Ep Wealth Advisors, LLC New Holdings in Q4 2024

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
121K
New
$23.03 - $23.33 $2.79M - $2.83M
121K $2.8M
HEI
Heico Corp

Industrials
10.5K
New
$237.06 - $279.02 $2.48M - $2.92M
10.5K $2.49M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
94.7K
New
$26.16 - $29.13 $2.48M - $2.76M
94.7K $2.48M
IGRO
Ishares Tr International Divid

ETFs
17.8K
New
$67.76 - $74.48 $1.2M - $1.32M
17.8K $1.21M
OMFL
Invesco Exchange Traded Self I

ETFs
21.6K
New
$52.49 - $56.58 $1.13M - $1.22M
21.6K $1.17M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
5.38K
New
$194.9 - $214.12 $1.05M - $1.15M
5.38K $1.09M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
17.7K
New
$51.33 - $53.74 $908K - $950K
17.7K $910K
IQDF
Flexshares International Quali

ETFs
37.9K
New
$23.12 - $26.48 $875K - $1M
37.9K $880K
HYGV
Flexshares Tr High Yield Value

ETFs
21.2K
New
$40.53 - $41.51 $860K - $881K
21.2K $863K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
45K
New
$18.28 - $18.87 $823K - $849K
45K $825K
BSCU
Invesco Exc Self Ind Tr

ETFs
37.6K
New
$16.32 - $16.99 $613K - $638K
37.6K $614K
FV
First Trust Dorsey Wright Focu

ETFs
9.27K
New
$57.47 - $62.82 $533K - $582K
9.27K $547K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
21.3K
New
$24.45 - $24.62 $521K - $524K
21.3K $521K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
12.6K
New
$36.54 - $37.53 $462K - $475K
12.6K $465K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
7.81K
New
$53.86 - $60.27 $421K - $471K
7.81K $421K
OZK
Bank Ozk

Financial Services
9.17K
New
$41.39 - $50.55 $379K - $463K
9.17K $408K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
16.4K
New
$23.48 - $23.73 $384K - $389K
16.4K $385K
IMFL
Invesco Ex Tr Self Indx Fd Tr
16.3K
New
$23.48 - $25.49 $382K - $414K
16.3K $381K
DOX
Amdocs LTD

Technology
4.28K
New
$82.94 - $92.86 $355K - $398K
4.28K $364K
UAL
United Airlines Holdings, Inc.

Industrials
3.61K
New
$55.62 - $102.44 $201K - $370K
3.61K $350K
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.7K
New
$50.35 - $50.69 $337K - $340K
6.7K $337K
PECO
Phillips Edison & Company, Inc.

Real Estate
8.61K
New
$35.96 - $39.8 $310K - $343K
8.61K $322K
AVSE
American Centy ETF Tr Avantis

ETFs
6.22K
New
$50.47 - $56.52 $314K - $352K
6.22K $313K
POR
Portland General Electric CO

Utilities
6.92K
New
$43.52 - $48.99 $301K - $339K
6.92K $301K
DVYE
Ishares Emerging Markets Divid

ETFs
10.8K
New
$25.42 - $29.74 $275K - $321K
10.8K $278K
VVI
Viad Corp

Industrials
6.48K
New
$35.01 - $45.51 $227K - $295K
6.48K $275K
OGE
Oge Energy Corp.

Utilities
6.63K
New
$39.65 - $44.08 $263K - $292K
6.63K $273K
LNG
Cheniere Energy, Inc.

Energy
1.27K
New
$181.07 - $225.92 $230K - $287K
1.27K $272K
SKOR
Flexshares Tr Credit Scored Us

ETFs
5.7K
New
$47.6 - $49.05 $271K - $280K
5.7K $271K
FRSH
Freshworks Inc.

Technology
16.7K
New
$10.88 - $17.02 $182K - $284K
16.7K $270K
BNDC
Flexshares Tr Core Select Bd F

ETFs
12.5K
New
$21.68 - $22.86 $270K - $285K
12.5K $270K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.95K
New
$44.87 - $46.86 $267K - $279K
5.95K $266K
VRNT
Verint Systems Inc

Technology
8.17K
New
N/A
8.17K $266K
THFF
First Financial Corp

Financial Services
5.72K
New
$41.17 - $50.61 $236K - $290K
5.72K $264K
CBSH
Commerce Bancshares Inc

Financial Services
4.23K
New
$57.04 - $74.36 $241K - $315K
4.23K $263K
FIS
Fidelity National Information Services, Inc.

Technology
3.22K
New
$80.14 - $90.95 $258K - $292K
3.22K $259K
VCTR
Victory Capital Holdings, Inc.

Financial Services
3.92K
New
$54.76 - $72.24 $215K - $283K
3.92K $256K
HMN
Horace Mann Educators Corp

Financial Services
6.49K
New
$34.36 - $42.64 $223K - $277K
6.49K $254K
SANM
Sanmina Corp

Technology
3.3K
New
$65.07 - $83.88 $215K - $277K
3.3K $249K
RAMP
Live Ramp Holdings, Inc.

Technology
8.16K
New
$23.69 - $32.37 $193K - $264K
8.16K $247K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
7.71K
New
$31.24 - $37.15 $241K - $286K
7.71K $247K
KRG
Kite Realty Group Trust

Real Estate
9.75K
New
$24.49 - $27.85 $239K - $272K
9.75K $246K
NHI
National Health Investors Inc

Real Estate
3.53K
New
$68.83 - $83.01 $243K - $293K
3.53K $244K
NTRA
Natera, Inc.

Healthcare
1.53K
New
$117.67 - $174.0 $180K - $266K
1.53K $241K
LZ
Legalzoom.Com, Inc.

Industrials
32K
New
$6.33 - $9.22 $202K - $295K
32K $240K
NET
Cloudflare, Inc.

Technology
2.2K
New
$78.11 - $117.56 $172K - $259K
2.2K $237K
GVA
Granite Construction Inc

Industrials
2.69K
New
$79.33 - $100.2 $214K - $270K
2.69K $236K
AVLV
American Centy ETF Tr Avantis
3.54K
New
$65.51 - $71.22 $232K - $252K
3.54K $236K
GTO
Invesco Actively Managed ETF T

ETFs
5.09K
New
$46.33 - $48.41 $236K - $247K
5.09K $236K
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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