Ep Wealth Advisors, LLC Asset Management

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13 Million 0.12% of portfolio
308,630
Q3 2024 New
$129B
$4.2 Million 0.04% of portfolio
27,445
Q3 2024 Added 25.27%
$28.8B
$4.2 Million 0.04% of portfolio
26,962
Q3 2024 Added 16.75%
$0
$3.4 Million 0.03% of portfolio
103,243
Q3 2024 New
$2.63B
$2.82 Million 0.03% of portfolio
186,618
Q3 2024 Added 0.87%
$0
$1.32 Million 0.01% of portfolio
117,293
Q3 2024 Reduced 1.78%
$0
$1.26 Million 0.01% of portfolio
66,451
Q3 2024 New
$22.4B
$1.06 Million 0.01% of portfolio
11,797
Q3 2024 Added 359.21%
$60B
$1.02 Million 0.01% of portfolio
2,163
Q3 2024 Added 19.17%
$0
$980,000 0.01% of portfolio
45,304
Q3 2023 New
$26.8B
$976,000 0.01% of portfolio
8,969
Q3 2024 Added 146.6%
$21.6B
$857,000 0.01% of portfolio
9,982
Q3 2024 New
$98.2B
$681,000 0.01% of portfolio
5,456
Q3 2024 Added 61.66%
$129B
$626,000 0.01% of portfolio
4,795
Q3 2024 Added 11.75%
$0
$560,000 0.0% of portfolio
58,294
Q3 2024 Added 5.63%
$0
$526,000 0.0% of portfolio
63,488
Q3 2024 New
$19.7B
$493,000 0.0% of portfolio
16,916
Q3 2024 New
$4.59B
$460,000 0.0% of portfolio
8,006
Q3 2024 New
$0
$429,000 0.0% of portfolio
21,234
Q3 2024 Reduced 23.57%
$0
$394,000 0.0% of portfolio
19,337
Q3 2024 Added 14.85%
$63.3B
$354,000 0.0% of portfolio
4,937
Q3 2024 Added 26.62%
$0
$351,000 0.0% of portfolio
13,520
Q3 2024 Added 0.75%
$0
$342,000 0.0% of portfolio
29,335
Q3 2024 Added 79.58%
$3.56B
$322,000 0.0% of portfolio
9,225
Q3 2024 New
$35B
$307,000 0.0% of portfolio
3,480
Q3 2024 New
$0
$281,000 0.0% of portfolio
26,800
Q3 2023 New
$0
$281,000 0.0% of portfolio
8,391
Q3 2024 Reduced 10.92%
$0
$275,000 0.0% of portfolio
20,927
Q3 2024 New
$7.13B
$259,000 0.0% of portfolio
1,460
Q3 2024 New
$0
$254,000 0.0% of portfolio
10,751
Q3 2024 New
$0
$231,000 0.0% of portfolio
35,249
Q4 2023 Reduced 13.5%
$0
$229,000 0.0% of portfolio
17,323
Q3 2024 New
$0
$217,000 0.0% of portfolio
25,174
Q3 2024 Reduced 14.17%
$0
$216,000 0.0% of portfolio
19,355
Q3 2024 Added 0.94%
$0
$213,000 0.0% of portfolio
20,441
Q3 2024 New
$0
$208,000 0.0% of portfolio
17,552
Q3 2024 Added 15.41%
$0
$201,000 0.0% of portfolio
16,880
Q2 2024 Added 2.38%
$0
$187,000 0.0% of portfolio
11,955
Q3 2024 New
$0
$185,000 0.0% of portfolio
32,000
Q3 2024 Reduced -0.0%
$0
$185,000 0.0% of portfolio
14,266
Q3 2023 New
$8.04B
$185,000 0.0% of portfolio
10,578
Q3 2024 New
$0
$167,000 0.0% of portfolio
13,530
Q3 2024 New
$0
$148,000 0.0% of portfolio
12,859
Q3 2023 Added 28.59%
$0
$42,000 0.0% of portfolio
15,750
Q3 2024 Added 36.96%
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