Ep Wealth Advisors, LLC Asset Management

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.3 Million 0.12% of portfolio
307,643
Q4 2024 Reduced 0.32%
$24.8B
$4.47 Million 0.04% of portfolio
25,230
Q4 2024 Reduced 6.42%
$104B
$4.05 Million 0.03% of portfolio
23,464
Q4 2024 Reduced 14.51%
$0
$3.28 Million 0.03% of portfolio
103,486
Q4 2024 Added 0.24%
$2.57B
$2.57 Million 0.02% of portfolio
169,764
Q4 2024 Reduced 9.03%
$52.2B
$1.38 Million 0.01% of portfolio
2,599
Q4 2024 Added 20.16%
$20.5B
$1.18 Million 0.01% of portfolio
11,481
Q4 2024 Reduced 2.68%
$0
$1.13 Million 0.01% of portfolio
107,812
Q4 2024 Reduced 8.08%
$0
$1.01 Million 0.01% of portfolio
63,951
Q4 2024 Reduced 3.76%
$21.1B
$1.01 Million 0.01% of portfolio
8,889
Q4 2024 Reduced 0.89%
$98B
$947,000 0.01% of portfolio
6,409
Q4 2024 Added 33.66%
$0
$932,000 0.01% of portfolio
45,304
Q3 2023 New
$82.5B
$918,000 0.01% of portfolio
5,560
Q4 2024 Added 1.91%
$20.7B
$812,000 0.01% of portfolio
10,491
Q4 2024 Added 5.1%
$0
$550,000 0.0% of portfolio
56,504
Q4 2024 Reduced 3.07%
$0
$537,000 0.0% of portfolio
30,345
Q4 2024 Added 3.58%
$20.7B
$499,000 0.0% of portfolio
16,710
Q4 2024 Reduced 1.22%
$3.49B
$492,000 0.0% of portfolio
7,850
Q4 2024 Reduced 1.95%
$0
$389,000 0.0% of portfolio
19,337
Q3 2024 Added 14.85%
$0
$350,000 0.0% of portfolio
29,335
Q3 2024 Added 79.58%
$0
$342,000 0.0% of portfolio
18,652
Q4 2024 Reduced 12.16%
$6.35B
$326,000 0.0% of portfolio
1,764
Q4 2024 Added 20.82%
$32.3B
$325,000 0.0% of portfolio
3,312
Q4 2024 Reduced 4.83%
$0
$325,000 0.0% of portfolio
13,520
Q3 2024 Added 0.75%
$0
$284,000 0.0% of portfolio
20,677
Q4 2024 Reduced 1.19%
$0
$261,000 0.0% of portfolio
26,800
Q3 2023 New
$4.03B
$256,000 0.0% of portfolio
3,920
Q4 2024 New
$0
$245,000 0.0% of portfolio
20,226
Q4 2024 Added 19.82%
$0
$221,000 0.0% of portfolio
6,941
Q4 2024 Reduced 17.28%
$0
$216,000 0.0% of portfolio
17,016
Q4 2024 Added 19.28%
$3.49B
$213,000 0.0% of portfolio
5,187
Q4 2024 New
$0
$211,000 0.0% of portfolio
19,355
Q3 2024 Added 0.94%
$0
$205,000 0.0% of portfolio
13,025
Q4 2024 Added 8.95%
$6.97B
$204,000 0.0% of portfolio
11,685
Q4 2024 Added 10.47%
$0
$191,000 0.0% of portfolio
19,875
Q4 2024 Reduced 2.77%
$0
$188,000 0.0% of portfolio
22,820
Q4 2024 Reduced 9.35%
$0
$188,000 0.0% of portfolio
17,734
Q4 2024 Added 37.91%
$0
$183,000 0.0% of portfolio
16,279
Q4 2024 Reduced 7.25%
$0
$182,000 0.0% of portfolio
32,000
Q3 2024 Reduced -0.0%
$0
$171,000 0.0% of portfolio
14,716
Q4 2024 Added 8.77%
$0
$169,000 0.0% of portfolio
11,629
Q4 2024 New
$0
$169,000 0.0% of portfolio
35,249
Q4 2023 Reduced 13.5%
$0
$165,000 0.0% of portfolio
14,655
Q4 2024 New
$0
$155,000 0.0% of portfolio
22,341
Q4 2024 New
$0
$148,000 0.0% of portfolio
11,619
Q4 2024 Reduced 32.93%
$0
$111,000 0.0% of portfolio
13,633
Q4 2024 New
$279M
$89,000 0.0% of portfolio
10,628
Q4 2024 New
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