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
FDN
First Tr Fd Dow Jones

ETFs
1.51K
+ 14.69%
$210.5 - $257.24 $319K - $389K
11.8K $2.87M
TPL
Texas Pacific Land Corp

Energy
395
+ 38.84%
$915.49 - $1730.0 $362K - $683K
1.41K $1.56M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
11.6K
+ 49.33%
$67.29 - $73.38 $783K - $854K
35.2K $2.39M
CR
Crane Holdings, Co.

Industrials
4.34K
New
$148.97 - $184.96 $646K - $802K
4.34K $657K
TTD
Trade Desk, Inc.

Technology
4.87K
+ 46.05%
$108.7 - $139.51 $529K - $680K
15.4K $1.82M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.1K
+ 17.7%
$71.75 - $75.11 $869K - $909K
80.5K $5.79M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.86K
+ 108.94%
$66.77 - $71.52 $591K - $633K
17K $1.17M
BSCU
Invesco Exc Self Ind Tr

ETFs
37.6K
New
$16.32 - $16.99 $613K - $638K
37.6K $614K
MSTR
Microstrategy Inc

Technology
929
+ 38.23%
$162.69 - $473.83 $151K - $440K
3.36K $972K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
23.3K
+ 18.6%
N/A
149K $3.53M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
28.2K
+ 8.19%
$24.61 - $25.12 $695K - $710K
373K $9.22M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
21.3K
New
$24.45 - $24.62 $521K - $524K
21.3K $521K
VZ
Verizon Communications Inc

Communication Services
26.4K
+ 22.9%
$39.6 - $45.21 $1.04M - $1.19M
142K $5.66M
OXY
Occidental Petroleum Corp

Energy
10.2K
+ 80.7%
$45.36 - $55.91 $463K - $571K
22.9K $1.13M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
6.9K
+ 278.51%
$70.1 - $76.53 $483K - $528K
9.37K $662K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
12.6K
New
$36.54 - $37.53 $462K - $475K
12.6K $465K
COP
Conocophillips

Energy
7.01K
+ 18.11%
$95.12 - $114.72 $667K - $804K
45.7K $4.53M
BOND
Pimco Active Bond Exchange Tra

ETFs
6.19K
+ 23.92%
$90.42 - $94.5 $559K - $584K
32K $2.9M
DVY
Ishares Tr

ETFs
3.98K
+ 21.11%
$129.55 - $143.41 $516K - $571K
22.8K $3M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.87K
+ 15.44%
$285.5 - $335.62 $533K - $626K
13.9K $4.05M
SPG
Simon Property Group Inc

Real Estate
2.54K
+ 137.06%
$167.23 - $183.84 $424K - $466K
4.39K $755K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
20.3K
+ 19.26%
$23.88 - $24.32 $485K - $494K
126K $3.01M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13K
+ 59.35%
$38.37 - $42.82 $500K - $558K
35K $1.34M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
7.81K
New
$53.86 - $60.27 $421K - $471K
7.81K $421K
OZK
Bank Ozk

Financial Services
9.17K
New
$41.39 - $50.55 $379K - $463K
9.17K $408K
BSX
Boston Scientific Corp

Healthcare
3.51K
+ 22.04%
$83.62 - $91.5 $294K - $321K
19.5K $1.74M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
16.4K
+ 8.45%
$25.0 - $25.11 $411K - $412K
211K $5.28M
ITW
Illinois Tool Works Inc

Industrials
1.7K
+ 42.24%
$253.56 - $278.5 $431K - $473K
5.72K $1.45M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
16.4K
New
$23.48 - $23.73 $384K - $389K
16.4K $385K
IMFL
Invesco Ex Tr Self Indx Fd Tr
16.3K
New
$23.48 - $25.49 $382K - $414K
16.3K $381K
PM
Philip Morris International Inc.

Consumer Defensive
3.54K
+ 8.04%
$118.38 - $133.06 $419K - $471K
47.6K $5.73M
TRV
Travelers Companies, Inc.

Financial Services
1.4K
+ 22.79%
$225.97 - $266.66 $316K - $373K
7.53K $1.81M
SPSB
Spdr Portfolio Short Term Corp

ETFs
13.9K
+ 13.5%
$29.77 - $30.19 $414K - $420K
117K $3.49M
HEFA
Ishares Currency Hedged Msci E

ETFs
10.7K
+ 375.82%
$34.42 - $35.88 $370K - $385K
13.6K $472K
SCHX
Schwab Strategic Tr Us Large C

ETFs
197K
+ 209.65%
$22.4 - $68.28 $4.41M - $13.5M
291K $6.74M
BMY
Bristol Myers Squibb CO

Healthcare
2.34K
+ 4.74%
$51.92 - $59.94 $121K - $140K
51.6K $2.92M
AMP
Ameriprise Financial Inc

Financial Services
436
+ 20.16%
$473.15 - $574.01 $206K - $250K
2.6K $1.38M
DOX
Amdocs LTD

Technology
4.28K
New
$82.94 - $92.86 $355K - $398K
4.28K $364K
UAL
United Airlines Holdings, Inc.

Industrials
3.61K
New
$55.62 - $102.44 $201K - $370K
3.61K $350K
SUB
Ishares Short Term National Mu

ETFs
3.69K
+ 6.16%
$104.94 - $106.2 $387K - $392K
63.6K $6.71M
IAU
Ishares Gold Trust

ETFs
6.92K
+ 41.43%
$48.37 - $52.65 $335K - $364K
23.6K $1.17M
FCNCA
First Citizens Bancshares Inc

Financial Services
3
+ 0.25%
$1818.92 - $2353.08 $5.46K - $7.06K
1.21K $2.56M
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.7K
New
$50.35 - $50.69 $337K - $340K
6.7K $337K
PECO
Phillips Edison & Company, Inc.

Real Estate
8.61K
New
$35.96 - $39.8 $310K - $343K
8.61K $322K
D
Dominion Energy, Inc

Utilities
6.65K
+ 71.39%
$52.63 - $60.92 $350K - $405K
16K $860K
KKR
Kkr & Co. Inc.

Financial Services
1.61K
+ 33.66%
$129.87 - $162.87 $210K - $263K
6.41K $947K
MCO
Moodys Corp

Financial Services
668
+ 104.21%
$454.04 - $500.88 $303K - $335K
1.31K $619K
AVSE
American Centy ETF Tr Avantis

ETFs
6.22K
New
$50.47 - $56.52 $314K - $352K
6.22K $313K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.46K
+ 10.32%
$129.96 - $144.97 $189K - $211K
15.5K $2.17M
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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