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
MAS
Masco Corp

Industrials
808
+ 4.73%
$72.52 - $85.73 $58.6K - $69.3K
17.9K $1.3M
BAX
Baxter International Inc

Healthcare
2.02K
+ 9.01%
$28.63 - $37.84 $57.9K - $76.6K
24.5K $714K
AVY
Avery Dennison Corp

Industrials
31
+ 0.71%
$186.26 - $220.48 $5.77K - $6.83K
4.41K $825K
EWJ
Ishares Msci Japan ETF

ETFs
1.83K
+ 3.04%
$66.18 - $71.84 $121K - $131K
61.9K $4.15M
PSA
Public Storage

Real Estate
177
+ 5.76%
$289.33 - $360.21 $51.2K - $63.8K
3.25K $972K
MPC
Marathon Petroleum Corp

Energy
2.14K
+ 11.18%
$131.65 - $174.84 $282K - $375K
21.3K $2.97M
FNF
Fidelity National Financial, Inc.

Financial Services
952
+ 2.72%
$55.19 - $63.83 $52.5K - $60.8K
36K $2.02M
SLV
I Shares Silver Trust

ETFs
575
+ 0.71%
$26.33 - $31.74 $15.1K - $18.3K
81.8K $2.15M
AVEM
American Centy ETF Tr Avantis

ETFs
2.84K
+ 5.13%
$58.59 - $66.14 $166K - $188K
58.3K $3.42M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
105
+ 0.22%
$34.13 - $37.35 $3.58K - $3.92K
47.9K $1.64M
CEG
Constellation Energy Corp

Utilities
177
+ 2.8%
$224.28 - $285.52 $39.7K - $50.5K
6.49K $1.46M
O
Realty Income Corp

Real Estate
4.15K
+ 9.43%
$51.76 - $64.71 $215K - $268K
48.1K $2.57M
INDA
Ishares Msci India Index Fund

ETFs
6.73K
+ 6.81%
$52.64 - $58.16 $354K - $391K
105K $5.55M
BDX
Becton Dickinson & CO

Healthcare
38
+ 0.23%
$220.02 - $243.75 $8.36K - $9.26K
16.7K $3.8M
CDW
Cdw Corp

Technology
339
+ 6.1%
$171.49 - $225.64 $58.1K - $76.5K
5.9K $1.03M
ELV
Elevance Health, Inc.

Healthcare
159
+ 7.79%
$365.96 - $514.62 $58.2K - $81.8K
2.2K $813K
PLD
Prologis, Inc.

Real Estate
292
+ 2.03%
$101.4 - $126.96 $29.6K - $37.1K
14.7K $1.55M
SCHV
Schwab Strategic Tr Us Large C

ETFs
96.9K
+ 186.09%
$25.79 - $80.4 $2.5M - $7.79M
149K $3.88M
CNC
Centene Corp

Healthcare
165
+ 0.65%
$56.71 - $73.94 $9.36K - $12.2K
25.4K $1.54M
LMT
Lockheed Martin Corp

Industrials
2.18K
+ 13.97%
$479.66 - $614.62 $1.05M - $1.34M
17.8K $8.66M
EEM
Ishares Msci Emerging Markets

ETFs
24
+ 0.02%
$41.82 - $47.36 $1K - $1.14K
145K $6.05M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
292K
+ 107.99%
$18.41 - $40.87 $5.38M - $11.9M
563K $10.4M
XLE
Energy Sector Spdr

ETFs
4.89K
+ 0.88%
$83.32 - $97.27 $407K - $476K
560K $48M
RUN
Sunrun Inc.

Technology
2.77K
+ 2.51%
$9.13 - $17.5 $25.3K - $48.4K
113K $1.04M
QCOM
Qualcomm Inc

Technology
3.6K
+ 3.68%
$150.4 - $178.04 $542K - $642K
102K $15.6M
ABBV
Abb Vie Inc.

Healthcare
4.69K
+ 4.67%
$164.99 - $203.87 $774K - $956K
105K $18.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
38.6K
+ 7.49%
$75.65 - $83.47 $2.92M - $3.22M
554K $42.2M
DHR
Danaher Corp

Healthcare
210
+ 0.78%
$226.16 - $274.52 $47.5K - $57.6K
27.3K $6.26M
LOW
Lowes Companies Inc

Consumer Cyclical
1.16K
+ 1.61%
$244.52 - $284.07 $284K - $330K
73.3K $18.1M
VLO
Valero Energy Corp

Energy
4.37K
+ 2.4%
$118.59 - $144.02 $518K - $629K
186K $22.8M
UNP
Union Pacific Corp

Industrials
5.63K
+ 2.61%
$223.15 - $249.32 $1.26M - $1.4M
222K $50.5M
RTX
Raytheon Technologies Corp

Industrials
1.43K
+ 0.25%
$114.45 - $127.21 $164K - $182K
567K $65.7M
LLY
Eli Lilly & CO

Healthcare
105
+ 0.31%
$727.2 - $932.06 $76.4K - $97.9K
33.9K $26.2M
NKE
Nike, Inc.

Consumer Cyclical
11.9K
+ 3.01%
$73.36 - $89.13 $872K - $1.06M
407K $30.8M
XLB
Select Sector Spdr Fd Material

ETFs
26.1K
+ 3.58%
$83.8 - $97.58 $2.19M - $2.55M
756K $63.6M
ZTS
Zoetis Inc.

Healthcare
4.5K
+ 1.85%
$162.24 - $194.42 $730K - $875K
247K $40.3M
AMT
American Tower Corp

Real Estate
5.72K
+ 1.75%
$179.4 - $232.01 $1.03M - $1.33M
333K $61M
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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email