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
RPG
Invesco Exchange Traded Fd Tr

ETFs
4.54K
New
$33.68 - $39.31 $153K - $178K
4.54K $178K
IBB
Ishares Biotechnology ETF

ETFs
713
+ 7.95%
$135.09 - $149.47 $96.3K - $107K
9.68K $1.41M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.04K
+ 3.29%
$19.2 - $19.82 $96.8K - $99.9K
158K $3.12M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.2K
New
$38.33 - $42.48 $161K - $178K
4.2K $176K
ECVT
Ecovyst Inc.

Basic Materials
25.8K
New
$6.22 - $9.76 $161K - $252K
25.8K $176K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.02K
+ 22.48%
$136.06 - $155.24 $138K - $158K
5.53K $832K
KKR
Kkr & Co. Inc.

Financial Services
504
+ 11.75%
$104.51 - $133.23 $52.7K - $67.1K
4.8K $626K
IYW
Ishares Dj Us Tech ETF

ETFs
1.07K
+ 9.18%
$133.16 - $158.73 $142K - $170K
12.7K $1.93M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.3K
+ 36.03%
$44.83 - $47.42 $148K - $157K
12.5K $587K
ENLC
En Link Midstream, LLC

Energy
12K
New
$11.9 - $14.7 $142K - $176K
12K $173K
KCE
Spdr S&P Capital Markets ETF

ETFs
1.34K
New
$110.03 - $126.01 $148K - $169K
1.34K $167K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
13.5K
New
$11.72 - $12.38 $159K - $168K
13.5K $167K
RCM
R1 Rcm Inc.

Healthcare
11.9K
New
$10.9 - $14.18 $129K - $168K
11.9K $167K
MRC
Mrc Global Inc.

Energy
13.1K
New
$11.58 - $14.85 $152K - $195K
13.1K $167K
VLUE
Ishares Msci Usa Value Factor

ETFs
122
+ 0.44%
$99.14 - $109.18 $12.1K - $13.3K
27.6K $3.01M
DGX
Quest Diagnostics Inc

Healthcare
1.2K
+ 43.51%
$137.09 - $137.09 $165K - $165K
3.97K $544K
ORI
Old Republic International Corp

Financial Services
3.39K
+ 35.11%
$29.89 - $35.9 $101K - $122K
13.1K $462K
IEF
Ishares Barclays

ETFs
1.65K
New
$92.67 - $99.14 $153K - $163K
1.65K $161K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.17K
+ 10.97%
$36.02 - $41.68 $78.1K - $90.4K
21.9K $905K
MSI
Motorola Solutions, Inc.

Technology
114
+ 6.69%
$385.65 - $450.49 $44K - $51.4K
1.82K $817K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
746
+ 26.51%
$201.42 - $273.98 $150K - $204K
3.56K $855K
OLO
Olo Inc.

Technology
32.1K
New
$4.25 - $5.61 $136K - $180K
32.1K $159K
IHE
Ishares Tr

ETFs
2.22K
New
$65.61 - $72.86 $146K - $162K
2.22K $156K
WTFC
Wintrust Financial Corp

Financial Services
1.08K
+ 28.96%
$96.43 - $111.89 $104K - $121K
4.8K $520K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
3.79K
New
$35.7 - $41.13 $135K - $156K
3.79K $153K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
13K
+ 79.58%
$10.91 - $12.02 $142K - $156K
29.3K $342K
SON
Sonoco Products CO

Consumer Cyclical
2.48K
+ 56.64%
$48.33 - $56.57 $120K - $140K
6.86K $374K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.5K
New
$93.07 - $102.32 $139K - $153K
1.5K $152K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
357
+ 1.18%
$46.17 - $51.13 $16.5K - $18.3K
30.7K $1.57M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.26K
New
$42.22 - $48.62 $138K - $159K
3.26K $151K
HII
Huntington Ingalls Industries, Inc.

Industrials
507
+ 52.59%
$241.93 - $282.86 $123K - $143K
1.47K $388K
SAP
Sap Se

Technology
454
+ 26.8%
$197.21 - $231.0 $89.5K - $105K
2.15K $492K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3.28K
+ 82.25%
$37.68 - $42.0 $123K - $138K
7.26K $301K
IYR
Ishares Tr

ETFs
1.43K
New
$86.93 - $103.61 $124K - $148K
1.43K $145K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
12.5K
New
$9.86 - $12.2 $124K - $153K
12.5K $145K
SNPS
Synopsys Inc

Technology
547
+ 36.61%
$463.97 - $621.3 $254K - $340K
2.04K $1.03M
BVS
Bioventus Inc.

Healthcare
12K
New
$5.73 - $11.95 $69K - $144K
12K $143K
STTK
Shattuck Labs, Inc.

Healthcare
41.2K
New
$3.0 - $4.85 $124K - $200K
41.2K $143K
INT
World Fuel Services Corp

Energy
6.5K
New
N/A
6.5K $142K
FLCA
Franklin Templeton ETF Tr

ETFs
3.78K
New
$32.97 - $37.74 $124K - $143K
3.78K $142K
EGY
Vaalco Energy Inc

Energy
24.7K
New
$5.37 - $7.28 $133K - $180K
24.7K $141K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
5.58K
+ 20.31%
$25.19 - $25.5 $140K - $142K
33K $841K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
2.09K
+ 12.94%
$42.38 - $47.25 $88.5K - $98.7K
18.2K $861K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
7
+ 0.04%
$27.14 - $35.2 $190 - $246
18.1K $633K
PHM
Pultegroup Inc

Consumer Cyclical
377
+ 15.38%
$103.95 - $144.98 $39.2K - $54.7K
2.83K $405K
HAL
Halliburton CO

Energy
5.92K
+ 76.47%
$27.81 - $36.44 $165K - $216K
13.7K $396K
WEC
Wec Energy Group, Inc.

Utilities
343
+ 6.0%
$77.68 - $96.19 $26.6K - $33K
6.06K $582K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
604
+ 0.39%
$24.62 - $25.59 $14.9K - $15.5K
155K $3.96M
INCY
Incyte Corp

Healthcare
1.67K
+ 42.09%
$57.33 - $68.61 $95.6K - $114K
5.63K $372K
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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