Ep Wealth Advisors, LLC Banks—Regional

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$62.8B
$4.78 Million 0.04% of portfolio
100,020
Q4 2024 Added 0.9%
$4.7B
$3.14 Million 0.03% of portfolio
83,670
Q4 2024 Added 0.2%
$27.5B
$2.56 Million 0.02% of portfolio
1,213
Q4 2024 Added 0.25%
$4.98B
$1.1 Million 0.01% of portfolio
21,992
Q4 2024 Reduced 3.85%
$20.1B
$1.05 Million 0.01% of portfolio
44,502
Q4 2024 Added 8.51%
$70B
$891,000 0.01% of portfolio
4,621
Q4 2024 Reduced 9.73%
$2.1B
$692,000 0.01% of portfolio
27,783
Q4 2024 Added 0.51%
$7.22B
$691,000 0.01% of portfolio
12,738
Q4 2024 Reduced 23.7%
$26.7B
$682,000 0.01% of portfolio
16,141
Q4 2024 Added 0.44%
$54.2B
$617,000 0.01% of portfolio
14,246
Q4 2024 Reduced 1.2%
$6.8B
$597,000 0.01% of portfolio
4,795
Q4 2024 Reduced 0.02%
$4.77B
$457,000 0.0% of portfolio
30,959
Q4 2024 Reduced 11.1%
$4.01B
$439,000 0.0% of portfolio
7,028
Q4 2024 Added 5.26%
$30.2B
$426,000 0.0% of portfolio
2,271
Q4 2024 Reduced 64.76%
$5.23B
$408,000 0.0% of portfolio
9,168
Q4 2024 New
$8.17B
$398,000 0.0% of portfolio
4,770
Q4 2024 Added 14.8%
$2.1B
$348,000 0.0% of portfolio
6,176
Q3 2024 New
$1.95B
$321,000 0.0% of portfolio
11,894
Q4 2024 Reduced 20.43%
$8.96B
$316,000 0.0% of portfolio
5,733
Q4 2024 Added 9.81%
$6.78B
$308,000 0.0% of portfolio
6,023
Q4 2024 Added 10.82%
$4.95B
$266,000 0.0% of portfolio
2,361
Q4 2024 Added 5.83%
$599M
$264,000 0.0% of portfolio
5,721
Q4 2024 New
$7.38B
$263,000 0.0% of portfolio
4,232
Q4 2024 New
$1.28B
$253,000 0.0% of portfolio
13,457
Q4 2024 Added 18.22%
$538M
$250,000 0.0% of portfolio
7,987
Q2 2024 Reduced 0.08%
$2.91B
$238,000 0.0% of portfolio
13,845
Q4 2024 Reduced 2.27%
$10.1B
$236,000 0.0% of portfolio
11,751
Q4 2024 Added 0.03%
$1.32B
$230,000 0.0% of portfolio
8,494
Q4 2024 New
$780M
$224,000 0.0% of portfolio
14,828
Q4 2024 Added 17.39%
$4.42B
$210,000 0.0% of portfolio
3,844
Q4 2024 New
$2.74B
$206,000 0.0% of portfolio
3,362
Q4 2024 New
$1.64B
$204,000 0.0% of portfolio
4,208
Q4 2024 New
$21.3B
$203,000 0.0% of portfolio
12,505
Q4 2024 New
$707M
$200,000 0.0% of portfolio
4,501
Q4 2024 New
$14.8B
$191,000 0.0% of portfolio
11,175
Q4 2024 New
$684M
$161,000 0.0% of portfolio
10,049
Q4 2024 New
$797M
$79,000 0.0% of portfolio
13,439
Q4 2024 Added 18.98%
Filter Shares Options
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email