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
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-239
- 6.76%
$89.9 - $100.66 $21.5K - $24.1K
3.3K $297K
PIE
Invesco Exchange Traded Fd Tr

ETFs
-272
- 1.42%
$19.22 - $20.71 $5.23K - $5.63K
18.9K $363K
CIVI
Civitas Resources, Inc.

Energy
-164
- 3.4%
$42.79 - $54.92 $7.02K - $9.01K
4.66K $213K
XEL
Xcel Energy Inc

Utilities
-740
- 8.44%
$62.16 - $72.92 $46K - $54K
8.03K $541K
FLCA
Franklin Templeton ETF Tr

ETFs
-719
- 19.04%
$36.34 - $39.37 $26.1K - $28.3K
3.06K $111K
EXC
Exelon Corp

Utilities
-67
- 0.69%
$36.22 - $40.97 $2.43K - $2.74K
9.62K $362K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-566
- 6.58%
$50.73 - $51.08 $28.7K - $28.9K
8.04K $409K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-2.35K
- 9.35%
$8.1 - $9.04 $19.1K - $21.3K
22.8K $188K
WWD
Woodward, Inc.

Industrials
-17
- 0.34%
$159.67 - $187.29 $2.71K - $3.18K
4.92K $818K
ABNB
Airbnb, Inc.

Consumer Cyclical
-302
- 12.33%
$125.36 - $147.37 $37.9K - $44.5K
2.15K $282K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-1.27K
- 7.25%
$11.12 - $11.98 $14.2K - $15.3K
16.3K $183K
TDIV
First Trust Nasdaq Technology

ETFs
-127
- 1.66%
$78.03 - $82.13 $9.91K - $10.4K
7.52K $590K
AAL
American Airlines Group Inc.

Industrials
-2.16K
- 7.46%
N/A
26.8K $296K
PPL
Ppl Corp

Utilities
-555
- 7.09%
$31.47 - $35.0 $17.5K - $19.4K
7.28K $236K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-246
- 6.37%
$157.33 - $189.22 $38.7K - $46.5K
3.62K $610K
PBW
Invesco Exchange Traded Fd Tr

ETFs
-1.12K
- 12.34%
$19.01 - $21.64 $21.3K - $24.2K
7.96K $159K
FNV
Franco Nevada Corp

Basic Materials
-65
- 2.98%
$113.26 - $137.22 $7.36K - $8.92K
2.12K $249K
PSLV
Sprott Physical Silver Trust

Financial Services
-566
- 2.77%
$9.65 - $11.76 $5.46K - $6.66K
19.9K $191K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-246
- 12.58%
$80.18 - $88.79 $19.7K - $21.8K
1.71K $137K
PEG
Public Service Enterprise Group Inc

Utilities
-56
- 1.61%
$81.87 - $94.51 $4.58K - $5.29K
3.43K $289K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-49
- 0.55%
$20.55 - $23.26 $1.01K - $1.14K
8.9K $187K
AME
Ametek Inc

Industrials
-424
- 6.35%
$165.89 - $197.38 $70.3K - $83.7K
6.25K $1.13M
ALLO
Allogene Therapeutics, Inc.

Healthcare
-1.24K
- 5.06%
$1.84 - $3.22 $2.28K - $3.99K
23.2K $49K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-57
- 2.05%
$115.08 - $119.55 $6.56K - $6.81K
2.72K $314K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-65
- 0.3%
$25.3 - $26.31 $1.64K - $1.71K
21.6K $551K
MET
Metlife Inc

Financial Services
-80
- 0.49%
$78.15 - $88.25 $6.25K - $7.06K
16.4K $1.34M
HUBB
Hubbell Inc

Industrials
-28
- 4.66%
$418.89 - $472.12 $11.7K - $13.2K
573 $240K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-88
- 0.71%
$16.73 - $19.67 $1.47K - $1.73K
12.4K $214K
RE
Everest Re Group LTD

Financial Services
-43
- 5.58%
N/A
728 $269K
DFAU
Dimensional ETF Tr

ETFs
-451
- 14.62%
$39.27 - $42.38 $17.7K - $19.1K
2.63K $106K
PAYX
Paychex Inc

Industrials
-1.67K
- 4.58%
$135.86 - $148.73 $226K - $248K
34.7K $4.87M
RY
Royal Bank Of Canada

Financial Services
-24
- 0.83%
$119.72 - $128.02 $2.87K - $3.07K
2.88K $347K
SPXN
Proshares Tr S&P 500 Ex Finls

ETFs
-270
- 10.13%
$61.19 - $65.44 $16.5K - $17.7K
2.4K $150K
UA
Under Armour Inc Cl C

Consumer Cyclical
-3
- 0.02%
$7.37 - $9.94 $22.1 - $29.8
14.7K $109K
TM
Toyota Motor Corp

Consumer Cyclical
-311
- 10.74%
$169.2 - $199.52 $52.6K - $62.1K
2.59K $503K
ROST
Ross Stores, Inc.

Consumer Cyclical
-116
- 2.1%
$138.59 - $156.61 $16.1K - $18.2K
5.42K $819K
IYR
Ishares Tr

ETFs
-3
- 0.21%
$90.74 - $102.87 $272 - $309
1.43K $132K
UAA
Under Armour, Inc.

Consumer Cyclical
-567
- 4.27%
$8.21 - $11.13 $4.66K - $6.31K
12.7K $105K
PAYC
Paycom Software, Inc.

Technology
-333
- 22.42%
$159.94 - $240.25 $53.3K - $80K
1.15K $236K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
-1.79K
- 3.07%
$9.32 - $10.4 $16.7K - $18.6K
56.5K $550K
STLD
Steel Dynamics Inc

Basic Materials
-91
- 0.37%
N/A
24.6K $2.41M
HST
Host Hotels & Resorts, Inc.

Real Estate
-384
- 1.06%
$17.24 - $19.07 $6.62K - $7.32K
36K $630K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-188
- 3.18%
$21.1 - $23.08 $3.97K - $4.34K
5.73K $121K
AMH
American Homes 4 Rent

Real Estate
-32
- 0.58%
$35.02 - $39.25 $1.12K - $1.26K
5.52K $206K
EQIX
Equinix Inc

Real Estate
-24
- 7.72%
$865.69 - $985.0 $20.8K - $23.6K
287 $270K
JBLU
Jetblue Airways Corp

Industrials
-2.8K
- 20.95%
$5.63 - $8.05 $15.8K - $22.5K
10.6K $83K
CTRA
Coterra Energy Inc.

Energy
-1.84K
- 6.94%
$22.71 - $27.63 $41.8K - $50.8K
24.7K $630K
KCE
Spdr S&P Capital Markets ETF

ETFs
-151
- 11.25%
$124.2 - $148.51 $18.8K - $22.4K
1.19K $164K
KIE
Spdr S&P Insurance ETF

ETFs
-9
- 0.12%
$55.65 - $62.03 $501 - $558
7.37K $416K
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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