Ep Wealth Advisors, LLC Sells in Q4 2024

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ARES
Ares Management Corp

Financial Services
-1.73K
- 6.42%
$153.38 - $183.7 $266K - $318K
25.2K $4.47M
ISRG
Intuitive Surgical Inc

Healthcare
-294
- 2.11%
$471.27 - $550.62 $139K - $162K
13.6K $7.12M
MA
Mastercard Inc

Financial Services
-627
- 3.15%
$491.3 - $536.15 $308K - $336K
19.3K $10.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-163
- 10.19%
$4100.99 - $5300.34 $668K - $864K
1.44K $7.14M
WFC
Wells Fargo & Company

Financial Services
-34.3K
- 16.61%
$54.98 - $77.35 $1.88M - $2.65M
172K $12.1M
GS
Goldman Sachs Group Inc

Financial Services
-6
- 0.11%
$486.1 - $608.57 $2.92K - $3.65K
5.69K $3.26M
SRE
Sempra Energy

Utilities
-6.7K
- 1.87%
$80.81 - $94.77 $541K - $635K
352K $30.9M
KRE
Spdr S&P Regional Banking ETF

ETFs
-7.34K
- 1.63%
$54.6 - $68.9 $401K - $506K
443K $26.7M
CSCO
Cisco Systems, Inc.

Technology
-115K
- 8.53%
$52.45 - $60.02 $6.02M - $6.89M
1.23M $72.8M
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
-987
- 0.32%
$41.88 - $50.49 $41.3K - $49.8K
308K $14.3M
GOOG
Alphabet Inc.

Communication Services
-22.2K
- 9.14%
$163.08 - $198.16 $3.62M - $4.4M
221K $42M
SOFI
So Fi Technologies, Inc.

Financial Services
-89.3K
- 23.77%
$7.63 - $16.88 $681K - $1.51M
286K $4.41M
COST
Costco Wholesale Corp

Consumer Defensive
-2.88K
- 2.07%
$873.59 - $994.69 $2.52M - $2.87M
137K $125M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-615
- 0.75%
$316.94 - $357.88 $195K - $220K
81.5K $28M
BAC
Bank Of America Corp

Financial Services
-5.67K
- 1.25%
$39.22 - $47.77 $222K - $271K
447K $19.7M
GPN
Global Payments Inc

Industrials
-3.02K
- 1.2%
$97.57 - $119.38 $294K - $360K
249K $27.9M
SKYW
Skywest Inc

Industrials
-10.2K
- 3.97%
$83.51 - $115.11 $850K - $1.17M
246K $24.7M
V
Visa Inc.

Financial Services
-15.5K
- 6.31%
$273.87 - $320.91 $4.25M - $4.98M
231K $72.9M
DIS
Walt Disney CO

Communication Services
-15.7K
- 3.18%
$92.39 - $117.6 $1.46M - $1.85M
479K $53.3M
NVDA
Nvidia Corp

Technology
-45.8K
- 3.11%
$117.0 - $148.88 $5.36M - $6.82M
1.43M $192M
JPM
Jpmorgan Chase & CO

Financial Services
-9.25K
- 1.33%
$205.18 - $250.29 $1.9M - $2.31M
685K $164M
GOOGL
Alphabet Inc.

Communication Services
-16.5K
- 1.59%
$161.86 - $196.66 $2.67M - $3.25M
1.02M $193M
AMZN
Amazon Com Inc

Consumer Cyclical
-44.3K
- 4.0%
$180.88 - $232.93 $8.02M - $10.3M
1.06M $234M
AAPL
Apple Inc.

Technology
-24.5K
- 1.18%
$221.69 - $259.02 $5.43M - $6.35M
2.05M $513M
AVGO
Broadcom Inc.

Technology
-48.8K
- 5.13%
$159.67 - $250.0 $7.8M - $12.2M
902K $209M
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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