Ep Wealth Advisors, LLC ETFs

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$439,000 0.0% of portfolio
8,703
Q4 2024 Reduced 40.03%
$0
$438,000 0.0% of portfolio
4,600
Q3 2024 Reduced 0.65%
$0
$437,000 0.0% of portfolio
1,196
Q4 2024 Reduced 20.64%
$0
$436,000 0.0% of portfolio
7,191
Q4 2024 Reduced 4.77%
$0
$431,000 0.0% of portfolio
13,191
Q4 2024 Reduced 20.54%
$0
$421,000 0.0% of portfolio
7,808
Q4 2024 New
$0
$416,000 0.0% of portfolio
7,369
Q4 2024 Reduced 0.12%
$0
$415,000 0.0% of portfolio
9,071
Q4 2024 Reduced 13.73%
$0
$413,000 0.0% of portfolio
4,473
Q4 2024 Added 171.42%
$0
$409,000 0.0% of portfolio
7,256
Q4 2024 Reduced 29.31%
$0
$409,000 0.0% of portfolio
8,042
Q4 2024 Reduced 6.58%
$0
$394,000 0.0% of portfolio
17,289
Q4 2024 Added 34.23%
$0
$393,000 0.0% of portfolio
5,004
Q4 2024 Added 118.99%
$0
$386,000 0.0% of portfolio
1,644
Q4 2024 Added 14.72%
$0
$385,000 0.0% of portfolio
16,372
Q4 2024 New
$0
$375,000 0.0% of portfolio
12,113
Q3 2024 New
$0
$363,000 0.0% of portfolio
6,410
Q4 2024 Reduced 13.39%
$0
$363,000 0.0% of portfolio
18,904
Q4 2024 Reduced 1.42%
$0
$356,000 0.0% of portfolio
6,336
Q4 2024 Added 8.81%
$0
$356,000 0.0% of portfolio
1,372
Q3 2024 Added 9.67%
$0
$347,000 0.0% of portfolio
3,183
Q4 2024 Reduced 11.01%
$0
$342,000 0.0% of portfolio
2,775
Q4 2024 Added 7.77%
$0
$338,000 0.0% of portfolio
10,762
Q4 2024 Reduced 98.28%
$0
$337,000 0.0% of portfolio
6,702
Q4 2024 New
$0
$335,000 0.0% of portfolio
18,409
Q4 2024 Added 15.18%
$0
$330,000 0.0% of portfolio
3,559
Q2 2024 New
$0
$329,000 0.0% of portfolio
9,747
Q4 2024 Reduced 6.66%
$0
$328,000 0.0% of portfolio
10,170
Q4 2024 Reduced 15.29%
$0
$325,000 0.0% of portfolio
6,444
Q4 2024 Added 71.02%
$0
$320,000 0.0% of portfolio
13,662
Q4 2024 Reduced 1.45%
$0
$318,000 0.0% of portfolio
2,670
Q4 2024 Added 1.17%
$0
$317,000 0.0% of portfolio
11,280
Q4 2024 Added 168.51%
$0
$316,000 0.0% of portfolio
1,188
Q4 2024 Reduced 73.11%
$0
$314,000 0.0% of portfolio
2,719
Q4 2024 Reduced 2.05%
$0
$313,000 0.0% of portfolio
6,221
Q4 2024 New
$0
$307,000 0.0% of portfolio
7,324
Q3 2024 Reduced 0.16%
$0
$304,000 0.0% of portfolio
6,165
Q4 2023 New
$0
$299,000 0.0% of portfolio
5,281
Q4 2023 New
$0
$297,000 0.0% of portfolio
3,298
Q4 2024 Reduced 6.76%
$0
$282,000 0.0% of portfolio
2,737
Q4 2024 Added 8.18%
$0
$278,000 0.0% of portfolio
10,799
Q4 2024 New
$0
$278,000 0.0% of portfolio
4,391
Q4 2024 Added 15.95%
$0
$276,000 0.0% of portfolio
5,716
Q4 2024 Reduced 59.69%
$0
$271,000 0.0% of portfolio
5,700
Q4 2024 New
$0
$270,000 0.0% of portfolio
12,455
Q4 2024 New
$0
$269,000 0.0% of portfolio
1,738
Q4 2024 Reduced 61.11%
$0
$266,000 0.0% of portfolio
5,948
Q4 2024 New
$0
$255,000 0.0% of portfolio
2,405
Q4 2024 Reduced 1.31%
$0
$252,000 0.0% of portfolio
4,613
Q4 2024 Added 18.83%
Filter Shares Options
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email