Ep Wealth Advisors, LLC ETFs

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$420,000 0.0% of portfolio
5,186
Q1 2025 Reduced 6.27%
$0
$418,000 0.0% of portfolio
6,684
Q4 2024 Reduced 0.58%
$0
$415,000 0.0% of portfolio
9,071
Q4 2024 Reduced 13.73%
$0
$414,000 0.0% of portfolio
12,965
Q1 2025 Added 0.92%
$0
$410,000 0.0% of portfolio
8,042
Q4 2024 Reduced 6.58%
$0
$400,000 0.0% of portfolio
1,624
Q1 2025 Added 18.37%
$0
$399,000 0.0% of portfolio
1,195
Q1 2025 Reduced 0.08%
$0
$399,000 0.0% of portfolio
17,283
Q1 2025 Reduced 0.03%
$0
$387,000 0.0% of portfolio
12,113
Q3 2024 New
$0
$386,000 0.0% of portfolio
16,372
Q4 2024 New
$0
$380,000 0.0% of portfolio
3,985
Q1 2025 Reduced 10.91%
$0
$378,000 0.0% of portfolio
6,410
Q4 2024 Reduced 13.39%
$0
$376,000 0.0% of portfolio
3,408
Q1 2025 Reduced 15.31%
$0
$368,000 0.0% of portfolio
1,450
Q1 2025 Added 22.05%
$0
$367,000 0.0% of portfolio
1,741
Q1 2025 Added 5.9%
$0
$362,000 0.0% of portfolio
14,367
Q1 2025 Reduced 33.37%
$0
$355,000 0.0% of portfolio
3,057
Q1 2025 Reduced 3.96%
$0
$339,000 0.0% of portfolio
6,683
Q1 2025 Reduced 23.21%
$0
$335,000 0.0% of portfolio
4,427
Q1 2025 Added 2.15%
$0
$328,000 0.0% of portfolio
3,559
Q2 2024 New
$0
$328,000 0.0% of portfolio
8,542
Q1 2025 Added 224.42%
$0
$328,000 0.0% of portfolio
13,169
Q1 2025 Reduced 65.21%
$0
$325,000 0.0% of portfolio
7,069
Q1 2025 New
$0
$323,000 0.0% of portfolio
9,756
Q1 2025 Added 0.09%
$0
$320,000 0.0% of portfolio
6,426
Q1 2025 Added 12.42%
$0
$319,000 0.0% of portfolio
6,221
Q4 2024 New
$0
$317,000 0.0% of portfolio
11,699
Q1 2025 Reduced 14.37%
$0
$315,000 0.0% of portfolio
9,759
Q1 2025 Reduced 4.04%
$0
$314,000 0.0% of portfolio
2,664
Q1 2025 Reduced 2.02%
$0
$312,000 0.0% of portfolio
18,772
Q1 2025 Added 1.97%
$0
$304,000 0.0% of portfolio
8,272
Q1 2025 Reduced 34.6%
$0
$299,000 0.0% of portfolio
6,165
Q4 2023 New
$0
$298,000 0.0% of portfolio
5,450
Q1 2025 Reduced 41.21%
$0
$294,000 0.0% of portfolio
2,591
Q1 2025 Reduced 6.63%
$0
$285,000 0.0% of portfolio
7,446
Q1 2025 Added 1.67%
$0
$284,000 0.0% of portfolio
9,216
Q1 2025 Reduced 30.13%
$0
$280,000 0.0% of portfolio
15,448
Q1 2025 Reduced 18.28%
$0
$276,000 0.0% of portfolio
4,391
Q4 2024 Added 15.95%
$0
$269,000 0.0% of portfolio
2,639
Q1 2025 Reduced 1.16%
$0
$267,000 0.0% of portfolio
4,771
Q1 2025 Reduced 9.66%
$0
$264,000 0.0% of portfolio
2,781
Q1 2025 Added 1.61%
$0
$262,000 0.0% of portfolio
1,771
Q1 2025 Added 1.9%
$0
$261,000 0.0% of portfolio
5,960
Q2 2024 New
$0
$260,000 0.0% of portfolio
3,304
Q1 2025 Reduced 33.97%
$0
$253,000 0.0% of portfolio
5,555
Q1 2025 Reduced 6.61%
$0
$253,000 0.0% of portfolio
4,947
Q1 2025 Added 19.03%
$0
$248,000 0.0% of portfolio
1,425
Q1 2025 Added 1.57%
$0
$246,000 0.0% of portfolio
4,280
Q1 2025 Reduced 1.02%
$0
$244,000 0.0% of portfolio
6,376
Q1 2025 Reduced 43.48%
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