Epiq Capital Group, LLC Incresed Positions in Q4 2024

Epiq Capital Group, LLC

  • $342 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.82K
+ 2.95%
$311.11 - $335.64 $1.81M - $1.95M
203K $65.4M
IAU
Ishares Gold Trust

ETFs
29.2K
+ 5.83%
$48.37 - $52.65 $1.41M - $1.54M
531K $26.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.91K
+ 38.18%
$481.22 - $538.17 $918K - $1.03M
6.9K $3.53M
PCOR
Procore Technologies, Inc.

Technology
7.71K
+ 50.35%
$58.8 - $85.72 $454K - $661K
23K $1.73M
DDOG
Datadog, Inc.

Technology
153
+ 0.91%
$113.98 - $168.65 $17.4K - $25.8K
16.9K $2.41M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
424
+ 0.72%
$31.2 - $41.46 $13.2K - $17.6K
59.4K $2.23M
AAPL
Apple Inc.

Technology
18
+ 0.1%
$221.69 - $259.02 $3.99K - $4.66K
18K $4.5M
CRM
Salesforce, Inc.

Technology
72
+ 2.29%
$270.87 - $367.87 $19.5K - $26.5K
3.21K $1.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
164
+ 2.13%
$567.81 - $607.81 $93.1K - $99.7K
7.87K $4.61M
GOOG
Alphabet Inc.

Communication Services
8
+ 0.11%
$163.08 - $198.16 $1.3K - $1.59K
7.26K $1.38M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.07K
+ 10.02%
$44.33 - $49.55 $91.7K - $103K
22.7K $1.02M
HTLF
Heartland Financial Usa Inc

Financial Services
55
+ 0.43%
$54.47 - $69.06 $3K - $3.8K
12.8K $785K
CXM
Sprinklr, Inc.

Technology
2.66K
+ 26.18%
$6.98 - $9.42 $18.6K - $25.1K
12.8K $108K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
31.5K
+ 201.07%
$22.01 - $66.82 $693K - $2.1M
47.2K $1.07M
IWV
Ishares Russell 3000 ETF

ETFs
45
+ 2.71%
$323.08 - $349.08 $14.5K - $15.7K
1.7K $569K
CW
Curtiss Wright Corp

Industrials
1
+ 0.13%
$335.08 - $389.49 $335 - $389
771 $273K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
165
+ 1.99%
$46.48 - $51.32 $7.67K - $8.47K
8.46K $407K
VXF
Vanguard Extended Market ETF

ETFs
6
+ 0.5%
$179.17 - $207.15 $1.08K - $1.24K
1.2K $227K
VIG
Vanguard Dividend Appreciation

ETFs
61
+ 0.87%
N/A
7.05K $1.28M
FSBC
Five Star Bancorp

Financial Services
93
+ 0.61%
$28.1 - $33.55 $2.61K - $3.12K
15.4K $464K
IWR
Ishares Russell Mid Cap ETF

ETFs
35
+ 0.36%
$87.25 - $95.52 $3.05K - $3.34K
9.76K $862K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.58%
$570.51 - $610.59 $1.14K - $1.22K
349 $205K
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.63%
$233.76 - $261.58 $1.4K - $1.57K
965 $231K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.35%
$261.5 - $284.63 $785 - $854
855 $225K
Lineage Inc
500
+ 10.87%
N/A
5.1K $0
HYG
Ishares Tr

ETFs
232
+ 1.98%
$78.09 - $80.04 $18.1K - $18.6K
12K $940K
VBR
Vanguard Small Cap Value ETF

ETFs
13
+ 0.55%
$197.36 - $217.3 $2.57K - $2.82K
2.37K $470K
VEU
Vanguard Ftse All World Ex Us

ETFs
79
+ 1.62%
$57.29 - $63.1 $4.53K - $4.98K
4.94K $283K
XOM
Exxon Mobil Corp

Energy
27
+ 0.85%
$105.51 - $125.37 $2.85K - $3.38K
3.2K $344K
LQD
Ishares Iboxx $ Investment Gra

ETFs
116
+ 1.43%
$106.56 - $113.11 $12.4K - $13.1K
8.21K $877K
MUB
Ishares National Muni Bond ETF

ETFs
36
+ 0.18%
$105.78 - $108.7 $3.81K - $3.91K
19.8K $2.11M
MSFT
Microsoft Corp

Technology
10
+ 0.2%
$406.35 - $454.46 $4.06K - $4.54K
5.03K $2.12M
ACWI
Ishares Msci Acwi ETF

ETFs
5.58K
+ 1.64%
$117.05 - $123.03 $653K - $686K
345K $40.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
439
+ 3.73%
$58.88 - $64.8 $25.8K - $28.4K
12.2K $719K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
93
+ 1.17%
$33.77 - $44.09 $3.14K - $4.1K
8.03K $272K
VT
Vanguard Total World Stk Index

ETFs
296
+ 0.74%
$117.09 - $123.07 $34.7K - $36.4K
40.2K $4.72M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
324
+ 1.24%
$96.64 - $101.23 $31.3K - $32.8K
26.4K $2.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
175
+ 0.11%
$113.92 - $127.38 $19.9K - $22.3K
166K $19.2M
Activity Summary
Buys All Purchases 49 New Holdings 10 Increased Positions 39 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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