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
EEFT
Euronet Worldwide, Inc.

Technology
2.14K
New
$92.68 - $108.63 $198K - $232K
2.14K $212K
PFS
Provident Financial Services Inc

Financial Services
11.4K
New
$14.22 - $19.44 $162K - $221K
11.4K $211K
AVNS
Avanos Medical, Inc.

Healthcare
8.82K
New
$19.21 - $24.69 $169K - $218K
8.82K $211K
CFB
Crossfirst Bankshares, Inc.

Financial Services
12.6K
New
$13.95 - $18.68 $176K - $236K
12.6K $210K
HLMN
Hillman Solutions Corp.

Industrials
19.9K
New
$8.66 - $10.66 $172K - $212K
19.9K $209K
EGP
Eastgroup Properties Inc

Real Estate
1.12K
New
$169.51 - $191.71 $190K - $215K
1.12K $208K
STZ
Constellation Brands, Inc.

Consumer Defensive
805
New
$236.42 - $259.82 $190K - $209K
805 $207K
AKAM
Akamai Technologies Inc

Technology
2.28K
+ 26.17%
N/A
11K $997K
FNDC
Schwab Fundamental Intl Small

ETFs
5.1K
+ 150.55%
$33.85 - $38.5 $172K - $196K
8.48K $323K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
2.85K
New
$66.55 - $74.93 $190K - $214K
2.85K $205K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
930
+ 44.69%
$175.46 - $203.3 $163K - $189K
3.01K $610K
DOCU
Docusign, Inc.

Technology
3.31K
New
$49.73 - $62.53 $165K - $207K
3.31K $205K
PHG
Koninklijke Philips Nv

Healthcare
6.27K
New
$25.08 - $32.73 $157K - $205K
6.27K $205K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.32K
New
$109.16 - $155.35 $145K - $206K
1.32K $204K
DECK
Deckers Outdoor Corp

Consumer Cyclical
5.96K
+ 645.61%
$150.73 - $974.56 $898K - $5.81M
6.88K $1.1M
STE
Steris PLC

Healthcare
842
New
$213.51 - $247.14 $180K - $208K
842 $204K
MHK
Mohawk Industries Inc

Consumer Cyclical
1.27K
New
$108.83 - $162.7 $139K - $207K
1.27K $204K
SWK
Stanley Black & Decker, Inc.

Industrials
1.85K
New
$77.75 - $110.17 $144K - $203K
1.85K $203K
MELI
Mercadolibre Inc

Consumer Cyclical
70
+ 47.95%
$1591.44 - $2140.1 $111K - $150K
216 $442K
DTE
Dte Energy CO

Utilities
1.34K
+ 73.65%
$108.67 - $128.41 $145K - $172K
3.15K $404K
BKH
Black Hills Corp

Utilities
3.33K
New
$53.42 - $61.53 $178K - $205K
3.33K $203K
BCO
Brinks CO

Industrials
1.74K
New
$93.97 - $115.64 $163K - $201K
1.74K $201K
EVRG
Evergy, Inc.

Utilities
3.25K
New
$52.46 - $62.01 $171K - $202K
3.25K $201K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
732
New
$233.81 - $287.01 $171K - $210K
732 $201K
ATRO
Astronics Corp

Industrials
10.3K
New
$18.3 - $23.39 $189K - $242K
10.3K $200K
ADT
Adt Inc.

Industrials
27.7K
New
$6.87 - $7.9 $190K - $219K
27.7K $200K
ICE
Intercontinental Exchange, Inc.

Financial Services
257
+ 3.86%
$136.93 - $162.81 $35.2K - $41.8K
6.92K $1.11M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
959
New
$194.69 - $239.18 $187K - $229K
959 $200K
TGNA
Tegna Inc

Communication Services
12.7K
New
$13.39 - $16.27 $170K - $207K
12.7K $200K
HYD
Vaneck High Yield Muni ETF

ETFs
3.73K
New
$51.46 - $53.07 $192K - $198K
3.73K $197K
AIG
American International Group, Inc.

Financial Services
2.74K
+ 61.77%
$70.16 - $79.23 $192K - $217K
7.17K $525K
SNY
Sanofi

Healthcare
2.55K
+ 47.65%
$48.54 - $58.53 $124K - $149K
7.9K $455K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.16K
+ 8.29%
$97.81 - $108.79 $113K - $126K
15.1K $1.64M
FCX
Freeport Mcmoran Inc

Basic Materials
3.52K
+ 26.33%
$39.52 - $51.92 $139K - $182K
16.9K $841K
VPU
Vanguard Utilities ETF

ETFs
71
+ 1.04%
$146.64 - $174.54 $10.4K - $12.4K
6.91K $1.2M
ON
On Semiconductor Corp

Technology
2.44K
+ 68.75%
$66.39 - $78.74 $162K - $192K
5.99K $434K
TFLO
Ishares Treasury Floating Rate

ETFs
3.77K
New
$50.42 - $50.66 $190K - $191K
3.77K $190K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.48K
+ 6.01%
$59.93 - $66.52 $88.8K - $98.6K
26.2K $1.74M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
2.92K
New
N/A
2.92K $189K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
510
+ 51.15%
$305.34 - $350.41 $156K - $179K
1.51K $520K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
3.19K
New
$52.27 - $60.45 $166K - $193K
3.19K $188K
RVT
Royce Value Trust, Inc.

Financial Services
12K
New
$14.28 - $16.01 $171K - $191K
12K $187K
IVZ
Invesco Ltd.

Financial Services
10.6K
New
$14.85 - $17.74 $157K - $188K
10.6K $185K
VIG
Vanguard Dividend Appreciation

ETFs
1.3K
+ 0.99%
$182.15 - $182.15 $237K - $237K
133K $24.2M
PSN
Parsons Corp

Industrials
271
+ 3.83%
$76.52 - $103.68 $20.7K - $28.1K
7.35K $762K
RMD
Resmed Inc

Healthcare
315
+ 15.7%
$186.94 - $252.92 $58.9K - $79.7K
2.32K $566K
FHN
First Horizon Corp

Financial Services
11.7K
New
$14.63 - $17.45 $172K - $205K
11.7K $182K
EUFN
Ishares Msci Europe Financials

ETFs
7.39K
New
$21.54 - $25.01 $159K - $185K
7.39K $182K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.64K
+ 7.16%
$48.51 - $52.86 $79.4K - $86.5K
24.5K $1.29M
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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