Epiq Capital Group, LLC Incresed Positions in Q2 2024

Epiq Capital Group, LLC

  • $269 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
57.2K
+ 82.1%
$102.13 - $110.88 $5.84M - $6.34M
127K $13.5M
VTI
Vanguard Total Stock Market Et

ETFs
6.61K
+ 3.28%
$245.23 - $269.4 $1.62M - $1.78M
208K $55.7M
AAPL
Apple Inc.

Technology
8.57K
+ 93.43%
$165.0 - $216.67 $1.41M - $1.86M
17.7K $3.74M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.3K
+ 122.69%
$95.11 - $97.92 $1.26M - $1.3M
24.1K $2.34M
MSFT
Microsoft Corp

Technology
2.65K
+ 123.12%
$389.33 - $452.85 $1.03M - $1.2M
4.8K $2.14M
AMZN
Amazon Com Inc

Consumer Cyclical
5.77K
+ 250.0%
$173.67 - $197.85 $1M - $1.14M
8.07K $1.56M
GOOG
Alphabet Inc.

Communication Services
4.32K
+ 151.19%
$151.94 - $186.86 $656K - $806K
7.17K $1.31M
HYG
Ishares Tr

ETFs
6.59K
+ 152.78%
$75.68 - $77.45 $499K - $511K
10.9K $841K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
12.2K
+ 152.97%
$39.75 - $43.15 $485K - $526K
20.2K $837K
PCOR
Procore Technologies, Inc.

Technology
8.27K
+ 158.99%
$63.05 - $80.32 $521K - $664K
13.5K $893K
TSLA
Tesla, Inc.

Consumer Cyclical
1.5K
+ 62.65%
$142.05 - $197.88 $213K - $296K
3.88K $768K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
359
+ 4.22%
$455.1 - $504.28 $163K - $181K
8.87K $4.44M
NVDA
Nvidia Corp

Technology
5.08K
+ 1372.16%
$118.11 - $1224.4 $600K - $6.22M
5.45K $672K
XOM
Exxon Mobil Corp

Energy
2.05K
+ 101.39%
$108.36 - $122.2 $222K - $250K
4.07K $468K
QQQ
Invesco Qqq Trust, Series 1

ETFs
54
+ 1.06%
$414.65 - $485.21 $22.4K - $26.2K
5.14K $2.46M
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 0.27%
$495.16 - $548.49 $9.9K - $11K
7.42K $4.04M
META
Meta Platforms, Inc.

Communication Services
212
+ 7.14%
$430.17 - $527.34 $91.2K - $112K
3.18K $1.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.27K
+ 45.54%
$57.86 - $62.21 $131K - $141K
7.26K $437K
VT
Vanguard Total World Stk Index

ETFs
412
+ 1.05%
$104.94 - $113.51 $43.2K - $46.8K
39.8K $4.48M
HTLF
Heartland Financial Usa Inc

Financial Services
86
+ 0.68%
$33.01 - $45.44 $2.84K - $3.91K
12.7K $564K
IWM
Ishares Russell 2000 ETF

ETFs
326
+ 24.64%
$192.84 - $209.44 $62.9K - $68.3K
1.65K $334K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
616
+ 5.18%
$40.83 - $44.89 $25.2K - $27.7K
12.5K $547K
IOT
Samsara Inc.

Technology
5.88K
+ 14.61%
$28.07 - $42.06 $165K - $247K
46.1K $1.55M
FSBC
Five Star Bancorp

Financial Services
135
+ 0.89%
$21.3 - $23.65 $2.88K - $3.19K
15.2K $360K
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.3%
$283.16 - $309.9 $1.42K - $1.55K
1.65K $510K
CRTX
Cortexyme, Inc.

Healthcare
6.59K
+ 0.78%
N/A
852K $1.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
37
+ 0.77%
$56.22 - $60.47 $2.08K - $2.24K
4.85K $284K
CVX
Chevron Corp

Energy
15
+ 1.03%
$152.57 - $166.33 $2.29K - $2.49K
1.48K $231K
EFA
Ishares Tr Msci Eafe ETF

ETFs
67
+ 1.81%
$76.09 - $82.16 $5.1K - $5.5K
3.77K $295K
LQD
Ishares Iboxx $ Investment Gra

ETFs
86
+ 1.15%
$104.54 - $108.46 $8.99K - $9.33K
7.56K $809K
VEA
Vanguard Ftse Developed Market

ETFs
1.33K
+ 1.43%
$47.83 - $51.21 $63.7K - $68.2K
94.3K $4.66M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
157
+ 0.34%
$68.82 - $88.54 $10.8K - $13.9K
46.1K $3.32M
IWR
Ishares Russell Mid Cap ETF

ETFs
26
+ 0.27%
$78.66 - $83.59 $2.05K - $2.17K
9.68K $784K
PSX
Phillips 66

Energy
15
+ 0.83%
$135.85 - $172.71 $2.04K - $2.59K
1.82K $257K
JD
Jd.Com, Inc.

Consumer Cyclical
3.97K
+ 3.82%
$25.06 - $35.27 $99.6K - $140K
108K $2.79M
DIS
Walt Disney CO

Communication Services
80
+ 2.72%
$99.29 - $122.82 $7.94K - $9.83K
3.02K $300K
CRM
Salesforce, Inc.

Technology
219
+ 7.78%
$218.01 - $304.74 $47.7K - $66.7K
3.03K $780K
SNOW
Snowflake Inc.

Technology
54
+ 1.79%
$124.21 - $165.04 $6.71K - $8.91K
3.07K $415K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
609
+ 0.95%
$29.8 - $34.36 $18.1K - $20.9K
65K $2.05M
Activity Summary
Buys All Purchases 46 New Holdings 6 Increased Positions 40 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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