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
IWR
Ishares Russell Mid Cap ETF

ETFs
1.88K
+ 5.7%
$87.25 - $95.52 $164K - $180K
34.9K $3.09M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
776
+ 25.77%
$201.32 - $217.44 $156K - $169K
3.79K $783K
UDMY
Udemy, Inc.

Consumer Defensive
20.8K
New
$7.17 - $8.89 $149K - $185K
20.8K $171K
VST
Vistra Corp.

Utilities
125
+ 1.59%
$115.74 - $166.61 $14.5K - $20.8K
7.98K $1.1M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.66K
+ 19.67%
$81.6 - $90.89 $135K - $151K
10.1K $865K
BIT
Black Rock Multi Sector Income Trust

Financial Services
11.6K
New
$14.25 - $15.15 $166K - $176K
11.6K $169K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
343
+ 20.91%
$173.13 - $258.09 $59.4K - $88.5K
1.98K $457K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
4K
+ 55.11%
$40.82 - $45.39 $163K - $182K
11.3K $468K
KRO
Kronos Worldwide Inc

Basic Materials
17.1K
New
$9.64 - $12.96 $165K - $222K
17.1K $166K
VFH
Vanguard Financial ETF

ETFs
953
+ 14.5%
$108.87 - $126.2 $104K - $120K
7.52K $888K
ES
Eversource Energy

Utilities
5.89K
+ 35.92%
$55.9 - $67.73 $329K - $399K
22.3K $1.28M
ING
Ing Groep Nv

Financial Services
10.5K
New
$15.1 - $17.73 $158K - $185K
10.5K $163K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
6.93K
New
$23.55 - $24.04 $163K - $167K
6.93K $163K
WBD
Warner Bros. Discovery, Inc.

Communication Services
11.2K
+ 61.78%
$7.33 - $12.37 $82.2K - $139K
29.4K $311K
HBNC
Horizon Bancorp Inc

Financial Services
10K
New
$14.57 - $18.76 $146K - $189K
10K $161K
WMB
Williams Companies, Inc.

Energy
183
+ 1.03%
$46.37 - $59.74 $8.49K - $10.9K
17.9K $968K
AM
Antero Midstream Corp

Energy
10.6K
New
$14.22 - $15.97 $150K - $169K
10.6K $159K
WPC
W. P. Carey Inc.

Real Estate
4.09K
+ 47.82%
$53.44 - $61.33 $218K - $251K
12.6K $688K
RDVY
First Trust Rising Dividend Ac

ETFs
2.63K
New
$58.65 - $64.37 $154K - $170K
2.63K $155K
USA
Liberty All Star Equity Fund

Financial Services
22.3K
New
$6.82 - $7.46 $152K - $167K
22.3K $155K
CDNS
Cadence Design Systems Inc

Technology
145
+ 3.83%
$249.1 - $324.54 $36.1K - $47.1K
3.93K $1.18M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
6.57K
New
$23.55 - $23.9 $155K - $157K
6.57K $154K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
7.01K
New
$21.43 - $22.55 $150K - $158K
7.01K $150K
BK
Bank Of New York Mellon Corp

Financial Services
1.62K
+ 32.85%
$70.82 - $81.87 $115K - $133K
6.56K $503K
ETR
Entergy Corp

Utilities
5.47K
+ 115.07%
$73.19 - $156.4 $400K - $855K
10.2K $774K
IYC
Ishares U.S. Consumer Discreti

ETFs
1.18K
+ 28.2%
$85.96 - $101.28 $102K - $120K
5.37K $516K
NFG
National Fuel Gas CO

Energy
2.42K
+ 42.85%
$58.89 - $64.23 $142K - $155K
8.05K $488K
CF
Cf Industries Holdings, Inc.

Basic Materials
1.73K
+ 37.52%
$81.39 - $94.14 $141K - $163K
6.35K $541K
HL
Hecla Mining CO

Basic Materials
29.7K
New
$4.86 - $7.53 $144K - $223K
29.7K $145K
SONY
Sony Group Corp

Technology
39.6K
+ 429.79%
$17.53 - $96.8 $695K - $3.84M
48.9K $1.03M
OVV
Ovintiv Inc.

Energy
3.26K
+ 58.35%
$37.74 - $46.71 $123K - $152K
8.83K $357K
EVRI
Everi Holdings Inc.

Consumer Cyclical
10.6K
New
$13.14 - $13.52 $140K - $144K
10.6K $143K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.12K
+ 17.98%
$65.67 - $69.79 $139K - $148K
13.9K $932K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
12.1K
New
$11.42 - $12.5 $138K - $151K
12.1K $139K
WDAY
Workday, Inc.

Technology
340
+ 9.15%
$233.85 - $279.91 $79.5K - $95.2K
4.05K $1.05M
KOMP
Spdr S&P Kensho New Economies

ETFs
2.73K
New
$48.59 - $54.76 $133K - $149K
2.73K $138K
KD
Kyndryl Holdings, Inc.

Technology
756
+ 7.88%
$22.43 - $35.79 $17K - $27.1K
10.4K $358K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.2K
New
$113.79 - $124.5 $137K - $150K
1.2K $138K
TFLO
Ishares Treasury Floating Rate

ETFs
2.68K
+ 71.02%
$50.37 - $50.63 $135K - $135K
6.44K $325K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
6.33K
New
$20.98 - $21.19 $133K - $134K
6.33K $133K
EXEL
Exelixis, Inc.

Healthcare
1.39K
+ 11.78%
$25.39 - $36.46 $35.3K - $50.7K
13.2K $439K
AFL
Aflac Inc

Financial Services
2.43K
+ 17.08%
$100.37 - $115.27 $244K - $280K
16.7K $1.73M
ZM
Zoom Video Communications, Inc.

Technology
355
+ 4.05%
$67.21 - $89.03 $23.9K - $31.6K
9.12K $743K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
4.58K
New
$27.48 - $32.37 $126K - $148K
4.58K $131K
PSCM
Invesco S&P Smallcap Materials

ETFs
1.74K
New
$73.5 - $85.96 $128K - $149K
1.74K $128K
MSI
Motorola Solutions, Inc.

Technology
223
+ 12.26%
$449.08 - $504.6 $100K - $113K
2.04K $943K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.91K
New
$65.79 - $72.14 $126K - $138K
1.91K $125K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.54K
New
$80.87 - $87.69 $124K - $135K
1.54K $124K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
2.19K
New
$56.18 - $67.64 $123K - $148K
2.19K $124K
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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