Epg Wealth Management LLC Incresed Positions in Q3 2025

Epg Wealth Management LLC

  • $363 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
66.4K
+ 136.52%
$46.01 - $46.55 $3.05M - $3.09M
115K $5.34B
AAPL
Apple Inc.

Technology
1.03K
+ 1.91%
$202.38 - $256.87 $208K - $264K
54.7K $13.9B
GOOGL
Alphabet Inc.

Communication Services
1.65K
+ 7.08%
$174.36 - $254.72 $288K - $420K
24.9K $6.06B
UBER
Uber Technologies, Inc

Technology
15.4K
+ 86.96%
$86.91 - $99.57 $1.34M - $1.54M
33.2K $3.25B
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.02%
$620.67 - $670.08 $3.72K - $4.02K
26K $17.4B
AMZN
Amazon Com Inc

Consumer Cyclical
5.48K
+ 28.82%
$211.65 - $238.24 $1.16M - $1.31M
24.5K $5.38B
XSMO
Invesco S&P Smallcap Momentum

ETFs
9.97K
+ 12.82%
$67.1 - $74.29 $669K - $741K
87.8K $6.46B
CAT
Caterpillar Inc

Industrials
1.51K
+ 32.48%
$390.92 - $477.15 $592K - $722K
6.18K $2.95B
CRM
Salesforce, Inc.

Technology
5.02K
+ 64.61%
$231.66 - $273.65 $1.16M - $1.37M
12.8K $3.03B
AVGO
Broadcom Inc.

Technology
128
+ 1.02%
$264.74 - $369.57 $33.9K - $47.3K
12.7K $4.19B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.58K
+ 9.86%
$55.15 - $58.11 $418K - $441K
84.5K $4.86B
PWR
Quanta Services, Inc.

Industrials
183
+ 1.25%
$372.29 - $421.68 $68.1K - $77.2K
14.8K $6.14B
GLD
Spdr Gold Trust

ETFs
315
+ 3.65%
$300.96 - $355.47 $94.8K - $112K
8.94K $3.18B
URI
United Rentals, Inc.

Industrials
8
+ 0.3%
$774.14 - $975.23 $6.19K - $7.8K
2.69K $2.57B
VGSH
Vanguard

ETFs
8.24K
+ 5.22%
$58.43 - $58.88 $482K - $485K
166K $9.78B
ORCL
Oracle Corp

Technology
587
+ 11.19%
$218.96 - $328.33 $129K - $193K
5.83K $1.64B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.61K
+ 1.5%
$62.09 - $66.51 $99.7K - $107K
109K $7.09B
Blackrock Inc
65
+ 2.71%
N/A
2.46K $2.87B
MSFT
Microsoft Corp

Technology
57
+ 0.36%
$491.09 - $535.64 $28K - $30.5K
15.8K $8.2B
LLY
Eli Lilly & CO

Healthcare
491
+ 9.96%
$625.65 - $812.69 $307K - $399K
5.42K $4.14B
CELH
Celsius Holdings, Inc.

Consumer Defensive
2K
+ 13.96%
$42.74 - $62.88 $85.4K - $126K
16.3K $938M
CVX
Chevron Corp

Energy
764
+ 6.15%
$145.57 - $161.83 $111K - $124K
13.2K $2.05B
LOW
Lowes Companies Inc

Consumer Cyclical
251
+ 3.71%
$215.01 - $273.02 $54K - $68.5K
7.02K $1.76B
AMAT
Applied Materials Inc

Technology
474
+ 6.48%
$156.25 - $204.95 $74.1K - $97.1K
7.79K $1.6B
JNJ
Johnson & Johnson

Healthcare
105
+ 1.48%
$155.17 - $185.42 $16.3K - $19.5K
7.18K $1.33B
UNH
Unitedhealth Group Inc

Healthcare
494
+ 20.67%
$237.77 - $353.61 $117K - $175K
2.88K $996M
ECL
Ecolab Inc.

Basic Materials
831
+ 19.45%
$259.39 - $285.47 $216K - $237K
5.1K $1.4B
TJX
Tjx Companies Inc

Consumer Cyclical
537
+ 7.12%
$121.35 - $144.54 $65.2K - $77.6K
8.08K $1.17B
BX
Blackstone Inc.

Financial Services
490
+ 6.88%
$152.77 - $188.68 $74.9K - $92.5K
7.61K $1.3B
GPC
Genuine Parts CO

Consumer Cyclical
549
+ 6.37%
$122.23 - $142.77 $67.1K - $78.4K
9.17K $1.27B
EA
Electronic Arts Inc.

Communication Services
302
+ 7.87%
$147.79 - $202.05 $44.6K - $61K
4.14K $834M
TSLA
Tesla, Inc.

Consumer Cyclical
198
+ 18.95%
$293.94 - $444.72 $58.2K - $88.1K
1.24K $553M
QCOM
Qualcomm Inc

Technology
801
+ 8.04%
$145.84 - $173.55 $117K - $139K
10.8K $1.79B
SLB
Schlumberger Limited

Energy
5.39K
+ 21.72%
$32.37 - $37.31 $175K - $201K
30.2K $1.04B
MCK
Mckesson Corp

Healthcare
122
+ 5.33%
$659.01 - $772.54 $80.4K - $94.2K
2.41K $1.86B
SCHW
Schwab Charles Corp

Financial Services
784
+ 2.99%
$91.03 - $98.69 $71.4K - $77.4K
27K $2.57B
AMGN
Amgen Inc

Healthcare
595
+ 10.61%
$271.18 - $309.22 $161K - $184K
6.2K $1.75B
MCD
Mcdonalds Corp

Consumer Cyclical
335
+ 4.94%
$291.67 - $316.99 $97.7K - $106K
7.12K $2.16B
DD
Du Pont De Nemours, Inc.

Basic Materials
879
+ 7.29%
$69.9 - $78.26 $61.4K - $68.8K
12.9K $1.01B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.16K
+ 19.6%
$48.5 - $50.19 $153K - $158K
19.3K $964M
FMB
First Tr Exchange Traded Fd Ii

ETFs
3.13K
+ 19.57%
$49.32 - $50.93 $154K - $159K
19.1K $970M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2K
+ 6.98%
$82.38 - $83.0 $165K - $166K
30.7K $2.55B
LMT
Lockheed Martin Corp

Industrials
62
+ 1.63%
$410.74 - $499.21 $25.5K - $31K
3.86K $1.93B
VTI
Vanguard Total Stock Market Et

ETFs
289
+ 9.69%
$303.93 - $329.86 $87.8K - $95.3K
3.27K $1.07B
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.13K
+ 26.96%
$65.64 - $78.22 $271K - $323K
19.5K $1.3B
XLE
Energy Sector Spdr

ETFs
665
+ 2.98%
$84.25 - $91.99 $56K - $61.2K
23K $2.05B
WMT
Walmart Inc.

Consumer Defensive
910
+ 7.31%
$94.4 - $104.27 $85.9K - $94.9K
13.4K $1.38B
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.36%
$357.4 - $423.42 $5K - $5.93K
3.91K $1.58B
PSX
Phillips 66

Energy
433
+ 7.94%
$118.37 - $139.46 $51.3K - $60.4K
5.89K $801M
Activity Summary
Buys All Purchases 170 New Holdings 19 Increased Positions 151 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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