Ep Wealth Advisors, LLC Specialty Industrial Machinery

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.2B
$30.8 Million 0.21% of portfolio
92,715
Q2 2025 Added 2.43%
$25.8B
$21.7 Million 0.15% of portfolio
167,411
Q2 2025 Added 0.79%
$42.5B
$12.1 Million 0.08% of portfolio
66,802
Q2 2025 Added 643.57%
$145B
$10.9 Million 0.07% of portfolio
30,544
Q2 2025 Reduced 0.09%
$96.6B
$7.46 Million 0.05% of portfolio
10,676
Q2 2025 Added 174.87%
$306B
$6.66 Million 0.05% of portfolio
25,879
Q2 2025 Added 8.76%
$25B
$5.12 Million 0.04% of portfolio
27,923
Q2 2025 Reduced 0.09%
$78.6B
$4.49 Million 0.03% of portfolio
33,663
Q2 2025 Added 31.18%
$80B
$1.79 Million 0.01% of portfolio
7,249
Q2 2025 Added 5.09%
$55.1B
$1.31 Million 0.01% of portfolio
2,317
Q2 2025 Added 25.38%
$56.3B
$1.2 Million 0.01% of portfolio
3,676
Q2 2025 Added 16.4%
$8.29B
$1.05 Million 0.01% of portfolio
14,634
Q2 2025 Added 108.02%
$36.7B
$952,000 0.01% of portfolio
9,619
Q2 2025 Added 29.65%
$11.1B
$894,000 0.01% of portfolio
4,712
Q2 2025 Added 0.64%
$12.7B
$646,000 0.0% of portfolio
4,516
Q2 2025 Added 62.33%
$14.4B
$578,000 0.0% of portfolio
6,727
Q2 2025 Added 35.46%
$31.6B
$433,000 0.0% of portfolio
5,215
Q2 2025 Reduced 11.88%
$14B
$420,000 0.0% of portfolio
2,679
Q2 2025 Reduced 0.33%
$6.9B
$400,000 0.0% of portfolio
17,399
Q2 2025 Added 5.3%
$9.51B
$358,000 0.0% of portfolio
2,471
Q2 2025 New
$7.29B
$301,000 0.0% of portfolio
1,834
Q2 2025 Added 15.93%
$6.9B
$294,000 0.0% of portfolio
2,048
Q2 2025 New
$9.05B
$264,000 0.0% of portfolio
4,030
Q2 2025 Added 17.77%
$1.64B
$231,000 0.0% of portfolio
6,924
Q2 2025 Reduced 2.16%
$1.11B
$207,000 0.0% of portfolio
5,652
Q2 2025 Reduced 2.27%
$336M
$124,000 0.0% of portfolio
10,216
Q2 2025 Reduced 2.06%
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