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
BAX
Baxter International Inc

Healthcare
12.2K
+ 118.79%
$32.85 - $40.26 $401K - $491K
22.5K $852K
CTVA
Corteva, Inc.

Basic Materials
7.82K
+ 82.68%
$50.72 - $58.78 $397K - $460K
17.3K $1.02M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.27K
+ 3.58%
$95.81 - $109.03 $122K - $138K
36.7K $3.95M
SQ
Block, Inc.

Technology
7.31K
+ 187.66%
$57.21 - $72.07 $418K - $527K
11.2K $752K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.9K
+ 29.46%
$33.74 - $37.96 $367K - $413K
47.8K $1.8M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.57K
+ 353.33%
$77.23 - $87.97 $430K - $490K
7.15K $620K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.02K
+ 10.19%
$25.45 - $29.53 $230K - $266K
97.6K $2.85M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.71K
+ 2.57%
$85.84 - $85.84 $748K - $748K
348K $29.9M
WM
Waste Management Inc

Industrials
2.7K
+ 19.64%
$196.96 - $223.45 $533K - $604K
16.5K $3.42M
MDT
Medtronic PLC

Healthcare
3.83K
+ 31.21%
$76.84 - $91.03 $294K - $348K
16.1K $1.45M
CL
Colgate Palmolive CO

Consumer Defensive
1.68K
+ 3.83%
$95.54 - $108.77 $160K - $183K
45.5K $4.73M
CB
Chubb LTD

Financial Services
890
+ 14.04%
$252.51 - $292.2 $225K - $260K
7.23K $2.08M
IWV
Ishares Russell 3000 ETF

ETFs
597
+ 4.0%
$294.75 - $326.73 $176K - $195K
15.5K $5.07M
COP
Conocophillips

Energy
7.13K
+ 22.6%
$102.3 - $116.61 $730K - $832K
38.7K $4.07M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.71K
+ 14.96%
$113.41 - $125.62 $307K - $340K
20.8K $2.62M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.68K
+ 8.64%
$46.9 - $51.96 $220K - $243K
58.9K $3.03M
VCR
Vanguard Consumer Discretionar

ETFs
1.11K
+ 39.11%
$291.88 - $341.94 $324K - $380K
3.95K $1.35M
VHT
Vanguard Health Care ETF

ETFs
150
+ 0.59%
$261.88 - $288.1 $39.3K - $43.2K
25.8K $7.27M
APH
Amphenol Corp

Technology
7.08K
+ 176.88%
$58.39 - $70.41 $414K - $499K
11.1K $722K
URI
United Rentals, Inc.

Industrials
254
+ 17.6%
$627.41 - $814.1 $159K - $207K
1.7K $1.37M
DVN
Devon Energy Corp

Energy
13.2K
+ 146.34%
$37.87 - $48.65 $498K - $640K
22.1K $865K
FNDE
Schwab Fundamental Emerging Mk

ETFs
11.9K
+ 62.5%
$28.02 - $32.68 $334K - $390K
31K $1M
CAG
Conagra Brands Inc.

Consumer Defensive
12K
+ 109.64%
$28.13 - $32.83 $339K - $395K
23K $748K
OXY
Occidental Petroleum Corp

Energy
9.17K
+ 263.13%
$49.91 - $63.73 $458K - $584K
12.7K $652K
PWR
Quanta Services, Inc.

Industrials
415
+ 5.93%
$239.58 - $298.23 $99.4K - $124K
7.41K $2.21M
SUB
Ishares Short Term National Mu

ETFs
3.16K
+ 5.57%
$104.3 - $106.3 $330K - $336K
59.9K $6.36M
ECL
Ecolab Inc.

Basic Materials
830
+ 6.76%
$228.86 - $255.76 $190K - $212K
13.1K $3.35M
ZION
Zions Bancorporation, National Association

Financial Services
8.11K
+ 94.38%
$42.49 - $52.53 $344K - $426K
16.7K $788K
VEU
Vanguard Ftse All World Ex Us

ETFs
5.09K
+ 24.38%
$56.47 - $63.69 $287K - $324K
25.9K $1.63M
MPC
Marathon Petroleum Corp

Energy
3.53K
+ 22.6%
$158.61 - $180.75 $561K - $639K
19.2K $3.12M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.38K
+ 66.69%
$81.1 - $89.18 $355K - $391K
10.9K $960K
RPM
Rpm International Inc

Basic Materials
2.69K
+ 51.1%
$103.91 - $125.03 $279K - $336K
7.94K $960K
GPC
Genuine Parts CO

Consumer Cyclical
2.65K
+ 18.12%
$131.04 - $147.11 $347K - $389K
17.2K $2.41M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.46K
+ 10.03%
$64.35 - $75.71 $158K - $186K
27K $1.99M
AON
Aon PLC

Financial Services
520
+ 13.62%
$293.16 - $351.06 $152K - $183K
4.34K $1.5M
VDC
Vanguard Consumer Staples ETF

ETFs
1.12K
+ 13.31%
$201.77 - $221.32 $226K - $248K
9.55K $2.09M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.5K
+ 112.36%
$48.06 - $49.39 $361K - $371K
14.2K $699K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4.54K
+ 296.99%
$71.9 - $79.86 $327K - $363K
6.07K $482K
PLD
Prologis, Inc.

Real Estate
1.49K
+ 11.54%
$111.95 - $132.43 $167K - $198K
14.4K $1.82M
GD
General Dynamics Corp

Industrials
511
+ 2.88%
$279.51 - $308.09 $143K - $157K
18.3K $5.51M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.39K
+ 37.42%
$156.14 - $187.2 $218K - $261K
5.12K $946K
IGV
Ishares Expanded Tech Software

ETFs
3.86K
+ 56.09%
$77.94 - $89.37 $301K - $345K
10.7K $959K
WDAY
Workday, Inc.

Technology
1.26K
+ 51.47%
$207.75 - $264.68 $262K - $334K
3.71K $907K
BLND
Blend Labs, Inc.

Technology
16.2K
+ 7.59%
$2.33 - $4.1 $37.7K - $66.3K
229K $858K
XLRE
Select Sector Spdr Tr Real Est

ETFs
707
+ 1.38%
$38.04 - $45.36 $26.9K - $32.1K
51.8K $2.31M
FITB
Fifth Third Bancorp

Financial Services
6.81K
+ 73.62%
$36.01 - $43.64 $245K - $297K
16.1K $688K
PSX
Phillips 66

Energy
3.26K
+ 39.85%
$125.0 - $147.17 $408K - $480K
11.4K $1.5M
ACWI
Ishares Msci Acwi ETF

ETFs
1.18K
+ 4.04%
$107.24 - $119.84 $126K - $141K
30.3K $3.63M
SHOP
Shopify Inc.

Technology
2.6K
+ 26.3%
$52.26 - $80.75 $136K - $210K
12.5K $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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