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
NRIX
Nurix Therapeutics, Inc.

Healthcare
122
+ 1.14%
$18.64 - $28.14 $2.27K - $3.43K
10.8K $203K
ITB
Ishares Tr

ETFs
207
+ 8.18%
$103.31 - $129.34 $21.4K - $26.8K
2.74K $282K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
174
+ 0.68%
$238.25 - $261.28 $41.5K - $45.5K
25.9K $6.26M
CSX
Csx Corp

Industrials
7.27K
+ 5.86%
$31.58 - $36.88 $229K - $268K
131K $4.24M
PFG
Principal Financial Group Inc

Financial Services
509
+ 5.1%
$74.91 - $91.26 $38.1K - $46.5K
10.5K $812K
AVNS
Avanos Medical, Inc.

Healthcare
1.29K
+ 14.62%
$15.58 - $23.61 $20.1K - $30.4K
10.1K $160K
FC
Franklin Covey CO

Industrials
319
+ 1.79%
$35.29 - $44.09 $11.3K - $14.1K
18.1K $681K
OTIS
Otis Worldwide Corp

Industrials
218
+ 3.4%
$92.57 - $106.01 $20.2K - $23.1K
6.63K $613K
IXJ
Ishares Global Healthcare ETF

ETFs
2
+ 0.05%
$85.65 - $98.34 $171 - $197
4.31K $370K
OMC
Omnicom Group Inc.

Communication Services
784
+ 11.35%
$85.82 - $105.47 $67.3K - $82.7K
7.69K $661K
PI
Impinj Inc

Technology
267
+ 19.69%
$141.81 - $238.72 $37.9K - $63.7K
1.62K $235K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
600
+ 1.39%
$73.19 - $81.02 $43.9K - $48.6K
43.9K $3.26M
SBAC
Sba Communications Corp

Real Estate
126
+ 5.45%
$198.24 - $249.31 $25K - $31.4K
2.44K $496K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
15.1K
+ 92.82%
$22.63 - $47.53 $341K - $716K
31.3K $710K
SJW
Sjw Group

Utilities
70
+ 0.93%
$49.07 - $60.38 $3.43K - $4.23K
7.6K $374K
FSLR
First Solar, Inc.

Technology
95
+ 7.93%
$175.88 - $240.66 $16.7K - $22.9K
1.29K $227K
BLD
Top Build Corp

Industrials
28
+ 3.31%
$308.96 - $414.77 $8.65K - $11.6K
873 $271K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
43
+ 0.12%
$105.45 - $117.99 $4.53K - $5.07K
36.8K $3.9M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
87
+ 0.83%
$63.27 - $70.31 $5.5K - $6.12K
10.6K $670K
EL
Estee Lauder Companies Inc

Consumer Defensive
296
+ 7.33%
$62.74 - $97.24 $18.6K - $28.8K
4.33K $324K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
477
+ 2.71%
$99.2 - $108.47 $47.3K - $51.7K
18.1K $1.8M
NNN
National Retail Properties, Inc.

Real Estate
474
+ 3.66%
$39.77 - $49.34 $18.9K - $23.4K
13.4K $548K
CUBE
Cube Smart

Real Estate
387
+ 4.43%
$41.74 - $53.03 $16.2K - $20.5K
9.13K $391K
MTG
Mgic Investment Corp

Financial Services
82
+ 0.18%
$23.32 - $26.4 $1.91K - $2.16K
45.1K $1.07M
ECL
Ecolab Inc.

Basic Materials
812
+ 6.19%
$234.32 - $261.43 $190K - $212K
13.9K $3.26M
CAG
Conagra Brands Inc.

Consumer Defensive
864
+ 3.75%
$26.48 - $32.72 $22.9K - $28.3K
23.9K $662K
ADI
Analog Devices Inc

Technology
46
+ 0.85%
$206.35 - $236.48 $9.49K - $10.9K
5.45K $1.16M
HPQ
Hp Inc

Technology
599
+ 1.77%
$32.46 - $39.3 $19.4K - $23.5K
34.4K $1.12M
SLB
Schlumberger Limited

Energy
34
+ 0.12%
$36.83 - $45.59 $1.25K - $1.55K
29.3K $1.12M
SCHP
Schwab Strategic Us Tips ETF

ETFs
186
+ 4.42%
$25.74 - $53.78 $4.79K - $10K
4.39K $113K
DVN
Devon Energy Corp

Energy
824
+ 3.72%
$30.52 - $42.96 $25.1K - $35.4K
23K $751K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
307
+ 0.75%
$46.46 - $51.66 $14.3K - $15.9K
41K $1.97M
TY
Tri Continental Corp

Financial Services
243
+ 0.24%
$31.01 - $34.67 $7.54K - $8.42K
103K $3.28M
BIIB
Biogen Inc.

Healthcare
301
+ 7.36%
$146.47 - $191.55 $44.1K - $57.7K
4.39K $671K
MAS
Masco Corp

Industrials
808
+ 4.73%
$72.52 - $85.73 $58.6K - $69.3K
17.9K $1.3M
BAX
Baxter International Inc

Healthcare
2.02K
+ 9.01%
$28.63 - $37.84 $57.9K - $76.6K
24.5K $714K
AVY
Avery Dennison Corp

Industrials
31
+ 0.71%
$186.26 - $220.48 $5.77K - $6.83K
4.41K $825K
EWJ
Ishares Msci Japan ETF

ETFs
1.83K
+ 3.04%
$66.18 - $71.84 $121K - $131K
61.9K $4.15M
PSA
Public Storage

Real Estate
177
+ 5.76%
$289.33 - $360.21 $51.2K - $63.8K
3.25K $972K
MPC
Marathon Petroleum Corp

Energy
2.14K
+ 11.18%
$131.65 - $174.84 $282K - $375K
21.3K $2.97M
FNF
Fidelity National Financial, Inc.

Financial Services
952
+ 2.72%
$55.19 - $63.83 $52.5K - $60.8K
36K $2.02M
SLV
I Shares Silver Trust

ETFs
575
+ 0.71%
$26.33 - $31.74 $15.1K - $18.3K
81.8K $2.15M
AVEM
American Centy ETF Tr Avantis

ETFs
2.84K
+ 5.13%
$58.59 - $66.14 $166K - $188K
58.3K $3.42M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
105
+ 0.22%
$34.13 - $37.35 $3.58K - $3.92K
47.9K $1.64M
KHC
Kraft Heinz CO

Consumer Defensive
2.42K
+ 4.35%
$30.1 - $36.02 $72.9K - $87.3K
58.1K $1.78M
CEG
Constellation Energy Corp

Utilities
177
+ 2.8%
$224.28 - $285.52 $39.7K - $50.5K
6.49K $1.46M
O
Realty Income Corp

Real Estate
4.15K
+ 9.43%
$51.76 - $64.71 $215K - $268K
48.1K $2.57M
INDA
Ishares Msci India Index Fund

ETFs
6.73K
+ 6.81%
$52.64 - $58.16 $354K - $391K
105K $5.55M
BDX
Becton Dickinson & CO

Healthcare
38
+ 0.23%
$220.02 - $243.75 $8.36K - $9.26K
16.7K $3.8M
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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