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
SNFCA
Security National Financial Corp

Financial Services
2.9K
+ 5.0%
$7.45 - $9.19 $21.6K - $26.6K
60.8K $558K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
244
+ 4.97%
$460.0 - $505.78 $112K - $123K
5.15K $2.4M
IDU
Ishares Tr U S Utils ETF

ETFs
323
+ 7.24%
$87.2 - $102.21 $28.2K - $33K
4.78K $488K
SPG
Simon Property Group Inc

Real Estate
413
+ 28.72%
$146.09 - $170.11 $60.3K - $70.3K
1.85K $312K
KGC
Kinross Gold Corp

Basic Materials
10.1K
New
$8.02 - $9.84 $81.2K - $99.6K
10.1K $94K
HAIN
Hain Celestial Group Inc

Consumer Defensive
10.9K
New
$6.14 - $8.63 $67.1K - $94.3K
10.9K $94K
CHE
Chemed Corp

Healthcare
25
+ 1.88%
$527.82 - $600.97 $13.2K - $15K
1.35K $813K
AME
Ametek Inc

Industrials
345
+ 5.45%
$152.74 - $176.01 $52.7K - $60.7K
6.68K $1.15M
PHYS
Sprott Physical Gold Trust

Financial Services
2.5K
+ 14.85%
$18.12 - $20.72 $45.3K - $51.8K
19.3K $394K
DEO
Diageo PLC

Consumer Defensive
425
+ 20.04%
$120.02 - $140.77 $51K - $59.8K
2.55K $357K
OTIS
Otis Worldwide Corp

Industrials
428
+ 7.16%
$91.43 - $104.43 $39.1K - $44.7K
6.41K $665K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1
+ 0.01%
$71.19 - $76.59 $71.2 - $76.6
19.6K $1.5M
TD
Toronto Dominion Bank

Financial Services
32
+ 0.31%
$54.54 - $64.56 $1.75K - $2.07K
10.2K $647K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
950
+ 10.2%
$53.41 - $57.9 $50.7K - $55K
10.3K $593K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
146
+ 2.24%
$111.9 - $124.28 $16.3K - $18.1K
6.68K $825K
ICLN
Ishares

ETFs
4.99K
+ 62.68%
$13.26 - $14.77 $66.1K - $73.7K
12.9K $190K
TRMB
Trimble Inc.

Technology
5
+ 0.04%
$49.82 - $62.06 $249 - $310
13.4K $829K
SIGA
Siga Technologies Inc

Healthcare
12.1K
New
$6.74 - $11.97 $81.8K - $145K
12.1K $81K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
224
+ 1.88%
$75.47 - $83.18 $16.9K - $18.6K
12.2K $1.01M
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
2.41K
+ 5.2%
$10.41 - $16.46 $25.1K - $39.6K
48.7K $580K
DLR
Digital Realty Trust, Inc.

Real Estate
232
+ 5.39%
$144.47 - $162.98 $33.5K - $37.8K
4.53K $733K
VIS
Vanguard Industrial ETF

ETFs
207
+ 20.72%
$232.12 - $260.07 $48K - $53.8K
1.21K $313K
STKL
Sun Opta Inc.

Consumer Defensive
12.4K
New
$5.01 - $6.83 $62.2K - $84.8K
12.4K $79K
PRU
Prudential Financial Inc

Financial Services
448
+ 7.07%
$105.53 - $127.32 $47.3K - $57K
6.79K $821K
CHTR
Charter Communications, Inc.

Communication Services
150
+ 13.64%
$290.56 - $383.07 $43.6K - $57.5K
1.25K $405K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.69K
+ 14.31%
$31.18 - $33.5 $52.5K - $56.4K
13.5K $447K
MSTR
Microstrategy Inc

Technology
2.19K
+ 900.0%
$114.3 - $1800.09 $250K - $3.94M
2.43K $409K
CDW
Cdw Corp

Technology
271
+ 5.12%
$206.67 - $239.84 $56K - $65K
5.56K $1.26M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
542
+ 9.42%
$75.88 - $83.21 $41.1K - $45.1K
6.29K $523K
RY
Royal Bank Of Canada

Financial Services
203
+ 7.5%
$105.65 - $124.73 $21.4K - $25.3K
2.91K $362K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.1K
+ 9.83%
$43.73 - $46.29 $48.1K - $51K
12.3K $567K
GDRX
Good Rx Holdings, Inc.

Healthcare
10.5K
New
$6.69 - $9.05 $70.6K - $95.5K
10.5K $73K
KIE
Spdr S&P Insurance ETF

ETFs
449
+ 6.48%
$49.44 - $56.87 $22.2K - $25.5K
7.38K $418K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.22K
+ 33.04%
$19.78 - $23.53 $44K - $52.3K
8.95K $207K
PEG
Public Service Enterprise Group Inc

Utilities
226
+ 6.94%
$73.58 - $89.21 $16.6K - $20.2K
3.48K $310K
TDIV
First Trust Nasdaq Technology

ETFs
472
+ 6.58%
$70.51 - $81.07 $33.3K - $38.3K
7.65K $614K
MBB
Ishares Tr

ETFs
503
+ 9.89%
$90.85 - $96.66 $45.7K - $48.6K
5.59K $535K
AMPY
Amplify Energy Corp.

Energy
10.6K
New
$6.25 - $7.96 $66.5K - $84.7K
10.6K $69K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.54K
+ 17.7%
$29.85 - $41.1 $45.9K - $63.2K
10.2K $400K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
326
+ 10.03%
$104.5 - $114.97 $34.1K - $37.5K
3.58K $409K
SPMD
Spdr Portfolio

ETFs
1.06K
+ 37.46%
$50.29 - $54.92 $53.2K - $58.1K
3.88K $212K
MRVL
Marvell Technology, Inc.

Technology
688
+ 8.92%
$56.15 - $76.24 $38.6K - $52.5K
8.4K $605K
CNQ
Canadian Natural Resources LTD

Energy
2.85K
+ 25.15%
$31.97 - $37.41 $91.1K - $107K
14.2K $470K
GTN
Gray Television Inc

Communication Services
12.4K
New
$4.23 - $6.5 $52.5K - $80.7K
12.4K $66K
CFFN
Capitol Federal Financial, Inc.

Financial Services
11.3K
New
$5.34 - $6.75 $60.3K - $76.2K
11.3K $65K
XT
Ishares Tr Exponential Technol

ETFs
794
+ 12.76%
$54.51 - $61.59 $43.3K - $48.9K
7.02K $427K
ACCO
Acco Brands Corp

Industrials
11.2K
New
$4.48 - $5.53 $50.3K - $62.1K
11.2K $61K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
10.7K
+ 96.64%
$8.26 - $12.16 $88.4K - $130K
21.8K $195K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.97K
+ 34.5%
$23.58 - $25.5 $46.5K - $50.3K
7.69K $195K
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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email