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
TMUS
T Mobile Us, Inc.

Communication Services
5.64K
+ 95.55%
$175.14 - $206.36 $988K - $1.16M
11.5K $2.38M
USB
Us Bancorp \De\

Financial Services
18.1K
+ 22.32%
$39.04 - $47.23 $706K - $854K
99.1K $4.53M
GS
Goldman Sachs Group Inc

Financial Services
2.35K
+ 70.17%
$459.02 - $510.25 $1.08M - $1.2M
5.7K $2.82M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8.62K
+ 12.65%
$83.76 - $91.82 $722K - $792K
76.8K $7.01M
NOW
Service Now, Inc.

Technology
1.17K
+ 53.08%
$730.87 - $937.36 $856K - $1.1M
3.38K $3.02M
VO
Vanguard Mid Cap ETF

ETFs
2.68K
+ 10.25%
$237.84 - $263.83 $636K - $706K
28.8K $7.6M
AMGN
Amgen Inc

Healthcare
3.02K
+ 10.14%
$309.38 - $337.38 $936K - $1.02M
32.9K $10.6M
GILD
Gilead Sciences, Inc.

Healthcare
6.49K
+ 13.68%
$66.59 - $83.99 $432K - $545K
54K $4.52M
ENSG
Ensign Group, Inc

Healthcare
6.62K
+ 44.87%
$124.14 - $153.65 $822K - $1.02M
21.4K $3.08M
DOV
Dover Corp

Industrials
5.27K
+ 25.75%
$172.5 - $193.03 $909K - $1.02M
25.7K $4.94M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.53K
+ 10.65%
$256.4 - $289.78 $648K - $732K
26.3K $7.46M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
23.5K
+ 62.48%
$41.02 - $46.01 $963K - $1.08M
61K $2.78M
C
Citigroup Inc

Financial Services
19.1K
+ 109.87%
$56.11 - $67.61 $1.07M - $1.29M
36.4K $2.28M
TDG
Trans Digm Group Inc

Industrials
183
+ 2.99%
$1202.03 - $1427.41 $220K - $261K
6.3K $8.99M
MRK
Merck & Co., Inc.

Healthcare
27.5K
+ 14.48%
$111.15 - $128.97 $3.05M - $3.54M
217K $24.7M
VGT
Vanguard Information Technolog

ETFs
1.7K
+ 12.68%
$514.43 - $606.85 $876K - $1.03M
15.1K $8.88M
HDV
Ishares Core High Dividend ETF

ETFs
8.64K
+ 70.77%
$107.62 - $118.76 $930K - $1.03M
20.9K $2.45M
ARES
Ares Management Corp

Financial Services
3.87K
+ 16.75%
$133.73 - $158.05 $517K - $611K
27K $4.2M
AFL
Aflac Inc

Financial Services
8.55K
+ 150.25%
$88.52 - $111.8 $757K - $956K
14.2K $1.59M
MSCI
Msci Inc.

Financial Services
1.75K
+ 341.8%
$479.31 - $584.91 $839K - $1.02M
2.26K $1.32M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.77K
+ 23.11%
$73.43 - $80.37 $718K - $785K
52.1K $4.18M
WTW
Willis Towers Watson PLC

Financial Services
3.38K
+ 267.43%
$257.34 - $294.53 $869K - $994K
4.64K $1.37M
IWS
Ishares Russell Midcap Value E

ETFs
4.88K
+ 14.55%
$119.52 - $132.25 $583K - $645K
38.4K $5.08M
IEFA
Ishares Tr

ETFs
8.89K
+ 14.37%
$70.09 - $78.74 $623K - $700K
70.7K $5.52M
WFC
Wells Fargo & Company

Financial Services
27K
+ 15.09%
$51.58 - $60.97 $1.4M - $1.65M
206K $11.6M
CNC
Centene Corp

Healthcare
11.6K
+ 84.75%
$64.89 - $80.23 $752K - $929K
25.3K $1.9M
DUK
Duke Energy Corp

Utilities
5.38K
+ 21.74%
$99.35 - $117.71 $534K - $633K
30.1K $3.47M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
8.45K
+ 3.25%
$38.51 - $41.69 $325K - $352K
268K $11.2M
PCG
Pg&E Corp

Utilities
44.9K
+ 115.08%
$17.08 - $20.6 $767K - $925K
83.9K $1.66M
NEM
Newmont Corp

Basic Materials
10.8K
+ 31.41%
$41.65 - $55.85 $450K - $604K
45.2K $2.42M
MET
Metlife Inc

Financial Services
11K
+ 199.58%
$67.96 - $82.48 $745K - $905K
16.5K $1.36M
KMI
Kinder Morgan, Inc.

Energy
33.5K
+ 32.22%
$19.72 - $22.22 $661K - $745K
138K $3.04M
PAYX
Paychex Inc

Industrials
3.28K
+ 9.92%
$116.17 - $135.19 $381K - $444K
36.4K $4.88M
VNQ
Vanguard Specialized Funds Van

ETFs
6.52K
+ 27.56%
$82.97 - $98.97 $541K - $645K
30.2K $2.94M
ADP
Automatic Data Processing Inc

Industrials
726
+ 3.74%
$233.44 - $279.45 $169K - $203K
20.1K $5.57M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
8.35K
+ 4.84%
$38.03 - $42.06 $317K - $351K
181K $7.56M
BMY
Bristol Myers Squibb CO

Healthcare
9.84K
+ 24.95%
$39.66 - $51.75 $390K - $509K
49.3K $2.55M
SLB
Schlumberger Limited

Energy
22.3K
+ 323.22%
$39.57 - $49.67 $884K - $1.11M
29.2K $1.23M
EIX
Edison International

Utilities
8.37K
+ 77.13%
$71.19 - $87.72 $596K - $734K
19.2K $1.67M
OKE
Oneok Inc

Energy
8.09K
+ 54.79%
$78.62 - $95.27 $636K - $771K
22.9K $2.08M
TRV
Travelers Companies, Inc.

Financial Services
3.31K
+ 117.57%
$201.87 - $242.35 $669K - $803K
6.13K $1.43M
IVE
Ishares S&P 500 Value ETF

ETFs
1.39K
+ 3.59%
$181.06 - $197.17 $251K - $273K
40.1K $7.9M
ABT
Abbott Laboratories

Healthcare
2.81K
+ 5.27%
$100.07 - $118.13 $281K - $332K
56.1K $6.4M
VONE
Vanguard Russell 1000 ETF

ETFs
3.23K
+ 271.89%
$234.0 - $260.07 $756K - $840K
4.42K $1.15M
TGT
Target Corp

Consumer Defensive
4.75K
+ 33.83%
$133.47 - $159.25 $635K - $757K
18.8K $2.93M
NTRS
Northern Trust Corp

Financial Services
9.23K
+ 359.21%
$82.48 - $92.62 $761K - $855K
11.8K $1.06M
UBER
Uber Technologies, Inc

Technology
8.58K
+ 10.85%
$58.48 - $77.47 $502K - $665K
87.7K $6.59M
RSP
Invesco S&P 500 Equal Weight E

ETFs
965
+ 2.17%
$162.83 - $179.16 $157K - $173K
45.4K $8.14M
CARR
Carrier Global Corp

Industrials
7.12K
+ 48.8%
$61.9 - $80.88 $441K - $576K
21.7K $1.75M
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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