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
PGR
Progressive Corp

Financial Services
552
+ 29.18%
$209.46 - $259.24 $116K - $143K
2.44K $620K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
887
+ 37.73%
$210.25 - $231.86 $186K - $206K
3.24K $722K
FDN
First Tr Fd Dow Jones

ETFs
752
+ 7.87%
$183.68 - $212.48 $138K - $160K
10.3K $2.18M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
209
+ 16.61%
$1024.09 - $1201.76 $214K - $251K
1.47K $1.54M
EMB
Ishares Tr

ETFs
1.28K
+ 6.43%
$87.75 - $93.74 $112K - $120K
21.1K $1.98M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.34K
+ 5.47%
$90.01 - $95.32 $121K - $128K
25.9K $2.45M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.71K
+ 55.92%
$60.13 - $68.17 $163K - $185K
7.55K $511K
AKAM
Akamai Technologies Inc

Technology
2.28K
+ 26.17%
N/A
11K $997K
FNDC
Schwab Fundamental Intl Small

ETFs
5.1K
+ 150.55%
$33.85 - $38.5 $172K - $196K
8.48K $323K
VFH
Vanguard Financial ETF

ETFs
1.39K
+ 26.71%
$99.27 - $111.21 $137K - $154K
6.57K $722K
DECK
Deckers Outdoor Corp

Consumer Cyclical
5.96K
+ 645.61%
$150.73 - $974.56 $898K - $5.81M
6.88K $1.1M
MELI
Mercadolibre Inc

Consumer Cyclical
70
+ 47.95%
$1591.44 - $2140.1 $111K - $150K
216 $442K
DTE
Dte Energy CO

Utilities
1.34K
+ 73.65%
$108.67 - $128.41 $145K - $172K
3.15K $404K
ICE
Intercontinental Exchange, Inc.

Financial Services
257
+ 3.86%
$136.93 - $162.81 $35.2K - $41.8K
6.92K $1.11M
SNY
Sanofi

Healthcare
2.55K
+ 47.65%
$48.54 - $58.53 $124K - $149K
7.9K $455K
AIG
American International Group, Inc.

Financial Services
2.74K
+ 61.77%
$70.16 - $79.23 $192K - $217K
7.17K $525K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.16K
+ 8.29%
$97.81 - $108.79 $113K - $126K
15.1K $1.64M
FCX
Freeport Mcmoran Inc

Basic Materials
3.52K
+ 26.33%
$39.52 - $51.92 $139K - $182K
16.9K $841K
VPU
Vanguard Utilities ETF

ETFs
71
+ 1.04%
$146.64 - $174.54 $10.4K - $12.4K
6.91K $1.2M
ON
On Semiconductor Corp

Technology
2.44K
+ 68.75%
$66.39 - $78.74 $162K - $192K
5.99K $434K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.48K
+ 6.01%
$59.93 - $66.52 $88.8K - $98.6K
26.2K $1.74M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
510
+ 51.15%
$305.34 - $350.41 $156K - $179K
1.51K $520K
VIG
Vanguard Dividend Appreciation

ETFs
1.3K
+ 0.99%
$182.15 - $182.15 $237K - $237K
133K $24.2M
RMD
Resmed Inc

Healthcare
315
+ 15.7%
$186.94 - $252.92 $58.9K - $79.7K
2.32K $566K
PSN
Parsons Corp

Industrials
271
+ 3.83%
$76.52 - $103.68 $20.7K - $28.1K
7.35K $762K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.64K
+ 7.16%
$48.51 - $52.86 $79.4K - $86.5K
24.5K $1.29M
IBB
Ishares Biotechnology ETF

ETFs
713
+ 7.95%
$135.09 - $149.47 $96.3K - $107K
9.68K $1.41M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.02K
+ 22.48%
$136.06 - $155.24 $138K - $158K
5.53K $832K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.04K
+ 3.29%
$19.2 - $19.82 $96.8K - $99.9K
158K $3.12M
KKR
Kkr & Co. Inc.

Financial Services
504
+ 11.75%
$104.51 - $133.23 $52.7K - $67.1K
4.8K $626K
IYW
Ishares Dj Us Tech ETF

ETFs
1.07K
+ 9.18%
$133.16 - $158.73 $142K - $170K
12.7K $1.93M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.3K
+ 36.03%
$44.83 - $47.42 $148K - $157K
12.5K $587K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.15K
+ 2.03%
$46.18 - $48.92 $53.3K - $56.5K
58K $2.82M
VLUE
Ishares Msci Usa Value Factor

ETFs
122
+ 0.44%
$99.14 - $109.18 $12.1K - $13.3K
27.6K $3.01M
DGX
Quest Diagnostics Inc

Healthcare
1.2K
+ 43.51%
$137.09 - $137.09 $165K - $165K
3.97K $544K
ORI
Old Republic International Corp

Financial Services
3.39K
+ 35.11%
$29.89 - $35.9 $101K - $122K
13.1K $462K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.17K
+ 10.97%
$36.02 - $41.68 $78.1K - $90.4K
21.9K $905K
MSI
Motorola Solutions, Inc.

Technology
114
+ 6.69%
$385.65 - $450.49 $44K - $51.4K
1.82K $817K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
746
+ 26.51%
$201.42 - $273.98 $150K - $204K
3.56K $855K
WTFC
Wintrust Financial Corp

Financial Services
1.08K
+ 28.96%
$96.43 - $111.89 $104K - $121K
4.8K $520K
SON
Sonoco Products CO

Consumer Cyclical
2.48K
+ 56.64%
$48.33 - $56.57 $120K - $140K
6.86K $374K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
13K
+ 79.58%
$10.91 - $12.02 $142K - $156K
29.3K $342K
SAP
Sap Se

Technology
454
+ 26.8%
$197.21 - $231.0 $89.5K - $105K
2.15K $492K
HII
Huntington Ingalls Industries, Inc.

Industrials
507
+ 52.59%
$241.93 - $282.86 $123K - $143K
1.47K $388K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
357
+ 1.18%
$46.17 - $51.13 $16.5K - $18.3K
30.7K $1.57M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3.28K
+ 82.25%
$37.68 - $42.0 $123K - $138K
7.26K $301K
SNPS
Synopsys Inc

Technology
547
+ 36.61%
$463.97 - $621.3 $254K - $340K
2.04K $1.03M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
5.58K
+ 20.31%
$25.19 - $25.5 $140K - $142K
33K $841K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
2.09K
+ 12.94%
$42.38 - $47.25 $88.5K - $98.7K
18.2K $861K
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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