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
TM
Toyota Motor Corp

Consumer Cyclical
660
+ 29.5%
$167.18 - $207.59 $110K - $137K
2.9K $517K
HPE
Hewlett Packard Enterprise CO

Technology
3.93K
+ 12.78%
$16.1 - $21.44 $63.3K - $84.2K
34.7K $709K
IYC
Ishares U.S. Consumer Discreti

ETFs
371
+ 9.72%
$76.12 - $88.31 $28.2K - $32.8K
4.19K $368K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.11K
+ 40.46%
$23.04 - $24.06 $48.7K - $50.8K
7.33K $176K
BTEGF
Baytex Energy Corp.

Energy
15.1K
New
N/A
15.1K $54K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
3.11K
+ 5.63%
$8.98 - $10.08 $27.9K - $31.3K
58.3K $560K
HRB
H&R Block Inc

Consumer Cyclical
221
+ 5.49%
$52.99 - $66.6 $11.7K - $14.7K
4.25K $269K
CME
Cme Group Inc.

Financial Services
108
+ 9.66%
$193.43 - $220.62 $20.9K - $23.8K
1.23K $270K
VMEO
Vimeo, Inc.

Technology
10K
New
$3.55 - $5.35 $35.6K - $53.6K
10K $50K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
100
+ 0.75%
$22.3 - $26.02 $2.23K - $2.6K
13.5K $351K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
544
+ 37.6%
$81.31 - $83.29 $44.2K - $45.3K
1.99K $165K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
27
+ 0.23%
$61.47 - $67.36 $1.66K - $1.82K
11.8K $793K
SANA
Sana Biotechnology, Inc.

Healthcare
10.9K
New
$3.76 - $6.86 $41K - $74.8K
10.9K $45K
IYG
Ishares Tr

ETFs
494
+ 28.18%
$64.2 - $71.76 $31.7K - $35.4K
2.25K $159K
LPLA
Lpl Financial Holdings Inc.

Financial Services
358
+ 44.03%
$193.0 - $282.1 $69.1K - $101K
1.17K $272K
IXN
Ishares Global Information Tec

ETFs
548
+ 14.24%
$73.0 - $87.81 $40K - $48.1K
4.4K $362K
HUBB
Hubbell Inc

Industrials
16
+ 2.74%
$355.55 - $428.48 $5.69K - $6.86K
601 $257K
ALLO
Allogene Therapeutics, Inc.

Healthcare
13.6K
+ 125.58%
$2.08 - $3.5 $28.3K - $47.7K
24.5K $68K
CHD
Church & Dwight CO Inc

Consumer Defensive
371
+ 15.09%
$98.01 - $106.59 $36.4K - $39.5K
2.83K $296K
ELV
Elevance Health, Inc.

Healthcare
160
+ 8.5%
$500.12 - $562.29 $80K - $90K
2.04K $1.06M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
354
+ 4.39%
$73.86 - $84.2 $26.1K - $29.8K
8.43K $696K
FSLR
First Solar, Inc.

Technology
41
+ 3.54%
$205.36 - $255.78 $8.42K - $10.5K
1.2K $298K
IXJ
Ishares Global Healthcare ETF

ETFs
170
+ 4.11%
$91.63 - $101.25 $15.6K - $17.2K
4.31K $422K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
150
+ 22.9%
$175.05 - $196.39 $26.3K - $29.5K
805 $157K
DRI
Darden Restaurants Inc

Consumer Cyclical
117
+ 8.25%
$138.06 - $172.74 $16.2K - $20.2K
1.54K $251K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
92
+ 0.94%
$30.61 - $34.92 $2.82K - $3.21K
9.87K $340K
MFC
Manulife Financial Corp

Financial Services
118
+ 1.12%
$24.13 - $29.63 $2.85K - $3.5K
10.7K $315K
FNV
Franco Nevada Corp

Basic Materials
175
+ 8.72%
$116.95 - $131.12 $20.5K - $22.9K
2.18K $271K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
2.34K
+ 15.41%
$11.4 - $11.99 $26.7K - $28.1K
17.6K $208K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
56
+ 1.23%
$54.75 - $61.2 $3.07K - $3.43K
4.63K $283K
IYE
Ishares Tr

ETFs
763
+ 29.32%
$44.44 - $49.18 $33.9K - $37.5K
3.37K $155K
INTF
Ishares Tr

ETFs
532
+ 8.09%
$28.08 - $31.79 $14.9K - $16.9K
7.11K $223K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
360
+ 14.6%
$233.4 - $302.36 $84K - $109K
2.83K $766K
SPXE
Proshares Tr S&P 500 Ex Energy

ETFs
8
+ 0.09%
$55.46 - $61.86 $444 - $495
8.6K $532K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
8
+ 0.49%
$138.85 - $182.81 $1.11K - $1.46K
1.64K $290K
IYM
Ishares Tr

ETFs
112
+ 9.68%
$136.13 - $151.64 $15.2K - $17K
1.27K $190K
MKL
Markel Corp

Financial Services
19
+ 12.34%
$1494.55 - $1645.69 $28.4K - $31.3K
173 $271K
XLG
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.05%
$42.54 - $47.97 $298 - $336
15.6K $739K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
282
+ 8.05%
$52.1 - $59.66 $14.7K - $16.8K
3.79K $224K
RSG
Republic Services, Inc.

Industrials
5
+ 0.13%
$189.34 - $208.21 $947 - $1.04K
3.87K $776K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
564
+ 13.39%
$26.43 - $29.86 $14.9K - $16.8K
4.78K $141K
WCC
Wesco International Inc

Industrials
7
+ 0.27%
$149.47 - $183.24 $1.05K - $1.28K
2.55K $429K
TTWO
Take Two Interactive Software Inc

Communication Services
166
+ 11.83%
$135.67 - $161.71 $22.5K - $26.8K
1.57K $241K
SCHP
Schwab Strategic Us Tips ETF

ETFs
298
+ 7.63%
$51.58 - $53.79 $15.4K - $16K
4.21K $225K
JOBY
Joby Aviation, Inc.

Industrials
5K
+ 15.45%
$4.77 - $7.46 $23.8K - $37.3K
37.4K $187K
GUNR
Flexshares Tr Morningstar Glob

ETFs
6
+ 0.03%
$38.51 - $41.48 $231 - $249
18.9K $778K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
11.2K
New
$1.93 - $3.99 $21.7K - $44.8K
11.2K $21K
TER
Teradyne, Inc

Technology
466
+ 15.39%
$114.25 - $163.0 $53.2K - $76K
3.49K $467K
ANSS
Ansys Inc

Technology
65
+ 9.22%
$296.54 - $331.25 $19.3K - $21.5K
770 $245K
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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