Ep Wealth Advisors, LLC Incresed Positions in Q3 2024

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CWB
Spdr Bloomberg Convertible Sec

ETFs
1
+ 0.01%
$71.19 - $76.59 $71.2 - $76.6
19.6K $1.5M
TD
Toronto Dominion Bank

Financial Services
32
+ 0.31%
$54.54 - $64.56 $1.75K - $2.07K
10.2K $647K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
950
+ 10.2%
$53.41 - $57.9 $50.7K - $55K
10.3K $593K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
146
+ 2.24%
$111.9 - $124.28 $16.3K - $18.1K
6.68K $825K
ICLN
Ishares

ETFs
4.99K
+ 62.68%
$13.26 - $14.77 $66.1K - $73.7K
12.9K $190K
TRMB
Trimble Inc.

Technology
5
+ 0.04%
$49.82 - $62.06 $249 - $310
13.4K $829K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
224
+ 1.88%
$75.47 - $83.18 $16.9K - $18.6K
12.2K $1.01M
OLMA
Olema Pharmaceuticals, Inc.

Healthcare
2.41K
+ 5.2%
$10.41 - $16.46 $25.1K - $39.6K
48.7K $580K
DLR
Digital Realty Trust, Inc.

Real Estate
232
+ 5.39%
$144.47 - $162.98 $33.5K - $37.8K
4.53K $733K
PRU
Prudential Financial Inc

Financial Services
448
+ 7.07%
$105.53 - $127.32 $47.3K - $57K
6.79K $821K
CHTR
Charter Communications, Inc.

Communication Services
150
+ 13.64%
$290.56 - $383.07 $43.6K - $57.5K
1.25K $405K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.69K
+ 14.31%
$31.18 - $33.5 $52.5K - $56.4K
13.5K $447K
RY
Royal Bank Of Canada

Financial Services
203
+ 7.5%
$105.65 - $124.73 $21.4K - $25.3K
2.91K $362K
MSTR
Microstrategy Inc

Technology
2.19K
+ 900.0%
$114.3 - $1800.09 $250K - $3.94M
2.43K $409K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
542
+ 9.42%
$75.88 - $83.21 $41.1K - $45.1K
6.29K $523K
CDW
Cdw Corp

Technology
271
+ 5.12%
$206.67 - $239.84 $56K - $65K
5.56K $1.26M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.1K
+ 9.83%
$43.73 - $46.29 $48.1K - $51K
12.3K $567K
KIE
Spdr S&P Insurance ETF

ETFs
449
+ 6.48%
$49.44 - $56.87 $22.2K - $25.5K
7.38K $418K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.22K
+ 33.04%
$19.78 - $23.53 $44K - $52.3K
8.95K $207K
TDIV
First Trust Nasdaq Technology

ETFs
472
+ 6.58%
$70.51 - $81.07 $33.3K - $38.3K
7.65K $614K
PEG
Public Service Enterprise Group Inc

Utilities
226
+ 6.94%
$73.58 - $89.21 $16.6K - $20.2K
3.48K $310K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.54K
+ 17.7%
$29.85 - $41.1 $45.9K - $63.2K
10.2K $400K
MBB
Ishares Tr

ETFs
503
+ 9.89%
$90.85 - $96.66 $45.7K - $48.6K
5.59K $535K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
326
+ 10.03%
$104.5 - $114.97 $34.1K - $37.5K
3.58K $409K
SPMD
Spdr Portfolio

ETFs
1.06K
+ 37.46%
$50.29 - $54.92 $53.2K - $58.1K
3.88K $212K
CNQ
Canadian Natural Resources LTD

Energy
2.85K
+ 25.15%
$31.97 - $37.41 $91.1K - $107K
14.2K $470K
MRVL
Marvell Technology, Inc.

Technology
688
+ 8.92%
$56.15 - $76.24 $38.6K - $52.5K
8.4K $605K
XT
Ishares Tr Exponential Technol

ETFs
794
+ 12.76%
$54.51 - $61.59 $43.3K - $48.9K
7.02K $427K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
10.7K
+ 96.64%
$8.26 - $12.16 $88.4K - $130K
21.8K $195K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.97K
+ 34.5%
$23.58 - $25.5 $46.5K - $50.3K
7.69K $195K
TM
Toyota Motor Corp

Consumer Cyclical
660
+ 29.5%
$167.18 - $207.59 $110K - $137K
2.9K $517K
HPE
Hewlett Packard Enterprise CO

Technology
3.93K
+ 12.78%
$16.1 - $21.44 $63.3K - $84.2K
34.7K $709K
IYC
Ishares U.S. Consumer Discreti

ETFs
371
+ 9.72%
$76.12 - $88.31 $28.2K - $32.8K
4.19K $368K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.11K
+ 40.46%
$23.04 - $24.06 $48.7K - $50.8K
7.33K $176K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
3.11K
+ 5.63%
$8.98 - $10.08 $27.9K - $31.3K
58.3K $560K
CME
Cme Group Inc.

Financial Services
108
+ 9.66%
$193.43 - $220.62 $20.9K - $23.8K
1.23K $270K
HRB
H&R Block Inc

Consumer Cyclical
221
+ 5.49%
$52.99 - $66.6 $11.7K - $14.7K
4.25K $269K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
100
+ 0.75%
$22.3 - $26.02 $2.23K - $2.6K
13.5K $351K
VTHR
Vanguard Russell 3000 ETF

ETFs
121
+ 9.67%
$228.55 - $253.74 $27.7K - $30.7K
1.37K $348K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
544
+ 37.6%
$81.31 - $83.29 $44.2K - $45.3K
1.99K $165K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
27
+ 0.23%
$61.47 - $67.36 $1.66K - $1.82K
11.8K $793K
IYG
Ishares Tr

ETFs
494
+ 28.18%
$64.2 - $71.76 $31.7K - $35.4K
2.25K $159K
LPLA
Lpl Financial Holdings Inc.

Financial Services
358
+ 44.03%
$193.0 - $282.1 $69.1K - $101K
1.17K $272K
IXN
Ishares Global Information Tec

ETFs
548
+ 14.24%
$73.0 - $87.81 $40K - $48.1K
4.4K $362K
HUBB
Hubbell Inc

Industrials
16
+ 2.74%
$355.55 - $428.48 $5.69K - $6.86K
601 $257K
ALLO
Allogene Therapeutics, Inc.

Healthcare
13.6K
+ 125.58%
$2.08 - $3.5 $28.3K - $47.7K
24.5K $68K
ELV
Elevance Health, Inc.

Healthcare
160
+ 8.5%
$500.12 - $562.29 $80K - $90K
2.04K $1.06M
CHD
Church & Dwight CO Inc

Consumer Defensive
371
+ 15.09%
$98.01 - $106.59 $36.4K - $39.5K
2.83K $296K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
354
+ 4.39%
$73.86 - $84.2 $26.1K - $29.8K
8.43K $696K
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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