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
CL
Colgate Palmolive CO

Consumer Defensive
1.68K
+ 3.83%
$95.54 - $108.77 $160K - $183K
45.5K $4.73M
CUBE
Cube Smart

Real Estate
8.74K
New
$43.74 - $54.55 $382K - $477K
8.74K $470K
CB
Chubb LTD

Financial Services
890
+ 14.04%
$252.51 - $292.2 $225K - $260K
7.23K $2.08M
IWV
Ishares Russell 3000 ETF

ETFs
597
+ 4.0%
$294.75 - $326.73 $176K - $195K
15.5K $5.07M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.71K
+ 14.96%
$113.41 - $125.62 $307K - $340K
20.8K $2.62M
COP
Conocophillips

Energy
7.13K
+ 22.6%
$102.3 - $116.61 $730K - $832K
38.7K $4.07M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.68K
+ 8.64%
$46.9 - $51.96 $220K - $243K
58.9K $3.03M
TPG
Tpg Inc.

Financial Services
8.01K
New
$40.49 - $59.88 $324K - $479K
8.01K $460K
VCR
Vanguard Consumer Discretionar

ETFs
1.11K
+ 39.11%
$291.88 - $341.94 $324K - $380K
3.95K $1.35M
VHT
Vanguard Health Care ETF

ETFs
150
+ 0.59%
$261.88 - $288.1 $39.3K - $43.2K
25.8K $7.27M
APH
Amphenol Corp

Technology
7.08K
+ 176.88%
$58.39 - $70.41 $414K - $499K
11.1K $722K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
25.1K
New
$15.81 - $18.96 $397K - $477K
25.1K $453K
URI
United Rentals, Inc.

Industrials
254
+ 17.6%
$627.41 - $814.1 $159K - $207K
1.7K $1.37M
DVN
Devon Energy Corp

Energy
13.2K
+ 146.34%
$37.87 - $48.65 $498K - $640K
22.1K $865K
PNR
Pentair PLC

Industrials
4.5K
New
$74.39 - $97.79 $335K - $440K
4.5K $439K
FNDE
Schwab Fundamental Emerging Mk

ETFs
11.9K
+ 62.5%
$28.02 - $32.68 $334K - $390K
31K $1M
CAG
Conagra Brands Inc.

Consumer Defensive
12K
+ 109.64%
$28.13 - $32.83 $339K - $395K
23K $748K
OXY
Occidental Petroleum Corp

Energy
9.17K
+ 263.13%
$49.91 - $63.73 $458K - $584K
12.7K $652K
PWR
Quanta Services, Inc.

Industrials
415
+ 5.93%
$239.58 - $298.23 $99.4K - $124K
7.41K $2.21M
SUB
Ishares Short Term National Mu

ETFs
3.16K
+ 5.57%
$104.3 - $106.3 $330K - $336K
59.9K $6.36M
TSN
Tyson Foods, Inc.

Consumer Defensive
7.17K
New
$55.91 - $65.87 $401K - $472K
7.17K $426K
CHRD
Oasis Petroleum Inc.

Energy
3.26K
New
$128.01 - $176.98 $417K - $576K
3.26K $424K
OC
Owens Corning

Industrials
2.41K
New
$154.02 - $186.38 $371K - $448K
2.41K $424K
ECL
Ecolab Inc.

Basic Materials
830
+ 6.76%
$228.86 - $255.76 $190K - $212K
13.1K $3.35M
CNO
Cno Financial Group, Inc.

Financial Services
11.9K
New
$27.71 - $35.42 $330K - $421K
11.9K $417K
ABCB
Ameris Bancorp

Financial Services
6.68K
New
$48.61 - $65.14 $325K - $435K
6.68K $416K
BSM
Black Stone Minerals, L.P.

Energy
27.6K
New
$14.05 - $15.85 $388K - $437K
27.6K $416K
ZION
Zions Bancorporation, National Association

Financial Services
8.11K
+ 94.38%
$42.49 - $52.53 $344K - $426K
16.7K $788K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
12.1K
New
$30.27 - $34.42 $367K - $417K
12.1K $413K
VEU
Vanguard Ftse All World Ex Us

ETFs
5.09K
+ 24.38%
$56.47 - $63.69 $287K - $324K
25.9K $1.63M
MPC
Marathon Petroleum Corp

Energy
3.53K
+ 22.6%
$158.61 - $180.75 $561K - $639K
19.2K $3.12M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.38K
+ 66.69%
$81.1 - $89.18 $355K - $391K
10.9K $960K
PRGS
Progress Software Corp

Technology
6.02K
New
$53.37 - $67.37 $321K - $406K
6.02K $405K
EVR
Evercore Inc.

Financial Services
1.6K
New
$211.0 - $258.67 $337K - $413K
1.6K $404K
EL
Estee Lauder Companies Inc

Consumer Defensive
4.04K
New
$84.18 - $106.5 $340K - $430K
4.04K $402K
RPM
Rpm International Inc

Basic Materials
2.69K
+ 51.1%
$103.91 - $125.03 $279K - $336K
7.94K $960K
CF
Cf Industries Holdings, Inc.

Basic Materials
4.61K
New
$69.38 - $85.8 $320K - $396K
4.61K $395K
OII
Oceaneering International Inc

Energy
15.9K
New
$22.41 - $30.02 $356K - $477K
15.9K $395K
COF
Capital One Financial Corp

Financial Services
2.61K
New
$131.42 - $153.05 $343K - $400K
2.61K $390K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
17.4K
New
$18.88 - $22.7 $329K - $396K
17.4K $390K
COLB
Columbia Banking System, Inc.

Financial Services
14.9K
New
$19.13 - $26.99 $286K - $403K
14.9K $390K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.91K
New
$168.57 - $213.65 $322K - $409K
1.91K $390K
GPC
Genuine Parts CO

Consumer Cyclical
2.65K
+ 18.12%
$131.04 - $147.11 $347K - $389K
17.2K $2.41M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
1.64K
New
$188.28 - $328.47 $308K - $538K
1.64K $387K
ELS
Equity Lifestyle Properties Inc

Real Estate
5.42K
New
$63.6 - $76.23 $345K - $413K
5.42K $386K
HUBS
Hubspot Inc

Technology
723
New
$450.09 - $592.58 $325K - $428K
723 $384K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.46K
+ 10.03%
$64.35 - $75.71 $158K - $186K
27K $1.99M
AON
Aon PLC

Financial Services
520
+ 13.62%
$293.16 - $351.06 $152K - $183K
4.34K $1.5M
VDC
Vanguard Consumer Staples ETF

ETFs
1.12K
+ 13.31%
$201.77 - $221.32 $226K - $248K
9.55K $2.09M
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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