Epiq Capital Group, LLC Incresed Positions in Q3 2024

Epiq Capital Group, LLC

  • $331 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
38.6K
+ 1213.1%
$453.41 - $572.44 $17.5M - $22.1M
41.8K $23.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
39.4K
+ 31.07%
$105.53 - $118.34 $4.16M - $4.66M
166K $19.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
7.48K
+ 3.94%
$283.28 - $314.39 $2.12M - $2.35M
197K $62M
ACWI
Ishares Msci Acwi ETF

ETFs
8.95K
+ 2.71%
$107.24 - $119.84 $959K - $1.07M
339K $40.6M
IAU
Ishares Gold Trust

ETFs
642
+ 0.13%
$44.06 - $50.5 $28.3K - $32.4K
501K $24.9M
IWM
Ishares Russell 2000 ETF

ETFs
12.6K
+ 761.73%
$200.87 - $224.6 $2.52M - $2.82M
14.2K $3.14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.05K
+ 45.64%
$475.2 - $527.7 $1.92M - $2.14M
12.9K $6.82M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
278
+ 0.6%
$72.18 - $107.33 $20.1K - $29.8K
46.4K $4.92M
IOT
Samsara Inc.

Technology
2.7K
+ 5.85%
$34.85 - $49.75 $93.9K - $134K
48.8K $2.35M
AAPL
Apple Inc.

Technology
211
+ 1.19%
$207.23 - $234.82 $43.7K - $49.5K
18K $4.18M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.51K
+ 62.14%
$58.03 - $65.37 $262K - $295K
11.8K $761K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2K
+ 8.31%
$96.25 - $101.98 $193K - $204K
26.1K $2.64M
TSLA
Tesla, Inc.

Consumer Cyclical
199
+ 5.12%
$191.76 - $263.26 $38.2K - $52.4K
4.08K $1.07M
VT
Vanguard Total World Stk Index

ETFs
141
+ 0.35%
$107.72 - $119.96 $15.2K - $16.9K
39.9K $4.78M
HTLF
Heartland Financial Usa Inc

Financial Services
68
+ 0.54%
$43.37 - $58.97 $2.95K - $4.01K
12.8K $723K
LQD
Ishares Iboxx $ Investment Gra

ETFs
536
+ 7.09%
$106.11 - $113.72 $56.9K - $61K
8.09K $914K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
495
+ 2.46%
$41.02 - $46.01 $20.3K - $22.8K
20.7K $939K
HYG
Ishares Tr

ETFs
815
+ 7.47%
$76.72 - $80.36 $62.5K - $65.5K
11.7K $941K
FSBC
Five Star Bancorp

Financial Services
113
+ 0.74%
$22.83 - $30.85 $2.58K - $3.49K
15.3K $456K
CRM
Salesforce, Inc.

Technology
108
+ 3.56%
$238.42 - $276.53 $25.7K - $29.9K
3.14K $859K
IWR
Ishares Russell Mid Cap ETF

ETFs
41
+ 0.42%
$79.92 - $88.19 $3.28K - $3.62K
9.72K $856K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
99
+ 0.64%
$59.93 - $66.52 $5.93K - $6.59K
15.7K $1.04M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
37
+ 0.3%
$41.9 - $48.26 $1.55K - $1.79K
12.5K $600K
PCOR
Procore Technologies, Inc.

Technology
1.85K
+ 13.73%
$51.74 - $71.71 $95.7K - $133K
15.3K $945K
VBR
Vanguard Small Cap Value ETF

ETFs
24
+ 1.03%
$179.99 - $201.6 $4.32K - $4.84K
2.36K $473K
CW
Curtiss Wright Corp

Industrials
1
+ 0.13%
$265.18 - $332.22 $265 - $332
770 $253K
MUB
Ishares National Muni Bond ETF

ETFs
26
+ 0.13%
$106.13 - $108.7 $2.76K - $2.83K
19.8K $2.15M
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.3%
$294.75 - $326.73 $1.47K - $1.63K
1.66K $541K
VEU
Vanguard Ftse All World Ex Us

ETFs
20
+ 0.41%
$56.47 - $63.69 $1.13K - $1.27K
4.87K $306K
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.83%
$237.84 - $263.83 $1.66K - $1.85K
852 $224K
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.42%
$214.77 - $237.72 $859 - $951
959 $227K
VXF
Vanguard Extended Market ETF

ETFs
4
+ 0.34%
$163.98 - $182.92 $656 - $732
1.19K $216K
MSFT
Microsoft Corp

Technology
219
+ 4.57%
$395.15 - $467.56 $86.5K - $102K
5.02K $2.16M
COPX
Global X Copper Miners ETF

ETFs
15
+ 0.33%
$38.58 - $48.4 $579 - $726
4.63K $218K
NVDA
Nvidia Corp

Technology
152
+ 2.79%
$98.91 - $134.91 $15K - $20.5K
5.6K $679K
VIG
Vanguard Dividend Appreciation

ETFs
34
+ 0.49%
$182.15 - $182.15 $6.19K - $6.19K
6.99K $1.27M
Rubrik Inc.
1.96K
+ 0.4%
N/A
492K $0
URA
Global X Uranium ETF

ETFs
6
+ 0.08%
$23.18 - $31.26 $139 - $188
7.56K $216K
DIS
Walt Disney CO

Communication Services
16
+ 0.53%
$85.6 - $98.61 $1.37K - $1.58K
3.04K $292K
COIN
Coinbase Global, Inc.

Technology
150
+ 12.33%
$147.09 - $265.15 $22.1K - $39.8K
1.37K $243K
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 1.24%
$161.02 - $200.0 $16.1K - $20K
8.17K $1.52M
GOOG
Alphabet Inc.

Communication Services
84
+ 1.17%
$149.54 - $192.66 $12.6K - $16.2K
7.25K $1.21M
Activity Summary
Buys All Purchases 53 New Holdings 10 Increased Positions 43 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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