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
FE
Firstenergy Corp

Utilities
1.89K
+ 23.8%
$38.25 - $44.54 $72.3K - $84.1K
9.83K $435K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.23K
+ 53.52%
$85.03 - $94.56 $105K - $117K
3.54K $329K
BCS
Barclays PLC

Financial Services
10.8K
New
$10.59 - $12.45 $115K - $135K
10.8K $131K
EBND
Spdr Bloomberg Emerging Market

ETFs
5.71K
+ 77.62%
$19.74 - $21.39 $113K - $122K
13.1K $277K
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.05K
+ 52.55%
$25.36 - $28.37 $103K - $115K
11.8K $331K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
11.5K
New
$11.03 - $18.11 $127K - $208K
11.5K $128K
VOX
Vanguard Communication Service

ETFs
698
+ 18.51%
$129.82 - $145.39 $90.6K - $101K
4.47K $649K
ADSK
Autodesk, Inc.

Technology
534
+ 22.69%
$245.83 - $245.83 $131K - $131K
2.89K $709K
RIO
Rio Tinto PLC

Basic Materials
1.4K
+ 26.74%
$59.71 - $71.21 $83.7K - $99.8K
6.64K $472K
DELL
Dell Technologies Inc.

Technology
1.71K
+ 44.27%
$87.89 - $145.97 $150K - $250K
5.58K $660K
SPIB
Spdr Portfolio Intermediate Te

ETFs
33
+ 0.03%
$32.36 - $33.78 $1.07K - $1.11K
109K $3.67M
CCL
Carnival Corp

Consumer Cyclical
6.97K
+ 41.99%
$14.01 - $19.18 $97.7K - $134K
23.6K $435K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
639
+ 15.67%
$152.9 - $180.39 $97.7K - $115K
4.72K $822K
FTCS
First Trust Capital Strength E

ETFs
1.36K
New
$83.58 - $90.94 $113K - $123K
1.36K $123K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.74K
+ 20.51%
$56.04 - $62.99 $97.5K - $110K
10.2K $624K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
5.26K
New
$20.05 - $23.55 $105K - $124K
5.26K $122K
BK
Bank Of New York Mellon Corp

Financial Services
1.04K
+ 26.62%
$59.54 - $72.17 $61.8K - $74.9K
4.94K $354K
YUM
Yum Brands Inc

Consumer Cyclical
164
+ 1.21%
$125.95 - $139.96 $20.7K - $23K
13.7K $1.92M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
1.94K
New
$57.2 - $62.94 $111K - $122K
1.94K $120K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
965
New
$97.96 - $124.99 $94.5K - $121K
965 $120K
D
Dominion Energy, Inc

Utilities
783
+ 9.17%
$48.01 - $58.53 $37.6K - $45.8K
9.32K $538K
SHEL
Shell PLC

Energy
3.09K
+ 22.66%
$65.65 - $73.28 $203K - $226K
16.7K $1.1M
HLN
Haleon PLC

Healthcare
6.87K
+ 34.17%
$8.32 - $10.7 $57.2K - $73.5K
27K $285K
MKC
Mccormick & CO Inc

Consumer Defensive
716
+ 14.57%
$69.44 - $84.76 $49.7K - $60.7K
5.63K $463K
PCAR
Paccar Inc

Industrials
1.89K
+ 11.36%
$91.64 - $109.98 $173K - $208K
18.5K $1.83M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1.59K
New
$64.0 - $72.54 $102K - $115K
1.59K $114K
FC
Franklin Covey CO

Industrials
1.54K
+ 9.47%
$36.88 - $43.71 $56.8K - $67.4K
17.8K $732K
ZUO
Zuora Inc

Technology
13K
New
$8.34 - $9.73 $109K - $127K
13K $112K
GLW
Corning Inc

Technology
364
+ 2.41%
$37.76 - $46.2 $13.7K - $16.8K
15.4K $697K
VRT
Vertiv Holdings CO

Industrials
1.29K
+ 43.36%
$86.66 - $86.66 $112K - $112K
4.28K $370K
CBRE
Cbre Group, Inc.

Real Estate
16
+ 0.52%
$85.97 - $124.48 $1.38K - $1.99K
3.08K $383K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
522
+ 27.68%
$143.74 - $174.11 $75K - $90.9K
2.41K $390K
LIT
Global X Fds Global X Lithium

ETFs
2.48K
New
$35.01 - $43.59 $86.6K - $108K
2.48K $107K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
256
+ 7.1%
$122.74 - $163.95 $31.4K - $42K
3.86K $633K
ADI
Analog Devices Inc

Technology
418
+ 8.39%
$200.56 - $243.33 $83.8K - $102K
5.4K $1.24M
BRY
Berry Corp (Bry)

Energy
20.6K
New
$4.85 - $6.96 $100K - $144K
20.6K $106K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.16K
New
$19.92 - $20.67 $103K - $107K
5.16K $105K
EWBC
East West Bancorp Inc

Financial Services
146
+ 1.53%
$70.41 - $88.25 $10.3K - $12.9K
9.69K $802K
VAW
Vanguard Materials ETF

ETFs
294
+ 13.26%
$189.89 - $213.71 $55.8K - $62.8K
2.51K $531K
IWC
Russell Micro Cap ETF

ETFs
851
New
$112.21 - $129.46 $95.5K - $110K
851 $104K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
24.8K
+ 99.0%
$3.21 - $3.8 $79.7K - $94.4K
49.9K $188K
TTE
Total Energies Se

Energy
1.25K
+ 14.11%
$68.61 - $68.61 $86K - $86K
10.1K $695K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
4.3K
New
$22.96 - $23.97 $98.7K - $103K
4.3K $102K
SPOT
Spotify Technology S.A.

Communication Services
173
+ 25.26%
$290.16 - $384.01 $50.2K - $66.4K
858 $316K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
2.8K
New
$32.65 - $36.84 $91.3K - $103K
2.8K $102K
XAR
Spdr S&P Aerospace & Defense E

ETFs
545
+ 60.29%
$139.03 - $157.34 $75.8K - $85.8K
1.45K $227K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.14K
+ 1.11%
$24.78 - $25.11 $52.9K - $53.6K
194K $4.88M
FDLO
Fidelity Covington Tr Low Vola

ETFs
1.64K
New
$56.38 - $61.35 $92.4K - $101K
1.64K $100K
MLM
Martin Marietta Materials Inc

Basic Materials
189
+ 18.26%
$502.48 - $593.35 $95K - $112K
1.22K $658K
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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