Ep Wealth Advisors, LLC Reduced Holdings in Q4 2024

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
-3.73K
- 20.46%
$260.28 - $314.03 $972K - $1.17M
14.5K $3.83M
VGT
Vanguard Information Technolog

ETFs
-3.54K
- 23.39%
$571.78 - $647.97 $2.02M - $2.29M
11.6K $7.21M
SYK
Stryker Corp

Healthcare
-3.65K
- 1.85%
$345.14 - $392.15 $1.26M - $1.43M
193K $69.5M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-31.1K
- 36.41%
$38.96 - $43.28 $1.21M - $1.35M
54.3K $2.14M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2.46K
- 7.39%
$563.99 - $620.12 $1.39M - $1.52M
30.8K $17.5M
GE
General Electric CO

Industrials
-4.63K
- 16.02%
$159.95 - $194.23 $740K - $899K
24.3K $4.05M
SBUX
Starbucks Corp

Consumer Cyclical
-10K
- 14.39%
$87.44 - $102.5 $875K - $1.03M
59.5K $5.42M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-11.7K
- 2.01%
$91.29 - $91.8 $1.07M - $1.08M
572K $52.3M
VHT
Vanguard Health Care ETF

ETFs
-2.15K
- 8.36%
$250.81 - $283.3 $540K - $610K
23.6K $5.99M
CTAS
Cintas Corp

Industrials
-438
- 0.86%
$182.7 - $226.47 $80K - $99.2K
50.7K $9.26M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-11.7K
- 15.22%
$88.59 - $94.57 $1.04M - $1.11M
65.1K $5.78M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-22.9K
- 5.49%
$50.93 - $53.77 $1.16M - $1.23M
393K $20.2M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-29K
- 38.6%
$33.39 - $37.66 $968K - $1.09M
46.1K $1.54M
NOC
Northrop Grumman Corp

Industrials
-88
- 0.45%
$466.52 - $543.88 $41.1K - $47.9K
19.3K $9.08M
BNDX
Vanguard Total International B

ETFs
-22.1K
- 60.4%
$48.91 - $50.61 $1.08M - $1.12M
14.5K $709K
KLAC
Kla Corp

Technology
-39
- 0.52%
$614.46 - $829.55 $24K - $32.4K
7.41K $4.67M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-22.7K
- 37.26%
$44.33 - $49.55 $1.01M - $1.13M
38.3K $1.72M
INTU
Intuit Inc

Technology
-1.79K
- 17.96%
$602.01 - $706.25 $1.08M - $1.27M
8.19K $5.15M
TDG
Trans Digm Group Inc

Industrials
-2
- 0.03%
$1239.0 - $1442.53 $2.48K - $2.89K
6.3K $7.98M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-11.5K
- 3.31%
N/A
336K $28.9M
PFE
Pfizer Inc

Healthcare
-8.1K
- 2.56%
$24.8 - $30.19 $201K - $245K
309K $8.19M
CI
Cigna Corp

Healthcare
-741
- 6.88%
$265.59 - $358.58 $197K - $266K
10K $2.77M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-6.48K
- 35.54%
$114.08 - $125.68 $739K - $814K
11.8K $1.35M
HDV
Ishares Core High Dividend ETF

ETFs
-7.47K
- 35.82%
$110.82 - $121.28 $828K - $906K
13.4K $1.5M
FLJP
Franklin Templeton ETF Tr

ETFs
-9.5K
- 2.74%
$28.25 - $30.5 $268K - $290K
338K $9.66M
EMR
Emerson Electric CO

Industrials
-11.4K
- 30.61%
$108.13 - $134.33 $1.24M - $1.54M
25.9K $3.21M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-12.4K
- 8.15%
$57.38 - $61.11 $710K - $756K
140K $8.14M
VONE
Vanguard Russell 1000 ETF

ETFs
-3.23K
- 73.11%
$257.18 - $277.76 $831K - $897K
1.19K $316K
VB
Vanguard Small Cap ETF

ETFs
-4.51K
- 4.55%
$233.76 - $261.58 $1.05M - $1.18M
94.5K $22.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12.4K
- 3.82%
$61.68 - $67.87 $768K - $845K
313K $19.5M
NEM
Newmont Corp

Basic Materials
-748
- 1.65%
$37.0 - $58.68 $27.7K - $43.9K
44.5K $1.66M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-12.8K
- 4.78%
$40.38 - $44.35 $517K - $568K
255K $10.4M
TGT
Target Corp

Consumer Defensive
-2.48K
- 13.19%
$121.59 - $160.69 $302K - $399K
16.3K $2.21M
MTB
M&T Bank Corp

Financial Services
-4.17K
- 64.76%
$172.48 - $221.95 $720K - $926K
2.27K $426K
WRB
Berkley W R Corp

Financial Services
-14.2K
- 21.57%
$56.48 - $64.94 $801K - $921K
51.6K $3.02M
FLGB
Franklin Templeton ETF Tr

ETFs
-6.45K
- 3.06%
$26.09 - $28.39 $168K - $183K
204K $5.35M
INTC
Intel Corp

Technology
-14.8K
- 13.74%
$19.07 - $26.23 $282K - $388K
92.8K $1.86M
CAT
Caterpillar Inc

Industrials
-419
- 2.32%
$360.37 - $416.88 $151K - $175K
17.6K $6.39M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-221
- 15.06%
$701.85 - $1046.91 $155K - $231K
1.25K $887K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.59K
- 9.27%
$417.69 - $450.94 $665K - $717K
15.6K $6.62M
VGIT
Vanguard Intermediate Term Tre

ETFs
-9.38K
- 28.59%
$57.78 - $60.4 $542K - $567K
23.4K $1.36M
MU
Micron Technology Inc

Technology
-474
- 1.64%
$84.16 - $113.41 $39.9K - $53.8K
28.5K $2.39M
UPS
United Parcel Service Inc

Industrials
-2.17K
- 6.7%
$122.65 - $138.35 $266K - $300K
30.2K $3.81M
IWM
Ishares Russell 2000 ETF

ETFs
-2.72K
- 5.81%
$216.13 - $242.4 $587K - $659K
44K $9.73M
PAVE
Global X Fds Us Infrastructure

ETFs
-589
- 0.08%
$40.41 - $45.95 $23.8K - $27.1K
753K $30.4M
CL
Colgate Palmolive CO

Consumer Defensive
-12
- 0.03%
$90.22 - $102.31 $1.08K - $1.23K
45.5K $4.14M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-11K
- 11.15%
$50.67 - $50.9 $560K - $562K
88.1K $4.47M
ASML
Asml Holding Nv

Technology
-374
- 16.53%
$658.43 - $872.27 $246K - $326K
1.89K $1.31M
CARR
Carrier Global Corp

Industrials
-4.49K
- 20.67%
$66.69 - $82.65 $299K - $371K
17.2K $1.18M
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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