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
USA
Liberty All Star Equity Fund

Financial Services
22.3K
New
$6.82 - $7.46 $152K - $167K
22.3K $155K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
6.57K
New
$23.55 - $23.9 $155K - $157K
6.57K $154K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
7.01K
New
$21.43 - $22.55 $150K - $158K
7.01K $150K
HL
Hecla Mining CO

Basic Materials
29.7K
New
$4.86 - $7.53 $144K - $223K
29.7K $145K
EVRI
Everi Holdings Inc.

Consumer Cyclical
10.6K
New
$13.14 - $13.52 $140K - $144K
10.6K $143K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
12.1K
New
$11.42 - $12.5 $138K - $151K
12.1K $139K
KOMP
Spdr S&P Kensho New Economies

ETFs
2.73K
New
$48.59 - $54.76 $133K - $149K
2.73K $138K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.2K
New
$113.79 - $124.5 $137K - $150K
1.2K $138K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
6.33K
New
$20.98 - $21.19 $133K - $134K
6.33K $133K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
4.58K
New
$27.48 - $32.37 $126K - $148K
4.58K $131K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.91K
New
$65.79 - $72.14 $126K - $138K
1.91K $125K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.54K
New
$80.87 - $87.69 $124K - $135K
1.54K $124K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
2.19K
New
$56.18 - $67.64 $123K - $148K
2.19K $124K
IDV
Ishares Tr

ETFs
4.46K
New
$27.03 - $29.92 $121K - $133K
4.46K $122K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.41K
New
$49.87 - $52.46 $120K - $126K
2.41K $120K
FXR
First Trust Industrials/Produc

ETFs
1.61K
New
$74.81 - $83.27 $120K - $134K
1.61K $120K
CDE
Coeur Mining, Inc.

Basic Materials
20.5K
New
$5.61 - $7.39 $115K - $152K
20.5K $117K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.8K
New
$40.26 - $42.88 $113K - $120K
2.8K $113K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
1.21K
New
$91.86 - $98.85 $111K - $119K
1.21K $112K
AGNC
Agnc Investment Corp.

Real Estate
12.1K
New
$9.21 - $10.59 $112K - $128K
12.1K $111K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
13.6K
New
$8.17 - $8.66 $111K - $118K
13.6K $111K
AVDE
American Centy ETF Tr Avantis

ETFs
1.8K
New
$60.9 - $66.69 $109K - $120K
1.8K $110K
EBS
Emergent Bio Solutions Inc.

Healthcare
11.5K
New
$7.72 - $11.97 $88.5K - $137K
11.5K $109K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.55K
New
$70.63 - $78.23 $109K - $121K
1.55K $109K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
3.06K
New
$34.83 - $38.05 $107K - $116K
3.06K $107K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.32K
New
$81.34 - $96.75 $107K - $127K
1.32K $106K
CXM
Sprinklr, Inc.

Technology
12.5K
New
$6.98 - $9.42 $87K - $117K
12.5K $105K
PSCC
Invesco S&P Smallcap Consumer

ETFs
2.73K
New
$36.43 - $40.84 $99.6K - $112K
2.73K $104K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
634
New
$159.11 - $178.39 $101K - $113K
634 $104K
FXL
First Tr Exchange Traded Fd Fi

ETFs
693
New
$136.18 - $158.26 $94.4K - $110K
693 $102K
IBHG
Ishares Tr Ibonds 2027 Term Hi
4.55K
New
$22.11 - $22.54 $101K - $103K
4.55K $101K
GQRE
Flexshares Tr Global Quality R

ETFs
1.76K
New
$56.58 - $62.37 $99.6K - $110K
1.76K $100K
BSCV
Invesco ETF Self Indexed Fd Tr
6.23K
New
$16.02 - $16.72 $99.9K - $104K
6.23K $100K
QBTS
D Wave Quantum Inc.

Technology
11.1K
New
$0.89 - $9.91 $9.9K - $110K
11.1K $93K
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
10.6K
New
$8.37 - $11.22 $89K - $119K
10.6K $89K
LXU
Lsb Industries, Inc.

Basic Materials
11K
New
$7.53 - $9.56 $83K - $105K
11K $83K
HDSN
Hudson Technologies Inc

Basic Materials
12.7K
New
$5.25 - $8.29 $66.9K - $106K
12.7K $71K
RLGT
Radiant Logistics, Inc

Industrials
10.1K
New
$6.06 - $7.59 $60.9K - $76.3K
10.1K $67K
COMP
Compass, Inc.

Technology
10K
New
$5.4 - $7.33 $54K - $73.3K
10K $58K
SAN
Banco Santander, S.A.

Financial Services
12.1K
New
$4.49 - $5.05 $54.4K - $61.2K
12.1K $55K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
10.1K
New
$4.84 - $7.2 $48.7K - $72.5K
10.1K $53K
CNDT
Conduent Inc

Technology
10K
New
$3.56 - $4.41 $35.7K - $44.2K
10K $40K
DFSI
Dimensional ETF Tr Dimen Intl
37.8K
New
N/A
37.8K $0
Lam Research Corp
46.7K
New
N/A
46.7K $0
Arista Networks Inc
55.9K
New
N/A
55.9K $0
Veralto Corp
2.28K
New
N/A
2.28K $0
Brookfield Corp
5.3K
New
N/A
5.3K $0
Calamos ETF Tr
16.3K
New
N/A
16.3K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
19.4K
New
N/A
19.4K $0
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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