced 2.14%
$697M
$214,000 0.0% of portfolio
13,964
Q2 2025 Reduced 2.32%
$800M
$208,000 0.0% of portfolio
2,972
Q2 2025 New
$730M
$201,000 0.0% of portfolio
2,268
Q2 2025 New
$16.7B
$201,000 0.0% of portfolio
11,542
Q2 2025 New
$76.4B
$178,000 0.0% of portfolio
41,900
Q2 2025 New
$818M
$110,000 0.0% of portfolio
10,457
Q2 2025 Reduced 2.25%
$844M
$102,000 0.0% of portfolio
16,741
Q2 2025 Reduced 1.59%
$81.5B
$68,000 0.0% of portfolio
12,261
Q2 2025 New
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