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
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.5K
+ 112.36%
$48.06 - $49.39 $361K - $371K
14.2K $699K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4.54K
+ 296.99%
$71.9 - $79.86 $327K - $363K
6.07K $482K
ITT
Itt Inc.

Industrials
2.48K
New
$125.05 - $150.55 $310K - $374K
2.48K $371K
JACK
Jack In The Box Inc

Consumer Cyclical
7.99K
New
$41.98 - $60.07 $335K - $480K
7.99K $371K
PLD
Prologis, Inc.

Real Estate
1.49K
+ 11.54%
$111.95 - $132.43 $167K - $198K
14.4K $1.82M
VIRT
Virtu Financial, Inc.

Financial Services
12.1K
New
$21.68 - $32.43 $263K - $393K
12.1K $368K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.39K
+ 37.42%
$156.14 - $187.2 $218K - $261K
5.12K $946K
GD
General Dynamics Corp

Industrials
511
+ 2.88%
$279.51 - $308.09 $143K - $157K
18.3K $5.51M
DHS
Wisdomtree Tr U.S

ETFs
3.88K
New
$83.9 - $93.83 $326K - $364K
3.88K $364K
FDS
Factset Research Systems Inc

Financial Services
791
New
$397.04 - $469.48 $314K - $371K
791 $363K
BWA
Borgwarner Inc

Consumer Cyclical
9.98K
New
$31.19 - $36.75 $311K - $367K
9.98K $362K
UGI
Ugi Corp

Utilities
14.4K
New
$22.23 - $25.05 $321K - $362K
14.4K $361K
WDAY
Workday, Inc.

Technology
1.26K
+ 51.47%
$207.75 - $264.68 $262K - $334K
3.71K $907K
WAL
Western Alliance Bancorporation

Financial Services
4.16K
New
$61.15 - $88.41 $254K - $367K
4.16K $359K
NORW
Global X Msci Norway ETF

ETFs
13.9K
New
$23.95 - $26.45 $332K - $367K
13.9K $357K
BLND
Blend Labs, Inc.

Technology
16.2K
+ 7.59%
$2.33 - $4.1 $37.7K - $66.3K
229K $858K
HALO
Halozyme Therapeutics, Inc.

Healthcare
6.24K
New
$51.3 - $64.42 $320K - $402K
6.24K $356K
DUHP
Dimensional ETF Tr Dimensional

ETFs
10.4K
New
$30.74 - $34.07 $321K - $356K
10.4K $355K
XLRE
Select Sector Spdr Tr Real Est

ETFs
707
+ 1.38%
$38.04 - $45.36 $26.9K - $32.1K
51.8K $2.31M
FITB
Fifth Third Bancorp

Financial Services
6.81K
+ 73.62%
$36.01 - $43.64 $245K - $297K
16.1K $688K
PSX
Phillips 66

Energy
3.26K
+ 39.85%
$125.0 - $147.17 $408K - $480K
11.4K $1.5M
ACWI
Ishares Msci Acwi ETF

ETFs
1.18K
+ 4.04%
$107.24 - $119.84 $126K - $141K
30.3K $3.63M
SHOP
Shopify Inc.

Technology
2.6K
+ 26.3%
$52.26 - $80.75 $136K - $210K
12.5K $1M
WAFD
Washington Federal Inc

Financial Services
9.98K
New
$27.9 - $36.89 $279K - $368K
9.98K $347K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5.44K
+ 278.18%
$55.06 - $62.25 $300K - $339K
7.4K $455K
BLD
Top Build Corp

Industrials
845
New
$360.4 - $479.09 $305K - $405K
845 $343K
MRO
Marathon Oil Corp

Energy
13.5K
+ 168.44%
$25.87 - $29.26 $348K - $394K
21.4K $570K
NFG
National Fuel Gas CO

Energy
5.64K
New
$54.14 - $61.22 $305K - $345K
5.64K $341K
CPB
Campbell Soup CO

Consumer Defensive
6.96K
New
$45.01 - $51.89 $313K - $361K
6.96K $340K
HQY
Healthequity, Inc.

Healthcare
4.15K
New
$67.98 - $86.62 $282K - $360K
4.15K $339K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
3.51K
New
$74.21 - $96.5 $260K - $338K
3.51K $336K
RS
Reliance Steel & Aluminum CO

Basic Materials
1.16K
New
$271.23 - $308.75 $315K - $358K
1.16K $335K
CRS
Carpenter Technology Corp

Industrials
2.07K
New
$104.79 - $161.78 $217K - $335K
2.07K $331K
BSX
Boston Scientific Corp

Healthcare
2.88K
+ 22.0%
$72.96 - $84.0 $210K - $242K
15.9K $1.34M
PSA
Public Storage

Real Estate
324
+ 11.79%
$283.13 - $365.01 $91.7K - $118K
3.07K $1.12M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.17K
+ 8.63%
$162.64 - $179.3 $190K - $209K
14.7K $2.63M
ET
Energy Transfer LP

Energy
20.7K
+ 50.74%
$15.43 - $16.44 $319K - $340K
61.5K $986K
AJG
Arthur J. Gallagher & Co.

Financial Services
1.06K
+ 94.56%
$259.22 - $299.75 $275K - $318K
2.18K $614K
VOYA
Voya Financial, Inc.

Financial Services
4.1K
New
$64.58 - $79.22 $265K - $325K
4.1K $324K
DDOG
Datadog, Inc.

Technology
2.8K
New
$104.97 - $134.56 $294K - $377K
2.8K $322K
AB
Alliancebernstein Holding L.P.

Financial Services
9.23K
New
$31.87 - $35.39 $294K - $326K
9.23K $322K
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
11.7K
New
$23.23 - $29.57 $271K - $345K
11.7K $320K
DOW
Dow Inc.

Basic Materials
5.35K
+ 32.25%
$50.15 - $55.41 $268K - $296K
21.9K $1.2M
ENTG
Entegris Inc

Technology
2.83K
New
$98.09 - $146.48 $277K - $414K
2.83K $318K
SPYG
Spdr Portfolio

ETFs
2.79K
+ 9.11%
$73.38 - $84.1 $205K - $234K
33.4K $2.77M
EFSC
Enterprise Financial Services Corp

Financial Services
6.18K
New
$38.94 - $54.0 $240K - $334K
6.18K $316K
WMB
Williams Companies, Inc.

Energy
6.1K
+ 52.55%
$41.24 - $46.22 $252K - $282K
17.7K $808K
PLTR
Palantir Technologies Inc.

Technology
2.94K
+ 17.17%
$24.09 - $37.95 $70.8K - $112K
20.1K $746K
NVS
Novartis Ag

Healthcare
1.84K
+ 15.58%
$106.13 - $120.89 $195K - $222K
13.6K $1.57M
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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