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
EMR
Emerson Electric CO

Industrials
16.4K
+ 78.1%
$98.19 - $118.87 $1.61M - $1.95M
37.4K $4.09M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.25K
+ 8.3%
$531.86 - $624.21 $662K - $777K
16.2K $10M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.47K
+ 22.0%
$283.28 - $314.39 $1.26M - $1.4M
24.8K $7.78M
GIS
General Mills Inc

Consumer Defensive
20.5K
+ 94.71%
$62.5 - $75.15 $1.28M - $1.54M
42.1K $3.11M
LDOS
Leidos Holdings, Inc.

Technology
10.6K
New
$142.66 - $163.02 $1.52M - $1.73M
10.6K $1.73M
PG
Procter & Gamble CO

Consumer Defensive
5.18K
+ 5.27%
$160.76 - $177.82 $832K - $921K
103K $17.9M
BBY
Best Buy CO Inc

Consumer Cyclical
16.4K
New
$80.23 - $103.29 $1.31M - $1.69M
16.4K $1.69M
IVW
Ishares S&P 500 Growth ETF

ETFs
13.9K
+ 12.64%
$84.77 - $97.13 $1.18M - $1.35M
124K $11.8M
XLF
Financial Sector Spdr

ETFs
14.8K
+ 6.27%
$40.84 - $45.74 $606K - $679K
252K $11.4M
DHR
Danaher Corp

Healthcare
3.59K
+ 15.31%
$239.25 - $280.76 $860K - $1.01M
27.1K $7.52M
CVX
Chevron Corp

Energy
18.1K
+ 16.3%
$137.88 - $161.97 $2.5M - $2.93M
129K $19M
IWM
Ishares Russell 2000 ETF

ETFs
3.93K
+ 9.19%
$200.87 - $224.6 $790K - $884K
46.7K $10.3M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
65.6K
+ 164.6%
$23.63 - $24.42 $1.55M - $1.6M
105K $2.57M
NTAP
Net App, Inc.

Technology
13.1K
New
$114.18 - $134.62 $1.5M - $1.77M
13.1K $1.62M
LLY
Eli Lilly & CO

Healthcare
2.51K
+ 8.0%
$772.14 - $960.02 $1.93M - $2.41M
33.8K $30M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.88K
+ 13.67%
$117.9 - $128.2 $930K - $1.01M
65.6K $8.4M
UHS
Universal Health Services Inc

Healthcare
6.75K
New
$178.68 - $241.52 $1.21M - $1.63M
6.75K $1.55M
FDX
Fedex Corp

Industrials
5.89K
+ 153.88%
$254.64 - $313.52 $1.5M - $1.85M
9.72K $2.66M
XLC
Select Sector Spdr Tr Communic

ETFs
10.7K
+ 9.29%
$82.16 - $90.4 $877K - $965K
126K $11.4M
BX
Blackstone Inc.

Financial Services
5.54K
+ 25.27%
$120.77 - $159.66 $669K - $884K
27.4K $4.2M
TXN
Texas Instruments Inc

Technology
7.6K
+ 35.34%
$194.6 - $194.6 $1.48M - $1.48M
29.1K $5.66M
TXT
Textron Inc

Industrials
16.7K
New
$83.46 - $94.02 $1.39M - $1.57M
16.7K $1.48M
FTNT
Fortinet, Inc.

Technology
18.8K
New
$55.39 - $77.55 $1.04M - $1.45M
18.8K $1.45M
MAS
Masco Corp

Industrials
17.1K
New
$64.7 - $83.94 $1.11M - $1.43M
17.1K $1.43M
DAL
Delta Air Lines, Inc.

Industrials
27.7K
+ 415.07%
$37.32 - $51.8 $1.04M - $1.44M
34.4K $1.75M
EBAY
Ebay Inc

Consumer Cyclical
21.8K
New
$52.61 - $65.44 $1.15M - $1.43M
21.8K $1.42M
FDRR
Fidelity Covington Tr Divid Et

ETFs
1.17K
+ 0.28%
$46.51 - $51.5 $54.3K - $60.1K
416K $21.4M
EPD
Enterprise Products Partners L.P.

Energy
47.6K
+ 32.19%
$27.88 - $30.0 $1.33M - $1.43M
196K $5.69M
DVY
Ishares Tr

ETFs
9.4K
+ 99.39%
$119.99 - $135.74 $1.13M - $1.28M
18.9K $2.55M
JBL
Jabil Inc

Technology
11.6K
New
$97.55 - $126.65 $1.13M - $1.47M
11.6K $1.39M
IEUS
Ishares Msci Europe Small Cap

ETFs
22.8K
New
$55.57 - $61.12 $1.27M - $1.4M
22.8K $1.38M
EOG
Eog Resources Inc

Energy
11.4K
+ 179.5%
$117.9 - $132.65 $1.34M - $1.51M
17.7K $2.18M
GWW
W.W. Grainger, Inc.

Industrials
246
+ 3.06%
$896.19 - $1044.18 $220K - $257K
8.29K $8.61M
TMUS
T Mobile Us, Inc.

Communication Services
5.64K
+ 95.55%
$175.14 - $206.36 $988K - $1.16M
11.5K $2.38M
USB
Us Bancorp \De\

Financial Services
18.1K
+ 22.32%
$39.04 - $47.23 $706K - $854K
99.1K $4.53M
GS
Goldman Sachs Group Inc

Financial Services
2.35K
+ 70.17%
$459.02 - $510.25 $1.08M - $1.2M
5.7K $2.82M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.62K
+ 12.65%
$83.76 - $91.82 $722K - $792K
76.8K $7.01M
NOW
Service Now, Inc.

Technology
1.17K
+ 53.08%
$730.87 - $937.36 $856K - $1.1M
3.38K $3.02M
VO
Vanguard Mid Cap ETF

ETFs
2.68K
+ 10.25%
$237.84 - $263.83 $636K - $706K
28.8K $7.6M
GILD
Gilead Sciences, Inc.

Healthcare
6.49K
+ 13.68%
$66.59 - $83.99 $432K - $545K
54K $4.52M
AMGN
Amgen Inc

Healthcare
3.02K
+ 10.14%
$309.38 - $337.38 $936K - $1.02M
32.9K $10.6M
IFN
India Fund Inc

Financial Services
66.5K
New
$17.61 - $19.23 $1.17M - $1.28M
66.5K $1.26M
ENSG
Ensign Group, Inc

Healthcare
6.62K
+ 44.87%
$124.14 - $153.65 $822K - $1.02M
21.4K $3.08M
DOV
Dover Corp

Industrials
5.27K
+ 25.75%
$172.5 - $193.03 $909K - $1.02M
25.7K $4.94M
EA
Electronic Arts Inc.

Communication Services
8.58K
New
$137.32 - $151.82 $1.18M - $1.3M
8.58K $1.23M
T
At&T Inc.

Communication Services
40.7K
+ 35.37%
$18.21 - $22.28 $742K - $908K
156K $3.43M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.53K
+ 10.65%
$256.4 - $289.78 $648K - $732K
26.3K $7.46M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
23.5K
+ 62.48%
$41.02 - $46.01 $963K - $1.08M
61K $2.78M
C
Citigroup Inc

Financial Services
19.1K
+ 109.87%
$56.11 - $67.61 $1.07M - $1.29M
36.4K $2.28M
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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