Ep Wealth Advisors, LLC New Holdings in Q3 2024

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VRSN
Verisign Inc

Technology
4.17K
New
$174.18 - $190.64 $726K - $795K
4.17K $791K
LAMR
Lamar Advertising CO

Real Estate
5.91K
New
$110.9 - $135.58 $655K - $801K
5.91K $789K
VEEV
Veeva Systems Inc

Healthcare
3.76K
New
$180.43 - $223.9 $678K - $841K
3.76K $788K
INST
Instructure Holdings, Inc.

Technology
33.2K
New
$22.73 - $25.35 $755K - $842K
33.2K $781K
LYB
Lyondell Basell Industries N.V.

Basic Materials
8.11K
New
$92.56 - $99.46 $751K - $807K
8.11K $777K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
16.2K
New
$45.2 - $47.87 $734K - $777K
16.2K $771K
EXPE
Expedia Group, Inc.

Consumer Cyclical
5.13K
New
$112.12 - $149.09 $575K - $764K
5.13K $758K
FLV
American Centy ETF Tr Focused

ETFs
9.95K
New
$62.57 - $69.96 $623K - $696K
9.95K $696K
EWD
Ishares Inc Msci Sweden ETF

ETFs
16K
New
$37.8 - $43.85 $605K - $702K
16K $695K
PKW
Invesco Exchange Traded Fd Tr

ETFs
6K
New
$102.34 - $114.52 $614K - $687K
6K $687K
BKR
Baker Hughes CO

Energy
17.6K
New
$32.92 - $38.72 $580K - $683K
17.6K $637K
AMCR
Amcor PLC

Consumer Cyclical
56.2K
New
$9.5 - $11.44 $533K - $642K
56.2K $636K
NRG
Nrg Energy, Inc.

Utilities
6.98K
New
$68.89 - $91.22 $481K - $637K
6.98K $635K
CTRA
Coterra Energy Inc.

Energy
26.5K
New
$22.62 - $27.37 $600K - $726K
26.5K $634K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.48K
New
$150.01 - $182.29 $521K - $634K
3.48K $631K
NNN
National Retail Properties, Inc.

Real Estate
13K
New
$42.12 - $48.79 $545K - $632K
13K $627K
ETR
Entergy Corp

Utilities
4.75K
New
$104.75 - $131.61 $498K - $625K
4.75K $625K
ZM
Zoom Video Communications, Inc.

Technology
8.76K
New
$55.32 - $71.9 $485K - $630K
8.76K $611K
ATKR
Atkore Inc.

Industrials
7.09K
New
$82.81 - $152.57 $587K - $1.08M
7.09K $600K
UTHR
United Therapeutics Corp

Healthcare
1.61K
New
$311.04 - $363.55 $500K - $585K
1.61K $576K
QTWO
Q2 Holdings, Inc.

Technology
7.22K
New
$60.19 - $81.55 $435K - $589K
7.22K $575K
PNTG
Pennant Group, Inc.

Healthcare
16K
New
$23.4 - $36.88 $374K - $590K
16K $571K
SBAC
Sba Communications Corp

Real Estate
2.31K
New
$189.0 - $245.01 $437K - $566K
2.31K $556K
STNG
Scorpio Tankers Inc.

Energy
7.74K
New
$66.41 - $81.58 $514K - $631K
7.74K $551K
MAA
Mid America Apartment Communities Inc.

Real Estate
3.44K
New
$138.8 - $166.65 $478K - $573K
3.44K $546K
IR
Ingersoll Rand Inc.

Industrials
5.56K
New
$86.9 - $100.4 $483K - $558K
5.56K $545K
KAPR
Innovator U.S. Small Cap Power

ETFs
16.6K
New
$30.54 - $32.65 $507K - $542K
16.6K $538K
APTV
Aptiv PLC

Consumer Cyclical
7.46K
New
$65.39 - $74.24 $487K - $553K
7.46K $536K
IT
Gartner Inc

Technology
1.04K
New
$441.32 - $516.47 $459K - $538K
1.04K $527K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
63.5K
New
$8.08 - $11.02 $513K - $700K
63.5K $526K
SSNC
Ss&C Technologies Holdings Inc

Technology
6.86K
New
$61.42 - $76.46 $422K - $525K
6.86K $509K
FR
First Industrial Realty Trust Inc

Real Estate
9.1K
New
$47.13 - $56.97 $429K - $519K
9.1K $509K
CSQ
Calamos Strategic Total Return Fund

Financial Services
29.3K
New
$15.71 - $17.51 $460K - $513K
29.3K $508K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
7.12K
New
$69.02 - $93.84 $491K - $668K
7.12K $500K
CRBG
Corebridge Financial, Inc.

Financial Services
16.9K
New
$24.9 - $30.12 $421K - $510K
16.9K $493K
FNB
Fnb Corp

Financial Services
34.8K
New
$13.41 - $15.55 $467K - $541K
34.8K $491K
NI
Nisource Inc.

Utilities
14.1K
New
$28.54 - $34.64 $402K - $488K
14.1K $488K
NBIX
Neurocrine Biosciences Inc

Healthcare
4.19K
New
$114.58 - $153.15 $480K - $642K
4.19K $482K
CUBE
Cube Smart

Real Estate
8.74K
New
$43.74 - $54.55 $382K - $477K
8.74K $470K
TPG
Tpg Inc.

Financial Services
8.01K
New
$40.49 - $59.88 $324K - $479K
8.01K $460K
MPWR
Monolithic Power Systems Inc

Technology
491
New
$757.04 - $947.16 $372K - $465K
491 $454K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
25.1K
New
$15.81 - $18.96 $397K - $477K
25.1K $453K
PNR
Pentair PLC

Industrials
4.5K
New
$74.39 - $97.79 $335K - $440K
4.5K $439K
TSN
Tyson Foods, Inc.

Consumer Defensive
7.17K
New
$55.91 - $65.87 $401K - $472K
7.17K $426K
CHRD
Oasis Petroleum Inc.

Energy
3.26K
New
$128.01 - $176.98 $417K - $576K
3.26K $424K
OC
Owens Corning

Industrials
2.41K
New
$154.02 - $186.38 $371K - $448K
2.41K $424K
CNO
Cno Financial Group, Inc.

Financial Services
11.9K
New
$27.71 - $35.42 $330K - $421K
11.9K $417K
BSM
Black Stone Minerals, L.P.

Energy
27.6K
New
$14.05 - $15.85 $388K - $437K
27.6K $416K
ABCB
Ameris Bancorp

Financial Services
6.68K
New
$48.61 - $65.14 $325K - $435K
6.68K $416K
Activity Summary
Buys All Purchases 929 New Holdings 350 Increased Positions 579 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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