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
MTX
Minerals Technologies Inc

Basic Materials
3.49K
New
$69.64 - $88.9 $243K - $310K
3.49K $269K
SWIM
Latham Group, Inc.

Industrials
39.7K
New
$2.63 - $6.8 $104K - $270K
39.7K $269K
MMS
Maximus, Inc.

Industrials
2.89K
New
$84.08 - $93.17 $243K - $269K
2.89K $269K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.02K
+ 21.22%
$37.33 - $40.63 $188K - $204K
28.7K $1.17M
RGLD
Royal Gold Inc

Basic Materials
1.91K
New
$125.01 - $146.5 $239K - $280K
1.91K $267K
LEN
Lennar Corp

Consumer Cyclical
472
+ 9.95%
$142.5 - $192.45 $67.3K - $90.8K
5.22K $977K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.76K
New
$85.48 - $98.39 $236K - $271K
2.76K $266K
WSO
Watsco Inc

Industrials
539
New
$448.73 - $519.89 $242K - $280K
539 $265K
SLF
Sun Life Financial Inc

Financial Services
4.58K
New
$47.07 - $58.09 $215K - $266K
4.58K $265K
ABM
Abm Industries Inc

Industrials
5.04K
New
$48.97 - $57.15 $247K - $288K
5.04K $265K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.83K
+ 7.05%
$50.25 - $50.74 $243K - $245K
73.4K $3.72M
DHT
Dht Holdings, Inc.

Energy
23.9K
New
$10.25 - $12.05 $245K - $288K
23.9K $264K
PETQ
Pet Iq, Inc.

Healthcare
8.56K
New
$20.57 - $30.79 $176K - $263K
8.56K $263K
YELP
Yelp Inc

Communication Services
7.53K
New
$33.02 - $37.77 $249K - $284K
7.53K $263K
AZN
Astrazeneca PLC

Healthcare
3.38K
+ 19.85%
$76.67 - $87.62 $259K - $297K
20.4K $1.59M
DIOD
Diodes Inc

Technology
4.06K
New
$58.65 - $85.82 $238K - $349K
4.06K $260K
GIFI
Gulf Island Fabrication Inc

Industrials
46K
New
$5.25 - $6.57 $242K - $303K
46K $259K
AMG
Affiliated Managers Group, Inc.

Financial Services
1.46K
New
$154.72 - $185.62 $226K - $271K
1.46K $259K
ONON
On Holding Ag

Consumer Cyclical
5.14K
New
$36.63 - $51.57 $188K - $265K
5.14K $257K
ASML
Asml Holding Nv

Technology
670
+ 42.06%
$749.82 - $1098.95 $502K - $736K
2.26K $1.89M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
10.8K
New
$20.51 - $24.25 $221K - $261K
10.8K $254K
ANDE
Andersons, Inc.

Consumer Defensive
5.04K
New
$45.71 - $54.98 $231K - $277K
5.04K $252K
OMC
Omnicom Group Inc.

Communication Services
1.76K
+ 34.11%
$87.69 - $103.9 $154K - $183K
6.91K $714K
SONO
Sonos Inc

Technology
20.4K
New
$11.09 - $14.96 $227K - $306K
20.4K $251K
WEX
Wex Inc.

Technology
1.2K
New
$168.01 - $209.77 $201K - $251K
1.2K $251K
HOG
Harley Davidson, Inc.

Consumer Cyclical
6.52K
New
$31.83 - $39.53 $207K - $258K
6.52K $251K
SCI
Service Corp International

Consumer Cyclical
3.18K
New
$69.55 - $80.63 $221K - $256K
3.18K $250K
ROCK
Gibraltar Industries, Inc.

Industrials
3.58K
New
$62.82 - $80.87 $225K - $289K
3.58K $250K
AMWD
American Woodmark Corp

Consumer Cyclical
2.67K
New
$77.25 - $102.5 $206K - $274K
2.67K $249K
HWM
Howmet Aerospace Inc.

Industrials
2.48K
New
$77.3 - $100.22 $191K - $248K
2.48K $248K
JCI
Johnson Controls International PLC

Industrials
1.79K
+ 18.39%
$65.52 - $77.61 $117K - $139K
11.5K $896K
ADUS
Addus Home Care Corp

Healthcare
1.87K
New
$116.16 - $133.58 $217K - $250K
1.87K $248K
PAYC
Paycom Software, Inc.

Technology
1.49K
New
$140.16 - $173.86 $208K - $258K
1.49K $247K
ICUI
Icu Medical Inc

Healthcare
1.35K
New
$114.88 - $182.17 $156K - $247K
1.35K $246K
MLI
Mueller Industries Inc

Industrials
3.31K
New
$55.73 - $74.1 $185K - $245K
3.31K $245K
GTES
Gates Industrial Corp PLC

Industrials
14K
New
$15.22 - $18.59 $213K - $260K
14K $245K
WPC
W. P. Carey Inc.

Real Estate
3.33K
+ 63.77%
$54.63 - $63.96 $182K - $213K
8.55K $532K
CIVI
Civitas Resources, Inc.

Energy
4.83K
New
$49.47 - $72.73 $239K - $351K
4.83K $244K
BRO
Brown & Brown, Inc.

Financial Services
753
+ 6.42%
$89.11 - $105.82 $67.1K - $79.7K
12.5K $1.29M
AMKR
Amkor Technology, Inc.

Technology
7.99K
New
$28.09 - $44.68 $224K - $357K
7.99K $244K
WBS
Webster Financial Corp

Financial Services
5.22K
New
$42.49 - $49.62 $222K - $259K
5.22K $243K
CRUS
Cirrus Logic, Inc.

Technology
1.95K
New
$112.86 - $145.69 $221K - $285K
1.95K $242K
UVE
Universal Insurance Holdings, Inc.

Financial Services
10.9K
New
$17.76 - $22.76 $193K - $248K
10.9K $241K
SNV
Synovus Financial Corp

Financial Services
5.44K
New
$39.32 - $47.62 $214K - $259K
5.44K $241K
BHP
Bhp Group LTD

Basic Materials
3.9K
New
$51.32 - $62.11 $200K - $242K
3.9K $241K
AMP
Ameriprise Financial Inc

Financial Services
348
+ 19.17%
$391.53 - $469.81 $136K - $163K
2.16K $1.02M
TDY
Teledyne Technologies Inc

Technology
551
New
$381.47 - $437.71 $210K - $241K
551 $241K
ABC
Amerisourcebergen Corp

Healthcare
1.3K
+ 32.54%
N/A
5.28K $977K
NRIX
Nurix Therapeutics, Inc.

Healthcare
10.7K
New
$18.93 - $25.69 $202K - $275K
10.7K $240K
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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