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
CRUS
Cirrus Logic, Inc.

Technology
1.38K
+ 70.52%
$99.58 - $125.3 $137K - $173K
3.33K $331K
GUNR
Flexshares Tr Morningstar Glob

ETFs
4.95K
+ 26.22%
$36.15 - $41.9 $179K - $207K
23.8K $866K
FNDX
Schwab Fundamental U S Large C

ETFs
47.7K
+ 220.01%
$23.49 - $71.77 $1.12M - $3.42M
69.4K $1.64M
RPM
Rpm International Inc

Basic Materials
560
+ 7.05%
$120.09 - $140.26 $67.3K - $78.5K
8.5K $1.05M
IYM
Ishares Tr

ETFs
849
+ 66.9%
$129.15 - $153.25 $110K - $130K
2.12K $275K
ROP
Roper Technologies Inc

Industrials
202
+ 37.55%
$519.85 - $575.95 $105K - $116K
740 $384K
PRU
Prudential Financial Inc

Financial Services
855
+ 12.6%
$114.59 - $129.52 $98K - $111K
7.64K $905K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.28K
+ 7.93%
$40.15 - $42.9 $91.3K - $97.6K
31K $1.25M
LXU
Lsb Industries, Inc.

Basic Materials
11K
New
$7.53 - $9.56 $83K - $105K
11K $83K
ENLC
En Link Midstream, LLC

Energy
5.99K
+ 50.06%
$13.74 - $16.01 $82.3K - $95.9K
18K $254K
HWM
Howmet Aerospace Inc.

Industrials
511
+ 20.63%
$99.72 - $120.09 $51K - $61.4K
2.99K $326K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
316
+ 9.01%
$97.09 - $120.01 $30.7K - $37.9K
3.82K $413K
WELL
Welltower Inc.

Real Estate
661
+ 18.91%
$123.11 - $139.3 $81.4K - $92.1K
4.16K $523K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
566
+ 7.93%
$70.54 - $79.61 $39.9K - $45.1K
7.71K $586K
ORI
Old Republic International Corp

Financial Services
1.76K
+ 13.44%
$34.4 - $38.98 $60.4K - $68.4K
14.8K $536K
GLW
Corning Inc

Technology
772
+ 5.0%
$44.11 - $49.76 $34.1K - $38.4K
16.2K $770K
WBS
Webster Financial Corp

Financial Services
512
+ 9.81%
$44.33 - $62.82 $22.7K - $32.2K
5.73K $316K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
389
+ 4.53%
$124.61 - $133.96 $48.5K - $52.1K
8.98K $1.16M
ANSS
Ansys Inc

Technology
172
+ 22.34%
$313.05 - $361.45 $53.8K - $62.2K
942 $317K
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.19K
+ 78.37%
$26.05 - $29.17 $83K - $93K
7.26K $190K
COOP
Mr. Cooper Group Inc.

Financial Services
648
+ 27.73%
$87.37 - $101.43 $56.6K - $65.7K
2.99K $286K
HDSN
Hudson Technologies Inc

Basic Materials
12.7K
New
$5.25 - $8.29 $66.9K - $106K
12.7K $71K
IWY
Ishares Tr Russell 200 Growth

ETFs
211
+ 14.72%
$216.72 - $244.71 $45.7K - $51.6K
1.64K $386K
G
Genpact LTD

Technology
961
+ 12.23%
$38.17 - $46.82 $36.7K - $45K
8.82K $378K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.92K
+ 21.67%
$31.23 - $33.51 $91.1K - $97.8K
16.4K $515K
CAH
Cardinal Health Inc

Healthcare
225
+ 4.4%
$107.89 - $125.33 $24.3K - $28.2K
5.34K $631K
AMG
Affiliated Managers Group, Inc.

Financial Services
304
+ 20.82%
$175.77 - $196.52 $53.4K - $59.7K
1.76K $326K
RLGT
Radiant Logistics, Inc

Industrials
10.1K
New
$6.06 - $7.59 $60.9K - $76.3K
10.1K $67K
SNV
Synovus Financial Corp

Financial Services
588
+ 10.82%
$42.5 - $58.73 $25K - $34.5K
6.02K $308K
YELP
Yelp Inc

Communication Services
967
+ 12.85%
$33.38 - $40.61 $32.3K - $39.3K
8.49K $328K
WM
Waste Management Inc

Industrials
786
+ 4.77%
$201.79 - $228.46 $159K - $180K
17.3K $3.48M
CPRT
Copart Inc

Consumer Cyclical
274
+ 2.9%
$51.36 - $63.8 $14.1K - $17.5K
9.72K $558K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.35K
+ 4.4%
$50.53 - $55.55 $68.1K - $74.9K
32K $1.63M
SMPL
Simply Good Foods CO

Consumer Defensive
837
+ 12.33%
$32.46 - $40.01 $27.2K - $33.5K
7.62K $297K
IVE
Ishares S&P 500 Value ETF

ETFs
1.64K
+ 4.1%
$189.5 - $206.17 $311K - $339K
41.7K $7.96M
RSG
Republic Services, Inc.

Industrials
297
+ 7.68%
$198.0 - $218.75 $58.8K - $65K
4.16K $837K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
57
+ 1.21%
$170.03 - $192.78 $9.69K - $11K
4.77K $882K
CLX
Clorox CO

Consumer Defensive
378
+ 5.83%
$156.51 - $169.74 $59.2K - $64.2K
6.86K $1.11M
COMP
Compass, Inc.

Technology
10K
New
$5.4 - $7.33 $54K - $73.3K
10K $58K
CYBR
Cyber Ark Software Ltd.

Technology
76
+ 10.08%
$274.1 - $333.15 $20.8K - $25.3K
830 $276K
ECVT
Ecovyst Inc.

Basic Materials
4.74K
+ 18.37%
$6.15 - $8.62 $29.2K - $40.9K
30.6K $233K
TTWO
Take Two Interactive Software Inc

Communication Services
39
+ 2.49%
$147.66 - $190.46 $5.76K - $7.43K
1.61K $296K
TT
Trane Technologies PLC

Industrials
258
+ 12.56%
$369.35 - $419.14 $95.3K - $108K
2.31K $853K
CBOE
Cboe Global Markets, Inc.

Financial Services
369
+ 19.29%
$191.61 - $217.84 $70.7K - $80.4K
2.28K $445K
SAN
Banco Santander, S.A.

Financial Services
12.1K
New
$4.49 - $5.05 $54.4K - $61.2K
12.1K $55K
MLPX
Global X Mlp & Energy Infrastr

ETFs
12
+ 0.13%
$54.89 - $64.32 $659 - $772
9.03K $545K
HPE
Hewlett Packard Enterprise CO

Technology
1.07K
+ 3.08%
$19.31 - $23.95 $20.6K - $25.6K
35.7K $763K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
604
+ 15.95%
$58.39 - $67.04 $35.3K - $40.5K
4.39K $278K
FHN
First Horizon Corp

Financial Services
3
+ 0.03%
$14.91 - $21.42 $44.7 - $64.3
11.8K $236K
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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