Ep Wealth Advisors, LLC Incresed Positions in Q4 2024

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
10.2K
+ 80.7%
$45.36 - $55.91 $463K - $571K
22.9K $1.13M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
6.9K
+ 278.51%
$70.1 - $76.53 $483K - $528K
9.37K $662K
COP
Conocophillips

Energy
7.01K
+ 18.11%
$95.12 - $114.72 $667K - $804K
45.7K $4.53M
BOND
Pimco Active Bond Exchange Tra

ETFs
6.19K
+ 23.92%
$90.42 - $94.5 $559K - $584K
32K $2.9M
DVY
Ishares Tr

ETFs
3.98K
+ 21.11%
$129.55 - $143.41 $516K - $571K
22.8K $3M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.87K
+ 15.44%
$285.5 - $335.62 $533K - $626K
13.9K $4.05M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
20.3K
+ 19.26%
$23.88 - $24.32 $485K - $494K
126K $3.01M
SPG
Simon Property Group Inc

Real Estate
2.54K
+ 137.06%
$167.23 - $183.84 $424K - $466K
4.39K $755K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13K
+ 59.35%
$38.37 - $42.82 $500K - $558K
35K $1.34M
BSX
Boston Scientific Corp

Healthcare
3.51K
+ 22.04%
$83.62 - $91.5 $294K - $321K
19.5K $1.74M
ITW
Illinois Tool Works Inc

Industrials
1.7K
+ 42.24%
$253.56 - $278.5 $431K - $473K
5.72K $1.45M
PM
Philip Morris International Inc.

Consumer Defensive
3.54K
+ 8.04%
$118.38 - $133.06 $419K - $471K
47.6K $5.73M
TRV
Travelers Companies, Inc.

Financial Services
1.4K
+ 22.79%
$225.97 - $266.66 $316K - $373K
7.53K $1.81M
SPSB
Spdr Portfolio Short Term Corp

ETFs
13.9K
+ 13.5%
$29.77 - $30.19 $414K - $420K
117K $3.49M
HEFA
Ishares Currency Hedged Msci E

ETFs
10.7K
+ 375.82%
$34.42 - $35.88 $370K - $385K
13.6K $472K
SCHX
Schwab Strategic Tr Us Large C

ETFs
197K
+ 209.65%
$22.4 - $68.28 $4.41M - $13.5M
291K $6.74M
BMY
Bristol Myers Squibb CO

Healthcare
2.34K
+ 4.74%
$51.92 - $59.94 $121K - $140K
51.6K $2.92M
AMP
Ameriprise Financial Inc

Financial Services
436
+ 20.16%
$473.15 - $574.01 $206K - $250K
2.6K $1.38M
SUB
Ishares Short Term National Mu

ETFs
3.69K
+ 6.16%
$104.94 - $106.2 $387K - $392K
63.6K $6.71M
IAU
Ishares Gold Trust

ETFs
6.92K
+ 41.43%
$48.37 - $52.65 $335K - $364K
23.6K $1.17M
FCNCA
First Citizens Bancshares Inc

Financial Services
3
+ 0.25%
$1818.92 - $2353.08 $5.46K - $7.06K
1.21K $2.56M
D
Dominion Energy, Inc

Utilities
6.65K
+ 71.39%
$52.63 - $60.92 $350K - $405K
16K $860K
KKR
Kkr & Co. Inc.

Financial Services
1.61K
+ 33.66%
$129.87 - $162.87 $210K - $263K
6.41K $947K
MCO
Moodys Corp

Financial Services
668
+ 104.21%
$454.04 - $500.88 $303K - $335K
1.31K $619K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.46K
+ 10.32%
$129.96 - $144.97 $189K - $211K
15.5K $2.17M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
15.2K
+ 9.83%
$24.82 - $25.48 $378K - $388K
170K $4.24M
LDOS
Leidos Holdings, Inc.

Technology
3.34K
+ 31.36%
$143.17 - $201.39 $478K - $672K
14K $2.01M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.37K
+ 19.53%
$53.94 - $58.15 $236K - $254K
26.8K $1.51M
VDE
Vanguard Energy ETF

ETFs
2.39K
+ 23.07%
$116.67 - $136.78 $278K - $326K
12.7K $1.54M
TMUS
T Mobile Us, Inc.

Communication Services
492
+ 4.26%
$206.1 - $246.94 $101K - $121K
12K $2.66M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
5.94K
+ 125.82%
$44.2 - $49.46 $262K - $294K
10.7K $487K
WPM
Wheaton Precious Metals Corp.

Basic Materials
5.3K
+ 98.4%
$56.08 - $68.53 $297K - $363K
10.7K $600K
DFS
Discover Financial Services

Financial Services
154
+ 2.11%
$136.3 - $182.67 $21K - $28.1K
7.45K $1.29M
ETN
Eaton Corp PLC

Industrials
749
+ 2.49%
$326.96 - $377.52 $245K - $283K
30.8K $10.2M
SMAR
Smartsheet Inc

Technology
4.63K
+ 96.94%
$55.35 - $56.51 $256K - $262K
9.4K $526K
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.5K
+ 5.15%
$57.53 - $60.83 $775K - $819K
275K $15.8M
AZN
Astrazeneca PLC

Healthcare
7.8K
+ 38.18%
$63.2 - $79.58 $493K - $621K
28.2K $1.85M
DE
Deere & CO

Industrials
535
+ 10.82%
$389.45 - $466.0 $208K - $249K
5.48K $2.32M
IXUS
Ishares Tr

ETFs
7.09K
+ 21.39%
$65.95 - $72.56 $468K - $514K
40.2K $2.66M
IEF
Ishares Barclays

ETFs
2.83K
+ 171.42%
$92.08 - $98.18 $260K - $277K
4.47K $413K
USB
Us Bancorp \De\

Financial Services
892
+ 0.9%
$43.98 - $53.66 $39.2K - $47.9K
100K $4.78M
ISCV
Ishares Morningstar Small Cap

ETFs
3.92K
+ 11.36%
$62.21 - $69.5 $244K - $272K
38.4K $2.43M
APO
Apollo Global Management, Inc.

Financial Services
104
+ 1.91%
$131.36 - $178.61 $13.7K - $18.6K
5.56K $918K
COF
Capital One Financial Corp

Financial Services
869
+ 33.28%
$145.19 - $192.01 $126K - $167K
3.48K $620K
VBR
Vanguard Small Cap Value ETF

ETFs
1.71K
+ 3.84%
$197.36 - $217.3 $338K - $372K
46.2K $9.16M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.07K
+ 3.16%
$126.68 - $134.74 $263K - $279K
67.6K $8.63M
TXN
Texas Instruments Inc

Technology
1.15K
+ 3.95%
N/A
30.2K $5.88M
HYG
Ishares Tr

ETFs
2.72K
+ 118.99%
$78.09 - $80.04 $212K - $218K
5K $393K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
5.13K
+ 59.96%
$47.66 - $51.84 $244K - $266K
13.7K $654K
Activity Summary
Buys All Purchases 688 New Holdings 165 Increased Positions 523 Sells All Sells 476 Reductions 476 Sold out 0 Options Calls 0 Puts 0
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