Ep Wealth Advisors, LLC Purchases in Q3 2024

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
195K
+ 6.52%
$341.08 - $391.94 $66.3M - $76.2M
3.18M $1.22B
AAPL
Apple Inc.

Technology
146K
+ 7.58%
$207.23 - $234.82 $30.3M - $34.3M
2.07M $483M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
845K
+ 38.53%
$74.26 - $78.84 $62.7M - $66.6M
3.04M $238M
VTV
Vanguard Value ETF

ETFs
151K
+ 5.81%
$159.75 - $174.57 $24M - $26.3M
2.74M $479M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
436K
+ 16.35%
$80.13 - $88.89 $34.9M - $38.7M
3.1M $274M
VOT
Vanguard Mid Cap Growth Index

ETFs
198K
+ 38.1%
$218.05 - $243.47 $43.1M - $48.1M
716K $174M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
727K
+ 21.88%
$41.9 - $48.26 $30.5M - $35.1M
4.05M $194M
VOE
Vanguard Mid Cap Value Index F

ETFs
196K
+ 26.89%
$149.02 - $167.67 $29.3M - $32.9M
927K $155M
XLK
Technology Sector Spdr

ETFs
192K
+ 39.76%
$197.34 - $237.68 $37.9M - $45.7M
676K $153M
XLE
Energy Sector Spdr

ETFs
461K
+ 487.33%
$84.35 - $93.39 $38.9M - $43M
555K $48.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
41K
+ 10.8%
$517.38 - $573.86 $21.2M - $23.6M
421K $242M
VBK
Vanguard Small Cap Growth ETF

ETFs
111K
+ 37.47%
$240.48 - $267.94 $26.7M - $29.7M
407K $109M
PAVE
Global X Fds Us Infrastructure

ETFs
753K
New
$36.39 - $41.16 $27.4M - $31M
753K $31M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
142K
New
$178.94 - $207.0 $25.5M - $29.5M
142K $28.6M
MGK
Vanguard Mega Cap Growth ETF

ETFs
80.1K
+ 4075.03%
$285.48 - $330.24 $22.9M - $26.5M
82.1K $26.4M
META
Meta Platforms, Inc.

Communication Services
22.2K
+ 12.5%
$453.41 - $572.44 $10.1M - $12.7M
200K $114M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
127K
+ 1020.15%
$162.45 - $195.17 $20.7M - $24.9M
140K $26.7M
KRE
Spdr S&P Regional Banking ETF

ETFs
427K
+ 1910.84%
$47.94 - $59.23 $20.5M - $25.3M
450K $25.5M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
507K
+ 10423.5%
$44.66 - $49.15 $22.6M - $24.9M
511K $24.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
41.8K
+ 77.49%
$475.2 - $527.7 $19.9M - $22M
95.7K $50.5M
FLEE
Franklin Templeton ETF Tr

ETFs
721K
New
$28.25 - $31.27 $20.4M - $22.5M
721K $22.3M
DFAT
Dimensional ETF Tr U S Target

ETFs
288K
+ 18.48%
$51.0 - $57.07 $14.7M - $16.5M
1.85M $103M
CRM
Salesforce, Inc.

Technology
72.4K
+ 240.96%
$238.42 - $276.53 $17.3M - $20M
102K $28M
IWF
Ishares Russell 1000 Gr ETF

ETFs
47.1K
+ 27.43%
$332.02 - $382.76 $15.6M - $18M
219K $82.1M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
160K
+ 131.11%
$126.87 - $148.36 $20.3M - $23.7M
282K $37M
ADBE
Adobe Inc.

Technology
36.8K
+ 411.67%
$508.13 - $586.55 $18.7M - $21.6M
45.7K $23.7M
DFIV
Dimensional ETF Tr

ETFs
364K
+ 20.99%
$34.66 - $38.38 $12.6M - $14M
2.1M $80M
IVV
Ishares Core S&P 500 ETF

ETFs
24.1K
+ 30.16%
$520.18 - $576.82 $12.6M - $13.9M
104K $60.1M
PANW
Palo Alto Networks Inc

Technology
46.2K
+ 966.54%
$294.18 - $368.01 $13.6M - $17M
51K $17.4M
PULS
Pgim ETF Tr

ETFs
318K
New
$49.47 - $49.8 $15.7M - $15.8M
318K $15.8M
JNJ
Johnson & Johnson

Healthcare
44.5K
+ 8.9%
$145.48 - $167.38 $6.48M - $7.45M
545K $88.3M
JPM
Jpmorgan Chase & CO

Financial Services
44.7K
+ 6.88%
$194.9 - $224.8 $8.71M - $10M
694K $146M
QTEC
First Trust Nasdaq 100 Technol

ETFs
77.6K
+ 3689.88%
$169.92 - $205.38 $13.2M - $15.9M
79.7K $15.3M
AMT
American Tower Corp

Real Estate
11.6K
+ 3.68%
$192.27 - $242.73 $2.23M - $2.82M
327K $76M
MCD
Mcdonalds Corp

Consumer Cyclical
13.8K
+ 6.82%
$245.82 - $304.51 $3.4M - $4.21M
216K $65.8M
GOOGL
Alphabet Inc.

Communication Services
168K
+ 19.3%
$148.65 - $191.18 $24.9M - $32.1M
1.04M $172M
RTX
Raytheon Technologies Corp

Industrials
18.5K
+ 3.39%
$99.55 - $123.34 $1.85M - $2.29M
566K $68.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
66.5K
+ 4.1%
$96.25 - $101.98 $6.4M - $6.78M
1.69M $171M
COST
Costco Wholesale Corp

Consumer Defensive
9.75K
+ 7.52%
$801.83 - $917.05 $7.82M - $8.94M
139K $124M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
309K
New
$37.39 - $42.2 $11.5M - $13M
309K $13M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
137K
+ 30.73%
$91.42 - $91.82 $12.5M - $12.6M
584K $53.6M
AVGO
Broadcom Inc.

Technology
856K
+ 904.67%
$136.27 - $1745.86 $117M - $1.5B
951K $164M
CSCO
Cisco Systems, Inc.

Technology
82.4K
+ 6.53%
$44.74 - $53.22 $3.69M - $4.39M
1.35M $71.6M
XOM
Exxon Mobil Corp

Energy
83.7K
+ 10.75%
$109.72 - $119.0 $9.19M - $9.97M
863K $101M
JEPI
J P Morgan Exchange Traded Fd

ETFs
184K
+ 239.87%
$54.98 - $59.51 $10.1M - $11M
261K $15.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
83.5K
+ 76.27%
$105.53 - $118.34 $8.81M - $9.88M
193K $22.6M
ALL
Allstate Corp

Financial Services
6.99K
+ 2.2%
$158.43 - $192.86 $1.11M - $1.35M
324K $61.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
20.3K
+ 22.04%
$434.77 - $502.96 $8.82M - $10.2M
112K $54.8M
FLJP
Franklin Templeton ETF Tr

ETFs
347K
New
$26.79 - $31.0 $9.3M - $10.8M
347K $10.6M
Activity Summary
Buys All Purchases 929 New Holdings 350 Increased Positions 579 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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