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
APH
Amphenol Corp

Technology
2.31K
+ 20.84%
$62.07 - $75.35 $143K - $174K
13.4K $930K
VCR
Vanguard Consumer Discretionar

ETFs
177
+ 4.48%
$328.51 - $401.37 $58.1K - $71K
4.13K $1.55M
OII
Oceaneering International Inc

Energy
6.99K
+ 43.99%
$23.23 - $30.58 $162K - $214K
22.9K $596K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.29K
+ 24.94%
$396.64 - $516.74 $510K - $664K
6.44K $2.59M
IRM
Iron Mountain Inc

Real Estate
3.62K
+ 26.23%
$101.62 - $128.14 $368K - $464K
17.4K $1.83M
PH
Parker Hannifin Corp

Industrials
276
+ 8.04%
$621.74 - $709.46 $172K - $196K
3.71K $2.36M
SAP
Sap Se

Technology
590
+ 27.47%
$218.13 - $255.54 $129K - $151K
2.74K $674K
RING
Ishares Inc Msci Global Gold M

ETFs
7.08K
+ 168.51%
$27.93 - $36.45 $198K - $258K
11.3K $317K
VV
Vanguard Large Cap ETF

ETFs
368
+ 3.0%
$260.27 - $280.65 $95.8K - $103K
12.6K $3.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.88K
+ 5.7%
$87.25 - $95.52 $164K - $180K
34.9K $3.09M
VST
Vistra Corp.

Utilities
125
+ 1.59%
$115.74 - $166.61 $14.5K - $20.8K
7.98K $1.1M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.66K
+ 19.67%
$81.6 - $90.89 $135K - $151K
10.1K $865K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
343
+ 20.91%
$173.13 - $258.09 $59.4K - $88.5K
1.98K $457K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
4K
+ 55.11%
$40.82 - $45.39 $163K - $182K
11.3K $468K
VFH
Vanguard Financial ETF

ETFs
953
+ 14.5%
$108.87 - $126.2 $104K - $120K
7.52K $888K
ES
Eversource Energy

Utilities
5.89K
+ 35.92%
$55.9 - $67.73 $329K - $399K
22.3K $1.28M
WBD
Warner Bros. Discovery, Inc.

Communication Services
11.2K
+ 61.78%
$7.33 - $12.37 $82.2K - $139K
29.4K $311K
WMB
Williams Companies, Inc.

Energy
183
+ 1.03%
$46.37 - $59.74 $8.49K - $10.9K
17.9K $968K
WPC
W. P. Carey Inc.

Real Estate
4.09K
+ 47.82%
$53.44 - $61.33 $218K - $251K
12.6K $688K
CDNS
Cadence Design Systems Inc

Technology
145
+ 3.83%
$249.1 - $324.54 $36.1K - $47.1K
3.93K $1.18M
BK
Bank Of New York Mellon Corp

Financial Services
1.62K
+ 32.85%
$70.82 - $81.87 $115K - $133K
6.56K $503K
ETR
Entergy Corp

Utilities
5.47K
+ 115.07%
$73.19 - $156.4 $400K - $855K
10.2K $774K
IYC
Ishares U.S. Consumer Discreti

ETFs
1.18K
+ 28.2%
$85.96 - $101.28 $102K - $120K
5.37K $516K
NFG
National Fuel Gas CO

Energy
2.42K
+ 42.85%
$58.89 - $64.23 $142K - $155K
8.05K $488K
CF
Cf Industries Holdings, Inc.

Basic Materials
1.73K
+ 37.52%
$81.39 - $94.14 $141K - $163K
6.35K $541K
SONY
Sony Group Corp

Technology
39.6K
+ 429.79%
$17.53 - $96.8 $695K - $3.84M
48.9K $1.03M
OVV
Ovintiv Inc.

Energy
3.26K
+ 58.35%
$37.74 - $46.71 $123K - $152K
8.83K $357K
WDAY
Workday, Inc.

Technology
340
+ 9.15%
$233.85 - $279.91 $79.5K - $95.2K
4.05K $1.05M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.12K
+ 17.98%
$65.67 - $69.79 $139K - $148K
13.9K $932K
KD
Kyndryl Holdings, Inc.

Technology
756
+ 7.88%
$22.43 - $35.79 $17K - $27.1K
10.4K $358K
TFLO
Ishares Treasury Floating Rate

ETFs
2.68K
+ 71.02%
$50.37 - $50.63 $135K - $135K
6.44K $325K
AFL
Aflac Inc

Financial Services
2.43K
+ 17.08%
$100.37 - $115.27 $244K - $280K
16.7K $1.73M
EXEL
Exelixis, Inc.

Healthcare
1.39K
+ 11.78%
$25.39 - $36.46 $35.3K - $50.7K
13.2K $439K
ZM
Zoom Video Communications, Inc.

Technology
355
+ 4.05%
$67.21 - $89.03 $23.9K - $31.6K
9.12K $743K
MSI
Motorola Solutions, Inc.

Technology
223
+ 12.26%
$449.08 - $504.6 $100K - $113K
2.04K $943K
VO
Vanguard Mid Cap ETF

ETFs
432
+ 1.5%
$261.5 - $284.63 $113K - $123K
29.2K $7.72M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
376
+ 10.56%
$225.16 - $265.16 $84.7K - $99.7K
3.94K $977K
OLO
Olo Inc.

Technology
4.26K
+ 13.28%
$4.64 - $8.02 $19.8K - $34.2K
36.3K $279K
SCHA
Schwab Strategic Tr Us Small C

ETFs
63K
+ 106.97%
$25.33 - $51.16 $1.6M - $3.22M
122K $3.15M
ENB
Enbridge Inc

Energy
1.71K
+ 6.65%
$40.4 - $43.92 $69K - $75.1K
27.4K $1.16M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.3K
+ 1.54%
$87.42 - $98.06 $114K - $127K
85.7K $7.66M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
7K
+ 8.19%
$22.58 - $23.47 $158K - $164K
92.5K $2.11M
VIRT
Virtu Financial, Inc.

Financial Services
1.4K
+ 11.57%
$30.43 - $37.95 $42.6K - $53.2K
13.5K $482K
ACHR
Archer Aviation Inc.

Industrials
1K
+ 6.67%
$2.94 - $11.33 $2.94K - $11.3K
16K $156K
CME
Cme Group Inc.

Financial Services
414
+ 33.77%
$221.17 - $246.02 $91.6K - $102K
1.64K $380K
GLD
Spdr Gold Trust

ETFs
607
+ 1.5%
$236.59 - $257.5 $144K - $156K
41.1K $9.95M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
179
+ 4.8%
$229.83 - $258.46 $41.1K - $46.3K
3.91K $966K
IGM
Ishares Expanded Tech Sector E

ETFs
653
+ 11.56%
$94.19 - $106.95 $61.5K - $69.8K
6.3K $643K
CCJ
Cameco Corp

Energy
1.5K
+ 21.66%
$48.64 - $61.14 $72.9K - $91.6K
8.42K $432K
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
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