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
CW
Curtiss Wright Corp

Industrials
908
New
$265.18 - $332.22 $241K - $302K
908 $298K
VICI
Vici Properties Inc.

Real Estate
8.97K
New
$27.64 - $34.08 $248K - $306K
8.97K $298K
PI
Impinj Inc

Technology
1.36K
New
$137.66 - $217.83 $187K - $295K
1.36K $293K
BLKB
Blackbaud Inc

Technology
3.47K
New
$74.5 - $85.69 $259K - $297K
3.47K $293K
ADC
Agree Realty Corp

Real Estate
3.9K
New
$61.47 - $76.71 $240K - $299K
3.9K $293K
WYNN
Wynn Resorts LTD

Consumer Cyclical
3.02K
New
$73.55 - $97.62 $222K - $295K
3.02K $289K
AEE
Ameren Corp

Utilities
3.27K
New
$70.45 - $87.46 $231K - $286K
3.27K $286K
RE
Everest Re Group LTD

Financial Services
771
New
N/A
771 $285K
LNC
Lincoln National Corp

Financial Services
9.03K
New
$28.71 - $34.05 $259K - $308K
9.03K $284K
AYI
Acuity Brands Inc

Industrials
1.01K
New
$222.88 - $275.47 $226K - $279K
1.01K $278K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
20.9K
New
$12.6 - $13.59 $264K - $284K
20.9K $275K
AWK
American Water Works Company, Inc.

Utilities
1.88K
New
$127.76 - $149.9 $240K - $282K
1.88K $274K
HLX
Helix Energy Solutions Group Inc

Energy
24.6K
New
$9.2 - $12.82 $227K - $316K
24.6K $273K
CRL
Charles River Laboratories International, Inc.

Healthcare
1.38K
New
$187.96 - $245.29 $260K - $339K
1.38K $272K
SCHC
Schwab Strategic Tr Intl Small

ETFs
7.06K
New
$34.48 - $38.87 $243K - $274K
7.06K $271K
SWIM
Latham Group, Inc.

Industrials
39.7K
New
$2.63 - $6.8 $104K - $270K
39.7K $269K
MTX
Minerals Technologies Inc

Basic Materials
3.49K
New
$69.64 - $88.9 $243K - $310K
3.49K $269K
MMS
Maximus, Inc.

Industrials
2.89K
New
$84.08 - $93.17 $243K - $269K
2.89K $269K
RGLD
Royal Gold Inc

Basic Materials
1.91K
New
$125.01 - $146.5 $239K - $280K
1.91K $267K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.76K
New
$85.48 - $98.39 $236K - $271K
2.76K $266K
ABM
Abm Industries Inc

Industrials
5.04K
New
$48.97 - $57.15 $247K - $288K
5.04K $265K
WSO
Watsco Inc

Industrials
539
New
$448.73 - $519.89 $242K - $280K
539 $265K
SLF
Sun Life Financial Inc

Financial Services
4.58K
New
$47.07 - $58.09 $215K - $266K
4.58K $265K
DHT
Dht Holdings, Inc.

Energy
23.9K
New
$10.25 - $12.05 $245K - $288K
23.9K $264K
SMAR
Smartsheet Inc

Technology
4.78K
New
$42.95 - $55.46 $205K - $265K
4.78K $264K
PETQ
Pet Iq, Inc.

Healthcare
8.56K
New
$20.57 - $30.79 $176K - $263K
8.56K $263K
YELP
Yelp Inc

Communication Services
7.53K
New
$33.02 - $37.77 $249K - $284K
7.53K $263K
DIOD
Diodes Inc

Technology
4.06K
New
$58.65 - $85.82 $238K - $349K
4.06K $260K
AMG
Affiliated Managers Group, Inc.

Financial Services
1.46K
New
$154.72 - $185.62 $226K - $271K
1.46K $259K
GIFI
Gulf Island Fabrication Inc

Industrials
46K
New
$5.25 - $6.57 $242K - $303K
46K $259K
ONON
On Holding Ag

Consumer Cyclical
5.14K
New
$36.63 - $51.57 $188K - $265K
5.14K $257K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
10.8K
New
$20.51 - $24.25 $221K - $261K
10.8K $254K
ANDE
Andersons, Inc.

Consumer Defensive
5.04K
New
$45.71 - $54.98 $231K - $277K
5.04K $252K
WEX
Wex Inc.

Technology
1.2K
New
$168.01 - $209.77 $201K - $251K
1.2K $251K
SONO
Sonos Inc

Technology
20.4K
New
$11.09 - $14.96 $227K - $306K
20.4K $251K
HOG
Harley Davidson, Inc.

Consumer Cyclical
6.52K
New
$31.83 - $39.53 $207K - $258K
6.52K $251K
ROCK
Gibraltar Industries, Inc.

Industrials
3.58K
New
$62.82 - $80.87 $225K - $289K
3.58K $250K
SCI
Service Corp International

Consumer Cyclical
3.18K
New
$69.55 - $80.63 $221K - $256K
3.18K $250K
AMWD
American Woodmark Corp

Consumer Cyclical
2.67K
New
$77.25 - $102.5 $206K - $274K
2.67K $249K
HWM
Howmet Aerospace Inc.

Industrials
2.48K
New
$77.3 - $100.22 $191K - $248K
2.48K $248K
ADUS
Addus Home Care Corp

Healthcare
1.87K
New
$116.16 - $133.58 $217K - $250K
1.87K $248K
PAYC
Paycom Software, Inc.

Technology
1.49K
New
$140.16 - $173.86 $208K - $258K
1.49K $247K
ICUI
Icu Medical Inc

Healthcare
1.35K
New
$114.88 - $182.17 $156K - $247K
1.35K $246K
GTES
Gates Industrial Corp PLC

Industrials
14K
New
$15.22 - $18.59 $213K - $260K
14K $245K
MLI
Mueller Industries Inc

Industrials
3.31K
New
$55.73 - $74.1 $185K - $245K
3.31K $245K
AMKR
Amkor Technology, Inc.

Technology
7.99K
New
$28.09 - $44.68 $224K - $357K
7.99K $244K
CIVI
Civitas Resources, Inc.

Energy
4.83K
New
$49.47 - $72.73 $239K - $351K
4.83K $244K
WBS
Webster Financial Corp

Financial Services
5.22K
New
$42.49 - $49.62 $222K - $259K
5.22K $243K
CRUS
Cirrus Logic, Inc.

Technology
1.95K
New
$112.86 - $145.69 $221K - $285K
1.95K $242K
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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