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
Blackrock Inc
60.8K
New
N/A
60.8K $0
Masterbrand Inc
2.04K
+ 15.0%
N/A
15.6K $0
Super Micro Computer Inc
7.9K
New
N/A
7.9K $0
ISPOW
Inspirato Inc Wt Exp 02/09/27

Consumer Cyclical
10K
New
$0.01 - $0.02 $100 - $200
10K $0
Lam Research Corp
46.7K
New
N/A
46.7K $0
Neos ETF Trust
6.08K
New
N/A
6.08K $0
QTUM
ETF Ser Solutions Defiance Qua
2.83K
New
N/A
2.83K $0
Dimensional ETF Trust
1.61M
+ 46.47%
N/A
5.07M $0
Calamos ETF Tr
16.3K
New
N/A
16.3K $0
Cooper Cos Inc
194
+ 4.57%
N/A
4.44K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
19.4K
New
N/A
19.4K $0
Six Flags Entertainment Corp
4.79K
New
N/A
4.79K $0
Bondbloxx ETF Trust
394K
+ 370.83%
N/A
501K $0
ADM
Archer Daniels Midland CO

Consumer Defensive
1.1K
+ 17.74%
$49.38 - $59.52 $54.4K - $65.5K
7.31K $369K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
48
+ 1.12%
$23.18 - $23.74 $1.11K - $1.14K
4.35K $101K
ADC
Agree Realty Corp

Real Estate
246
+ 6.3%
$69.44 - $77.65 $17.1K - $19.1K
4.15K $292K
AMPY
Amplify Energy Corp.

Energy
857
+ 8.06%
$5.71 - $7.22 $4.89K - $6.19K
11.5K $68K
WEC
Wec Energy Group, Inc.

Utilities
125
+ 2.06%
$92.94 - $101.82 $11.6K - $12.7K
6.19K $581K
AMWD
American Woodmark Corp

Consumer Cyclical
444
+ 16.63%
$79.53 - $102.94 $35.3K - $45.7K
3.11K $247K
PPBI
Pacific Premier Bancorp Inc

Financial Services
140
+ 0.51%
$23.81 - $29.11 $3.33K - $4.08K
27.8K $692K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
105
+ 2.15%
$104.54 - $137.94 $11K - $14.5K
4.99K $606K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
15
+ 0.77%
$101.77 - $113.02 $1.53K - $1.7K
1.96K $206K
AOA
Ishares Tr Core Aggressive All

ETFs
38
+ 1.29%
$76.61 - $79.88 $2.91K - $3.04K
2.98K $227K
PINS
Pinterest, Inc.

Communication Services
656
+ 9.3%
$28.24 - $34.15 $18.5K - $22.4K
7.71K $223K
FENY
Fidelity Covington Tr Msci Ene

ETFs
46
+ 0.15%
$23.14 - $26.91 $1.06K - $1.24K
29.8K $709K
VCIT
Vanguard Intermediate Term Cor

ETFs
785
+ 4.0%
$80.13 - $83.77 $62.9K - $65.8K
20.4K $1.64M
FITB
Fifth Third Bancorp

Financial Services
71
+ 0.44%
$41.76 - $48.44 $2.96K - $3.44K
16.1K $682K
DFIP
Dimensional ETF Tr Inflation P

ETFs
30
+ 0.69%
$40.31 - $42.43 $1.21K - $1.27K
4.36K $176K
MKC
Mccormick & CO Inc

Consumer Defensive
357
+ 6.34%
$73.97 - $84.09 $26.4K - $30K
5.99K $456K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
82
+ 1.71%
$22.21 - $24.22 $1.82K - $1.99K
4.89K $108K
EHC
Encompass Health Corp

Healthcare
65
+ 2.04%
$92.35 - $103.77 $6K - $6.75K
3.26K $300K
BLKB
Blackbaud Inc

Technology
372
+ 10.72%
$73.8 - $87.47 $27.5K - $32.5K
3.84K $284K
SNPS
Synopsys Inc

Technology
70
+ 3.43%
$485.36 - $588.0 $34K - $41.2K
2.11K $1.02M
RGLD
Royal Gold Inc

Basic Materials
41
+ 2.15%
$131.05 - $154.26 $5.37K - $6.32K
1.95K $257K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
21
+ 0.55%
$37.33 - $40.39 $784 - $848
3.82K $142K
ROCK
Gibraltar Industries, Inc.

Industrials
470
+ 13.14%
$58.67 - $73.99 $27.6K - $34.8K
4.05K $238K
WEX
Wex Inc.

Technology
158
+ 13.19%
$167.45 - $216.67 $26.5K - $34.2K
1.36K $237K
RMD
Resmed Inc

Healthcare
96
+ 4.14%
$228.69 - $256.07 $22K - $24.6K
2.42K $552K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.78K
+ 1.44%
$113.92 - $127.38 $317K - $354K
196K $22.6M
ESNT
Essent Group Ltd.

Financial Services
329
+ 9.83%
$52.73 - $64.9 $17.3K - $21.4K
3.68K $200K
MMM
3 M CO

Industrials
1.23K
+ 5.35%
$124.74 - $137.12 $153K - $168K
24.2K $3.12M
MMS
Maximus, Inc.

Industrials
495
+ 17.12%
$69.81 - $92.82 $34.6K - $45.9K
3.39K $252K
VOYA
Voya Financial, Inc.

Financial Services
361
+ 8.8%
$65.93 - $83.9 $23.8K - $30.3K
4.46K $307K
YUM
Yum Brands Inc

Consumer Cyclical
430
+ 3.13%
$130.36 - $139.54 $56.1K - $60K
14.2K $1.9M
ACWI
Ishares Msci Acwi ETF

ETFs
353
+ 1.16%
$117.05 - $123.03 $41.3K - $43.4K
30.7K $3.61M
DTE
Dte Energy CO

Utilities
22
+ 0.7%
$117.04 - $129.77 $2.57K - $2.85K
3.17K $383K
DHT
Dht Holdings, Inc.

Energy
2.18K
+ 9.09%
$8.89 - $12.06 $19.4K - $26.3K
26.1K $242K
IR
Ingersoll Rand Inc.

Industrials
221
+ 3.97%
$90.46 - $105.35 $20K - $23.3K
5.78K $523K
ALB
Albemarle Corp

Basic Materials
15
+ 0.54%
$86.08 - $111.3 $1.29K - $1.67K
2.82K $242K
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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