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
Labcorp Holdings Inc
194
+ 15.82%
N/A
1.42K $0
Fidelity Covington Trust
50
+ 0.94%
N/A
5.35K $0
Dimensional ETF Trust
798K
+ 29.94%
N/A
3.46M $0
Ge Vernova Inc
1.21K
+ 25.8%
N/A
5.89K $0
DRLL
Ea Ser Tr Strive U S Energy Et
286
+ 1.44%
N/A
20.1K $0
Ishares Bitcoin Trust ETF
7.61K
+ 70.52%
N/A
18.4K $0
Crane Company
191
+ 8.76%
N/A
2.37K $0
Fidelity Wise Origin Bitcoin
277
+ 1.26%
N/A
22.3K $0
J P Morgan Exchange Traded F
16.4K
+ 6.18%
N/A
282K $0
BFB
Brown Forman Corp Cl B
140
+ 0.31%
N/A
44.9K $0
WSM
Williams Sonoma Inc

Consumer Cyclical
691
+ 79.88%
$128.47 - $280.94 $88.8K - $194K
1.56K $241K
ALLY
Ally Financial Inc.

Financial Services
207
+ 3.53%
$32.67 - $45.01 $6.76K - $9.32K
6.07K $216K
F
Ford Motor CO

Consumer Cyclical
11K
+ 14.84%
$9.71 - $14.55 $107K - $160K
85.2K $899K
ABNB
Airbnb, Inc.

Consumer Cyclical
8
+ 0.33%
$113.01 - $154.34 $904 - $1.23K
2.45K $310K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.62K
+ 0.87%
$14.36 - $16.0 $23.2K - $25.9K
187K $2.82M
CFLT
Confluent, Inc.

Technology
503
+ 3.63%
$18.67 - $29.31 $9.39K - $14.7K
14.4K $292K
MCHP
Microchip Technology Inc

Technology
264
+ 1.83%
$72.0 - $95.98 $19K - $25.3K
14.7K $1.18M
KLAC
Kla Corp

Technology
273
+ 3.81%
$696.17 - $892.35 $190K - $244K
7.45K $5.76M
SOXX
Ishares Semiconductor ETF

ETFs
28
+ 0.28%
$199.29 - $265.49 $5.58K - $7.43K
10.2K $2.35M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
866
+ 1.95%
$49.83 - $62.75 $43.2K - $54.3K
45.3K $2.61M
SNAP
Snap Inc

Communication Services
6.41K
+ 15.16%
$8.29 - $16.84 $53.2K - $108K
48.7K $521K
COIN
Coinbase Global, Inc.

Technology
1
+ 0.02%
$147.09 - $265.15 $147 - $265
5.49K $978K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
65
+ 0.25%
$211.47 - $281.27 $13.7K - $18.3K
25.7K $6.3M
NVO
Novo Nordisk A S

Healthcare
9.72K
+ 14.77%
$119.07 - $145.42 $1.16M - $1.41M
75.6K $9M
TECL
Direxion Daily Technology Bull

ETFs
1.07K
+ 2.08%
$61.27 - $112.11 $65.3K - $120K
52.4K $4.59M
INTC
Intel Corp

Technology
4.26K
+ 4.12%
$18.9 - $34.87 $80.4K - $148K
108K $2.53M
QCOM
Qualcomm Inc

Technology
9.56K
+ 10.82%
$156.12 - $209.64 $1.49M - $2M
98K $16.7M
VLO
Valero Energy Corp

Energy
10.2K
+ 5.94%
$132.81 - $163.48 $1.35M - $1.67M
182K $24.5M
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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