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
IDU
Ishares Tr U S Utils ETF

ETFs
667
+ 13.94%
$94.65 - $105.73 $63.1K - $70.5K
5.45K $524K
CB
Chubb LTD

Financial Services
440
+ 6.09%
$271.57 - $301.89 $119K - $133K
7.67K $2.12M
SWIM
Latham Group, Inc.

Industrials
3.88K
+ 9.78%
$5.42 - $8.35 $21K - $32.4K
43.6K $303K
STKL
Sun Opta Inc.

Consumer Defensive
2.32K
+ 18.66%
$5.72 - $7.89 $13.2K - $18.3K
14.7K $113K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
200
+ 7.77%
$119.61 - $136.3 $23.9K - $27.3K
2.78K $342K
MRC
Mrc Global Inc.

Energy
2.57K
+ 19.57%
$12.11 - $14.44 $31.1K - $37.1K
15.7K $200K
UMBF
Umb Financial Corp

Financial Services
130
+ 5.83%
$101.15 - $127.6 $13.1K - $16.6K
2.36K $266K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
57
+ 5.94%
$193.7 - $235.05 $11K - $13.4K
1.02K $232K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
2.75K
+ 19.28%
$12.36 - $13.34 $34K - $36.7K
17K $216K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
796
+ 24.99%
$54.29 - $59.49 $43.2K - $47.4K
3.98K $218K
CSQ
Calamos Strategic Total Return Fund

Financial Services
1.05K
+ 3.58%
$17.14 - $18.44 $18K - $19.3K
30.3K $537K
CWB
Spdr Bloomberg Convertible Sec

ETFs
34
+ 0.17%
$76.21 - $82.24 $2.59K - $2.8K
19.6K $1.53M
ADUS
Addus Home Care Corp

Healthcare
332
+ 17.75%
$118.27 - $133.01 $39.3K - $44.2K
2.2K $276K
MTX
Minerals Technologies Inc

Basic Materials
421
+ 12.08%
$74.88 - $84.6 $31.5K - $35.6K
3.91K $297K
BP
Bp PLC

Energy
1.69K
+ 14.04%
$28.16 - $33.14 $47.5K - $55.9K
13.7K $404K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
133K
+ 210.96%
$26.93 - $84.95 $3.58M - $11.3M
196K $5.36M
OC
Owens Corning

Industrials
238
+ 9.89%
$169.41 - $210.81 $40.3K - $50.2K
2.64K $450K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.41K
+ 3.87%
$91.94 - $100.02 $130K - $141K
37.8K $3.5M
PRGS
Progress Software Corp

Technology
564
+ 9.36%
$63.94 - $69.89 $36.1K - $39.4K
6.59K $429K
INT
World Fuel Services Corp

Energy
1.1K
+ 16.98%
N/A
7.6K $166K
BLOK
Amplify ETF Tr Trnsformational

ETFs
34
+ 0.89%
$36.5 - $53.22 $1.24K - $1.81K
3.87K $167K
ROBO
Robo Global Robotics And Autom

ETFs
513
+ 8.81%
$55.06 - $58.6 $28.2K - $30.1K
6.34K $356K
FISV
Fiserv Inc

Technology
186
+ 1.5%
N/A
12.6K $1.57M
ABCB
Ameris Bancorp

Financial Services
351
+ 5.26%
$60.0 - $72.37 $21.1K - $25.4K
7.03K $439K
ACCO
Acco Brands Corp

Industrials
4.96K
+ 44.15%
$4.81 - $6.32 $23.8K - $31.3K
16.2K $84K
CHKP
Check Point Software Technologies LTD

Technology
161
+ 12.06%
$170.18 - $209.01 $27.4K - $33.7K
1.5K $279K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
2.54K
+ 14.04%
$30.42 - $36.45 $77.2K - $92.5K
20.6K $655K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.26K
+ 26.41%
$26.65 - $29.34 $33.6K - $37K
6.04K $163K
SSNC
Ss&C Technologies Holdings Inc

Technology
139
+ 2.03%
$69.93 - $77.36 $9.72K - $10.8K
7K $530K
WAFD
Washington Federal Inc

Financial Services
1.44K
+ 14.46%
$31.95 - $38.06 $46.1K - $55K
11.4K $368K
IYE
Ishares Tr

ETFs
494
+ 14.68%
$43.93 - $51.37 $21.7K - $25.4K
3.86K $175K
ITA
Ishares Tr

ETFs
590
+ 3.86%
$144.31 - $157.31 $85.1K - $92.8K
15.9K $2.31M
IVZ
Invesco Ltd.

Financial Services
1.11K
+ 10.47%
$16.78 - $18.63 $18.6K - $20.6K
11.7K $204K
HLMN
Hillman Solutions Corp.

Industrials
3.63K
+ 18.28%
$9.66 - $11.54 $35.1K - $41.9K
23.5K $228K
INCY
Incyte Corp

Healthcare
39
+ 0.69%
$65.08 - $83.38 $2.54K - $3.25K
5.67K $391K
HYD
Vaneck High Yield Muni ETF

ETFs
430
+ 11.54%
$51.09 - $53.06 $22K - $22.8K
4.16K $215K
ADT
Adt Inc.

Industrials
3.85K
+ 13.9%
$6.71 - $8.14 $25.8K - $31.4K
31.6K $218K
UTHR
United Therapeutics Corp

Healthcare
77
+ 4.79%
$348.66 - $410.0 $26.8K - $31.6K
1.69K $594K
EVRG
Evergy, Inc.

Utilities
315
+ 9.69%
$59.06 - $65.0 $18.6K - $20.5K
3.57K $219K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
576
+ 20.21%
$64.91 - $73.47 $37.4K - $42.3K
3.43K $223K
GLDM
World Gold Trust

ETFs
369
+ 8.69%
$50.76 - $55.23 $18.7K - $20.4K
4.61K $239K
XAR
Spdr S&P Aerospace & Defense E

ETFs
32
+ 2.21%
$153.8 - $176.52 $4.92K - $5.65K
1.48K $245K
RVT
Royce Value Trust, Inc.

Financial Services
1.07K
+ 8.95%
$15.15 - $16.9 $16.2K - $18.1K
13K $205K
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
2.64K
+ 21.04%
$10.51 - $12.35 $27.7K - $32.6K
15.2K $162K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.71K
+ 18.31%
$75.95 - $88.05 $206K - $239K
17.5K $1.34M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
165
+ 16.19%
$100.22 - $100.73 $16.5K - $16.6K
1.18K $118K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
255
+ 16.04%
$70.12 - $75.48 $17.9K - $19.2K
1.85K $130K
PSI
Invesco Exchange Traded Fd Tr

ETFs
171
+ 1.09%
$53.26 - $60.98 $9.11K - $10.4K
15.8K $916K
CTVA
Corteva, Inc.

Basic Materials
831
+ 4.81%
$55.21 - $64.13 $45.9K - $53.3K
18.1K $1.03M
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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