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
POR
Portland General Electric CO

Utilities
6.92K
New
$43.52 - $48.99 $301K - $339K
6.92K $301K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
15.2K
+ 9.83%
$24.82 - $25.48 $378K - $388K
170K $4.24M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.37K
+ 19.53%
$53.94 - $58.15 $236K - $254K
26.8K $1.51M
LDOS
Leidos Holdings, Inc.

Technology
3.34K
+ 31.36%
$143.17 - $201.39 $478K - $672K
14K $2.01M
DVYE
Ishares Emerging Markets Divid

ETFs
10.8K
New
$25.42 - $29.74 $275K - $321K
10.8K $278K
VDE
Vanguard Energy ETF

ETFs
2.39K
+ 23.07%
$116.67 - $136.78 $278K - $326K
12.7K $1.54M
VVI
Viad Corp

Industrials
6.48K
New
$35.01 - $45.51 $227K - $295K
6.48K $275K
TMUS
T Mobile Us, Inc.

Communication Services
492
+ 4.26%
$206.1 - $246.94 $101K - $121K
12K $2.66M
OGE
Oge Energy Corp.

Utilities
6.63K
New
$39.65 - $44.08 $263K - $292K
6.63K $273K
WPM
Wheaton Precious Metals Corp.

Basic Materials
5.3K
+ 98.4%
$56.08 - $68.53 $297K - $363K
10.7K $600K
LNG
Cheniere Energy, Inc.

Energy
1.27K
New
$181.07 - $225.92 $230K - $287K
1.27K $272K
SKOR
Flexshares Tr Credit Scored Us

ETFs
5.7K
New
$47.6 - $49.05 $271K - $280K
5.7K $271K
FRSH
Freshworks Inc.

Technology
16.7K
New
$10.88 - $17.02 $182K - $284K
16.7K $270K
BNDC
Flexshares Tr Core Select Bd F

ETFs
12.5K
New
$21.68 - $22.86 $270K - $285K
12.5K $270K
DFS
Discover Financial Services

Financial Services
154
+ 2.11%
$136.3 - $182.67 $21K - $28.1K
7.45K $1.29M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.95K
New
$44.87 - $46.86 $267K - $279K
5.95K $266K
VRNT
Verint Systems Inc

Technology
8.17K
New
N/A
8.17K $266K
ETN
Eaton Corp PLC

Industrials
749
+ 2.49%
$326.96 - $377.52 $245K - $283K
30.8K $10.2M
THFF
First Financial Corp

Financial Services
5.72K
New
$41.17 - $50.61 $236K - $290K
5.72K $264K
CBSH
Commerce Bancshares Inc

Financial Services
4.23K
New
$57.04 - $74.36 $241K - $315K
4.23K $263K
SMAR
Smartsheet Inc

Technology
4.63K
+ 96.94%
$55.35 - $56.51 $256K - $262K
9.4K $526K
FIS
Fidelity National Information Services, Inc.

Technology
3.22K
New
$80.14 - $90.95 $258K - $292K
3.22K $259K
AZN
Astrazeneca PLC

Healthcare
7.8K
+ 38.18%
$63.2 - $79.58 $493K - $621K
28.2K $1.85M
DE
Deere & CO

Industrials
535
+ 10.82%
$389.45 - $466.0 $208K - $249K
5.48K $2.32M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.5K
+ 5.15%
$57.53 - $60.83 $775K - $819K
275K $15.8M
VCTR
Victory Capital Holdings, Inc.

Financial Services
3.92K
New
$54.76 - $72.24 $215K - $283K
3.92K $256K
IXUS
Ishares Tr

ETFs
7.09K
+ 21.39%
$65.95 - $72.56 $468K - $514K
40.2K $2.66M
HMN
Horace Mann Educators Corp

Financial Services
6.49K
New
$34.36 - $42.64 $223K - $277K
6.49K $254K
IEF
Ishares Barclays

ETFs
2.83K
+ 171.42%
$92.08 - $98.18 $260K - $277K
4.47K $413K
USB
Us Bancorp \De\

Financial Services
892
+ 0.9%
$43.98 - $53.66 $39.2K - $47.9K
100K $4.78M
SANM
Sanmina Corp

Technology
3.3K
New
$65.07 - $83.88 $215K - $277K
3.3K $249K
RAMP
Live Ramp Holdings, Inc.

Technology
8.16K
New
$23.69 - $32.37 $193K - $264K
8.16K $247K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
7.71K
New
$31.24 - $37.15 $241K - $286K
7.71K $247K
ISCV
Ishares Morningstar Small Cap

ETFs
3.92K
+ 11.36%
$62.21 - $69.5 $244K - $272K
38.4K $2.43M
KRG
Kite Realty Group Trust

Real Estate
9.75K
New
$24.49 - $27.85 $239K - $272K
9.75K $246K
NHI
National Health Investors Inc

Real Estate
3.53K
New
$68.83 - $83.01 $243K - $293K
3.53K $244K
NTRA
Natera, Inc.

Healthcare
1.53K
New
$117.67 - $174.0 $180K - $266K
1.53K $241K
LZ
Legalzoom.Com, Inc.

Industrials
32K
New
$6.33 - $9.22 $202K - $295K
32K $240K
NET
Cloudflare, Inc.

Technology
2.2K
New
$78.11 - $117.56 $172K - $259K
2.2K $237K
APO
Apollo Global Management, Inc.

Financial Services
104
+ 1.91%
$131.36 - $178.61 $13.7K - $18.6K
5.56K $918K
GVA
Granite Construction Inc

Industrials
2.69K
New
$79.33 - $100.2 $214K - $270K
2.69K $236K
GTO
Invesco Actively Managed ETF T

ETFs
5.09K
New
$46.33 - $48.41 $236K - $247K
5.09K $236K
AVLV
American Centy ETF Tr Avantis
3.54K
New
$65.51 - $71.22 $232K - $252K
3.54K $236K
EFX
Equifax Inc

Industrials
916
New
$245.03 - $293.5 $224K - $269K
916 $233K
CSGS
Csg Systems International Inc

Technology
4.53K
New
$46.59 - $56.23 $211K - $255K
4.53K $231K
VBTX
Veritex Holdings, Inc.

Financial Services
8.49K
New
$24.85 - $31.26 $211K - $266K
8.49K $230K
COF
Capital One Financial Corp

Financial Services
869
+ 33.28%
$145.19 - $192.01 $126K - $167K
3.48K $620K
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.47K
New
$65.08 - $73.72 $226K - $256K
3.47K $229K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.07K
+ 3.16%
$126.68 - $134.74 $263K - $279K
67.6K $8.63M
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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