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
NEP
Nextera Energy Partners, LP

Utilities
30.1K
+ 9.16%
$23.83 - $28.64 $717K - $862K
358K $9.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.18K
+ 27.77%
$79.92 - $88.19 $574K - $633K
33K $2.91M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2.07K
+ 284.07%
$320.55 - $412.94 $663K - $854K
2.8K $1.09M
APP
App Lovin Corp

Technology
2.07K
+ 18.26%
$67.14 - $130.65 $139K - $271K
13.4K $1.75M
MU
Micron Technology Inc

Technology
12.2K
+ 73.38%
$86.27 - $136.82 $1.06M - $1.68M
28.9K $3M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
7.25K
+ 0.56%
$23.57 - $24.19 $171K - $175K
1.31M $31.7M
PH
Parker Hannifin Corp

Industrials
701
+ 25.67%
$501.01 - $635.92 $351K - $446K
3.43K $2.17M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.97K
+ 6.27%
$92.63 - $105.69 $460K - $525K
84.1K $8.77M
KHC
Kraft Heinz CO

Consumer Defensive
19.3K
+ 52.98%
$31.86 - $36.13 $615K - $697K
55.7K $1.95M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
7.47K
+ 13.74%
$98.97 - $99.59 $739K - $744K
61.8K $6.16M
NSC
Norfolk Southern Corp

Industrials
2.25K
+ 41.73%
$213.75 - $259.69 $480K - $584K
7.63K $1.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
14K
+ 16.45%
$50.61 - $50.96 $709K - $713K
99.1K $5.05M
O
Realty Income Corp

Real Estate
4.94K
+ 12.65%
$52.36 - $63.42 $258K - $313K
43.9K $2.79M
UPS
United Parcel Service Inc

Industrials
5.43K
+ 20.16%
$123.32 - $147.38 $670K - $801K
32.4K $4.41M
RUN
Sunrun Inc.

Technology
3.39K
+ 3.18%
$10.91 - $21.5 $37K - $72.8K
110K $1.99M
AVY
Avery Dennison Corp

Industrials
3.25K
+ 286.33%
$202.27 - $224.18 $657K - $728K
4.38K $967K
CEG
Constellation Energy Corp

Utilities
1.7K
+ 36.86%
$167.08 - $262.86 $284K - $447K
6.32K $1.64M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.11K
+ 19.13%
$147.95 - $191.05 $609K - $786K
25.6K $4.45M
XLV
Select Sector Spdr Fund Health

ETFs
1.48K
+ 2.62%
$143.3 - $157.24 $211K - $232K
57.8K $8.9M
XLU
Utilities Sector Spdr

ETFs
796
+ 1.63%
$67.67 - $80.78 $53.9K - $64.3K
49.6K $4.01M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
12.4K
+ 123.7%
$49.7 - $56.11 $615K - $695K
22.4K $1.23M
KR
Kroger CO

Consumer Defensive
11K
+ 210.48%
$50.43 - $57.3 $555K - $631K
16.2K $930K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
17.5K
+ 5.34%
$24.38 - $25.2 $426K - $441K
345K $8.68M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
267
+ 1.58%
$386.81 - $423.12 $103K - $113K
17.2K $7.26M
KMB
Kimberly Clark Corp

Consumer Defensive
4.03K
+ 24.0%
$135.05 - $148.35 $544K - $598K
20.8K $2.96M
IDEV
Ishares Core Msci Intl Develop

ETFs
8.41K
+ 95.14%
$63.46 - $71.43 $534K - $601K
17.2K $1.22M
PWZ
Invesco California Amt Free Mu

ETFs
13K
+ 1.71%
$24.63 - $25.25 $320K - $328K
773K $19.4M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.62K
+ 47.72%
$66.31 - $74.08 $505K - $564K
23.6K $1.73M
MCK
Mckesson Corp

Healthcare
4.8K
+ 24.69%
$479.06 - $630.38 $2.3M - $3.03M
24.3K $12M
ROK
Rockwell Automation, Inc

Industrials
4.35K
+ 5.23%
$248.27 - $294.37 $1.08M - $1.28M
87.5K $23.5M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.3K
+ 40.52%
$39.95 - $45.86 $413K - $474K
35.9K $1.64M
MS
Morgan Stanley

Financial Services
4.57K
+ 26.05%
$92.07 - $106.96 $421K - $489K
22.1K $2.31M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.3K
+ 55.02%
$76.38 - $78.87 $557K - $575K
20.6K $1.62M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.14K
+ 3.51%
$77.02 - $85.06 $165K - $182K
63.1K $5.33M
BAC
Bank Of America Corp

Financial Services
15.7K
+ 3.58%
$36.65 - $44.13 $574K - $691K
453K $18M
CTAS
Cintas Corp

Industrials
36.9K
+ 260.28%
$201.38 - $819.83 $7.44M - $30.3M
51.1K $10.5M
DD
Du Pont De Nemours, Inc.

Basic Materials
5.64K
+ 61.61%
$77.22 - $89.49 $436K - $505K
14.8K $1.32M
CMI
Cummins Inc

Industrials
1.51K
+ 80.7%
$266.63 - $326.4 $404K - $494K
3.39K $1.1M
APD
Air Products & Chemicals, Inc.

Basic Materials
365
+ 3.12%
$247.34 - $300.11 $90.3K - $110K
12.1K $3.6M
TROW
Price T Rowe Group Inc

Financial Services
5.33K
+ 146.6%
$101.71 - $120.75 $542K - $644K
8.97K $976K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
6.7K
+ 19.7%
$43.9 - $52.34 $294K - $350K
40.7K $2.09M
IXUS
Ishares Tr

ETFs
5.57K
+ 20.2%
$64.9 - $73.35 $362K - $409K
33.2K $2.41M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.44K
+ 7.31%
$33.89 - $41.64 $150K - $185K
65.1K $2.59M
VZ
Verizon Communications Inc

Communication Services
2.67K
+ 2.37%
$38.89 - $45.0 $104K - $120K
115K $5.17M
SHV
Ishares Tr

ETFs
4.78K
+ 114.87%
$110.05 - $110.63 $526K - $529K
8.95K $989K
SYY
Sysco Corp

Consumer Defensive
5.86K
+ 59.03%
$69.16 - $78.98 $405K - $463K
15.8K $1.23M
VDE
Vanguard Energy ETF

ETFs
4.5K
+ 77.09%
$117.44 - $131.06 $529K - $590K
10.3K $1.27M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.16K
+ 44.93%
$127.29 - $141.5 $402K - $447K
10.2K $1.42M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.83K
+ 75.95%
$89.91 - $101.33 $434K - $489K
11.2K $1.1M
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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