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
VO
Vanguard Mid Cap ETF

ETFs
432
+ 1.5%
$261.5 - $284.63 $113K - $123K
29.2K $7.72M
IDV
Ishares Tr

ETFs
4.46K
New
$27.03 - $29.92 $121K - $133K
4.46K $122K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
376
+ 10.56%
$225.16 - $265.16 $84.7K - $99.7K
3.94K $977K
FXR
First Trust Industrials/Produc

ETFs
1.61K
New
$74.81 - $83.27 $120K - $134K
1.61K $120K
OLO
Olo Inc.

Technology
4.26K
+ 13.28%
$4.64 - $8.02 $19.8K - $34.2K
36.3K $279K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.41K
New
$49.87 - $52.46 $120K - $126K
2.41K $120K
SCHA
Schwab Strategic Tr Us Small C

ETFs
63K
+ 106.97%
$25.33 - $51.16 $1.6M - $3.22M
122K $3.15M
ENB
Enbridge Inc

Energy
1.71K
+ 6.65%
$40.4 - $43.92 $69K - $75.1K
27.4K $1.16M
CDE
Coeur Mining, Inc.

Basic Materials
20.5K
New
$5.61 - $7.39 $115K - $152K
20.5K $117K
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
7K
+ 8.19%
$22.58 - $23.47 $158K - $164K
92.5K $2.11M
VIRT
Virtu Financial, Inc.

Financial Services
1.4K
+ 11.57%
$30.43 - $37.95 $42.6K - $53.2K
13.5K $482K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.8K
New
$40.26 - $42.88 $113K - $120K
2.8K $113K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
1.21K
New
$91.86 - $98.85 $111K - $119K
1.21K $112K
ACHR
Archer Aviation Inc.

Industrials
1K
+ 6.67%
$2.94 - $11.33 $2.94K - $11.3K
16K $156K
AGNC
Agnc Investment Corp.

Real Estate
12.1K
New
$9.21 - $10.59 $112K - $128K
12.1K $111K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
13.6K
New
$8.17 - $8.66 $111K - $118K
13.6K $111K
AVDE
American Centy ETF Tr Avantis

ETFs
1.8K
New
$60.9 - $66.69 $109K - $120K
1.8K $110K
CME
Cme Group Inc.

Financial Services
414
+ 33.77%
$221.17 - $246.02 $91.6K - $102K
1.64K $380K
EBS
Emergent Bio Solutions Inc.

Healthcare
11.5K
New
$7.72 - $11.97 $88.5K - $137K
11.5K $109K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.55K
New
$70.63 - $78.23 $109K - $121K
1.55K $109K
GLD
Spdr Gold Trust

ETFs
607
+ 1.5%
$236.59 - $257.5 $144K - $156K
41.1K $9.95M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
3.06K
New
$34.83 - $38.05 $107K - $116K
3.06K $107K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
179
+ 4.8%
$229.83 - $258.46 $41.1K - $46.3K
3.91K $966K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.32K
New
$81.34 - $96.75 $107K - $127K
1.32K $106K
CXM
Sprinklr, Inc.

Technology
12.5K
New
$6.98 - $9.42 $87K - $117K
12.5K $105K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
634
New
$159.11 - $178.39 $101K - $113K
634 $104K
PSCC
Invesco S&P Smallcap Consumer

ETFs
2.73K
New
$36.43 - $40.84 $99.6K - $112K
2.73K $104K
CCJ
Cameco Corp

Energy
1.5K
+ 21.66%
$48.64 - $61.14 $72.9K - $91.6K
8.42K $432K
FXL
First Tr Exchange Traded Fd Fi

ETFs
693
New
$136.18 - $158.26 $94.4K - $110K
693 $102K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
5
+ 0.02%
$278.19 - $315.36 $1.39K - $1.58K
26.3K $7.56M
IGM
Ishares Expanded Tech Sector E

ETFs
653
+ 11.56%
$94.19 - $106.95 $61.5K - $69.8K
6.3K $643K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
2.97K
+ 30.11%
$33.7 - $37.69 $100K - $112K
12.8K $441K
UGI
Ugi Corp

Utilities
1.95K
+ 13.49%
$23.24 - $30.37 $45.3K - $59.2K
16.4K $462K
IBHG
Ishares Tr Ibonds 2027 Term Hi
4.55K
New
$22.11 - $22.54 $101K - $103K
4.55K $101K
DLR
Digital Realty Trust, Inc.

Real Estate
170
+ 3.75%
$156.46 - $195.69 $26.6K - $33.3K
4.7K $833K
BSCV
Invesco ETF Self Indexed Fd Tr
6.23K
New
$16.02 - $16.72 $99.9K - $104K
6.23K $100K
GQRE
Flexshares Tr Global Quality R

ETFs
1.76K
New
$56.58 - $62.37 $99.6K - $110K
1.76K $100K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
976
+ 4.65%
$69.3 - $74.3 $67.6K - $72.5K
22K $1.57M
NWL
Newell Brands Inc.

Consumer Defensive
3.32K
+ 11.67%
$7.18 - $11.63 $23.8K - $38.6K
31.7K $316K
HQY
Healthequity, Inc.

Healthcare
403
+ 9.71%
$78.18 - $104.65 $31.5K - $42.2K
4.56K $437K
GGG
Graco Inc

Industrials
1.32K
+ 30.63%
$81.45 - $92.29 $108K - $122K
5.63K $474K
WSO
Watsco Inc

Industrials
221
+ 41.0%
$466.57 - $568.78 $103K - $126K
760 $360K
TGNA
Tegna Inc

Communication Services
3.47K
+ 27.32%
$15.25 - $19.32 $52.9K - $67.1K
16.2K $295K
QBTS
D Wave Quantum Inc.

Technology
11.1K
New
$0.89 - $9.91 $9.9K - $110K
11.1K $93K
DELL
Dell Technologies Inc.

Technology
952
+ 17.07%
$111.96 - $144.21 $107K - $137K
6.53K $752K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.41K
+ 34.23%
$22.71 - $23.47 $100K - $103K
17.3K $394K
XT
Ishares Tr Exponential Technol

ETFs
1.7K
+ 24.16%
$58.7 - $62.72 $99.5K - $106K
8.71K $519K
RF
Regions Financial Corp

Financial Services
3.49K
+ 8.51%
$22.45 - $27.47 $78.4K - $95.9K
44.5K $1.05M
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
10.6K
New
$8.37 - $11.22 $89K - $119K
10.6K $89K
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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