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
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
146K
+ 373.96%
$19.2 - $19.63 $2.8M - $2.86M
185K $3.61M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3.02K
+ 9.98%
$523.84 - $572.02 $1.58M - $1.73M
33.3K $18.9M
CSX
Csx Corp

Industrials
77.7K
+ 167.47%
$32.48 - $35.45 $2.52M - $2.75M
124K $4.28M
MA
Mastercard Inc

Financial Services
3.56K
+ 21.78%
$429.6 - $500.99 $1.53M - $1.78M
19.9K $9.84M
VBR
Vanguard Small Cap Value ETF

ETFs
9.7K
+ 27.83%
$179.99 - $201.6 $1.75M - $1.95M
44.5K $8.94M
INTU
Intuit Inc

Technology
4.42K
+ 79.46%
$602.97 - $670.49 $2.67M - $2.96M
9.99K $6.2M
VEA
Vanguard Ftse Developed Market

ETFs
4.61K
+ 0.68%
$47.6 - $53.31 $220K - $246K
682K $36M
VB
Vanguard Small Cap ETF

ETFs
2.56K
+ 2.66%
$214.77 - $237.72 $550K - $609K
99K $23.5M
KO
Coca Cola CO

Consumer Defensive
22.5K
+ 22.93%
$62.69 - $73.01 $1.41M - $1.64M
121K $8.67M
DIS
Walt Disney CO

Communication Services
39.8K
+ 8.76%
$85.6 - $98.61 $3.41M - $3.93M
495K $47.6M
MO
Altria Group, Inc.

Consumer Defensive
43.1K
+ 113.22%
$45.95 - $54.71 $1.98M - $2.36M
81.1K $4.14M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
24.7K
+ 513.79%
$86.19 - $95.75 $2.13M - $2.37M
29.5K $2.83M
GE
General Electric CO

Industrials
9.57K
+ 49.56%
$156.66 - $189.66 $1.5M - $1.82M
28.9K $5.45M
XLI
Industrial Sector Spdr

ETFs
13.7K
+ 35.54%
$120.56 - $135.44 $1.65M - $1.85M
52.2K $7.07M
IBM
International Business Machines Corp

Technology
3.6K
+ 11.44%
$175.1 - $223.38 $630K - $804K
35.1K $7.76M
NOC
Northrop Grumman Corp

Industrials
1.1K
+ 5.97%
$423.73 - $533.14 $464K - $584K
19.4K $10.3M
GOOG
Alphabet Inc.

Communication Services
33.5K
+ 15.98%
$149.54 - $192.66 $5M - $6.45M
243K $40.6M
XYL
Xylem Inc.

Industrials
16.3K
+ 11.3%
$126.14 - $141.53 $2.06M - $2.31M
161K $21.7M
IBHE
Ishares Ibonds 2025 Term High

ETFs
85.9K
+ 31.95%
$23.03 - $23.3 $1.98M - $2M
355K $8.27M
VT
Vanguard Total World Stk Index

ETFs
16K
+ 194.75%
$107.72 - $119.96 $1.73M - $1.92M
24.3K $2.9M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
15.2K
+ 510.89%
$112.99 - $126.45 $1.72M - $1.93M
18.2K $2.3M
CI
Cigna Corp

Healthcare
5.33K
+ 98.14%
$319.12 - $367.1 $1.7M - $1.96M
10.8K $3.73M
XLP
Consumer Staples Sector Spdr

ETFs
28.2K
+ 5.23%
$76.04 - $76.04 $2.14M - $2.14M
567K $43.1M
AMD
Advanced Micro Devices Inc

Technology
10.6K
+ 19.02%
$128.67 - $183.96 $1.36M - $1.94M
66.1K $10.9M
HIG
Hartford Financial Services Group, Inc.

Financial Services
14.8K
+ 588.53%
$98.71 - $117.61 $1.46M - $1.74M
17.3K $2.04M
EMR
Emerson Electric CO

Industrials
16.4K
+ 78.1%
$98.19 - $118.87 $1.61M - $1.95M
37.4K $4.09M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.25K
+ 8.3%
$531.86 - $624.21 $662K - $777K
16.2K $10M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.47K
+ 22.0%
$283.28 - $314.39 $1.26M - $1.4M
24.8K $7.78M
GIS
General Mills Inc

Consumer Defensive
20.5K
+ 94.71%
$62.5 - $75.15 $1.28M - $1.54M
42.1K $3.11M
PG
Procter & Gamble CO

Consumer Defensive
5.18K
+ 5.27%
$160.76 - $177.82 $832K - $921K
103K $17.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
13.9K
+ 12.64%
$84.77 - $97.13 $1.18M - $1.35M
124K $11.8M
XLF
Financial Sector Spdr

ETFs
14.8K
+ 6.27%
$40.84 - $45.74 $606K - $679K
252K $11.4M
DHR
Danaher Corp

Healthcare
3.59K
+ 15.31%
$239.25 - $280.76 $860K - $1.01M
27.1K $7.52M
MMM
3 M CO

Industrials
8.44K
+ 58.25%
$99.69 - $139.42 $841K - $1.18M
22.9K $3.13M
CVX
Chevron Corp

Energy
18.1K
+ 16.3%
$137.88 - $161.97 $2.5M - $2.93M
129K $19M
IWM
Ishares Russell 2000 ETF

ETFs
3.93K
+ 9.19%
$200.87 - $224.6 $790K - $884K
46.7K $10.3M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
65.6K
+ 164.6%
$23.63 - $24.42 $1.55M - $1.6M
105K $2.57M
LLY
Eli Lilly & CO

Healthcare
2.51K
+ 8.0%
$772.14 - $960.02 $1.93M - $2.41M
33.8K $30M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.88K
+ 13.67%
$117.9 - $128.2 $930K - $1.01M
65.6K $8.4M
FDX
Fedex Corp

Industrials
5.89K
+ 153.88%
$254.64 - $313.52 $1.5M - $1.85M
9.72K $2.66M
XLC
Select Sector Spdr Tr Communic

ETFs
10.7K
+ 9.29%
$82.16 - $90.4 $877K - $965K
126K $11.4M
BX
Blackstone Inc.

Financial Services
5.54K
+ 25.27%
$120.77 - $159.66 $669K - $884K
27.4K $4.2M
TXN
Texas Instruments Inc

Technology
7.6K
+ 35.34%
$194.6 - $194.6 $1.48M - $1.48M
29.1K $5.66M
DAL
Delta Air Lines, Inc.

Industrials
27.7K
+ 415.07%
$37.32 - $51.8 $1.04M - $1.44M
34.4K $1.75M
FDRR
Fidelity Covington Tr Divid Et

ETFs
1.17K
+ 0.28%
$46.51 - $51.5 $54.3K - $60.1K
416K $21.4M
EPD
Enterprise Products Partners L.P.

Energy
47.6K
+ 32.19%
$27.88 - $30.0 $1.33M - $1.43M
196K $5.69M
DVY
Ishares Tr

ETFs
9.4K
+ 99.39%
$119.99 - $135.74 $1.13M - $1.28M
18.9K $2.55M
EOG
Eog Resources Inc

Energy
11.4K
+ 179.5%
$117.9 - $132.65 $1.34M - $1.51M
17.7K $2.18M
GWW
W.W. Grainger, Inc.

Industrials
246
+ 3.06%
$896.19 - $1044.18 $220K - $257K
8.29K $8.61M
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