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
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-39
- 0.58%
$66.67 - $74.08 $2.6K - $2.89K
6.68K $454K
Worthington Stl Inc
-6.99K
- 49.2%
N/A
7.22K $0
Fidelity Covington Trust
-4.05K
- 40.76%
N/A
5.89K $0
AYI
Acuity Brands Inc

Industrials
-57
- 5.63%
$292.13 - $333.45 $16.7K - $19K
955 $278K
Gsk PLC
-2.03K
- 17.5%
N/A
9.57K $0
Innovator Etfs Trust
-543
- 6.33%
N/A
8.04K $0
Labcorp Holdings Inc
-91
- 6.41%
N/A
1.33K $0
BFA
Brown Forman Corp Cl A
-665
- 2.5%
N/A
26K $0
Abrdn Asia Pacific Income Fu
-213K
- 20.37%
N/A
834K $0
Fidelity Covington Trust
-7.7K
- 58.98%
N/A
5.36K $0
Ge Healthcare Technologies I
-113
- 1.37%
N/A
8.17K $0
Fidelity Covington Trust
-164
- 4.29%
N/A
3.66K $0
DRLL
Ea Ser Tr Strive U S Energy Et
-1.02K
- 5.08%
N/A
19.1K $0
SMOT
Vaneck ETF Tr Morningstar Smid
-2.4K
- 3.67%
N/A
63K $0
Atlassian Corporation
-522
- 16.88%
N/A
2.57K $0
Linde PLC
-470
- 7.25%
N/A
6.01K $0
Morgan Stanley ETF Trust
-26.8K
- 33.77%
N/A
52.5K $0
Rbb Fd Inc
-149
- 2.2%
N/A
6.62K $0
Advisor Managed Portfolios
-40.6K
- 0.94%
N/A
4.29M $0
BFB
Brown Forman Corp Cl B
-1.23K
- 2.74%
N/A
43.6K $0
Ge Vernova Inc
-68
- 1.15%
N/A
5.82K $0
ESS
Essex Property Trust, Inc.

Real Estate
-1
- 0.08%
N/A
1.23K $335K
TFC
Truist Financial Corp

Financial Services
-173
- 1.2%
$41.51 - $48.1 $7.18K - $8.32K
14.2K $617K
MGC
Vanguard Mega Cap ETF

ETFs
-24
- 2.32%
$204.21 - $220.18 $4.9K - $5.28K
1.01K $214K
DRI
Darden Restaurants Inc

Consumer Cyclical
-185
- 12.05%
$155.96 - $188.66 $28.9K - $34.9K
1.35K $252K
FDX
Fedex Corp

Industrials
-262
- 2.7%
$260.5 - $305.15 $68.3K - $79.9K
9.46K $2.66M
GM
General Motors CO

Consumer Cyclical
-2.2K
- 15.53%
$44.82 - $60.2 $98.6K - $132K
12K $637K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-179
- 1.19%
$107.41 - $115.71 $19.2K - $20.7K
14.9K $1.64M
IYG
Ishares Tr

ETFs
-150
- 6.68%
$70.24 - $82.34 $10.5K - $12.4K
2.1K $163K
SPYG
Spdr Portfolio

ETFs
-1.84K
- 5.52%
$81.74 - $91.38 $151K - $168K
31.6K $2.77M
MAPS
Wm Technology, Inc.

Technology
-67
- 0.63%
$0.72 - $1.63 $48.2 - $109
10.5K $14K
KBE
Spdr S&P Bank ETF

ETFs
-100
- 2.49%
$51.33 - $62.76 $5.13K - $6.28K
3.92K $217K
IXN
Ishares Global Information Tec

ETFs
-63
- 1.43%
$80.67 - $87.84 $5.08K - $5.53K
4.33K $367K
EBC
Eastern Bankshares, Inc.

Financial Services
-321
- 2.27%
$15.83 - $19.03 $5.08K - $6.11K
13.8K $238K
CRBG
Corebridge Financial, Inc.

Financial Services
-206
- 1.22%
$28.28 - $33.37 $5.83K - $6.87K
16.7K $499K
PNR
Pentair PLC

Industrials
-57
- 1.27%
$95.0 - $109.21 $5.42K - $6.22K
4.44K $446K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-4.36K
- 31.54%
$47.29 - $84.74 $206K - $369K
9.45K $704K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-274
- 9.8%
$338.38 - $446.21 $92.7K - $122K
2.52K $1.1M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-250
- 1.19%
$13.24 - $14.35 $3.31K - $3.59K
20.7K $284K
CNO
Cno Financial Group, Inc.

Financial Services
-441
- 3.71%
$34.0 - $40.5 $15K - $17.9K
11.5K $426K
BR
Broadridge Financial Solutions, Inc.

Technology
-264
- 4.24%
$209.64 - $236.44 $55.3K - $62.4K
5.96K $1.35M
CBRE
Cbre Group, Inc.

Real Estate
-81
- 2.63%
$119.22 - $140.71 $9.66K - $11.4K
3K $393K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-787
- 6.86%
$9.71 - $15.34 $7.64K - $12.1K
10.7K $142K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-466
- 0.22%
$63.58 - $71.15 $29.6K - $33.2K
209K $13.6M
STT
State Street Corp

Financial Services
-168
- 4.83%
$85.96 - $100.78 $14.4K - $16.9K
3.31K $325K
JETS
ETF Ser Solutions U S Global J

ETFs
-1K
- 9.63%
$20.04 - $25.93 $20K - $25.9K
9.39K $237K
IGV
Ishares Expanded Tech Software

ETFs
-936
- 8.72%
$87.5 - $110.17 $81.9K - $103K
9.8K $981K
WSM
Williams Sonoma Inc

Consumer Cyclical
-127
- 8.16%
$129.13 - $198.21 $16.4K - $25.2K
1.43K $264K
WTW
Willis Towers Watson PLC

Financial Services
-181
- 3.9%
$287.99 - $332.53 $52.1K - $60.2K
4.46K $1.39M
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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