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
FICO
Fair Isaac Corp

Technology
309
+ 4.98%
$1496.51 - $1947.38 $462K - $602K
6.52K $12.7M
TY
Tri Continental Corp

Financial Services
103K
New
$29.86 - $32.92 $3.08M - $3.4M
103K $3.4M
SRE
Sempra Energy

Utilities
7.91K
+ 2.25%
$74.97 - $84.04 $593K - $664K
359K $30M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
43.3K
New
$69.7 - $76.81 $3.02M - $3.32M
43.3K $3.32M
EEM
Ishares Msci Emerging Markets

ETFs
65.5K
+ 82.88%
$40.42 - $46.7 $2.65M - $3.06M
145K $6.63M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
41.2K
New
$70.04 - $77.47 $2.89M - $3.19M
41.2K $3.19M
CAT
Caterpillar Inc

Industrials
6.4K
+ 55.02%
$316.8 - $391.12 $2.03M - $2.5M
18K $7.05M
LMT
Lockheed Martin Corp

Industrials
2.75K
+ 21.33%
$460.3 - $584.56 $1.26M - $1.61M
15.6K $9.14M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
46.5K
+ 6.4%
$49.93 - $51.15 $2.32M - $2.38M
772K $39.5M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
149K
+ 1003.21%
$20.47 - $20.71 $3.05M - $3.08M
164K $3.38M
GPN
Global Payments Inc

Industrials
15.9K
+ 6.74%
$92.66 - $112.97 $1.48M - $1.8M
252K $25.8M
PM
Philip Morris International Inc.

Consumer Defensive
20.4K
+ 85.89%
$101.25 - $127.45 $2.06M - $2.59M
44K $5.35M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
138K
+ 371.76%
$21.05 - $21.17 $2.9M - $2.92M
175K $3.69M
MSFT
Microsoft Corp

Technology
32.4K
+ 4.9%
$395.15 - $467.56 $12.8M - $15.2M
695K $299M
WMT
Walmart Inc.

Consumer Defensive
9.09K
+ 5.54%
$66.91 - $81.4 $608K - $740K
173K $14M
HON
Honeywell International Inc

Industrials
25K
+ 7.42%
$196.73 - $220.21 $4.92M - $5.51M
362K $74.9M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
146K
+ 373.96%
$19.2 - $19.63 $2.8M - $2.86M
185K $3.61M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3.02K
+ 9.98%
$523.84 - $572.02 $1.58M - $1.73M
33.3K $18.9M
CSX
Csx Corp

Industrials
77.7K
+ 167.47%
$32.48 - $35.45 $2.52M - $2.75M
124K $4.28M
MA
Mastercard Inc

Financial Services
3.56K
+ 21.78%
$429.6 - $500.99 $1.53M - $1.78M
19.9K $9.84M
VBR
Vanguard Small Cap Value ETF

ETFs
9.7K
+ 27.83%
$179.99 - $201.6 $1.75M - $1.95M
44.5K $8.94M
INTU
Intuit Inc

Technology
4.42K
+ 79.46%
$602.97 - $670.49 $2.67M - $2.96M
9.99K $6.2M
VEA
Vanguard Ftse Developed Market

ETFs
4.61K
+ 0.68%
$47.6 - $53.31 $220K - $246K
682K $36M
VB
Vanguard Small Cap ETF

ETFs
2.56K
+ 2.66%
$214.77 - $237.72 $550K - $609K
99K $23.5M
KO
Coca Cola CO

Consumer Defensive
22.5K
+ 22.93%
$62.69 - $73.01 $1.41M - $1.64M
121K $8.67M
DIS
Walt Disney CO

Communication Services
39.8K
+ 8.76%
$85.6 - $98.61 $3.41M - $3.93M
495K $47.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
18.9K
+ 11.99%
$75.32 - $84.37 $1.42M - $1.59M
177K $14.8M
MO
Altria Group, Inc.

Consumer Defensive
43.1K
+ 113.22%
$45.95 - $54.71 $1.98M - $2.36M
81.1K $4.14M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
24.7K
+ 513.79%
$86.19 - $95.75 $2.13M - $2.37M
29.5K $2.83M
XLI
Industrial Sector Spdr

ETFs
13.7K
+ 35.54%
$120.56 - $135.44 $1.65M - $1.85M
52.2K $7.07M
GE
General Electric CO

Industrials
9.57K
+ 49.56%
$156.66 - $189.66 $1.5M - $1.82M
28.9K $5.45M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
25.6K
New
$82.38 - $93.84 $2.11M - $2.4M
25.6K $2.37M
FLSW
Franklin Templeton ETF Tr

ETFs
65.2K
New
$33.17 - $36.58 $2.16M - $2.39M
65.2K $2.35M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
54K
New
$39.66 - $43.57 $2.14M - $2.35M
54K $2.35M
IBM
International Business Machines Corp

Technology
3.6K
+ 11.44%
$175.1 - $223.38 $630K - $804K
35.1K $7.76M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
65.1K
New
$33.3 - $35.24 $2.17M - $2.29M
65.1K $2.29M
NOC
Northrop Grumman Corp

Industrials
1.1K
+ 5.97%
$423.73 - $533.14 $464K - $584K
19.4K $10.3M
FCNCA
First Citizens Bancshares Inc

Financial Services
1.21K
New
$1685.92 - $2128.51 $2.04M - $2.58M
1.21K $2.23M
GOOG
Alphabet Inc.

Communication Services
33.5K
+ 15.98%
$149.54 - $192.66 $5M - $6.45M
243K $40.6M
ISCV
Ishares Morningstar Small Cap

ETFs
34.5K
New
$57.26 - $64.12 $1.97M - $2.21M
34.5K $2.19M
FNF
Fidelity National Financial, Inc.

Financial Services
35K
New
$48.08 - $62.04 $1.68M - $2.17M
35K $2.17M
XYL
Xylem Inc.

Industrials
16.3K
+ 11.3%
$126.14 - $141.53 $2.06M - $2.31M
161K $21.7M
IBHE
Ishares Ibonds 2025 Term High

ETFs
85.9K
+ 31.95%
$23.03 - $23.3 $1.98M - $2M
355K $8.27M
VT
Vanguard Total World Stk Index

ETFs
16K
+ 194.75%
$107.72 - $119.96 $1.73M - $1.92M
24.3K $2.9M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
15.2K
+ 510.89%
$112.99 - $126.45 $1.72M - $1.93M
18.2K $2.3M
CI
Cigna Corp

Healthcare
5.33K
+ 98.14%
$319.12 - $367.1 $1.7M - $1.96M
10.8K $3.73M
XLP
Consumer Staples Sector Spdr

ETFs
28.2K
+ 5.23%
$76.04 - $76.04 $2.14M - $2.14M
567K $43.1M
AMD
Advanced Micro Devices Inc

Technology
10.6K
+ 19.02%
$128.67 - $183.96 $1.36M - $1.94M
66.1K $10.9M
HIG
Hartford Financial Services Group, Inc.

Financial Services
14.8K
+ 588.53%
$98.71 - $117.61 $1.46M - $1.74M
17.3K $2.04M
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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