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
$241,000 0.0% of portfolio
5,975
Q1 2025 Reduced 71.85%
$0
$237,000 0.0% of portfolio
7,737
Q1 2025 Reduced 52.77%
$0
$236,000 0.0% of portfolio
9,898
Q1 2025 Reduced 3.64%
$0
$235,000 0.0% of portfolio
10,966
Q1 2025 Added 23.24%
$0
$233,000 0.0% of portfolio
2,246
Q1 2025 Reduced 6.61%
$0
$227,000 0.0% of portfolio
2,976
Q4 2024 Added 1.29%
$0
$227,000 0.0% of portfolio
1,413
Q1 2025 Reduced 4.59%
$0
$225,000 0.0% of portfolio
4,415
Q1 2025 Reduced 4.29%
$0
$223,000 0.0% of portfolio
7,247
Q1 2025 Reduced 10.95%
$0
$221,000 0.0% of portfolio
3,684
Q1 2025 Reduced 52.82%
$0
$220,000 0.0% of portfolio
2,211
Q1 2025 Added 12.69%
$0
$219,000 0.0% of portfolio
8,846
Q1 2025 New
$0
$217,000 0.0% of portfolio
3,468
Q4 2024 New
$0
$217,000 0.0% of portfolio
2,387
Q1 2025 New
$0
$216,000 0.0% of portfolio
4,610
Q1 2025 New
$0
$205,000 0.0% of portfolio
4,209
Q1 2025 New
$0
$202,000 0.0% of portfolio
6,034
Q1 2025 Added 0.22%
$0
$201,000 0.0% of portfolio
3,626
Q4 2024 Reduced 21.62%
$0
$200,000 0.0% of portfolio
9,892
Q1 2025 Reduced 3.57%
$0
$199,000 0.0% of portfolio
1,059
Q1 2025 Reduced 2.49%
$0
$199,000 0.0% of portfolio
6,730
Q1 2025 New
$0
$198,000 0.0% of portfolio
2,145
Q4 2024 New
$0
$198,000 0.0% of portfolio
3,750
Q4 2024 Reduced 2.98%
$0
$197,000 0.0% of portfolio
4,692
Q1 2025 Added 7.57%
$0
$195,000 0.0% of portfolio
3,160
Q1 2025 Reduced 4.62%
$0
$194,000 0.0% of portfolio
2,840
Q1 2025 Added 10.03%
$0
$189,000 0.0% of portfolio
5,223
Q1 2025 Reduced 11.77%
$0
$188,000 0.0% of portfolio
3,565
Q1 2025 Reduced 8.99%
$0
$187,000 0.0% of portfolio
3,155
Q1 2025 New
$0
$186,000 0.0% of portfolio
6,843
Q1 2025 Reduced 5.69%
$0
$183,000 0.0% of portfolio
5,458
Q1 2025 Reduced 1.34%
$0
$182,000 0.0% of portfolio
6,007
Q1 2025 Reduced 0.48%
$0
$178,000 0.0% of portfolio
4,667
Q1 2025 Reduced 11.54%
$0
$178,000 0.0% of portfolio
4,518
Q1 2025 Reduced 3.83%
$0
$175,000 0.0% of portfolio
1,347
Q4 2024 New
$0
$170,000 0.0% of portfolio
6,261
Q1 2025 Reduced 42.02%
$0
$169,000 0.0% of portfolio
4,727
Q1 2025 Reduced 5.52%
$0
$167,000 0.0% of portfolio
1,480
Q1 2025 New
$0
$165,000 0.0% of portfolio
3,365
Q1 2025 Reduced 12.8%
$0
$164,000 0.0% of portfolio
2,034
Q1 2025 Added 19.02%
$0
$161,000 0.0% of portfolio
7,207
Q1 2025 Added 46.51%
$0
$161,000 0.0% of portfolio
3,493
Q1 2025 New
$0
$154,000 0.0% of portfolio
6,565
Q4 2024 New
$0
$154,000 0.0% of portfolio
1,495
Q3 2024 New
$0
$153,000 0.0% of portfolio
805
Q3 2024 Added 22.9%
$0
$152,000 0.0% of portfolio
1,706
Q1 2025 New
$0
$152,000 0.0% of portfolio
3,815
Q4 2024 Added 0.55%
$0
$151,000 0.0% of portfolio
1,375
Q1 2025 Reduced 11.12%
$0
$151,000 0.0% of portfolio
3,596
Q1 2025 New
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