Ep Wealth Advisors, LLC Purchases in Q4 2024

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ANDE
Andersons, Inc.

Consumer Defensive
1.51K
+ 30.0%
$39.75 - $50.0 $60.1K - $75.7K
6.56K $265K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
440
+ 22.73%
$55.42 - $61.69 $24.4K - $27.1K
2.38K $131K
FDLO
Fidelity Covington Tr Low Vola

ETFs
183
+ 11.17%
$60.24 - $63.08 $11K - $11.5K
1.82K $110K
INTF
Ishares Tr

ETFs
1.03K
+ 14.52%
$28.54 - $31.26 $29.5K - $32.3K
8.14K $233K
AFG
American Financial Group Inc

Financial Services
43
+ 2.57%
$126.81 - $149.08 $5.45K - $6.41K
1.72K $234K
CHD
Church & Dwight CO Inc

Consumer Defensive
90
+ 3.18%
$99.11 - $112.25 $8.92K - $10.1K
2.92K $305K
MAT
Mattel Inc

Consumer Cyclical
1.38K
+ 11.68%
$17.68 - $20.38 $24.3K - $28K
13.2K $233K
AVA
Avista Corp

Utilities
575
+ 10.09%
$35.46 - $39.23 $20.4K - $22.6K
6.27K $229K
ATO
Atmos Energy Corp

Utilities
62
+ 3.72%
$136.41 - $151.43 $8.46K - $9.39K
1.73K $240K
HLX
Helix Energy Solutions Group Inc

Energy
5.53K
+ 22.43%
$8.96 - $11.36 $49.5K - $62.8K
30.2K $281K
SIGI
Selective Insurance Group Inc

Financial Services
58
+ 2.02%
$90.05 - $102.09 $5.22K - $5.92K
2.93K $273K
BVS
Bioventus Inc.

Healthcare
2.05K
+ 16.99%
$10.5 - $13.71 $21.5K - $28.1K
14.1K $148K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
1.19K
+ 8.77%
$11.39 - $12.41 $13.5K - $14.7K
14.7K $171K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
76
+ 2.35%
$60.51 - $65.57 $4.6K - $4.98K
3.31K $201K
TER
Teradyne, Inc

Technology
249
+ 7.13%
$102.58 - $133.62 $25.5K - $33.3K
3.74K $471K
BKH
Black Hills Corp

Utilities
197
+ 5.91%
$57.6 - $64.66 $11.3K - $12.7K
3.53K $206K
STE
Steris PLC

Healthcare
169
+ 20.07%
$204.34 - $235.7 $34.5K - $39.8K
1.01K $207K
SJM
J M Smucker CO

Consumer Defensive
213
+ 11.41%
$106.92 - $121.75 $22.8K - $25.9K
2.08K $229K
ELS
Equity Lifestyle Properties Inc

Real Estate
422
+ 7.78%
$66.06 - $72.51 $27.9K - $30.6K
5.85K $389K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
24.4K
+ 200.67%
$27.54 - $83.04 $672K - $2.03M
36.5K $1.01M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
89
+ 0.3%
$94.54 - $104.98 $8.41K - $9.34K
29.6K $2.83M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
518
+ 10.33%
$89.81 - $104.0 $46.5K - $53.9K
5.53K $498K
SIGA
Siga Technologies Inc

Healthcare
1.76K
+ 14.47%
$5.73 - $7.72 $10.1K - $13.5K
13.9K $83K
TSN
Tyson Foods, Inc.

Consumer Defensive
281
+ 3.92%
$57.14 - $64.54 $16.1K - $18.1K
7.45K $427K
Brookfield Corp
5.3K
New
N/A
5.3K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
78
+ 0.21%
N/A
36.9K $0
Cava Group Inc
1.91K
New
N/A
1.91K $0
Vanguard Malvern Fds
3.72K
New
N/A
3.72K $0
Bgc Group Inc
2.98K
+ 9.47%
N/A
34.5K $0
MOGA
Moog Inc Cla
28
+ 2.6%
N/A
1.1K $0
Fidelity Wise Origin Bitcoin
1.37K
+ 6.17%
N/A
23.6K $0
Dimensional ETF Trust
7.71K
New
N/A
7.71K $0
Jacobs Solutions Inc
597
+ 21.09%
N/A
3.43K $0
Solventum Corp
181
+ 3.56%
N/A
5.27K $0
J P Morgan Exchange Traded F
20.4K
+ 7.24%
N/A
302K $0
Goldman Sachs ETF Tr
1.62K
+ 1.04%
N/A
158K $0
Te Connectivity PLC
99
+ 5.38%
N/A
1.94K $0
American Healthcare Reit Inc
7.25K
New
N/A
7.25K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
17.1K
New
N/A
17.1K $0
Arista Networks Inc
55.9K
New
N/A
55.9K $0
HEIA
Heico Crp Cl A
655
New
N/A
655 $0
Aptiv PLC
6.17K
New
N/A
6.17K $0
DFSI
Dimensional ETF Tr Dimen Intl
37.8K
New
N/A
37.8K $0
BFOR
Alps ETF Tr Barrons 400 ETF
2.89K
New
N/A
2.89K $0
Amplify ETF Tr
147
+ 3.39%
N/A
4.49K $0
Ishares Bitcoin Trust ETF
21.9K
+ 118.9%
N/A
40.3K $0
Fidelity Covington Trust
733
+ 13.71%
N/A
6.08K $0
Veralto Corp
2.28K
New
N/A
2.28K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
3.1K
New
N/A
3.1K $0
Activity Summary
Buys All Purchases 688 New Holdings 165 Increased Positions 523 Sells All Sells 476 Reductions 476 Sold out 0 Options Calls 0 Puts 0
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