Ep Wealth Advisors, LLC Incresed Positions in Q4 2024

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
50.1K
+ 1.58%
$378.79 - $428.11 $19M - $21.4M
3.23M $1.32B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.54M
+ 50.6%
$74.5 - $78.37 $115M - $120M
4.58M $342M
EFA
Ishares Tr Msci Eafe ETF

ETFs
895K
+ 506.74%
$75.1 - $82.99 $67.2M - $74.2M
1.07M $81M
VOT
Vanguard Mid Cap Growth Index

ETFs
220K
+ 30.79%
$241.48 - $274.89 $53.2M - $60.6M
936K $238M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.15M
+ 28.63%
$51.54 - $52.55 $59.2M - $60.3M
5.16M $267M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
627K
+ 37.11%
$96.64 - $101.23 $60.6M - $63.4M
2.32M $224M
VOE
Vanguard Mid Cap Value Index F

ETFs
349K
+ 37.66%
$160.89 - $176.18 $56.2M - $61.5M
1.28M $206M
VEA
Vanguard Ftse Developed Market

ETFs
710K
+ 104.15%
$47.57 - $52.44 $33.8M - $37.3M
1.39M $66.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
51.3K
+ 53.61%
$521.84 - $558.82 $26.8M - $28.7M
147K $79.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
656K
+ 21.15%
$79.93 - $88.06 $52.4M - $57.8M
3.76M $301M
VBK
Vanguard Small Cap Growth ETF

ETFs
53.4K
+ 13.11%
$264.18 - $304.19 $14.1M - $16.2M
461K $129M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
712K
+ 17.57%
$44.04 - $49.49 $31.4M - $35.2M
4.76M $210M
DFIV
Dimensional ETF Tr

ETFs
565K
+ 26.9%
$34.86 - $37.97 $19.7M - $21.4M
2.67M $94.5M
TSLA
Tesla, Inc.

Consumer Cyclical
3.85K
+ 5.75%
$213.65 - $479.86 $822K - $1.85M
70.7K $28.6M
MUB
Ishares National Muni Bond ETF

ETFs
110K
+ 11.72%
$105.78 - $108.7 $11.7M - $12M
1.05M $112M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
152K
+ 24.55%
N/A
773K $48.2M
HON
Honeywell International Inc

Industrials
2.25K
+ 0.62%
$202.84 - $236.0 $456K - $530K
365K $82.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
206K
+ 21.11%
$33.92 - $36.6 $7M - $7.55M
1.18M $40.9M
CRM
Salesforce, Inc.

Technology
2.51K
+ 2.45%
$270.87 - $367.87 $679K - $922K
105K $35.1M
XLK
Technology Sector Spdr

ETFs
9.1K
+ 1.35%
$220.26 - $241.44 $2.01M - $2.2M
685K $159M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
71.9K
+ 1183.22%
$78.43 - $87.17 $5.64M - $6.26M
77.9K $6.25M
DFAX
Dimensional ETF Tr
259K
+ 71.56%
$24.76 - $27.04 $6.42M - $7.01M
622K $15.5M
CMF
Ishares California Muni Bond E

ETFs
114K
+ 8.69%
$56.66 - $58.1 $6.45M - $6.61M
1.42M $81.5M
XLY
Select Sector Spdr Consumer Di

ETFs
1.59K
+ 0.9%
$194.8 - $239.43 $310K - $380K
179K $40.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
164K
+ 644.02%
$26.16 - $28.82 $4.29M - $4.73M
189K $4.96M
ITOT
Ishares Core S&P Total U.S. St

ETFs
32K
+ 153.59%
$124.26 - $134.12 $3.97M - $4.29M
52.8K $6.79M
IEFA
Ishares Tr

ETFs
64.5K
+ 91.17%
$70.06 - $77.43 $4.52M - $4.99M
135K $9.5M
NFLX
Netflix Inc

Communication Services
789
+ 4.7%
$687.65 - $936.56 $543K - $739K
17.6K $15.7M
MCK
Mckesson Corp

Healthcare
1.87K
+ 7.7%
$482.27 - $628.5 $900K - $1.17M
26.1K $14.9M
PULS
Pgim ETF Tr

ETFs
56.6K
+ 17.82%
$49.51 - $49.79 $2.8M - $2.82M
374K $18.5M
XLF
Financial Sector Spdr

ETFs
40.4K
+ 16.06%
$44.89 - $51.34 $1.81M - $2.07M
292K $14.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
324K
+ 385.42%
$25.93 - $105.3 $8.41M - $34.1M
408K $11.4M
DGRO
Ishares Core Dividend Growth E

ETFs
44K
+ 53.25%
$60.73 - $64.94 $2.67M - $2.86M
127K $7.77M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
76.9K
+ 6.67%
$46.63 - $47.41 $3.58M - $3.64M
1.23M $57.3M
IBHE
Ishares Ibonds 2025 Term High

ETFs
111K
+ 31.37%
$23.08 - $23.28 $2.57M - $2.59M
466K $10.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
99.2K
+ 842.93%
$25.61 - $28.0 $2.54M - $2.78M
111K $2.87M
DFUS
Dimensional ETF Tr U S Equity

ETFs
37.4K
+ 133.55%
$61.52 - $66.5 $2.3M - $2.48M
65.3K $4.17M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
111K
+ 68.0%
$20.6 - $20.71 $2.29M - $2.31M
275K $5.68M
EMB
Ishares Tr

ETFs
26.7K
+ 126.29%
$88.94 - $93.46 $2.37M - $2.49M
47.8K $4.25M
WMT
Walmart Inc.

Consumer Defensive
6.42K
+ 3.71%
$79.1 - $95.7 $508K - $614K
180K $16.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.76K
+ 2.64%
$198.04 - $221.51 $745K - $834K
146K $30.8M
AXP
American Express CO

Financial Services
5.25K
+ 24.56%
$267.35 - $305.57 $1.4M - $1.61M
26.6K $7.91M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.6K
+ 79.08%
$176.42 - $186.91 $2.05M - $2.17M
26.3K $4.68M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
37.9K
+ 93.07%
$58.88 - $64.8 $2.23M - $2.45M
78.6K $4.63M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
22.4K
+ 313.72%
$84.34 - $95.14 $1.89M - $2.13M
29.6K $2.58M
PANW
Palo Alto Networks Inc

Technology
55.5K
+ 108.83%
$181.96 - $405.9 $10.1M - $22.5M
107K $19.4M
ROK
Rockwell Automation, Inc

Industrials
1.5K
+ 1.71%
$264.65 - $302.92 $397K - $454K
89K $25.4M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
100K
+ 54.34%
$19.38 - $19.58 $1.95M - $1.97M
285K $5.54M
VTI
Vanguard Total Stock Market Et

ETFs
1.87K
+ 1.0%
$280.04 - $302.45 $523K - $565K
188K $54.5M
Activity Summary
Buys All Purchases 688 New Holdings 165 Increased Positions 523 Sells All Sells 476 Reductions 476 Sold out 0 Options Calls 0 Puts 0
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