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
COLB
Columbia Banking System, Inc.

Financial Services
-3.05K
- 20.43%
$25.29 - $32.01 $77.2K - $97.7K
11.9K $321K
SYY
Sysco Corp

Consumer Defensive
-571
- 3.62%
$73.63 - $81.77 $42K - $46.7K
15.2K $1.16M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-26
- 4.25%
$1124.26 - $1344.96 $29.2K - $35K
586 $738K
AIG
American International Group, Inc.

Financial Services
-885
- 12.34%
$70.0 - $79.22 $62K - $70.1K
6.29K $457K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-147
- 0.44%
$69.58 - $74.87 $10.2K - $11K
33K $2.31M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-588
- 5.83%
$100.24 - $101.35 $58.9K - $59.6K
9.5K $955K
GNMA
Ishares Gnma Bond ETF

ETFs
-624
- 2.99%
$42.8 - $44.74 $26.7K - $27.9K
20.3K $869K
CRL
Charles River Laboratories International, Inc.

Healthcare
-252
- 18.21%
$178.58 - $220.69 $45K - $55.6K
1.13K $208K
PCG
Pg&E Corp

Utilities
-4.82K
- 5.74%
$19.2 - $21.63 $92.6K - $104K
79.1K $1.6M
HLN
Haleon PLC

Healthcare
-3.66K
- 13.55%
$9.23 - $10.71 $33.7K - $39.2K
23.3K $222K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-152
- 0.43%
$77.86 - $79.27 $11.8K - $12K
35.3K $2.75M
HVT
Haverty Furniture Companies Inc

Consumer Cyclical
-1
- 0.01%
$21.59 - $27.03 $21.6 - $27
11.7K $259K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
-1.45K
- 17.28%
$31.36 - $35.93 $45.5K - $52.1K
6.94K $221K
TTC
Toro CO

Industrials
-103
- 1.33%
$80.1 - $88.44 $8.25K - $9.11K
7.65K $612K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
-2
- 0.12%
$198.56 - $251.73 $397 - $503
1.64K $327K
DJP
Barclays Bank PLC

ETFs
-1.84K
- 15.29%
N/A
10.2K $328K
AJG
Arthur J. Gallagher & Co.

Financial Services
-226
- 10.35%
$278.49 - $315.16 $62.9K - $71.2K
1.96K $555K
AKAM
Akamai Technologies Inc

Technology
-643
- 5.85%
N/A
10.3K $939K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-391
- 2.11%
$26.61 - $29.85 $10.4K - $11.7K
18.1K $489K
BSM
Black Stone Minerals, L.P.

Energy
-3K
- 10.87%
$13.86 - $15.57 $41.6K - $46.7K
24.6K $359K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.51K
- 8.29%
$46.53 - $49.91 $70.3K - $75.4K
16.7K $805K
BALL
Ball Corp

Consumer Cyclical
-2
- 0.05%
$54.84 - $67.94 $110 - $136
4.17K $228K
AON
Aon PLC

Financial Services
-313
- 7.22%
$344.14 - $393.31 $108K - $123K
4.03K $1.45M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-498
- 9.73%
$178.39 - $215.0 $88.8K - $107K
4.62K $891K
STAG
Stag Industrial, Inc.

Real Estate
-399
- 5.06%
$33.22 - $39.1 $13.3K - $15.6K
7.49K $253K
EDEN
Ishares Tr Msci Denmark ETF

ETFs
-32
- 1.31%
$105.56 - $124.02 $3.38K - $3.97K
2.41K $255K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-886
- 22.24%
$62.09 - $82.32 $55K - $72.9K
3.1K $207K
MAA
Mid America Apartment Communities Inc.

Real Estate
-236
- 6.86%
$149.17 - $165.2 $35.2K - $39K
3.21K $495K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-765
- 28.21%
$107.0 - $142.46 $81.9K - $109K
1.95K $252K
ICLN
Ishares

ETFs
-128
- 0.99%
$11.35 - $14.51 $1.45K - $1.86K
12.8K $145K
MAR
Marriott International Inc

Consumer Cyclical
-931
- 13.12%
$246.06 - $292.59 $229K - $272K
6.17K $1.72M
AWK
American Water Works Company, Inc.

Utilities
-39
- 2.07%
$123.83 - $146.07 $4.83K - $5.7K
1.84K $229K
ICF
Ishares Tr

ETFs
-26
- 0.34%
$58.8 - $66.61 $1.53K - $1.73K
7.68K $462K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-52
- 0.1%
$77.23 - $82.11 $4.02K - $4.27K
52K $4.05M
IHF
Ishares Tr

ETFs
-115
- 2.98%
$47.41 - $56.83 $5.45K - $6.54K
3.75K $179K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-387
- 20.01%
$111.85 - $120.71 $43.3K - $46.7K
1.55K $178K
ENTG
Entegris Inc

Technology
-20
- 0.71%
$97.67 - $112.92 $1.95K - $2.26K
2.81K $278K
VONG
Vanguard Russell 1000 Growth E

ETFs
-566
- 20.52%
$95.27 - $107.82 $53.9K - $61K
2.19K $226K
IWV
Ishares Russell 3000 ETF

ETFs
-468
- 3.02%
$323.08 - $349.08 $151K - $163K
15K $5.03M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.52K
- 20.76%
$23.29 - $23.93 $35.4K - $36.4K
5.81K $136K
IVW
Ishares S&P 500 Growth ETF

ETFs
-7.42K
- 6.0%
$94.43 - $105.47 $700K - $782K
116K $11.8M
DKNG
Draft Kings Inc.

Consumer Cyclical
-479
- 4.69%
$35.32 - $44.84 $16.9K - $21.5K
9.74K $362K
VICI
Vici Properties Inc.

Real Estate
-3
- 0.03%
$28.27 - $33.19 $84.8 - $99.6
8.97K $261K
NORW
Global X Msci Norway ETF

ETFs
-201
- 1.45%
$23.46 - $26.21 $4.72K - $5.27K
13.7K $320K
ADSK
Autodesk, Inc.

Technology
-141
- 4.88%
N/A
2.75K $675K
WTRG
Essential Utilities, Inc.

Utilities
-354
- 3.69%
$36.18 - $40.55 $12.8K - $14.4K
9.23K $335K
FNB
Fnb Corp

Financial Services
-3.86K
- 11.1%
$13.56 - $17.29 $52.4K - $66.8K
31K $457K
TRMB
Trimble Inc.

Technology
-2.07K
- 15.5%
$60.21 - $75.4 $125K - $156K
11.3K $797K
BRY
Berry Corp (Bry)

Energy
-2.5K
- 12.11%
$3.79 - $5.58 $9.47K - $13.9K
18.1K $74K
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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