Ep Wealth Advisors, LLC New Holdings in Q3 2024

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PAVE
Global X Fds Us Infrastructure

ETFs
753K
New
$36.39 - $41.16 $27.4M - $31M
753K $31M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
142K
New
$178.94 - $207.0 $25.5M - $29.5M
142K $28.6M
FLEE
Franklin Templeton ETF Tr

ETFs
721K
New
$28.25 - $31.27 $20.4M - $22.5M
721K $22.3M
PULS
Pgim ETF Tr

ETFs
318K
New
$49.47 - $49.8 $15.7M - $15.8M
318K $15.8M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
309K
New
$37.39 - $42.2 $11.5M - $13M
309K $13M
FLJP
Franklin Templeton ETF Tr

ETFs
347K
New
$26.79 - $31.0 $9.3M - $10.8M
347K $10.6M
HEZU
Ishares Currency Hedged Msci E

ETFs
270K
New
$33.46 - $37.07 $9.02M - $9.99M
270K $9.91M
IEO
Ishares Tr

ETFs
84.1K
New
$88.52 - $101.16 $7.44M - $8.51M
84.1K $7.69M
USMC
Principal ETF U S Mega Cap

ETFs
131K
New
$51.14 - $56.99 $6.72M - $7.49M
131K $7.49M
ANET
Arista Networks, Inc.

Technology
15.9K
New
$311.42 - $388.21 $4.95M - $6.17M
15.9K $6.1M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
38.2K
New
$97.05 - $106.1 $3.7M - $4.05M
38.2K $4.03M
WRB
Berkley W R Corp

Financial Services
65.7K
New
$51.54 - $79.62 $3.39M - $5.23M
65.7K $3.73M
TLS
Telos Corp

Technology
1.02M
New
$2.0 - $4.34 $2.04M - $4.43M
1.02M $3.66M
TY
Tri Continental Corp

Financial Services
103K
New
$29.86 - $32.92 $3.08M - $3.4M
103K $3.4M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
43.3K
New
$69.7 - $76.81 $3.02M - $3.32M
43.3K $3.32M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
41.2K
New
$70.04 - $77.47 $2.89M - $3.19M
41.2K $3.19M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
25.6K
New
$82.38 - $93.84 $2.11M - $2.4M
25.6K $2.37M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
54K
New
$39.66 - $43.57 $2.14M - $2.35M
54K $2.35M
FLSW
Franklin Templeton ETF Tr

ETFs
65.2K
New
$33.17 - $36.58 $2.16M - $2.39M
65.2K $2.35M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
65.1K
New
$33.3 - $35.24 $2.17M - $2.29M
65.1K $2.29M
FCNCA
First Citizens Bancshares Inc

Financial Services
1.21K
New
$1685.92 - $2128.51 $2.04M - $2.58M
1.21K $2.23M
ISCV
Ishares Morningstar Small Cap

ETFs
34.5K
New
$57.26 - $64.12 $1.97M - $2.21M
34.5K $2.19M
FNF
Fidelity National Financial, Inc.

Financial Services
35K
New
$48.08 - $62.04 $1.68M - $2.17M
35K $2.17M
LDOS
Leidos Holdings, Inc.

Technology
10.6K
New
$142.66 - $163.02 $1.52M - $1.73M
10.6K $1.73M
BBY
Best Buy CO Inc

Consumer Cyclical
16.4K
New
$80.23 - $103.29 $1.31M - $1.69M
16.4K $1.69M
NTAP
Net App, Inc.

Technology
13.1K
New
$114.18 - $134.62 $1.5M - $1.77M
13.1K $1.62M
UHS
Universal Health Services Inc

Healthcare
6.75K
New
$178.68 - $241.52 $1.21M - $1.63M
6.75K $1.55M
TXT
Textron Inc

Industrials
16.7K
New
$83.46 - $94.02 $1.39M - $1.57M
16.7K $1.48M
FTNT
Fortinet, Inc.

Technology
18.8K
New
$55.39 - $77.55 $1.04M - $1.45M
18.8K $1.45M
MAS
Masco Corp

Industrials
17.1K
New
$64.7 - $83.94 $1.11M - $1.43M
17.1K $1.43M
EBAY
Ebay Inc

Consumer Cyclical
21.8K
New
$52.61 - $65.44 $1.15M - $1.43M
21.8K $1.42M
JBL
Jabil Inc

Technology
11.6K
New
$97.55 - $126.65 $1.13M - $1.47M
11.6K $1.39M
IEUS
Ishares Msci Europe Small Cap

ETFs
22.8K
New
$55.57 - $61.12 $1.27M - $1.4M
22.8K $1.38M
IFN
India Fund Inc

Financial Services
66.5K
New
$17.61 - $19.23 $1.17M - $1.28M
66.5K $1.26M
EA
Electronic Arts Inc.

Communication Services
8.58K
New
$137.32 - $151.82 $1.18M - $1.3M
8.58K $1.23M
PRCT
Procept Bio Robotics Corp

Healthcare
14.5K
New
$56.31 - $84.99 $814K - $1.23M
14.5K $1.16M
MTG
Mgic Investment Corp

Financial Services
45K
New
$21.29 - $25.74 $958K - $1.16M
45K $1.15M
MTB
M&T Bank Corp

Financial Services
6.44K
New
$146.49 - $179.85 $944K - $1.16M
6.44K $1.15M
FTV
Fortive Corp

Technology
12.4K
New
$67.01 - $79.2 $829K - $979K
12.4K $975K
RF
Regions Financial Corp

Financial Services
41K
New
$19.51 - $23.42 $800K - $960K
41K $956K
FANG
Diamondback Energy, Inc.

Energy
5.46K
New
$168.46 - $210.94 $919K - $1.15M
5.46K $940K
VST
Vistra Corp.

Utilities
7.86K
New
$69.0 - $119.06 $542K - $935K
7.86K $931K
TPL
Texas Pacific Land Corp

Energy
1.02K
New
$724.86 - $952.13 $737K - $968K
1.02K $898K
PFG
Principal Financial Group Inc

Financial Services
9.98K
New
$72.94 - $87.46 $728K - $873K
9.98K $857K
PPG
Ppg Industries Inc

Basic Materials
6.33K
New
$118.32 - $134.55 $749K - $851K
6.33K $838K
DASH
Door Dash, Inc.

Communication Services
5.81K
New
$100.28 - $143.99 $583K - $836K
5.81K $829K
HOLX
Hologic Inc

Healthcare
9.96K
New
$73.48 - $83.64 $732K - $833K
9.96K $811K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
612
New
$1066.32 - $1355.99 $653K - $830K
612 $806K
BIIB
Biogen Inc.

Healthcare
4.09K
New
$189.07 - $236.8 $773K - $969K
4.09K $792K
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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