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
VGR
Vector Group LTD

Consumer Defensive
20.9K
New
$10.5 - $15.17 $220K - $318K
20.9K $312K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
5.78K
+ 208.11%
$46.96 - $52.62 $271K - $304K
8.55K $445K
EDEN
Ishares Tr Msci Denmark ETF

ETFs
2.44K
New
$120.09 - $132.34 $293K - $323K
2.44K $309K
STAG
Stag Industrial, Inc.

Real Estate
7.89K
New
$35.42 - $40.98 $279K - $323K
7.89K $308K
G
Genpact LTD

Technology
7.86K
New
$30.96 - $39.45 $243K - $310K
7.86K $308K
EHC
Encompass Health Corp

Healthcare
3.19K
New
$83.97 - $97.17 $268K - $310K
3.19K $308K
TT
Trane Technologies PLC

Industrials
561
+ 37.58%
$314.21 - $388.71 $176K - $218K
2.05K $798K
STT
State Street Corp

Financial Services
3.48K
New
$73.37 - $89.31 $255K - $311K
3.48K $307K
EXEL
Exelixis, Inc.

Healthcare
11.8K
New
$21.96 - $27.6 $259K - $326K
11.8K $306K
CLH
Clean Harbors Inc

Industrials
1.26K
New
$219.55 - $249.19 $277K - $314K
1.26K $305K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
18.4K
New
$15.5 - $16.99 $285K - $312K
18.4K $304K
WMG
Warner Music Group Corp.

Communication Services
9.72K
New
$27.51 - $32.17 $267K - $313K
9.72K $304K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2
+ 0.0%
$71.86 - $78.56 $144 - $157
52.1K $4.09M
DFS
Discover Financial Services

Financial Services
1.78K
+ 32.32%
$123.41 - $144.72 $220K - $258K
7.29K $1.02M
CORT
Corcept Therapeutics Inc

Healthcare
6.52K
New
$29.51 - $46.26 $193K - $302K
6.52K $301K
HST
Host Hotels & Resorts, Inc.

Real Estate
17.4K
+ 92.21%
$15.92 - $18.86 $278K - $329K
36.3K $639K
AMAT
Applied Materials Inc

Technology
11.4K
+ 19.31%
$174.88 - $254.97 $1.99M - $2.9M
70.2K $14.2M
VICI
Vici Properties Inc.

Real Estate
8.97K
New
$27.64 - $34.08 $248K - $306K
8.97K $298K
CW
Curtiss Wright Corp

Industrials
908
New
$265.18 - $332.22 $241K - $302K
908 $298K
BLKB
Blackbaud Inc

Technology
3.47K
New
$74.5 - $85.69 $259K - $297K
3.47K $293K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
10.8K
+ 99.87%
$25.38 - $26.27 $274K - $284K
21.6K $568K
ADC
Agree Realty Corp

Real Estate
3.9K
New
$61.47 - $76.71 $240K - $299K
3.9K $293K
PI
Impinj Inc

Technology
1.36K
New
$137.66 - $217.83 $187K - $295K
1.36K $293K
WYNN
Wynn Resorts LTD

Consumer Cyclical
3.02K
New
$73.55 - $97.62 $222K - $295K
3.02K $289K
NUE
Nucor Corp

Basic Materials
2.05K
+ 82.53%
$137.77 - $166.14 $282K - $340K
4.52K $680K
UL
Unilever PLC

Consumer Defensive
2.43K
+ 18.36%
$54.7 - $65.59 $133K - $159K
15.6K $1.02M
AEE
Ameren Corp

Utilities
3.27K
New
$70.45 - $87.46 $231K - $286K
3.27K $286K
RE
Everest Re Group LTD

Financial Services
771
New
N/A
771 $285K
LNC
Lincoln National Corp

Financial Services
9.03K
New
$28.71 - $34.05 $259K - $308K
9.03K $284K
CDNS
Cadence Design Systems Inc

Technology
1.37K
+ 56.71%
$246.84 - $321.11 $338K - $440K
3.79K $1.03M
APO
Apollo Global Management, Inc.

Financial Services
2.08K
+ 61.66%
$99.16 - $125.81 $206K - $262K
5.46K $681K
FAST
Fastenal CO

Industrials
3.05K
+ 39.86%
$62.09 - $71.83 $189K - $219K
10.7K $764K
NXPI
Nxp Semiconductors N.V.

Technology
1.61K
+ 44.74%
$225.14 - $290.78 $363K - $469K
5.22K $1.25M
MAR
Marriott International Inc

Consumer Cyclical
958
+ 15.61%
$211.35 - $255.11 $202K - $244K
7.1K $1.76M
SUN
Sunoco LP

Energy
5.69K
+ 68.61%
$50.23 - $58.53 $286K - $333K
14K $750K
VV
Vanguard Large Cap ETF

ETFs
453
+ 3.84%
$236.92 - $263.4 $107K - $119K
12.3K $3.23M
AYI
Acuity Brands Inc

Industrials
1.01K
New
$222.88 - $275.47 $226K - $279K
1.01K $278K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.53K
+ 14.84%
$79.29 - $84.02 $201K - $213K
19.6K $1.64M
EQIX
Equinix Inc

Real Estate
311
New
$749.0 - $890.01 $233K - $277K
311 $276K
SNA
Snap On Inc

Industrials
868
+ 101.28%
$255.35 - $289.77 $222K - $252K
1.73K $499K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
20.9K
New
$12.6 - $13.59 $264K - $284K
20.9K $275K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
5.87K
+ 73.98%
$42.59 - $60.56 $250K - $356K
13.8K $697K
AWK
American Water Works Company, Inc.

Utilities
1.88K
New
$127.76 - $149.9 $240K - $282K
1.88K $274K
HLX
Helix Energy Solutions Group Inc

Energy
24.6K
New
$9.2 - $12.82 $227K - $316K
24.6K $273K
AEP
American Electric Power CO Inc

Utilities
1.23K
+ 12.53%
$87.11 - $104.95 $107K - $129K
11.1K $1.13M
CLX
Clorox CO

Consumer Defensive
739
+ 12.87%
$131.73 - $166.97 $97.3K - $123K
6.48K $1.06M
CRL
Charles River Laboratories International, Inc.

Healthcare
1.38K
New
$187.96 - $245.29 $260K - $339K
1.38K $272K
SCHC
Schwab Strategic Tr Intl Small

ETFs
7.06K
New
$34.48 - $38.87 $243K - $274K
7.06K $271K
TFC
Truist Financial Corp

Financial Services
5.51K
+ 61.76%
$38.22 - $44.94 $210K - $247K
14.4K $616K
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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