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
VBR
Vanguard Small Cap Value ETF

ETFs
1.71K
+ 3.84%
$197.36 - $217.3 $338K - $372K
46.2K $9.16M
TXN
Texas Instruments Inc

Technology
1.15K
+ 3.95%
N/A
30.2K $5.88M
HUBG
Hub Group, Inc.

Industrials
5.01K
New
$42.15 - $53.2 $211K - $266K
5.01K $223K
K
Kellogg CO

Consumer Defensive
2.75K
New
$80.34 - $81.29 $221K - $224K
2.75K $222K
RJF
Raymond James Financial Inc

Financial Services
1.43K
New
$123.0 - $170.1 $176K - $243K
1.43K $221K
PEGA
Pegasystems Inc

Technology
2.37K
New
$69.42 - $97.28 $164K - $230K
2.37K $220K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
10.5K
New
$19.73 - $23.93 $208K - $252K
10.5K $219K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
1.76K
New
$107.32 - $127.74 $189K - $225K
1.76K $217K
VNT
Vontier Corp

Technology
5.96K
New
$33.03 - $40.45 $197K - $241K
5.96K $217K
LEVI
Levi Strauss & CO

Consumer Cyclical
12.5K
New
$15.8 - $21.68 $198K - $271K
12.5K $216K
ENR
Energizer Holdings, Inc.

Industrials
6.11K
New
$31.03 - $39.39 $190K - $241K
6.11K $213K
FHI
Federated Hermes, Inc.

Financial Services
5.19K
New
$36.01 - $43.31 $187K - $225K
5.19K $213K
CRDO
Credo Technology Group Holding LTD

Technology
3.15K
New
$30.16 - $77.25 $94.9K - $243K
3.15K $212K
SOUN
Soundhound Ai, Inc.

Technology
10.7K
New
$4.51 - $24.23 $48.3K - $259K
10.7K $212K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.42K
New
$43.37 - $51.46 $192K - $227K
4.42K $212K
HYG
Ishares Tr

ETFs
2.72K
+ 118.99%
$78.09 - $80.04 $212K - $218K
5K $393K
FMC
Fmc Corp

Basic Materials
4.33K
New
$47.86 - $66.62 $207K - $288K
4.33K $210K
HWC
Hancock Whitney Corp

Financial Services
3.84K
New
$49.12 - $61.04 $189K - $235K
3.84K $210K
ASH
Ashland Global Holdings Inc

Basic Materials
2.93K
New
$70.93 - $87.79 $208K - $257K
2.93K $209K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
5.13K
+ 59.96%
$47.66 - $51.84 $244K - $266K
13.7K $654K
APH
Amphenol Corp

Technology
2.31K
+ 20.84%
$62.07 - $75.35 $143K - $174K
13.4K $930K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
10.3K
New
N/A
10.3K $207K
AVUS
American Centy ETF Tr Avantis

ETFs
2.15K
New
$94.36 - $102.06 $202K - $219K
2.15K $207K
HTLF
Heartland Financial Usa Inc

Financial Services
3.36K
New
$54.47 - $69.06 $183K - $232K
3.36K $206K
VCR
Vanguard Consumer Discretionar

ETFs
177
+ 4.48%
$328.51 - $401.37 $58.1K - $71K
4.13K $1.55M
CUBI
Customers Bancorp, Inc.

Financial Services
4.21K
New
$44.23 - $57.66 $186K - $243K
4.21K $204K
ALRM
Alarm.Com Holdings, Inc.

Technology
3.36K
New
$52.26 - $68.81 $176K - $231K
3.36K $204K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
6.49K
New
$30.82 - $34.31 $200K - $223K
6.49K $203K
NWE
Northwestern Corp

Utilities
3.8K
New
$50.44 - $57.24 $192K - $218K
3.8K $203K
GNTX
Gentex Corp

Consumer Cyclical
7.08K
New
$28.6 - $31.34 $202K - $222K
7.08K $203K
HBAN
Huntington Bancshares Inc

Financial Services
12.5K
New
$14.18 - $18.2 $177K - $228K
12.5K $203K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.58K
New
$75.99 - $88.85 $196K - $229K
2.58K $201K
EPR
Epr Properties

Real Estate
4.55K
New
$43.17 - $49.39 $196K - $224K
4.55K $201K
OII
Oceaneering International Inc

Energy
6.99K
+ 43.99%
$23.23 - $30.58 $162K - $214K
22.9K $596K
EME
Emcor Group, Inc.

Industrials
444
New
$427.96 - $526.95 $190K - $234K
444 $201K
MBWM
Mercantile Bank Corp

Financial Services
4.5K
New
$41.26 - $51.16 $186K - $230K
4.5K $200K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.29K
+ 24.94%
$396.64 - $516.74 $510K - $664K
6.44K $2.59M
IRM
Iron Mountain Inc

Real Estate
3.62K
+ 26.23%
$101.62 - $128.14 $368K - $464K
17.4K $1.83M
KEY
Keycorp

Financial Services
11.2K
New
$16.21 - $19.97 $181K - $223K
11.2K $191K
PH
Parker Hannifin Corp

Industrials
276
+ 8.04%
$621.74 - $709.46 $172K - $196K
3.71K $2.36M
PDN
Invesco Fd Tr

ETFs
6.02K
New
$31.62 - $34.97 $190K - $211K
6.02K $190K
JAMF
Jamf Holding Corp.

Technology
13.3K
New
$14.05 - $17.71 $187K - $236K
13.3K $187K
ALIT
Alight, Inc.

Technology
26.5K
New
$6.73 - $8.46 $178K - $224K
26.5K $183K
SAP
Sap Se

Technology
590
+ 27.47%
$218.13 - $255.54 $129K - $151K
2.74K $674K
IYT
Ishares Tr U.S. Transportation

ETFs
2.67K
New
$66.79 - $75.4 $178K - $201K
2.67K $180K
IYJ
Ishares Tr

ETFs
1.35K
New
$132.97 - $143.93 $179K - $194K
1.35K $179K
RING
Ishares Inc Msci Global Gold M

ETFs
7.08K
+ 168.51%
$27.93 - $36.45 $198K - $258K
11.3K $317K
OFC
Corporate Office Properties Trust

Real Estate
7.42K
New
N/A
7.42K $178K
VV
Vanguard Large Cap ETF

ETFs
368
+ 3.0%
$260.27 - $280.65 $95.8K - $103K
12.6K $3.4M
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