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
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5.44K
+ 278.18%
$55.06 - $62.25 $300K - $339K
7.4K $455K
MRO
Marathon Oil Corp

Energy
13.5K
+ 168.44%
$25.87 - $29.26 $348K - $394K
21.4K $570K
BSX
Boston Scientific Corp

Healthcare
2.88K
+ 22.0%
$72.96 - $84.0 $210K - $242K
15.9K $1.34M
PSA
Public Storage

Real Estate
324
+ 11.79%
$283.13 - $365.01 $91.7K - $118K
3.07K $1.12M
ET
Energy Transfer LP

Energy
20.7K
+ 50.74%
$15.43 - $16.44 $319K - $340K
61.5K $986K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.17K
+ 8.63%
$162.64 - $179.3 $190K - $209K
14.7K $2.63M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.06K
+ 94.56%
$259.22 - $299.75 $275K - $318K
2.18K $614K
DOW
Dow Inc.

Basic Materials
5.35K
+ 32.25%
$50.15 - $55.41 $268K - $296K
21.9K $1.2M
SPYG
Spdr Portfolio

ETFs
2.79K
+ 9.11%
$73.38 - $84.1 $205K - $234K
33.4K $2.77M
WMB
Williams Companies, Inc.

Energy
6.1K
+ 52.55%
$41.24 - $46.22 $252K - $282K
17.7K $808K
NVS
Novartis Ag

Healthcare
1.84K
+ 15.58%
$106.13 - $120.89 $195K - $222K
13.6K $1.57M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
5.78K
+ 208.11%
$46.96 - $52.62 $271K - $304K
8.55K $445K
TT
Trane Technologies PLC

Industrials
561
+ 37.58%
$314.21 - $388.71 $176K - $218K
2.05K $798K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2
+ 0.0%
$71.86 - $78.56 $144 - $157
52.1K $4.09M
DFS
Discover Financial Services

Financial Services
1.78K
+ 32.32%
$123.41 - $144.72 $220K - $258K
7.29K $1.02M
HST
Host Hotels & Resorts, Inc.

Real Estate
17.4K
+ 92.21%
$15.92 - $18.86 $278K - $329K
36.3K $639K
AMAT
Applied Materials Inc

Technology
11.4K
+ 19.31%
$174.88 - $254.97 $1.99M - $2.9M
70.2K $14.2M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
10.8K
+ 99.87%
$25.38 - $26.27 $274K - $284K
21.6K $568K
UL
Unilever PLC

Consumer Defensive
2.43K
+ 18.36%
$54.7 - $65.59 $133K - $159K
15.6K $1.02M
NUE
Nucor Corp

Basic Materials
2.05K
+ 82.53%
$137.77 - $166.14 $282K - $340K
4.52K $680K
APO
Apollo Global Management, Inc.

Financial Services
2.08K
+ 61.66%
$99.16 - $125.81 $206K - $262K
5.46K $681K
CDNS
Cadence Design Systems Inc

Technology
1.37K
+ 56.71%
$246.84 - $321.11 $338K - $440K
3.79K $1.03M
FAST
Fastenal CO

Industrials
3.05K
+ 39.86%
$62.09 - $71.83 $189K - $219K
10.7K $764K
NXPI
Nxp Semiconductors N.V.

Technology
1.61K
+ 44.74%
$225.14 - $290.78 $363K - $469K
5.22K $1.25M
MAR
Marriott International Inc

Consumer Cyclical
958
+ 15.61%
$211.35 - $255.11 $202K - $244K
7.1K $1.76M
SUN
Sunoco LP

Energy
5.69K
+ 68.61%
$50.23 - $58.53 $286K - $333K
14K $750K
VV
Vanguard Large Cap ETF

ETFs
453
+ 3.84%
$236.92 - $263.4 $107K - $119K
12.3K $3.23M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.53K
+ 14.84%
$79.29 - $84.02 $201K - $213K
19.6K $1.64M
SNA
Snap On Inc

Industrials
868
+ 101.28%
$255.35 - $289.77 $222K - $252K
1.73K $499K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
5.87K
+ 73.98%
$42.59 - $60.56 $250K - $356K
13.8K $697K
CLX
Clorox CO

Consumer Defensive
739
+ 12.87%
$131.73 - $166.97 $97.3K - $123K
6.48K $1.06M
AEP
American Electric Power CO Inc

Utilities
1.23K
+ 12.53%
$87.11 - $104.95 $107K - $129K
11.1K $1.13M
TFC
Truist Financial Corp

Financial Services
5.51K
+ 61.76%
$38.22 - $44.94 $210K - $247K
14.4K $616K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.02K
+ 21.22%
$37.33 - $40.63 $188K - $204K
28.7K $1.17M
LEN
Lennar Corp

Consumer Cyclical
472
+ 9.95%
$142.5 - $192.45 $67.3K - $90.8K
5.22K $977K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.83K
+ 7.05%
$50.25 - $50.74 $243K - $245K
73.4K $3.72M
AZN
Astrazeneca PLC

Healthcare
3.38K
+ 19.85%
$76.67 - $87.62 $259K - $297K
20.4K $1.59M
ASML
Asml Holding Nv

Technology
670
+ 42.06%
$749.82 - $1098.95 $502K - $736K
2.26K $1.89M
OMC
Omnicom Group Inc.

Communication Services
1.76K
+ 34.11%
$87.69 - $103.9 $154K - $183K
6.91K $714K
JCI
Johnson Controls International PLC

Industrials
1.79K
+ 18.39%
$65.52 - $77.61 $117K - $139K
11.5K $896K
WPC
W. P. Carey Inc.

Real Estate
3.33K
+ 63.77%
$54.63 - $63.96 $182K - $213K
8.55K $532K
BRO
Brown & Brown, Inc.

Financial Services
753
+ 6.42%
$89.11 - $105.82 $67.1K - $79.7K
12.5K $1.29M
AMP
Ameriprise Financial Inc

Financial Services
348
+ 19.17%
$391.53 - $469.81 $136K - $163K
2.16K $1.02M
ABC
Amerisourcebergen Corp

Healthcare
1.3K
+ 32.54%
N/A
5.28K $977K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.72K
+ 13.9%
$91.37 - $101.65 $157K - $175K
14.1K $1.43M
HPQ
Hp Inc

Technology
5.94K
+ 21.32%
$32.02 - $38.11 $190K - $226K
33.8K $1.21M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
127
+ 0.38%
$64.57 - $71.76 $8.2K - $9.11K
33.2K $2.38M
SLV
I Shares Silver Trust

ETFs
2.99K
+ 3.82%
$24.33 - $29.38 $72.6K - $87.7K
81.2K $2.31M
IJK
Ishares S&P Midcap 400 Growth

ETFs
116
+ 0.2%
$84.81 - $93.54 $9.84K - $10.9K
57.2K $5.25M
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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