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
VTI
Vanguard Total Stock Market Et

ETFs
18.5K
+ 11.06%
$255.18 - $283.2 $4.73M - $5.25M
186K $52.7M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
139K
+ 6754.51%
$51.29 - $56.57 $7.11M - $7.84M
141K $7.96M
OEF
Ishares S&P 100 ETF

ETFs
28.7K
+ 815.45%
$266.03 - $266.03 $7.64M - $7.64M
32.2K $8.57M
V
Visa Inc.

Financial Services
17.3K
+ 7.58%
$253.74 - $291.56 $4.4M - $5.06M
246K $67.7M
CMCSA
Comcast Corp

Communication Services
127K
+ 14.75%
$37.33 - $41.78 $4.75M - $5.31M
989K $41.3M
HD
Home Depot, Inc.

Consumer Cyclical
8.18K
+ 12.05%
$333.64 - $405.2 $2.73M - $3.31M
76K $30.8M
ZTS
Zoetis Inc.

Healthcare
12.1K
+ 5.24%
$172.58 - $196.48 $2.09M - $2.38M
243K $47.4M
VTWO
Vanguard Russell 2000 ETF

ETFs
81.9K
+ 3224.58%
$81.17 - $90.77 $6.65M - $7.43M
84.4K $7.54M
UNP
Union Pacific Corp

Industrials
12.1K
+ 5.95%
$221.78 - $256.09 $2.69M - $3.1M
216K $53.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
11.4K
+ 3.65%
$173.36 - $189.8 $1.97M - $2.16M
323K $61.4M
SYK
Stryker Corp

Healthcare
7.53K
+ 3.98%
$315.94 - $371.96 $2.38M - $2.8M
197K $71.1M
AMZN
Amazon Com Inc

Consumer Cyclical
72.5K
+ 7.0%
$161.02 - $200.0 $11.7M - $14.5M
1.11M $207M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
131K
+ 93.91%
$36.98 - $41.55 $4.85M - $5.44M
271K $11.1M
INDA
Ishares Msci India Index Fund

ETFs
96.8K
+ 4857.33%
$54.86 - $59.22 $5.31M - $5.73M
98.8K $5.78M
SHW
Sherwin Williams CO

Basic Materials
14K
+ 358.11%
$294.65 - $384.0 $4.11M - $5.36M
17.8K $6.81M
MUB
Ishares National Muni Bond ETF

ETFs
32.1K
+ 3.53%
$106.13 - $108.7 $3.41M - $3.49M
940K $102M
PEP
Pepsico Inc

Consumer Defensive
20.8K
+ 6.28%
$161.9 - $179.3 $3.37M - $3.74M
353K $60M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
87.3K
+ 16.38%
$62.4 - $62.4 $5.45M - $5.45M
621K $38.7M
XLY
Select Sector Spdr Consumer Di

ETFs
10.7K
+ 6.42%
$170.05 - $200.86 $1.82M - $2.15M
177K $35.5M
TJX
Tjx Companies Inc

Consumer Cyclical
28.6K
+ 12.93%
$107.93 - $120.23 $3.09M - $3.44M
250K $29.4M
TSLA
Tesla, Inc.

Consumer Cyclical
3.22K
+ 5.06%
$191.76 - $263.26 $618K - $848K
66.9K $17.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.57K
+ 13.19%
$1015.62 - $1159.62 $2.61M - $2.98M
22.1K $25.4M
SO
Southern CO

Utilities
2.33K
+ 0.66%
$77.0 - $90.52 $179K - $211K
355K $32M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
70.1K
+ 6.48%
$46.16 - $47.63 $3.24M - $3.34M
1.15M $54.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
52.2K
+ 19.08%
$57.32 - $62.65 $2.99M - $3.27M
326K $20.3M
ORCL
Oracle Corp

Technology
10.3K
+ 12.18%
$125.9 - $170.35 $1.29M - $1.75M
94.6K $16.1M
ABBV
Abb Vie Inc.

Healthcare
9.3K
+ 10.21%
$163.84 - $199.33 $1.52M - $1.85M
100K $19.8M
EWJ
Ishares Msci Japan ETF

ETFs
58.6K
+ 3965.88%
$63.12 - $72.99 $3.7M - $4.28M
60.1K $4.3M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
17.7K
+ 3.56%
$75.63 - $84.89 $1.34M - $1.5M
515K $43.4M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
35.2K
+ 2297.19%
$97.19 - $109.09 $3.42M - $3.84M
36.7K $3.97M
ACN
Accenture PLC

Technology
7.15K
+ 28.82%
$295.44 - $355.81 $2.11M - $2.54M
32K $11.3M
ETN
Eaton Corp PLC

Industrials
10.3K
+ 52.03%
$272.52 - $333.02 $2.81M - $3.43M
30.1K $9.97M
CMF
Ishares California Muni Bond E

ETFs
35.5K
+ 2.79%
$56.65 - $58.17 $2.01M - $2.07M
1.31M $76.1M
LHX
L3 Harris Technologies, Inc.

Industrials
14.6K
+ 543.5%
$221.96 - $243.27 $3.24M - $3.55M
17.3K $4.11M
BKNG
Booking Holdings Inc.

Consumer Cyclical
768
+ 92.31%
$3305.62 - $4268.05 $2.54M - $3.28M
1.6K $6.74M
FICO
Fair Isaac Corp

Technology
309
+ 4.98%
$1496.51 - $1947.38 $462K - $602K
6.52K $12.7M
SRE
Sempra Energy

Utilities
7.91K
+ 2.25%
$74.97 - $84.04 $593K - $664K
359K $30M
EEM
Ishares Msci Emerging Markets

ETFs
65.5K
+ 82.88%
$40.42 - $46.7 $2.65M - $3.06M
145K $6.63M
CAT
Caterpillar Inc

Industrials
6.4K
+ 55.02%
$316.8 - $391.12 $2.03M - $2.5M
18K $7.05M
LMT
Lockheed Martin Corp

Industrials
2.75K
+ 21.33%
$460.3 - $584.56 $1.26M - $1.61M
15.6K $9.14M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
46.5K
+ 6.4%
$49.93 - $51.15 $2.32M - $2.38M
772K $39.5M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
149K
+ 1003.21%
$20.47 - $20.71 $3.05M - $3.08M
164K $3.38M
IWN
Ishares Russell2000 Val ETF

ETFs
13.5K
+ 25.03%
$150.05 - $171.34 $2.02M - $2.31M
67.4K $11.2M
GPN
Global Payments Inc

Industrials
15.9K
+ 6.74%
$92.66 - $112.97 $1.48M - $1.8M
252K $25.8M
PM
Philip Morris International Inc.

Consumer Defensive
20.4K
+ 85.89%
$101.25 - $127.45 $2.06M - $2.59M
44K $5.35M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
138K
+ 371.76%
$21.05 - $21.17 $2.9M - $2.92M
175K $3.69M
MSFT
Microsoft Corp

Technology
32.4K
+ 4.9%
$395.15 - $467.56 $12.8M - $15.2M
695K $299M
WMT
Walmart Inc.

Consumer Defensive
9.09K
+ 5.54%
$66.91 - $81.4 $608K - $740K
173K $14M
HON
Honeywell International Inc

Industrials
25K
+ 7.42%
$196.73 - $220.21 $4.92M - $5.51M
362K $74.9M
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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