Ep Wealth Advisors, LLC Purchases and Sells in Q1 2024

Ep Wealth Advisors, LLC

$8.44 Billion
Q1 2024

Top Buys

Incresed Positions

373 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	17.6K + 0.61%	$301.05 - $346.61 $5.3M - $6.1M	2.91M $1B
BIV	521K + 48.21%	$74.51 - $76.61 $38.8M - $39.9M	1.6M $121M
VTV	18.1K + 0.72%	$147.46 - $162.86 $2.68M - $2.95M	2.55M $416M
AMZN	43.8K + 4.42%	$144.57 - $180.38 $6.33M - $7.9M	1.03M $186M
CMCSA	739K + 1475.57%	$41.24 - $46.73 $30.5M - $34.5M	789K $34.2M
MSFT	7.3K + 1.16%	$367.75 - $429.37 $2.68M - $3.13M	634K $267M

New Holdings

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AKAM	10K New	$106.95 - $128.32 $1.07M - $1.29M	10K $1.09M
DNLI	40.5K New	$15.83 - $23.35 $641K - $946K	40.5K $831K
AON	2.02K New	$288.02 - $333.79 $583K - $676K	2.02K $675K
GLDM	10.7K New	$39.49 - $44.05 $424K - $473K	10.7K $472K
INSM	16.3K New	$25.72 - $29.94 $419K - $488K	16.3K $442K
MSTR	250 New	$450.19 - $1919.16 $113K - $480K	250 $426K

Top Sells

Reduced Positions

325 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	-245K - 13.63%	$96.75 - $99.37 $23.7M - $24.3M	1.55M $152M
BMY	-402K - 89.46%	$47.98 - $54.4 $19.3M - $21.9M	47.4K $2.57M
BLK	-21.8K - 27.2%	$774.31 - $842.06 $16.9M - $18.4M	58.3K $48.6M
SRE	-164K - 31.57%	$69.24 - $76.96 $11.3M - $12.6M	355K $25.5M
SCHD	-164K - 75.13%	$75.25 - $80.63 $12.4M - $13.2M	54.4K $4.39M
VLO	-148K - 45.92%	$124.77 - $170.98 $18.4M - $25.3M	174K $29.7M

Activity Summary All Purchases 438 New Holdings 65 Increased Positions 373 All Sells 325 Reductions 325 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.