Epg Wealth Management LLC Purchases in Q4 2025

Epg Wealth Management LLC

  • $372 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
40
+ 0.07%
N/A
60.1K $4.04B
RSP
Invesco S&P 500 Equal Weight E

ETFs
402
+ 62.81%
$185.12 - $192.11 $74.4K - $77.2K
1.04K $200M
DE
Deere & CO

Industrials
75
+ 1.46%
$439.11 - $480.78 $32.9K - $36.1K
5.22K $2.43B
TJX
Tjx Companies Inc

Consumer Cyclical
4
+ 0.05%
$138.56 - $147.63 $554 - $591
8.08K $1.24B
FCOM
Fidelity Covington Tr Msci Com

ETFs
333
+ 1.97%
$68.15 - $72.16 $22.7K - $24K
17.2K $1.26B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
100
+ 357.14%
$600.51 - $631.95 $60.1K - $63.2K
128 $80.3M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
203
+ 3.24%
$219.27 - $238.71 $44.5K - $48.5K
6.46K $1.45B
NVDA
Nvidia Corp

Technology
357
+ 0.4%
$179.83 - $207.04 $64.2K - $73.9K
90.5K $16.9B
C
Citigroup Inc

Financial Services
46
+ 1.35%
$93.93 - $102.87 $4.32K - $4.73K
3.46K $404M
BMY
Bristol Myers Squibb CO

Healthcare
113
+ 2.12%
$42.6 - $49.08 $4.81K - $5.55K
5.45K $294M
GILD
Gilead Sciences, Inc.

Healthcare
3
+ 0.07%
$110.56 - $125.2 $332 - $376
4.45K $546M
UPS
United Parcel Service Inc

Industrials
10
+ 0.35%
$82.87 - $97.4 $829 - $974
2.87K $284M
XLE
Energy Sector Spdr

ETFs
23.9K
+ 104.15%
$85.22 - $92.02 $2.04M - $2.2M
46.9K $2.1B
AXP
American Express CO

Financial Services
1
+ 0.1%
$316.26 - $372.77 $316 - $373
973 $360M
SHEL
Shell PLC

Energy
155
+ 1.21%
$71.37 - $77.01 $11.1K - $11.9K
13K $952M
ABBV
Abb Vie Inc.

Healthcare
182
+ 7.63%
$211.96 - $244.38 $38.6K - $44.5K
2.57K $586M
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.2%
$653.02 - $687.39 $2.61K - $2.75K
1.96K $1.33B
CVX
Chevron Corp

Energy
466
+ 3.53%
$148.9 - $157.72 $69.4K - $73.5K
13.7K $2.08B
BA
Boeing CO

Industrials
112
+ 1.81%
$191.81 - $225.32 $21.5K - $25.2K
6.28K $1.36B
MS
Morgan Stanley

Financial Services
32
+ 2.3%
$151.86 - $169.92 $4.86K - $5.44K
1.42K $253M
FV
First Trust Dorsey Wright Focu

ETFs
503
New
$60.63 - $62.78 $30.5K - $31.6K
503 $31.6M
PPA
Invesco Exchange Traded Fd Tr

ETFs
201
New
$150.5 - $159.55 $30.3K - $32.1K
201 $31.5M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
203
New
$127.15 - $133.03 $25.8K - $27K
203 $26.9M
ITA
Ishares Tr

ETFs
7
+ 0.15%
$205.04 - $218.9 $1.44K - $1.53K
4.6K $987M
ITOT
Ishares Core S&P Total U.S. St

ETFs
35
+ 0.5%
$142.79 - $150.05 $5K - $5.25K
7K $1.04B
XLI
Industrial Sector Spdr

ETFs
142
+ 4.01%
$149.9 - $155.79 $21.3K - $22.1K
3.68K $571M
BAC
Bank Of America Corp

Financial Services
94
+ 1.64%
$48.65 - $54.11 $4.57K - $5.09K
5.83K $321M
VLUE
Ishares Msci Usa Value Factor

ETFs
7
+ 0.35%
$122.29 - $132.67 $856 - $929
1.99K $272M
XLU
Utilities Sector Spdr

ETFs
1.19K
+ 183.62%
$87.89 - $92.9 $104K - $110K
1.84K $78.3M
IVE
Ishares S&P 500 Value ETF

ETFs
15
+ 0.45%
$202.52 - $212.07 $3.04K - $3.18K
3.34K $709M
MDT
Medtronic PLC

Healthcare
154
+ 2.23%
$90.06 - $98.43 $13.9K - $15.2K
7.06K $679M
MRVL
Marvell Technology, Inc.

Technology
97
+ 0.81%
$81.05 - $93.74 $7.86K - $9.09K
12K $1.02B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2
+ 0.24%
$101.39 - $114.39 $203 - $229
822 $100M
LMT
Lockheed Martin Corp

Industrials
159
+ 4.12%
$452.1 - $514.24 $71.9K - $81.8K
4.02K $1.94B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
7
+ 0.45%
$68.28 - $84.44 $478 - $591
1.55K $133M
ECL
Ecolab Inc.

Basic Materials
277
+ 5.43%
$253.06 - $281.35 $70.1K - $77.9K
5.38K $1.41B
IEFA
Ishares Tr

ETFs
6
+ 0.1%
$86.09 - $89.88 $517 - $539
6.15K $550M
XLC
Select Sector Spdr Tr Communic

ETFs
203
+ 1.26%
$111.33 - $117.16 $22.6K - $23.8K
16.3K $1.92B
VNLA
Janus Henderson Short Duration

ETFs
337
+ 1.58%
$49.13 - $49.33 $16.6K - $16.6K
21.6K $1.06B
JEPI
J P Morgan Exchange Traded Fd

ETFs
209
+ 3.57%
$56.0 - $57.6 $11.7K - $12K
6.07K $347M
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 0.97%
$401.99 - $468.37 $4.82K - $5.62K
1.26K $564M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
22
+ 0.48%
$125.45 - $131.1 $2.76K - $2.88K
4.57K $601M
EFA
Ishares Tr Msci Eafe ETF

ETFs
26
+ 0.9%
$92.24 - $96.56 $2.4K - $2.51K
2.92K $281M
MA
Mastercard Inc

Financial Services
7
+ 0.28%
$536.85 - $580.45 $3.76K - $4.06K
2.5K $1.43B
CION
Cion Investment Corp

Financial Services
480
+ 1.95%
$9.04 - $10.16 $4.34K - $4.88K
25.2K $243M
FTGC
First Trust Global Tactical CO

ETFs
1.74K
+ 14.69%
$25.56 - $27.34 $44.5K - $47.6K
13.6K $315M
AMP
Ameriprise Financial Inc

Financial Services
21
+ 0.78%
$440.8 - $497.79 $9.26K - $10.5K
2.71K $1.33B
FIS
Fidelity National Information Services, Inc.

Technology
34
+ 0.33%
$61.5 - $68.57 $2.09K - $2.33K
10.4K $694M
VIG
Vanguard Dividend Appreciation

ETFs
9
+ 0.67%
N/A
1.35K $296M
Activity Summary
Buys All Purchases 183 New Holdings 15 Increased Positions 168 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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