Ep Wealth Advisors, LLC Sells in Q4 2024

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-260K
- 9.49%
$168.32 - $181.87 $43.8M - $47.3M
2.48M $420M
DFAI
Dimensional ETF Tr

ETFs
-912K
- 41.23%
$29.0 - $31.6 $26.4M - $28.8M
1.3M $37.9M
EFV
Msci Eafe Value ETF

ETFs
-402K
- 41.39%
$51.78 - $57.15 $20.8M - $23M
569K $29.8M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-128K
- 91.19%
$165.45 - $196.93 $21.1M - $25.1M
12.3K $2.04M
QAI
Iq Hedge Multi Strategy Compos

ETFs
-617K
- 98.28%
$31.38 - $32.72 $19.4M - $20.2M
10.8K $338K
HCA
Hca Healthcare, Inc.

Healthcare
-1.86K
- 1.23%
$297.52 - $415.61 $553K - $773K
149K $44.7M
EFG
Msci Eafe Growth ETF

ETFs
-125K
- 33.07%
$96.83 - $106.88 $12.1M - $13.3M
252K $24.4M
DFAE
Dimensional ETF Tr

ETFs
-545K
- 52.1%
$25.36 - $28.15 $13.8M - $15.3M
501K $12.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-34.9K
- 8.29%
$567.81 - $607.81 $19.8M - $21.2M
386K $226M
NEE
Nextera Energy Inc

Utilities
-18.7K
- 1.77%
$69.77 - $85.43 $1.31M - $1.6M
1.04M $74.4M
XOM
Exxon Mobil Corp

Energy
-15K
- 1.74%
$105.51 - $125.37 $1.58M - $1.88M
848K $91.2M
JNJ
Johnson & Johnson

Healthcare
-381
- 0.07%
$143.34 - $165.86 $54.6K - $63.2K
544K $78.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-18.1K
- 17.39%
$570.51 - $610.59 $10.3M - $11.1M
86K $50.7M
MSFT
Microsoft Corp

Technology
-7.44K
- 1.07%
$406.35 - $454.46 $3.02M - $3.38M
688K $290M
UNH
Unitedhealth Group Inc

Healthcare
-3.11K
- 3.58%
$485.52 - $625.25 $1.51M - $1.94M
83.5K $42.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-34.6K
- 15.84%
$370.24 - $418.94 $12.8M - $14.5M
184K $73.9M
PEP
Pepsico Inc

Consumer Defensive
-1.19K
- 0.34%
$151.29 - $176.1 $179K - $209K
352K $53.5M
LBAY
Tidal ETF Tr Leatherback Long/

ETFs
-104K
- 9.67%
$23.91 - $27.88 $2.48M - $2.89M
970K $23.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-189K
- 8.07%
$30.18 - $33.87 $5.7M - $6.4M
2.15M $66.2M
FICO
Fair Isaac Corp

Technology
-3.07K
- 47.16%
$1911.01 - $2382.4 $5.87M - $7.32M
3.44K $6.86M
MRK
Merck & Co., Inc.

Healthcare
-17.9K
- 8.25%
$96.31 - $114.76 $1.72M - $2.06M
199K $19.8M
CMCSA
Comcast Corp

Communication Services
-7.85K
- 0.79%
$37.39 - $45.14 $294K - $354K
981K $36.8M
NEP
Nextera Energy Partners, LP

Utilities
-45.2K
- 12.62%
$15.87 - $26.96 $718K - $1.22M
313K $5.58M
SHW
Sherwin Williams CO

Basic Materials
-10.1K
- 56.84%
$338.75 - $399.71 $3.44M - $4.05M
7.7K $2.62M
NVO
Novo Nordisk A S

Healthcare
-17.5K
- 23.11%
$85.0 - $120.04 $1.48M - $2.1M
58.1K $5M
XYL
Xylem Inc.

Industrials
-7.05K
- 4.39%
$116.02 - $137.45 $817K - $968K
154K $17.8M
AMAT
Applied Materials Inc

Technology
-5.85K
- 8.33%
$161.44 - $213.89 $944K - $1.25M
64.4K $10.5M
SO
Southern CO

Utilities
-11.2K
- 3.17%
$81.5 - $94.15 $917K - $1.06M
344K $28.3M
AMD
Advanced Micro Devices Inc

Technology
-5.73K
- 8.66%
$118.88 - $172.8 $681K - $990K
60.4K $7.3M
ADBE
Adobe Inc.

Technology
-392
- 0.86%
$437.39 - $552.96 $171K - $217K
45.3K $20.2M
LHX
L3 Harris Technologies, Inc.

Industrials
-14.4K
- 83.11%
$208.94 - $264.22 $3M - $3.79M
2.92K $613K
MCD
Mcdonalds Corp

Consumer Cyclical
-778
- 0.36%
$288.47 - $316.54 $224K - $246K
215K $62.4M
CVS
Cvs Health Corp

Healthcare
-19.4K
- 15.62%
$43.78 - $67.46 $850K - $1.31M
105K $4.71M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-16.3K
- 35.8%
$174.22 - $187.62 $2.83M - $3.05M
29.2K $5.11M
UBER
Uber Technologies, Inc

Technology
-22.8K
- 26.02%
$59.93 - $86.34 $1.37M - $1.97M
64.8K $3.91M
FLEE
Franklin Templeton ETF Tr

ETFs
-10.3K
- 1.43%
$27.72 - $30.7 $285K - $316K
710K $19.7M
SPGI
S&P Global Inc.

Financial Services
-1.04K
- 0.95%
$480.36 - $529.17 $500K - $550K
109K $54.2M
META
Meta Platforms, Inc.

Communication Services
-10.2K
- 5.12%
$554.08 - $632.68 $5.67M - $6.47M
190K $112M
ACN
Accenture PLC

Technology
-7.03K
- 22.0%
$343.9 - $376.86 $2.42M - $2.65M
24.9K $8.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9.78K
- 8.7%
$481.22 - $538.17 $4.71M - $5.26M
103K $52.4M
AMGN
Amgen Inc

Healthcare
-1.35K
- 4.1%
$258.78 - $328.31 $348K - $442K
31.5K $8.21M
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.46K
- 1.38%
$183.23 - $199.79 $817K - $891K
319K $59M
HD
Home Depot, Inc.

Consumer Cyclical
-1.51K
- 1.99%
$385.02 - $431.37 $582K - $652K
74.5K $29M
GILD
Gilead Sciences, Inc.

Healthcare
-24.6K
- 45.68%
$83.95 - $97.9 $2.07M - $2.41M
29.3K $2.71M
GPC
Genuine Parts CO

Consumer Cyclical
-12.1K
- 69.88%
$113.11 - $143.63 $1.36M - $1.73M
5.19K $606K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-378
- 2.33%
$501.29 - $612.85 $189K - $232K
15.9K $8.25M
VIG
Vanguard Dividend Appreciation

ETFs
-9.61K
- 7.24%
N/A
123K $22.4M
VT
Vanguard Total World Stk Index

ETFs
-14.3K
- 59.04%
$117.09 - $123.07 $1.68M - $1.76M
9.94K $1.17M
KO
Coca Cola CO

Consumer Defensive
-9.13K
- 7.57%
$61.74 - $71.71 $564K - $655K
112K $6.95M
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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