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
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.3K
+ 40.52%
$39.95 - $45.86 $413K - $474K
35.9K $1.64M
MS
Morgan Stanley

Financial Services
4.57K
+ 26.05%
$92.07 - $106.96 $421K - $489K
22.1K $2.31M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.3K
+ 55.02%
$76.38 - $78.87 $557K - $575K
20.6K $1.62M
ATKR
Atkore Inc.

Industrials
7.09K
New
$82.81 - $152.57 $587K - $1.08M
7.09K $600K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.14K
+ 3.51%
$77.02 - $85.06 $165K - $182K
63.1K $5.33M
BAC
Bank Of America Corp

Financial Services
15.7K
+ 3.58%
$36.65 - $44.13 $574K - $691K
453K $18M
CTAS
Cintas Corp

Industrials
36.9K
+ 260.28%
$201.38 - $819.83 $7.44M - $30.3M
51.1K $10.5M
DD
Du Pont De Nemours, Inc.

Basic Materials
5.64K
+ 61.61%
$77.22 - $89.49 $436K - $505K
14.8K $1.32M
CMI
Cummins Inc

Industrials
1.51K
+ 80.7%
$266.63 - $326.4 $404K - $494K
3.39K $1.1M
UTHR
United Therapeutics Corp

Healthcare
1.61K
New
$311.04 - $363.55 $500K - $585K
1.61K $576K
APD
Air Products & Chemicals, Inc.

Basic Materials
365
+ 3.12%
$247.34 - $300.11 $90.3K - $110K
12.1K $3.6M
PNTG
Pennant Group, Inc.

Healthcare
16K
New
$23.4 - $36.88 $374K - $590K
16K $571K
TROW
Price T Rowe Group Inc

Financial Services
5.33K
+ 146.6%
$101.71 - $120.75 $542K - $644K
8.97K $976K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
6.7K
+ 19.7%
$43.9 - $52.34 $294K - $350K
40.7K $2.09M
SBAC
Sba Communications Corp

Real Estate
2.31K
New
$189.0 - $245.01 $437K - $566K
2.31K $556K
STNG
Scorpio Tankers Inc.

Energy
7.74K
New
$66.41 - $81.58 $514K - $631K
7.74K $551K
MAA
Mid America Apartment Communities Inc.

Real Estate
3.44K
New
$138.8 - $166.65 $478K - $573K
3.44K $546K
IR
Ingersoll Rand Inc.

Industrials
5.56K
New
$86.9 - $100.4 $483K - $558K
5.56K $545K
IXUS
Ishares Tr

ETFs
5.57K
+ 20.2%
$64.9 - $73.35 $362K - $409K
33.2K $2.41M
KAPR
Innovator U.S. Small Cap Power

ETFs
16.6K
New
$30.54 - $32.65 $507K - $542K
16.6K $538K
APTV
Aptiv PLC

Consumer Cyclical
7.46K
New
$65.39 - $74.24 $487K - $553K
7.46K $536K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.44K
+ 7.31%
$33.89 - $41.64 $150K - $185K
65.1K $2.59M
VZ
Verizon Communications Inc

Communication Services
2.67K
+ 2.37%
$38.89 - $45.0 $104K - $120K
115K $5.17M
SHV
Ishares Tr

ETFs
4.78K
+ 114.87%
$110.05 - $110.63 $526K - $529K
8.95K $989K
IT
Gartner Inc

Technology
1.04K
New
$441.32 - $516.47 $459K - $538K
1.04K $527K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
63.5K
New
$8.08 - $11.02 $513K - $700K
63.5K $526K
SYY
Sysco Corp

Consumer Defensive
5.86K
+ 59.03%
$69.16 - $78.98 $405K - $463K
15.8K $1.23M
VDE
Vanguard Energy ETF

ETFs
4.5K
+ 77.09%
$117.44 - $131.06 $529K - $590K
10.3K $1.27M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.16K
+ 44.93%
$127.29 - $141.5 $402K - $447K
10.2K $1.42M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.83K
+ 75.95%
$89.91 - $101.33 $434K - $489K
11.2K $1.1M
SSNC
Ss&C Technologies Holdings Inc

Technology
6.86K
New
$61.42 - $76.46 $422K - $525K
6.86K $509K
FR
First Industrial Realty Trust Inc

Real Estate
9.1K
New
$47.13 - $56.97 $429K - $519K
9.1K $509K
BAX
Baxter International Inc

Healthcare
12.2K
+ 118.79%
$32.85 - $40.26 $401K - $491K
22.5K $852K
CSQ
Calamos Strategic Total Return Fund

Financial Services
29.3K
New
$15.71 - $17.51 $460K - $513K
29.3K $508K
CTVA
Corteva, Inc.

Basic Materials
7.82K
+ 82.68%
$50.72 - $58.78 $397K - $460K
17.3K $1.02M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.27K
+ 3.58%
$95.81 - $109.03 $122K - $138K
36.7K $3.95M
SQ
Block, Inc.

Technology
7.31K
+ 187.66%
$57.21 - $72.07 $418K - $527K
11.2K $752K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.9K
+ 29.46%
$33.74 - $37.96 $367K - $413K
47.8K $1.8M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
7.12K
New
$69.02 - $93.84 $491K - $668K
7.12K $500K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.57K
+ 353.33%
$77.23 - $87.97 $430K - $490K
7.15K $620K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.02K
+ 10.19%
$25.45 - $29.53 $230K - $266K
97.6K $2.85M
CRBG
Corebridge Financial, Inc.

Financial Services
16.9K
New
$24.9 - $30.12 $421K - $510K
16.9K $493K
FNB
Fnb Corp

Financial Services
34.8K
New
$13.41 - $15.55 $467K - $541K
34.8K $491K
NI
Nisource Inc.

Utilities
14.1K
New
$28.54 - $34.64 $402K - $488K
14.1K $488K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.71K
+ 2.57%
$85.84 - $85.84 $748K - $748K
348K $29.9M
WM
Waste Management Inc

Industrials
2.7K
+ 19.64%
$196.96 - $223.45 $533K - $604K
16.5K $3.42M
MDT
Medtronic PLC

Healthcare
3.83K
+ 31.21%
$76.84 - $91.03 $294K - $348K
16.1K $1.45M
NBIX
Neurocrine Biosciences Inc

Healthcare
4.19K
New
$114.58 - $153.15 $480K - $642K
4.19K $482K
DHI
Horton D R Inc

Consumer Cyclical
572
+ 7.79%
$135.21 - $197.06 $77.3K - $113K
7.92K $1.51M
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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