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
BIP
Brookfield Infrastructure Partners L.P.

Utilities
7
+ 0.04%
$27.14 - $35.2 $190 - $246
18.1K $633K
PHM
Pultegroup Inc

Consumer Cyclical
377
+ 15.38%
$103.95 - $144.98 $39.2K - $54.7K
2.83K $405K
HAL
Halliburton CO

Energy
5.92K
+ 76.47%
$27.81 - $36.44 $165K - $216K
13.7K $396K
WEC
Wec Energy Group, Inc.

Utilities
343
+ 6.0%
$77.68 - $96.19 $26.6K - $33K
6.06K $582K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
604
+ 0.39%
$24.62 - $25.59 $14.9K - $15.5K
155K $3.96M
INCY
Incyte Corp

Healthcare
1.67K
+ 42.09%
$57.33 - $68.61 $95.6K - $114K
5.63K $372K
FE
Firstenergy Corp

Utilities
1.89K
+ 23.8%
$38.25 - $44.54 $72.3K - $84.1K
9.83K $435K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.23K
+ 53.52%
$85.03 - $94.56 $105K - $117K
3.54K $329K
EBND
Spdr Bloomberg Emerging Market

ETFs
5.71K
+ 77.62%
$19.74 - $21.39 $113K - $122K
13.1K $277K
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.05K
+ 52.55%
$25.36 - $28.37 $103K - $115K
11.8K $331K
DELL
Dell Technologies Inc.

Technology
1.71K
+ 44.27%
$87.89 - $145.97 $150K - $250K
5.58K $660K
ADSK
Autodesk, Inc.

Technology
534
+ 22.69%
$245.83 - $245.83 $131K - $131K
2.89K $709K
RIO
Rio Tinto PLC

Basic Materials
1.4K
+ 26.74%
$59.71 - $71.21 $83.7K - $99.8K
6.64K $472K
SPIB
Spdr Portfolio Intermediate Te

ETFs
33
+ 0.03%
$32.36 - $33.78 $1.07K - $1.11K
109K $3.67M
CCL
Carnival Corp

Consumer Cyclical
6.97K
+ 41.99%
$14.01 - $19.18 $97.7K - $134K
23.6K $435K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
639
+ 15.67%
$152.9 - $180.39 $97.7K - $115K
4.72K $822K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.74K
+ 20.51%
$56.04 - $62.99 $97.5K - $110K
10.2K $624K
BK
Bank Of New York Mellon Corp

Financial Services
1.04K
+ 26.62%
$59.54 - $72.17 $61.8K - $74.9K
4.94K $354K
YUM
Yum Brands Inc

Consumer Cyclical
164
+ 1.21%
$125.95 - $139.96 $20.7K - $23K
13.7K $1.92M
D
Dominion Energy, Inc

Utilities
783
+ 9.17%
$48.01 - $58.53 $37.6K - $45.8K
9.32K $538K
HLN
Haleon PLC

Healthcare
6.87K
+ 34.17%
$8.32 - $10.7 $57.2K - $73.5K
27K $285K
SHEL
Shell PLC

Energy
3.09K
+ 22.66%
$65.65 - $73.28 $203K - $226K
16.7K $1.1M
PCAR
Paccar Inc

Industrials
1.89K
+ 11.36%
$91.64 - $109.98 $173K - $208K
18.5K $1.83M
MKC
Mccormick & CO Inc

Consumer Defensive
716
+ 14.57%
$69.44 - $84.76 $49.7K - $60.7K
5.63K $463K
FC
Franklin Covey CO

Industrials
1.54K
+ 9.47%
$36.88 - $43.71 $56.8K - $67.4K
17.8K $732K
VRT
Vertiv Holdings CO

Industrials
1.29K
+ 43.36%
$86.66 - $86.66 $112K - $112K
4.28K $370K
GLW
Corning Inc

Technology
364
+ 2.41%
$37.76 - $46.2 $13.7K - $16.8K
15.4K $697K
CBRE
Cbre Group, Inc.

Real Estate
16
+ 0.52%
$85.97 - $124.48 $1.38K - $1.99K
3.08K $383K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
522
+ 27.68%
$143.74 - $174.11 $75K - $90.9K
2.41K $390K
ADI
Analog Devices Inc

Technology
418
+ 8.39%
$200.56 - $243.33 $83.8K - $102K
5.4K $1.24M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
256
+ 7.1%
$122.74 - $163.95 $31.4K - $42K
3.86K $633K
VAW
Vanguard Materials ETF

ETFs
294
+ 13.26%
$189.89 - $213.71 $55.8K - $62.8K
2.51K $531K
EWBC
East West Bancorp Inc

Financial Services
146
+ 1.53%
$70.41 - $88.25 $10.3K - $12.9K
9.69K $802K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
24.8K
+ 99.0%
$3.21 - $3.8 $79.7K - $94.4K
49.9K $188K
TTE
Total Energies Se

Energy
1.25K
+ 14.11%
$68.61 - $68.61 $86K - $86K
10.1K $695K
SPOT
Spotify Technology S.A.

Communication Services
173
+ 25.26%
$290.16 - $384.01 $50.2K - $66.4K
858 $316K
XAR
Spdr S&P Aerospace & Defense E

ETFs
545
+ 60.29%
$139.03 - $157.34 $75.8K - $85.8K
1.45K $227K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.14K
+ 1.11%
$24.78 - $25.11 $52.9K - $53.6K
194K $4.88M
MLM
Martin Marietta Materials Inc

Basic Materials
189
+ 18.26%
$502.48 - $593.35 $95K - $112K
1.22K $658K
SNFCA
Security National Financial Corp

Financial Services
2.9K
+ 5.0%
$7.45 - $9.19 $21.6K - $26.6K
60.8K $558K
IDU
Ishares Tr U S Utils ETF

ETFs
323
+ 7.24%
$87.2 - $102.21 $28.2K - $33K
4.78K $488K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
244
+ 4.97%
$460.0 - $505.78 $112K - $123K
5.15K $2.4M
SPG
Simon Property Group Inc

Real Estate
413
+ 28.72%
$146.09 - $170.11 $60.3K - $70.3K
1.85K $312K
CHE
Chemed Corp

Healthcare
25
+ 1.88%
$527.82 - $600.97 $13.2K - $15K
1.35K $813K
AME
Ametek Inc

Industrials
345
+ 5.45%
$152.74 - $176.01 $52.7K - $60.7K
6.68K $1.15M
WELL
Welltower Inc.

Real Estate
68
+ 1.98%
$104.0 - $129.74 $7.07K - $8.82K
3.5K $447K
PHYS
Sprott Physical Gold Trust

Financial Services
2.5K
+ 14.85%
$18.12 - $20.72 $45.3K - $51.8K
19.3K $394K
DEO
Diageo PLC

Consumer Defensive
425
+ 20.04%
$120.02 - $140.77 $51K - $59.8K
2.55K $357K
OTIS
Otis Worldwide Corp

Industrials
428
+ 7.16%
$91.43 - $104.43 $39.1K - $44.7K
6.41K $665K
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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