Ep Wealth Advisors, LLC Biotechnology

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.5B
$4.87 Million 0.03% of portfolio
10,930
Q2 2025 Added 100.59%
$112B
$3.29 Million 0.02% of portfolio
47,637
Q2 2025 Added 1.58%
$59.7B
$1.18 Million 0.01% of portfolio
2,242
Q2 2025 Added 117.04%
$12.1B
$853,000 0.01% of portfolio
19,354
Q2 2025 Reduced 2.07%
$13.7B
$660,000 0.0% of portfolio
2,298
Q2 2025 Added 5.22%
$1.88B
$608,000 0.0% of portfolio
38,524
Q2 2025 New
$7.1B
$475,000 0.0% of portfolio
4,481
Q2 2025 Added 35.66%
$10.6B
$434,000 0.0% of portfolio
7,899
Q2 2025 Added 19.14%
$18.2B
$432,000 0.0% of portfolio
6,350
Q2 2025 Reduced 2.77%
$8.95B
$431,000 0.0% of portfolio
8,303
Q2 2025 Reduced 0.86%
$3.69B
$374,000 0.0% of portfolio
2,726
Q2 2025 Added 4.01%
$15.7B
$335,000 0.0% of portfolio
9,314
Q2 2025 Added 19.64%
$7.88B
$325,000 0.0% of portfolio
4,440
Q2 2025 Reduced 35.18%
$2.09B
$261,000 0.0% of portfolio
12,063
Q2 2025 Added 0.23%
$52.9B
$232,000 0.0% of portfolio
713
Q2 2025 Reduced 28.56%
$215M
$199,000 0.0% of portfolio
46,905
Q2 2025 Reduced 2.79%
$32.2M
$32,000 0.0% of portfolio
41,167
Q3 2024 New
$191M
$29,000 0.0% of portfolio
23,000
Q2 2025 New
$148M
$15,000 0.0% of portfolio
13,685
Q2 2025 Reduced 3.52%
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