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
EVR
Evercore Inc.

Financial Services
-50
- 3.13%
$247.66 - $315.67 $12.4K - $15.8K
1.55K $428K
MSCI
Msci Inc.

Financial Services
-19
- 0.84%
$569.09 - $635.99 $10.8K - $12.1K
2.24K $1.35M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-1.59K
- 0.57%
$125.5 - $148.67 $200K - $237K
280K $37.1M
TROW
Price T Rowe Group Inc

Financial Services
-80
- 0.89%
$106.48 - $124.69 $8.52K - $9.98K
8.89K $1.01M
TPG
Tpg Inc.

Financial Services
-156
- 1.95%
$58.29 - $71.51 $9.09K - $11.2K
7.85K $492K
SPOT
Spotify Technology S.A.

Communication Services
-72
- 8.39%
$362.95 - $502.38 $26.1K - $36.2K
786 $351K
EPD
Enterprise Products Partners L.P.

Energy
-12.9K
- 6.58%
$28.66 - $34.43 $368K - $443K
183K $5.73M
NBIX
Neurocrine Biosciences Inc

Healthcare
-380
- 9.07%
$111.62 - $139.44 $42.4K - $53K
3.81K $520K
VRSN
Verisign Inc

Technology
-161
- 3.86%
$176.68 - $206.96 $28.4K - $33.3K
4.01K $829K
FTNT
Fortinet, Inc.

Technology
-2.94K
- 15.67%
$76.49 - $99.21 $225K - $291K
15.8K $1.49M
RELY
Remitly Global, Inc.

Technology
-6.98K
- 31.92%
$12.69 - $23.07 $88.5K - $161K
14.9K $335K
VTRS
Viatris Inc

Healthcare
-7.78K
- 4.62%
$11.32 - $13.37 $88.1K - $104K
161K $2M
DDOG
Datadog, Inc.

Technology
-215
- 7.67%
$113.98 - $168.65 $24.5K - $36.3K
2.59K $369K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-247
- 2.54%
$77.25 - $91.3 $19.1K - $22.6K
9.46K $807K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-183
- 15.63%
$229.85 - $335.91 $42.1K - $61.5K
988 $322K
AVUV
American Centy ETF Tr Avantis

ETFs
-82
- 0.08%
$94.37 - $106.41 $7.74K - $8.73K
109K $10.5M
ET
Energy Transfer LP

Energy
-8.17K
- 13.28%
$16.05 - $19.86 $131K - $162K
53.3K $1.04M
GBCI
Glacier Bancorp, Inc.

Financial Services
-881
- 3.85%
$44.09 - $58.89 $38.8K - $51.9K
22K $1.1M
MO
Altria Group, Inc.

Consumer Defensive
-804
- 0.99%
$49.06 - $57.74 $39.4K - $46.4K
80.3K $4.2M
CMI
Cummins Inc

Industrials
-73
- 2.15%
$324.93 - $383.42 $23.7K - $28K
3.32K $1.16M
PCAR
Paccar Inc

Industrials
-368
- 1.99%
$97.92 - $118.41 $36K - $43.6K
18.2K $1.89M
SNA
Snap On Inc

Industrials
-41
- 2.38%
$285.44 - $371.35 $11.7K - $15.2K
1.68K $571K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-1.19K
- 4.73%
$16.43 - $22.77 $19.6K - $27.1K
24K $527K
AXON
Axon Enterprise, Inc.

Industrials
-366
- 24.42%
$399.22 - $689.78 $146K - $252K
1.13K $673K
WTFC
Wintrust Financial Corp

Financial Services
-1
- 0.02%
$104.15 - $138.5 $104 - $139
4.8K $597K
JOBY
Joby Aviation, Inc.

Industrials
-3.87K
- 10.36%
$4.8 - $9.16 $18.6K - $35.5K
33.5K $272K
VXF
Vanguard Extended Market ETF

ETFs
-1.78K
- 3.36%
$179.17 - $207.15 $319K - $369K
51.2K $9.73M
AI
C3.Ai, Inc.

Technology
-600
- 5.54%
$22.6 - $42.94 $13.6K - $25.8K
10.2K $352K
CFLT
Confluent, Inc.

Technology
-368
- 2.56%
$18.9 - $33.66 $6.96K - $12.4K
14K $391K
EWBC
East West Bancorp Inc

Financial Services
-185
- 1.91%
$80.04 - $111.23 $14.8K - $20.6K
9.5K $910K
GRMN
Garmin LTD

Technology
-34
- 0.88%
$161.91 - $220.77 $5.5K - $7.51K
3.83K $790K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-247
- 1.0%
$311.11 - $335.64 $76.8K - $82.9K
24.5K $7.9M
NTRS
Northern Trust Corp

Financial Services
-316
- 2.68%
$88.4 - $111.16 $27.9K - $35.1K
11.5K $1.18M
PWR
Quanta Services, Inc.

Industrials
-54
- 0.73%
$296.05 - $346.6 $16K - $18.7K
7.36K $2.32M
GWW
W.W. Grainger, Inc.

Industrials
-8
- 0.1%
$1023.06 - $1220.93 $8.18K - $9.77K
8.28K $8.73M
DASH
Door Dash, Inc.

Communication Services
-149
- 2.56%
$141.93 - $180.48 $21.1K - $26.9K
5.66K $949K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-476
- 16.84%
$260.53 - $404.79 $124K - $193K
2.35K $898K
BBSI
Barrett Business Services Inc

Industrials
-1
- -0.0%
$35.9 - $44.34 $35.9 - $44.3
23.1K $1.01M
COIN
Coinbase Global, Inc.

Technology
-969
- 17.64%
$163.17 - $343.62 $158K - $333K
4.52K $1.12M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-553
- 2.45%
$85.33 - $104.24 $47.2K - $57.6K
22.1K $2.15M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-43
- 0.12%
$102.88 - $117.55 $4.42K - $5.05K
37.1K $3.99M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-6
- 0.02%
$63.19 - $73.31 $379 - $440
33.6K $2.31M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-654
- 9.5%
$152.04 - $211.12 $99.4K - $138K
6.23K $1.26M
SHOP
Shopify Inc.

Technology
-1.47K
- 11.74%
$78.14 - $119.49 $115K - $175K
11K $1.17M
SQ
Block, Inc.

Technology
-145
- 1.29%
$65.06 - $98.92 $9.43K - $14.3K
11.1K $940K
JBL
Jabil Inc

Technology
-590
- 5.09%
$118.97 - $147.77 $70.2K - $87.2K
11K $1.58M
USMC
Principal ETF U S Mega Cap

ETFs
-2.85K
- 2.16%
$56.37 - $61.98 $160K - $176K
129K $7.72M
DAL
Delta Air Lines, Inc.

Industrials
-1.6K
- 4.65%
$47.46 - $65.77 $76K - $105K
32.8K $1.99M
C
Citigroup Inc

Financial Services
-427
- 1.17%
$61.31 - $72.5 $26.2K - $31K
36K $2.53M
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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