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
PRIM
Primoris Services Corp

Industrials
4.11K
New
$47.41 - $59.36 $195K - $244K
4.11K $238K
KWR
Quaker Chemical Corp

Basic Materials
1.42K
New
$157.95 - $192.14 $224K - $272K
1.42K $238K
SYF
Synchrony Financial

Financial Services
4.76K
New
$43.77 - $52.22 $208K - $248K
4.76K $237K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.72K
+ 13.9%
$91.37 - $101.65 $157K - $175K
14.1K $1.43M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
11.5K
New
$14.84 - $21.08 $171K - $243K
11.5K $236K
EXP
Eagle Materials Inc

Basic Materials
821
New
$212.39 - $292.18 $174K - $240K
821 $236K
UNM
Unum Group

Financial Services
3.98K
New
$49.81 - $59.44 $198K - $237K
3.98K $236K
HPQ
Hp Inc

Technology
5.94K
+ 21.32%
$32.02 - $38.11 $190K - $226K
33.8K $1.21M
SMPL
Simply Good Foods CO

Consumer Defensive
6.79K
New
$31.31 - $37.21 $212K - $253K
6.79K $235K
UMBF
Umb Financial Corp

Financial Services
2.23K
New
$81.41 - $108.94 $182K - $243K
2.23K $234K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
127
+ 0.38%
$64.57 - $71.76 $8.2K - $9.11K
33.2K $2.38M
SACH
Sachem Capital Corp.

Real Estate
92.3K
New
$2.25 - $3.0 $208K - $277K
92.3K $232K
EBC
Eastern Bankshares, Inc.

Financial Services
14.2K
New
$13.69 - $17.09 $194K - $242K
14.2K $232K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
12.5K
New
$15.15 - $19.2 $189K - $239K
12.5K $231K
THC
Tenet Healthcare Corp

Healthcare
1.39K
New
$129.27 - $168.03 $179K - $233K
1.39K $230K
PDT
John Hancock Premium Dividend Fund

Financial Services
17.3K
New
$11.65 - $13.47 $202K - $233K
17.3K $229K
SLV
I Shares Silver Trust

ETFs
2.99K
+ 3.82%
$24.33 - $29.38 $72.6K - $87.7K
81.2K $2.31M
IJK
Ishares S&P Midcap 400 Growth

ETFs
116
+ 0.2%
$84.81 - $93.54 $9.84K - $10.9K
57.2K $5.25M
PGR
Progressive Corp

Financial Services
552
+ 29.18%
$209.46 - $259.24 $116K - $143K
2.44K $620K
PINS
Pinterest, Inc.

Communication Services
7.05K
New
$28.66 - $43.51 $202K - $307K
7.05K $228K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
887
+ 37.73%
$210.25 - $231.86 $186K - $206K
3.24K $722K
SJM
J M Smucker CO

Consumer Defensive
1.87K
New
$109.12 - $122.4 $204K - $229K
1.87K $226K
AFG
American Financial Group Inc

Financial Services
1.67K
New
$119.65 - $137.03 $200K - $229K
1.67K $225K
FDN
First Tr Fd Dow Jones

ETFs
752
+ 7.87%
$183.68 - $212.48 $138K - $160K
10.3K $2.18M
PK
Park Hotels & Resorts Inc.

Real Estate
15.9K
New
$13.63 - $15.7 $217K - $250K
15.9K $224K
MAT
Mattel Inc

Consumer Cyclical
11.8K
New
$16.02 - $19.6 $189K - $231K
11.8K $224K
MTD
Mettler Toledo International Inc

Healthcare
149
New
$1308.0 - $1521.03 $195K - $227K
149 $223K
GLDM
World Gold Trust

ETFs
4.25K
New
$46.2 - $53.01 $196K - $225K
4.25K $221K
TNA
Direxion Daily Small Cap Bull

ETFs
5K
New
$34.86 - $49.09 $174K - $245K
5K $221K
IIPR
Innovative Industrial Properties Inc

Real Estate
1.64K
New
$107.56 - $136.78 $177K - $225K
1.64K $221K
KD
Kyndryl Holdings, Inc.

Technology
9.6K
New
$21.78 - $27.63 $209K - $265K
9.6K $220K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
209
+ 16.61%
$1024.09 - $1201.76 $214K - $251K
1.47K $1.54M
EMB
Ishares Tr

ETFs
1.28K
+ 6.43%
$87.75 - $93.74 $112K - $120K
21.1K $1.98M
AVA
Avista Corp

Utilities
5.7K
New
$33.57 - $39.64 $191K - $226K
5.7K $220K
SR
Spire Inc

Utilities
3.27K
New
$59.15 - $67.77 $193K - $222K
3.27K $219K
NWL
Newell Brands Inc.

Consumer Defensive
28.4K
New
$5.73 - $8.91 $163K - $253K
28.4K $218K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.93K
New
$101.72 - $112.94 $197K - $218K
1.93K $218K
COOP
Mr. Cooper Group Inc.

Financial Services
2.34K
New
$78.57 - $94.99 $184K - $222K
2.34K $215K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4.72K
New
$39.15 - $46.02 $185K - $217K
4.72K $215K
JETS
ETF Ser Solutions U S Global J

ETFs
10.4K
New
$16.76 - $20.84 $174K - $216K
10.4K $215K
ESNT
Essent Group Ltd.

Financial Services
3.35K
New
$54.95 - $64.53 $184K - $216K
3.35K $215K
BLDR
Builders First Source, Inc.

Industrials
1.11K
New
$132.6 - $201.83 $147K - $223K
1.11K $214K
ARW
Arrow Electronics Inc

Technology
1.61K
New
$117.29 - $135.1 $189K - $218K
1.61K $214K
AMH
American Homes 4 Rent

Real Estate
5.55K
New
$34.87 - $41.14 $193K - $228K
5.55K $213K
PSLV
Sprott Physical Silver Trust

Financial Services
20.4K
New
$9.17 - $10.84 $187K - $222K
20.4K $213K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.34K
+ 5.47%
$90.01 - $95.32 $121K - $128K
25.9K $2.45M
OVV
Ovintiv Inc.

Energy
5.58K
New
$37.0 - $48.89 $206K - $273K
5.58K $213K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.71K
+ 55.92%
$60.13 - $68.17 $163K - $185K
7.55K $511K
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.12K
New
$37.37 - $41.82 $191K - $214K
5.12K $212K
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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