Ep Wealth Advisors, LLC ETFs

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$212,000 0.0% of portfolio
7,979
Q2 2025 Added 16.6%
$0
$211,000 0.0% of portfolio
1,962
Q2 2025 Reduced 11.26%
$0
$210,000 0.0% of portfolio
1,849
Q2 2025 Reduced 17.68%
$0
$209,000 0.0% of portfolio
4,792
Q2 2025 Reduced 24.84%
$0
$206,000 0.0% of portfolio
6,725
Q2 2025 Reduced 13.08%
$0
$204,000 0.0% of portfolio
6,268
Q2 2025 New
$0
$203,000 0.0% of portfolio
2,885
Q2 2025 Added 43.32%
$0
$196,000 0.0% of portfolio
3,155
Q1 2025 New
$0
$194,000 0.0% of portfolio
3,160
Q1 2025 Reduced 4.62%
$0
$190,000 0.0% of portfolio
9,404
Q2 2025 Reduced 4.93%
$0
$190,000 0.0% of portfolio
4,167
Q2 2025 Reduced 10.71%
$0
$189,000 0.0% of portfolio
5,041
Q2 2025 New
$0
$188,000 0.0% of portfolio
3,875
Q2 2025 Added 3.33%
$0
$185,000 0.0% of portfolio
4,428
Q2 2025 Reduced 5.63%
$0
$185,000 0.0% of portfolio
6,200
Q2 2025 New
$0
$182,000 0.0% of portfolio
4,045
Q2 2025 Added 20.21%
$0
$175,000 0.0% of portfolio
4,518
Q1 2025 Reduced 3.83%
$0
$175,000 0.0% of portfolio
3,832
Q2 2025 Added 0.45%
$0
$174,000 0.0% of portfolio
4,037
Q2 2025 New
$0
$172,000 0.0% of portfolio
1,191
Q4 2024 Reduced 11.25%
$0
$168,000 0.0% of portfolio
4,045
Q2 2025 New
$0
$168,000 0.0% of portfolio
2,037
Q2 2025 Added 24.28%
$0
$167,000 0.0% of portfolio
2,832
Q2 2025 New
$0
$166,000 0.0% of portfolio
2,738
Q2 2025 Added 48.4%
$0
$162,000 0.0% of portfolio
4,633
Q2 2025 Reduced 15.12%
$0
$162,000 0.0% of portfolio
2,328
Q2 2025 New
$0
$161,000 0.0% of portfolio
2,182
Q2 2025 Added 35.78%
$0
$161,000 0.0% of portfolio
2,618
Q2 2025 Added 5.18%
$0
$156,000 0.0% of portfolio
3,459
Q2 2025 New
$0
$155,000 0.0% of portfolio
3,044
Q2 2025 Reduced 54.45%
$0
$155,000 0.0% of portfolio
1,922
Q2 2025 Reduced 41.83%
$0
$153,000 0.0% of portfolio
905
Q2 2025 Added 0.33%
$0
$153,000 0.0% of portfolio
6,280
Q2 2025 New
$0
$149,000 0.0% of portfolio
3,509
Q2 2025 Reduced 25.77%
$0
$146,000 0.0% of portfolio
2,216
Q1 2025 Reduced 7.51%
$0
$144,000 0.0% of portfolio
2,861
Q2 2025 New
$0
$143,000 0.0% of portfolio
7,217
Q2 2025 Reduced 4.75%
$0
$143,000 0.0% of portfolio
1,784
Q2 2025 New
$0
$142,000 0.0% of portfolio
3,373
Q2 2025 Reduced 6.2%
$0
$141,000 0.0% of portfolio
6,671
Q2 2025 Reduced 39.17%
$0
$141,000 0.0% of portfolio
3,440
Q2 2025 Reduced 42.43%
$0
$140,000 0.0% of portfolio
6,896
Q2 2025 Added 32.72%
$0
$140,000 0.0% of portfolio
3,044
Q2 2025 Reduced 4.01%
$0
$139,000 0.0% of portfolio
10,637
Q2 2025 Reduced 17.15%
$0
$138,000 0.0% of portfolio
1,140
Q2 2025 Reduced 17.09%
$0
$137,000 0.0% of portfolio
2,904
Q2 2025 New
$0
$135,000 0.0% of portfolio
1,346
Q2 2025 Added 15.44%
$0
$134,000 0.0% of portfolio
7,560
Q2 2025 New
$0
$133,000 0.0% of portfolio
3,177
Q2 2025 Reduced 3.93%
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