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
IWO
Ishares Russell 2000 Gwt ETF

ETFs
5
+ 0.02%
$278.19 - $315.36 $1.39K - $1.58K
26.3K $7.56M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.97K
+ 30.11%
$33.7 - $37.69 $100K - $112K
12.8K $441K
UGI
Ugi Corp

Utilities
1.95K
+ 13.49%
$23.24 - $30.37 $45.3K - $59.2K
16.4K $462K
DLR
Digital Realty Trust, Inc.

Real Estate
170
+ 3.75%
$156.46 - $195.69 $26.6K - $33.3K
4.7K $833K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
976
+ 4.65%
$69.3 - $74.3 $67.6K - $72.5K
22K $1.57M
NWL
Newell Brands Inc.

Consumer Defensive
3.32K
+ 11.67%
$7.18 - $11.63 $23.8K - $38.6K
31.7K $316K
HQY
Healthequity, Inc.

Healthcare
403
+ 9.71%
$78.18 - $104.65 $31.5K - $42.2K
4.56K $437K
GGG
Graco Inc

Industrials
1.32K
+ 30.63%
$81.45 - $92.29 $108K - $122K
5.63K $474K
TGNA
Tegna Inc

Communication Services
3.47K
+ 27.32%
$15.25 - $19.32 $52.9K - $67.1K
16.2K $295K
WSO
Watsco Inc

Industrials
221
+ 41.0%
$466.57 - $568.78 $103K - $126K
760 $360K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.41K
+ 34.23%
$22.71 - $23.47 $100K - $103K
17.3K $394K
DELL
Dell Technologies Inc.

Technology
952
+ 17.07%
$111.96 - $144.21 $107K - $137K
6.53K $752K
RF
Regions Financial Corp

Financial Services
3.49K
+ 8.51%
$22.45 - $27.47 $78.4K - $95.9K
44.5K $1.05M
CRUS
Cirrus Logic, Inc.

Technology
1.38K
+ 70.52%
$99.58 - $125.3 $137K - $173K
3.33K $331K
GUNR
Flexshares Tr Morningstar Glob

ETFs
4.95K
+ 26.22%
$36.15 - $41.9 $179K - $207K
23.8K $866K
FNDX
Schwab Fundamental U S Large C

ETFs
47.7K
+ 220.01%
$23.49 - $71.77 $1.12M - $3.42M
69.4K $1.64M
RPM
Rpm International Inc

Basic Materials
560
+ 7.05%
$120.09 - $140.26 $67.3K - $78.5K
8.5K $1.05M
ROP
Roper Technologies Inc

Industrials
202
+ 37.55%
$519.85 - $575.95 $105K - $116K
740 $384K
IYM
Ishares Tr

ETFs
849
+ 66.9%
$129.15 - $153.25 $110K - $130K
2.12K $275K
PRU
Prudential Financial Inc

Financial Services
855
+ 12.6%
$114.59 - $129.52 $98K - $111K
7.64K $905K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.28K
+ 7.93%
$40.15 - $42.9 $91.3K - $97.6K
31K $1.25M
ENLC
En Link Midstream, LLC

Energy
5.99K
+ 50.06%
$13.74 - $16.01 $82.3K - $95.9K
18K $254K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
796
+ 2.09%
$104.52 - $115.08 $83.2K - $91.6K
38.9K $4.11M
HWM
Howmet Aerospace Inc.

Industrials
511
+ 20.63%
$99.72 - $120.09 $51K - $61.4K
2.99K $326K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
316
+ 9.01%
$97.09 - $120.01 $30.7K - $37.9K
3.82K $413K
WELL
Welltower Inc.

Real Estate
661
+ 18.91%
$123.11 - $139.3 $81.4K - $92.1K
4.16K $523K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
566
+ 7.93%
$70.54 - $79.61 $39.9K - $45.1K
7.71K $586K
ORI
Old Republic International Corp

Financial Services
1.76K
+ 13.44%
$34.4 - $38.98 $60.4K - $68.4K
14.8K $536K
GLW
Corning Inc

Technology
772
+ 5.0%
$44.11 - $49.76 $34.1K - $38.4K
16.2K $770K
WBS
Webster Financial Corp

Financial Services
512
+ 9.81%
$44.33 - $62.82 $22.7K - $32.2K
5.73K $316K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
389
+ 4.53%
$124.61 - $133.96 $48.5K - $52.1K
8.98K $1.16M
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.19K
+ 78.37%
$26.05 - $29.17 $83K - $93K
7.26K $190K
ANSS
Ansys Inc

Technology
172
+ 22.34%
$313.05 - $361.45 $53.8K - $62.2K
942 $317K
COOP
Mr. Cooper Group Inc.

Financial Services
648
+ 27.73%
$87.37 - $101.43 $56.6K - $65.7K
2.99K $286K
IWY
Ishares Tr Russell 200 Growth

ETFs
211
+ 14.72%
$216.72 - $244.71 $45.7K - $51.6K
1.64K $386K
G
Genpact LTD

Technology
961
+ 12.23%
$38.17 - $46.82 $36.7K - $45K
8.82K $378K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.92K
+ 21.67%
$31.23 - $33.51 $91.1K - $97.8K
16.4K $515K
AMG
Affiliated Managers Group, Inc.

Financial Services
304
+ 20.82%
$175.77 - $196.52 $53.4K - $59.7K
1.76K $326K
CAH
Cardinal Health Inc

Healthcare
225
+ 4.4%
$107.89 - $125.33 $24.3K - $28.2K
5.34K $631K
SNV
Synovus Financial Corp

Financial Services
588
+ 10.82%
$42.5 - $58.73 $25K - $34.5K
6.02K $308K
YELP
Yelp Inc

Communication Services
967
+ 12.85%
$33.38 - $40.61 $32.3K - $39.3K
8.49K $328K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.35K
+ 4.4%
$50.53 - $55.55 $68.1K - $74.9K
32K $1.63M
CPRT
Copart Inc

Consumer Cyclical
274
+ 2.9%
$51.36 - $63.8 $14.1K - $17.5K
9.72K $558K
WM
Waste Management Inc

Industrials
786
+ 4.77%
$201.79 - $228.46 $159K - $180K
17.3K $3.48M
SMPL
Simply Good Foods CO

Consumer Defensive
837
+ 12.33%
$32.46 - $40.01 $27.2K - $33.5K
7.62K $297K
IVE
Ishares S&P 500 Value ETF

ETFs
1.64K
+ 4.1%
$189.5 - $206.17 $311K - $339K
41.7K $7.96M
RSG
Republic Services, Inc.

Industrials
297
+ 7.68%
$198.0 - $218.75 $58.8K - $65K
4.16K $837K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
57
+ 1.21%
$170.03 - $192.78 $9.69K - $11K
4.77K $882K
CLX
Clorox CO

Consumer Defensive
378
+ 5.83%
$156.51 - $169.74 $59.2K - $64.2K
6.86K $1.11M
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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