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
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
1.94K
New
$57.2 - $62.94 $111K - $122K
1.94K $120K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
1.59K
New
$64.0 - $72.54 $102K - $115K
1.59K $114K
ZUO
Zuora Inc

Technology
13K
New
$8.34 - $9.73 $109K - $127K
13K $112K
LIT
Global X Fds Global X Lithium

ETFs
2.48K
New
$35.01 - $43.59 $86.6K - $108K
2.48K $107K
BRY
Berry Corp (Bry)

Energy
20.6K
New
$4.85 - $6.96 $100K - $144K
20.6K $106K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.16K
New
$19.92 - $20.67 $103K - $107K
5.16K $105K
IWC
Russell Micro Cap ETF

ETFs
851
New
$112.21 - $129.46 $95.5K - $110K
851 $104K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
2.8K
New
$32.65 - $36.84 $91.3K - $103K
2.8K $102K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
4.3K
New
$22.96 - $23.97 $98.7K - $103K
4.3K $102K
FDLO
Fidelity Covington Tr Low Vola

ETFs
1.64K
New
$56.38 - $61.35 $92.4K - $101K
1.64K $100K
HAIN
Hain Celestial Group Inc

Consumer Defensive
10.9K
New
$6.14 - $8.63 $67.1K - $94.3K
10.9K $94K
SIGA
Siga Technologies Inc

Healthcare
12.1K
New
$6.74 - $11.97 $81.8K - $145K
12.1K $81K
STKL
Sun Opta Inc.

Consumer Defensive
12.4K
New
$5.01 - $6.83 $62.2K - $84.8K
12.4K $79K
GDRX
Good Rx Holdings, Inc.

Healthcare
10.5K
New
$6.69 - $9.05 $70.6K - $95.5K
10.5K $73K
AMPY
Amplify Energy Corp.

Energy
10.6K
New
$6.25 - $7.96 $66.5K - $84.7K
10.6K $69K
GTN
Gray Television Inc

Communication Services
12.4K
New
$4.23 - $6.5 $52.5K - $80.7K
12.4K $66K
CFFN
Capitol Federal Financial, Inc.

Financial Services
11.3K
New
$5.34 - $6.75 $60.3K - $76.2K
11.3K $65K
ACCO
Acco Brands Corp

Industrials
11.2K
New
$4.48 - $5.53 $50.3K - $62.1K
11.2K $61K
BTEGF
Baytex Energy Corp.

Energy
15.1K
New
N/A
15.1K $54K
VMEO
Vimeo, Inc.

Technology
10K
New
$3.55 - $5.35 $35.6K - $53.6K
10K $50K
SANA
Sana Biotechnology, Inc.

Healthcare
10.9K
New
$3.76 - $6.86 $41K - $74.8K
10.9K $45K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
11.2K
New
$1.93 - $3.99 $21.7K - $44.8K
11.2K $21K
LYEL
Lyell Immunopharma, Inc.

Healthcare
14.2K
New
$1.13 - $1.88 $16.1K - $26.7K
14.2K $19K
CTMX
Cytom X Therapeutics, Inc.

Healthcare
10.4K
New
$1.12 - $1.51 $11.7K - $15.8K
10.4K $12K
SES
Ses Ai Corp

Consumer Cyclical
15K
New
$0.64 - $1.35 $9.6K - $20.3K
15K $9K
Proshares Tr Ii
45K
New
N/A
45K $0
Abrdn Asia Pacific Income Fu
1.05M
New
N/A
1.05M $0
Goldman Sachs ETF Tr
156K
New
N/A
156K $0
America Movil Sab De Cv
10.8K
New
N/A
10.8K $0
Atlassian Corporation
3.09K
New
N/A
3.09K $0
Bgc Group Inc
31.5K
New
N/A
31.5K $0
Bondbloxx ETF Trust
106K
New
N/A
106K $0
Ilearningengines Inc
35K
New
N/A
35K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
36.8K
New
N/A
36.8K $0
Medalist Diversified Reit In
45.3K
New
N/A
45.3K $0
Solventum Corp
5.09K
New
N/A
5.09K $0
Canadian Pacific Kansas City
2.59K
New
N/A
2.59K $0
Rbb Fd Inc
6.76K
New
N/A
6.76K $0
IGN
Ishares Tr North Amern Tech Mu

ETFs
1.35K
New
N/A
1.35K $0
Innovator Etfs Trust
8.58K
New
N/A
8.58K $0
Agenus Inc
10K
New
N/A
10K $0
Te Connectivity PLC
1.84K
New
N/A
1.84K $0
Coherent Corp
2.39K
New
N/A
2.39K $0
MOGA
Moog Inc Cla
1.08K
New
N/A
1.08K $0
Masterbrand Inc
13.6K
New
N/A
13.6K $0
Newpark Res Inc
13.9K
New
N/A
13.9K $0
Advisor Managed Portfolios
4.33M
New
N/A
4.33M $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
3.23K
New
N/A
3.23K $0
DFSB
Dimensional ETF Tr Dimensional
3.02K
New
N/A
3.02K $0
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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