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
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2.07K
+ 284.07%
$320.55 - $412.94 $663K - $854K
2.8K $1.09M
APP
App Lovin Corp

Technology
2.07K
+ 18.26%
$67.14 - $130.65 $139K - $271K
13.4K $1.75M
MU
Micron Technology Inc

Technology
12.2K
+ 73.38%
$86.27 - $136.82 $1.06M - $1.68M
28.9K $3M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
612
New
$1066.32 - $1355.99 $653K - $830K
612 $806K
BIIB
Biogen Inc.

Healthcare
4.09K
New
$189.07 - $236.8 $773K - $969K
4.09K $792K
VRSN
Verisign Inc

Technology
4.17K
New
$174.18 - $190.64 $726K - $795K
4.17K $791K
LAMR
Lamar Advertising CO

Real Estate
5.91K
New
$110.9 - $135.58 $655K - $801K
5.91K $789K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
7.25K
+ 0.56%
$23.57 - $24.19 $171K - $175K
1.31M $31.7M
VEEV
Veeva Systems Inc

Healthcare
3.76K
New
$180.43 - $223.9 $678K - $841K
3.76K $788K
PH
Parker Hannifin Corp

Industrials
701
+ 25.67%
$501.01 - $635.92 $351K - $446K
3.43K $2.17M
INST
Instructure Holdings, Inc.

Technology
33.2K
New
$22.73 - $25.35 $755K - $842K
33.2K $781K
KHC
Kraft Heinz CO

Consumer Defensive
19.3K
+ 52.98%
$31.86 - $36.13 $615K - $697K
55.7K $1.95M
LYB
Lyondell Basell Industries N.V.

Basic Materials
8.11K
New
$92.56 - $99.46 $751K - $807K
8.11K $777K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
16.2K
New
$45.2 - $47.87 $734K - $777K
16.2K $771K
EXPE
Expedia Group, Inc.

Consumer Cyclical
5.13K
New
$112.12 - $149.09 $575K - $764K
5.13K $758K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
7.47K
+ 13.74%
$98.97 - $99.59 $739K - $744K
61.8K $6.16M
FAF
First American Financial Corp

Financial Services
4.71K
+ 12.89%
$52.48 - $67.02 $247K - $315K
41.2K $2.72M
NSC
Norfolk Southern Corp

Industrials
2.25K
+ 41.73%
$213.75 - $259.69 $480K - $584K
7.63K $1.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
14K
+ 16.45%
$50.61 - $50.96 $709K - $713K
99.1K $5.05M
O
Realty Income Corp

Real Estate
4.94K
+ 12.65%
$52.36 - $63.42 $258K - $313K
43.9K $2.79M
UPS
United Parcel Service Inc

Industrials
5.43K
+ 20.16%
$123.32 - $147.38 $670K - $801K
32.4K $4.41M
RUN
Sunrun Inc.

Technology
3.39K
+ 3.18%
$10.91 - $21.5 $37K - $72.8K
110K $1.99M
AVY
Avery Dennison Corp

Industrials
3.25K
+ 286.33%
$202.27 - $224.18 $657K - $728K
4.38K $967K
CEG
Constellation Energy Corp

Utilities
1.7K
+ 36.86%
$167.08 - $262.86 $284K - $447K
6.32K $1.64M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.11K
+ 19.13%
$147.95 - $191.05 $609K - $786K
25.6K $4.45M
FLV
American Centy ETF Tr Focused

ETFs
9.95K
New
$62.57 - $69.96 $623K - $696K
9.95K $696K
EWD
Ishares Inc Msci Sweden ETF

ETFs
16K
New
$37.8 - $43.85 $605K - $702K
16K $695K
XLV
Select Sector Spdr Fund Health

ETFs
1.48K
+ 2.62%
$143.3 - $157.24 $211K - $232K
57.8K $8.9M
PKW
Invesco Exchange Traded Fd Tr

ETFs
6K
New
$102.34 - $114.52 $614K - $687K
6K $687K
CTSH
Cognizant Technology Solutions Corp

Technology
8.87K
New
$66.89 - $77.87 $593K - $691K
8.87K $684K
XLU
Utilities Sector Spdr

ETFs
796
+ 1.63%
$67.67 - $80.78 $53.9K - $64.3K
49.6K $4.01M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
12.4K
+ 123.7%
$49.7 - $56.11 $615K - $695K
22.4K $1.23M
KR
Kroger CO

Consumer Defensive
11K
+ 210.48%
$50.43 - $57.3 $555K - $631K
16.2K $930K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
17.5K
+ 5.34%
$24.38 - $25.2 $426K - $441K
345K $8.68M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
267
+ 1.58%
$386.81 - $423.12 $103K - $113K
17.2K $7.26M
KMB
Kimberly Clark Corp

Consumer Defensive
4.03K
+ 24.0%
$135.05 - $148.35 $544K - $598K
20.8K $2.96M
IDEV
Ishares Core Msci Intl Develop

ETFs
8.41K
+ 95.14%
$63.46 - $71.43 $534K - $601K
17.2K $1.22M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.62K
+ 47.72%
$66.31 - $74.08 $505K - $564K
23.6K $1.73M
PWZ
Invesco California Amt Free Mu

ETFs
13K
+ 1.71%
$24.63 - $25.25 $320K - $328K
773K $19.4M
BKR
Baker Hughes CO

Energy
17.6K
New
$32.92 - $38.72 $580K - $683K
17.6K $637K
AMCR
Amcor PLC

Consumer Cyclical
56.2K
New
$9.5 - $11.44 $533K - $642K
56.2K $636K
NRG
Nrg Energy, Inc.

Utilities
6.98K
New
$68.89 - $91.22 $481K - $637K
6.98K $635K
CTRA
Coterra Energy Inc.

Energy
26.5K
New
$22.62 - $27.37 $600K - $726K
26.5K $634K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.48K
New
$150.01 - $182.29 $521K - $634K
3.48K $631K
MCK
Mckesson Corp

Healthcare
4.8K
+ 24.69%
$479.06 - $630.38 $2.3M - $3.03M
24.3K $12M
NNN
National Retail Properties, Inc.

Real Estate
13K
New
$42.12 - $48.79 $545K - $632K
13K $627K
ETR
Entergy Corp

Utilities
4.75K
New
$104.75 - $131.61 $498K - $625K
4.75K $625K
ROK
Rockwell Automation, Inc

Industrials
4.35K
+ 5.23%
$248.27 - $294.37 $1.08M - $1.28M
87.5K $23.5M
ZM
Zoom Video Communications, Inc.

Technology
8.76K
New
$55.32 - $71.9 $485K - $630K
8.76K $611K
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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