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
IXJ
Ishares Global Healthcare ETF

ETFs
170
+ 4.11%
$91.63 - $101.25 $15.6K - $17.2K
4.31K $422K
FSLR
First Solar, Inc.

Technology
41
+ 3.54%
$205.36 - $255.78 $8.42K - $10.5K
1.2K $298K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
150
+ 22.9%
$175.05 - $196.39 $26.3K - $29.5K
805 $157K
DRI
Darden Restaurants Inc

Consumer Cyclical
117
+ 8.25%
$138.06 - $172.74 $16.2K - $20.2K
1.54K $251K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
92
+ 0.94%
$30.61 - $34.92 $2.82K - $3.21K
9.87K $340K
MFC
Manulife Financial Corp

Financial Services
118
+ 1.12%
$24.13 - $29.63 $2.85K - $3.5K
10.7K $315K
FNV
Franco Nevada Corp

Basic Materials
175
+ 8.72%
$116.95 - $131.12 $20.5K - $22.9K
2.18K $271K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
2.34K
+ 15.41%
$11.4 - $11.99 $26.7K - $28.1K
17.6K $208K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
56
+ 1.23%
$54.75 - $61.2 $3.07K - $3.43K
4.63K $283K
IYE
Ishares Tr

ETFs
763
+ 29.32%
$44.44 - $49.18 $33.9K - $37.5K
3.37K $155K
SPXE
Proshares Tr S&P 500 Ex Energy

ETFs
8
+ 0.09%
$55.46 - $61.86 $444 - $495
8.6K $532K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
360
+ 14.6%
$233.4 - $302.36 $84K - $109K
2.83K $766K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
8
+ 0.49%
$138.85 - $182.81 $1.11K - $1.46K
1.64K $290K
MKL
Markel Corp

Financial Services
19
+ 12.34%
$1494.55 - $1645.69 $28.4K - $31.3K
173 $271K
IYM
Ishares Tr

ETFs
112
+ 9.68%
$136.13 - $151.64 $15.2K - $17K
1.27K $190K
XLG
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.05%
$42.54 - $47.97 $298 - $336
15.6K $739K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
282
+ 8.05%
$52.1 - $59.66 $14.7K - $16.8K
3.79K $224K
WCC
Wesco International Inc

Industrials
7
+ 0.27%
$149.47 - $183.24 $1.05K - $1.28K
2.55K $429K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
564
+ 13.39%
$26.43 - $29.86 $14.9K - $16.8K
4.78K $141K
RSG
Republic Services, Inc.

Industrials
5
+ 0.13%
$189.34 - $208.21 $947 - $1.04K
3.87K $776K
TTWO
Take Two Interactive Software Inc

Communication Services
166
+ 11.83%
$135.67 - $161.71 $22.5K - $26.8K
1.57K $241K
SCHP
Schwab Strategic Us Tips ETF

ETFs
298
+ 7.63%
$51.58 - $53.79 $15.4K - $16K
4.21K $225K
JOBY
Joby Aviation, Inc.

Industrials
5K
+ 15.45%
$4.77 - $7.46 $23.8K - $37.3K
37.4K $187K
GUNR
Flexshares Tr Morningstar Glob

ETFs
6
+ 0.03%
$38.51 - $41.48 $231 - $249
18.9K $778K
ANSS
Ansys Inc

Technology
65
+ 9.22%
$296.54 - $331.25 $19.3K - $21.5K
770 $245K
TER
Teradyne, Inc

Technology
466
+ 15.39%
$114.25 - $163.0 $53.2K - $76K
3.49K $467K
AAL
American Airlines Group Inc.

Industrials
2.29K
+ 8.56%
$11.04 - $11.04 $25.2K - $25.2K
29K $320K
PEY
Invesco Exchange Traded Fd Tr

ETFs
187
+ 3.27%
$19.4 - $21.93 $3.63K - $4.1K
5.91K $129K
CYBR
Cyber Ark Software Ltd.

Technology
11
+ 1.48%
$241.52 - $291.61 $2.66K - $3.21K
754 $219K
IYK
Ishares U.S. Consumer Staples

ETFs
104
+ 6.58%
$65.27 - $72.12 $6.79K - $7.5K
1.69K $118K
URTH
Ishares Msci World ETF

ETFs
40
+ 4.64%
$140.68 - $156.99 $5.63K - $6.28K
902 $141K
AOA
Ishares Tr Core Aggressive All

ETFs
21
+ 0.72%
$72.11 - $79.05 $1.51K - $1.66K
2.94K $231K
FISV
Fiserv Inc

Technology
97
+ 0.79%
N/A
12.4K $1.55M
MIN
Mfs Intermediate Income Trust

Financial Services
4.25K
+ 36.96%
$2.65 - $2.79 $11.3K - $11.9K
15.8K $42K
WTRG
Essential Utilities, Inc.

Utilities
3
+ 0.03%
$36.74 - $41.49 $110 - $124
9.58K $369K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
110
+ 4.23%
$95.75 - $118.1 $10.5K - $13K
2.71K $301K
ACHR
Archer Aviation Inc.

Industrials
5K
+ 50.0%
$2.91 - $5.39 $14.6K - $27K
15K $45K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
180
+ 0.94%
$10.77 - $11.33 $1.94K - $2.04K
19.4K $216K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
26
+ 1.58%
$67.43 - $74.23 $1.75K - $1.93K
1.67K $121K
DFIP
Dimensional ETF Tr Inflation P

ETFs
26
+ 0.6%
$40.69 - $42.46 $1.06K - $1.1K
4.33K $183K
JBLU
Jetblue Airways Corp

Industrials
287
+ 2.19%
$4.57 - $6.66 $1.31K - $1.91K
13.4K $87K
HYG
Ishares Tr

ETFs
6
+ 0.26%
$76.72 - $80.36 $460 - $482
2.29K $183K
CCJ
Cameco Corp

Energy
320
+ 4.85%
$36.9 - $53.72 $11.8K - $17.2K
6.92K $330K
ESS
Essex Property Trust, Inc.

Real Estate
1
+ 0.08%
$272.82 - $272.82 $273 - $273
1.23K $335K
Gsk PLC
1.49K
+ 14.73%
N/A
11.6K $0
Ge Healthcare Technologies I
1.69K
+ 25.67%
N/A
8.28K $0
Jacobs Solutions Inc
756
+ 36.43%
N/A
2.83K $0
BFA
Brown Forman Corp Cl A
2
+ 0.01%
N/A
26.6K $0
Linde PLC
4.02K
+ 163.09%
N/A
6.48K $0
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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email