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
ROK
Rockwell Automation, Inc

Industrials
1.5K
+ 1.71%
$264.65 - $302.92 $397K - $454K
89K $25.4M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
100K
+ 54.34%
$19.38 - $19.58 $1.95M - $1.97M
285K $5.54M
VTI
Vanguard Total Stock Market Et

ETFs
1.87K
+ 1.0%
$280.04 - $302.45 $523K - $565K
188K $54.5M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
90.4K
+ 57.19%
$19.42 - $19.76 $1.76M - $1.79M
249K $4.84M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
179K
+ 3.45%
$22.39 - $23.45 $4.01M - $4.2M
5.37M $123M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
40.3K
+ 112.33%
$43.02 - $47.32 $1.73M - $1.91M
76.2K $3.29M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
95.4K
+ 7.26%
$23.42 - $24.25 $2.23M - $2.31M
1.41M $33.3M
XLC
Select Sector Spdr Tr Communic

ETFs
7.42K
+ 5.91%
$89.66 - $102.16 $665K - $758K
133K $12.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.23K
+ 0.89%
$116.4 - $138.52 $143K - $170K
140K $17.7M
PLTR
Palantir Technologies Inc.

Technology
8.89K
+ 44.27%
$36.46 - $82.38 $324K - $732K
29K $2.19M
IBM
International Business Machines Corp

Technology
6.05K
+ 17.25%
$204.9 - $238.04 $1.24M - $1.44M
41.1K $9.04M
PWZ
Invesco California Amt Free Mu

ETFs
63.2K
+ 8.17%
$24.49 - $25.25 $1.55M - $1.6M
837K $20.7M
T
At&T Inc.

Communication Services
49.4K
+ 31.68%
$21.22 - $23.88 $1.05M - $1.18M
205K $4.67M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
61.5K
+ 1192.57%
$20.08 - $20.61 $1.23M - $1.27M
66.6K $1.34M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.21K
+ 9.38%
$275.15 - $388.2 $334K - $471K
14.2K $4.84M
IGRO
Ishares Tr International Divid

ETFs
17.8K
New
$67.76 - $74.48 $1.2M - $1.32M
17.8K $1.21M
MBB
Ishares Tr

ETFs
13.2K
+ 235.38%
$91.26 - $95.82 $1.2M - $1.26M
18.7K $1.72M
TJX
Tjx Companies Inc

Consumer Cyclical
3.01K
+ 1.2%
$112.15 - $127.2 $338K - $383K
253K $30.6M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
27K
+ 14.91%
$41.09 - $45.94 $1.11M - $1.24M
208K $8.74M
OMFL
Invesco Exchange Traded Self I

ETFs
21.6K
New
$52.49 - $56.58 $1.13M - $1.22M
21.6K $1.17M
SCHW
Schwab Charles Corp

Financial Services
11.9K
+ 44.56%
$63.31 - $82.85 $753K - $985K
38.6K $2.85M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
11.9K
+ 2.33%
$46.48 - $51.32 $555K - $613K
523K $25.2M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
5.38K
New
$194.9 - $214.12 $1.05M - $1.15M
5.38K $1.09M
IYY
Ishares Tr

ETFs
7.09K
+ 44.82%
$138.14 - $149.13 $979K - $1.06M
22.9K $3.28M
IJS
Ishares S&P Smallcap 600 Value

ETFs
9.27K
+ 25.28%
$104.59 - $118.05 $970K - $1.09M
45.9K $4.99M
ADP
Automatic Data Processing Inc

Industrials
2.35K
+ 11.69%
$280.08 - $307.97 $659K - $725K
22.5K $6.58M
FNDE
Schwab Fundamental Emerging Mk

ETFs
38.1K
+ 122.95%
$28.89 - $33.95 $1.1M - $1.29M
69.1K $2.01M
XLV
Select Sector Spdr Fund Health

ETFs
14.2K
+ 24.51%
$136.28 - $154.74 $1.93M - $2.19M
72K $9.9M
QDF
Flexshares Quality Dividend In

ETFs
14.2K
+ 237.03%
$70.4 - $73.87 $1M - $1.05M
20.2K $1.43M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
180
+ 0.82%
$1146.59 - $1270.6 $206K - $229K
22.2K $26.4M
XLI
Industrial Sector Spdr

ETFs
8.77K
+ 16.8%
$131.76 - $143.99 $1.16M - $1.26M
61K $8.03M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
34.3K
+ 4.44%
$49.79 - $51.14 $1.71M - $1.75M
806K $40.4M
XLP
Consumer Staples Sector Spdr

ETFs
12.2K
+ 2.15%
N/A
579K $44M
EW
Edwards Lifesciences Corp

Healthcare
10.3K
+ 50.76%
$64.54 - $75.92 $664K - $781K
30.5K $2.26M
NOW
Service Now, Inc.

Technology
341
+ 10.1%
$867.18 - $1148.42 $296K - $392K
3.72K $3.94M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
17.7K
New
$51.33 - $53.74 $908K - $950K
17.7K $910K
IYW
Ishares Dj Us Tech ETF

ETFs
5K
+ 39.35%
$148.14 - $166.23 $741K - $831K
17.7K $2.83M
IQDF
Flexshares International Quali

ETFs
37.9K
New
$23.12 - $26.48 $875K - $1M
37.9K $880K
HYGV
Flexshares Tr High Yield Value

ETFs
21.2K
New
$40.53 - $41.51 $860K - $881K
21.2K $863K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
45K
New
$18.28 - $18.87 $823K - $849K
45K $825K
XLRE
Select Sector Spdr Tr Real Est

ETFs
24.7K
+ 47.69%
$40.06 - $45.21 $990K - $1.12M
76.5K $3.11M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
85.1K
+ 325.13%
$22.01 - $66.82 $1.87M - $5.68M
111K $2.52M
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.52K
+ 200.99%
$106.56 - $113.11 $801K - $850K
11.3K $1.2M
TYL
Tyler Technologies Inc

Technology
1.36K
+ 268.51%
$576.64 - $635.69 $782K - $862K
1.86K $1.07M
XLG
Invesco Exchange Traded Fd Tr

ETFs
14.8K
+ 95.19%
$46.94 - $51.62 $695K - $765K
30.4K $1.52M
KMI
Kinder Morgan, Inc.

Energy
1.72K
+ 1.25%
$22.59 - $28.54 $38.8K - $49.1K
139K $3.81M
BA
Boeing CO

Industrials
297
+ 1.02%
$138.14 - $180.72 $41K - $53.7K
29.3K $5.18M
MS
Morgan Stanley

Financial Services
2.37K
+ 10.73%
$104.42 - $134.99 $248K - $320K
24.5K $3.08M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5.86K
+ 87.85%
$121.89 - $135.52 $715K - $795K
12.5K $1.57M
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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