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
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
4.73K
+ 9.48%
$2.96 - $4.24 $14K - $20.1K
54.6K $164K
MLM
Martin Marietta Materials Inc

Basic Materials
5
+ 0.41%
$516.5 - $619.58 $2.58K - $3.1K
1.23K $634K
KWR
Quaker Chemical Corp

Basic Materials
95
+ 6.7%
$137.52 - $180.36 $13.1K - $17.1K
1.51K $212K
BWA
Borgwarner Inc

Consumer Cyclical
578
+ 5.79%
$31.48 - $35.49 $18.2K - $20.5K
10.6K $335K
HRB
H&R Block Inc

Consumer Cyclical
280
+ 6.6%
$52.14 - $63.36 $14.6K - $17.7K
4.53K $239K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
24
+ 0.34%
$61.93 - $70.49 $1.49K - $1.69K
7.14K $469K
EXP
Eagle Materials Inc

Basic Materials
3
+ 0.37%
$246.48 - $315.29 $739 - $946
824 $203K
HALO
Halozyme Therapeutics, Inc.

Healthcare
533
+ 8.55%
$42.57 - $61.09 $22.7K - $32.6K
6.77K $323K
FR
First Industrial Realty Trust Inc

Real Estate
385
+ 4.23%
$49.6 - $55.9 $19.1K - $21.5K
9.49K $475K
DOV
Dover Corp

Industrials
383
+ 1.49%
$184.72 - $206.51 $70.7K - $79.1K
26.1K $4.9M
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.09K
+ 1.92%
$32.65 - $33.68 $68.2K - $70.3K
111K $3.63M
RIO
Rio Tinto PLC

Basic Materials
786
+ 11.84%
$58.59 - $71.15 $46.1K - $55.9K
7.43K $436K
PG
Procter & Gamble CO

Consumer Defensive
3.16K
+ 3.06%
$161.05 - $179.7 $509K - $568K
107K $17.9M
JACK
Jack In The Box Inc

Consumer Cyclical
65
+ 0.81%
$38.71 - $51.52 $2.52K - $3.35K
8.05K $335K
NRIX
Nurix Therapeutics, Inc.

Healthcare
122
+ 1.14%
$18.64 - $28.14 $2.27K - $3.43K
10.8K $203K
ITB
Ishares Tr

ETFs
207
+ 8.18%
$103.31 - $129.34 $21.4K - $26.8K
2.74K $282K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
174
+ 0.68%
$238.25 - $261.28 $41.5K - $45.5K
25.9K $6.26M
CSX
Csx Corp

Industrials
7.27K
+ 5.86%
$31.58 - $36.88 $229K - $268K
131K $4.24M
PFG
Principal Financial Group Inc

Financial Services
509
+ 5.1%
$74.91 - $91.26 $38.1K - $46.5K
10.5K $812K
AVNS
Avanos Medical, Inc.

Healthcare
1.29K
+ 14.62%
$15.58 - $23.61 $20.1K - $30.4K
10.1K $160K
FC
Franklin Covey CO

Industrials
319
+ 1.79%
$35.29 - $44.09 $11.3K - $14.1K
18.1K $681K
IXJ
Ishares Global Healthcare ETF

ETFs
2
+ 0.05%
$85.65 - $98.34 $171 - $197
4.31K $370K
OTIS
Otis Worldwide Corp

Industrials
218
+ 3.4%
$92.57 - $106.01 $20.2K - $23.1K
6.63K $613K
OMC
Omnicom Group Inc.

Communication Services
784
+ 11.35%
$85.82 - $105.47 $67.3K - $82.7K
7.69K $661K
FNDA
Schwab Fundamental U S Small C

ETFs
18.6K
+ 91.71%
$29.26 - $59.11 $544K - $1.1M
38.9K $1.15M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
600
+ 1.39%
$73.19 - $81.02 $43.9K - $48.6K
43.9K $3.26M
PI
Impinj Inc

Technology
267
+ 19.69%
$141.81 - $238.72 $37.9K - $63.7K
1.62K $235K
SBAC
Sba Communications Corp

Real Estate
126
+ 5.45%
$198.24 - $249.31 $25K - $31.4K
2.44K $496K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
15.1K
+ 92.82%
$22.63 - $47.53 $341K - $716K
31.3K $710K
SJW
Sjw Group

Utilities
70
+ 0.93%
$49.07 - $60.38 $3.43K - $4.23K
7.6K $374K
FSLR
First Solar, Inc.

Technology
95
+ 7.93%
$175.88 - $240.66 $16.7K - $22.9K
1.29K $227K
BLD
Top Build Corp

Industrials
28
+ 3.31%
$308.96 - $414.77 $8.65K - $11.6K
873 $271K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
43
+ 0.12%
$105.45 - $117.99 $4.53K - $5.07K
36.8K $3.9M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
87
+ 0.83%
$63.27 - $70.31 $5.5K - $6.12K
10.6K $670K
EL
Estee Lauder Companies Inc

Consumer Defensive
296
+ 7.33%
$62.74 - $97.24 $18.6K - $28.8K
4.33K $324K
CUBE
Cube Smart

Real Estate
387
+ 4.43%
$41.74 - $53.03 $16.2K - $20.5K
9.13K $391K
NNN
National Retail Properties, Inc.

Real Estate
474
+ 3.66%
$39.77 - $49.34 $18.9K - $23.4K
13.4K $548K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
477
+ 2.71%
$99.2 - $108.47 $47.3K - $51.7K
18.1K $1.8M
MTG
Mgic Investment Corp

Financial Services
82
+ 0.18%
$23.32 - $26.4 $1.91K - $2.16K
45.1K $1.07M
ECL
Ecolab Inc.

Basic Materials
812
+ 6.19%
$234.32 - $261.43 $190K - $212K
13.9K $3.26M
CAG
Conagra Brands Inc.

Consumer Defensive
864
+ 3.75%
$26.48 - $32.72 $22.9K - $28.3K
23.9K $662K
ADI
Analog Devices Inc

Technology
46
+ 0.85%
$206.35 - $236.48 $9.49K - $10.9K
5.45K $1.16M
HPQ
Hp Inc

Technology
599
+ 1.77%
$32.46 - $39.3 $19.4K - $23.5K
34.4K $1.12M
SLB
Schlumberger Limited

Energy
34
+ 0.12%
$36.83 - $45.59 $1.25K - $1.55K
29.3K $1.12M
SCHP
Schwab Strategic Us Tips ETF

ETFs
186
+ 4.42%
$25.74 - $53.78 $4.79K - $10K
4.39K $113K
DVN
Devon Energy Corp

Energy
824
+ 3.72%
$30.52 - $42.96 $25.1K - $35.4K
23K $751K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
307
+ 0.75%
$46.46 - $51.66 $14.3K - $15.9K
41K $1.97M
TY
Tri Continental Corp

Financial Services
243
+ 0.24%
$31.01 - $34.67 $7.54K - $8.42K
103K $3.28M
BIIB
Biogen Inc.

Healthcare
301
+ 7.36%
$146.47 - $191.55 $44.1K - $57.7K
4.39K $671K
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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