Epg Wealth Management LLC Incresed Positions in Q4 2024

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.16K
+ 19.81%
$113.92 - $127.38 $1.04M - $1.17M
55.4K $6.38B
TSLA
Tesla, Inc.

Consumer Cyclical
149
+ 5.49%
$213.65 - $479.86 $31.8K - $71.5K
2.86K $1.16B
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.38K
+ 22.38%
$77.25 - $91.3 $107K - $126K
7.57K $646M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.59%
$486.1 - $608.57 $2.43K - $3.04K
853 $488M
GILD
Gilead Sciences, Inc.

Healthcare
28
+ 0.61%
$83.95 - $97.9 $2.35K - $2.74K
4.64K $429M
First Tr Exchng Traded Fd Vi
1K
+ 5.24%
N/A
20.1K $703M
C
Citigroup Inc

Financial Services
45
+ 0.95%
$61.31 - $72.5 $2.76K - $3.26K
4.77K $336M
ET
Energy Transfer LP

Energy
171
+ 1.7%
$16.05 - $19.86 $2.74K - $3.4K
10.2K $201M
BMY
Bristol Myers Squibb CO

Healthcare
127
+ 2.37%
$51.92 - $59.94 $6.59K - $7.61K
5.48K $310M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
373
+ 26.21%
$75.22 - $82.17 $28.1K - $30.6K
1.8K $137M
PDP
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.11%
$102.88 - $117.55 $617 - $705
5.45K $587M
ISRG
Intuitive Surgical Inc

Healthcare
12
+ 2.3%
$471.27 - $550.62 $5.66K - $6.61K
533 $278M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
250
+ 37.54%
$89.81 - $104.0 $22.5K - $26K
916 $82.5M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
350
+ 140.0%
$43.84 - $48.76 $15.3K - $17.1K
600 $26.4M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.09%
$119.61 - $136.3 $478 - $545
4.35K $538M
Tidal Tr Ii
702
+ 13.79%
N/A
5.79K $135M
VBR
Vanguard Small Cap Value ETF

ETFs
61
+ 508.33%
$197.36 - $217.3 $12K - $13.3K
73 $14.5M
MO
Altria Group, Inc.

Consumer Defensive
64
+ 0.95%
$49.06 - $57.74 $3.14K - $3.7K
6.8K $355M
BST
Black Rock Science & Technology Trust

Financial Services
127
+ 2.07%
$34.86 - $38.04 $4.43K - $4.83K
6.27K $229M
SKX
Skechers Usa Inc

Consumer Cyclical
83
+ 0.46%
$59.24 - $72.0 $4.92K - $5.98K
17.9K $1.21B
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.24%
$449.08 - $504.6 $898 - $1.01K
822 $380M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
527
+ 1.83%
$81.68 - $82.93 $43K - $43.7K
29.3K $2.4B
Tidal Tr Ii
575
+ 15.67%
N/A
4.24K $79.8M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
19
+ 0.41%
$121.89 - $135.52 $2.32K - $2.57K
4.68K $585M
CWB
Spdr Bloomberg Convertible Sec

ETFs
20
+ 0.47%
$76.21 - $82.24 $1.52K - $1.64K
4.28K $333M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
8
+ 0.38%
$71.55 - $82.8 $572 - $662
2.13K $160M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2
+ 0.19%
$63.19 - $73.31 $126 - $147
1.05K $72.1M
Tidal Tr Ii
229
+ 6.29%
N/A
3.87K $69.8M
Tidal Tr Ii
408
+ 10.79%
N/A
4.19K $62.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.37K
+ 299.78%
$25.93 - $105.3 $35.5K - $144K
1.83K $50.9M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
4
+ 0.29%
$59.58 - $63.93 $238 - $256
1.37K $83.9M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
4
+ 0.72%
$28.23 - $35.28 $113 - $141
556 $17.7M
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.38%
$216.13 - $242.4 $1.3K - $1.45K
1.61K $355M
Fidelity Covington Trust
5
+ 0.33%
N/A
1.52K $50M
FTGS
First Tr Exchange Traded Fd Gr
11
+ 0.22%
N/A
5.01K $157M
USFR
Wisdomtree Floating Rate Treas

ETFs
18
+ 1.13%
$50.23 - $50.46 $904 - $908
1.61K $80.8M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
5
+ 0.6%
$78.43 - $87.17 $392 - $436
842 $67.6M
FXO
First Tr Exchange Traded Fd Fi

ETFs
2
+ 0.76%
$50.63 - $59.0 $101 - $118
264 $14.3M
PSCC
Invesco S&P Smallcap Consumer

ETFs
3
+ 0.35%
$36.43 - $40.84 $109 - $123
849 $32.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
13
+ 0.76%
$50.67 - $50.9 $659 - $662
1.72K $87.3M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
3
+ 0.67%
$60.51 - $65.57 $182 - $197
453 $27.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
53
+ 203.85%
$22.4 - $68.28 $1.19K - $3.62K
79 $1.82M
SPTS
Spdr Portfolio Short Term Trea

ETFs
16
+ 1.46%
$28.88 - $29.33 $462 - $469
1.12K $32.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
48
+ 100.0%
$25.33 - $51.16 $1.22K - $2.46K
96 $2.48M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
54
+ 200.0%
$27.54 - $83.04 $1.49K - $4.48K
81 $2.25M
SPIB
Spdr Portfolio Intermediate Te

ETFs
2
+ 1.4%
$32.65 - $33.68 $65.3 - $67.4
145 $4.75M
FXR
First Trust Industrials/Produc

ETFs
1
+ 0.53%
$74.81 - $83.27 $74.8 - $83.3
190 $14.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7
+ 1.36%
$77.86 - $79.27 $545 - $555
523 $40.8M
MBB
Ishares Tr

ETFs
1
+ 1.79%
$91.26 - $95.82 $91.3 - $95.8
57 $5.22M
Activity Summary
Buys All Purchases 132 New Holdings 20 Increased Positions 112 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 2 Puts 0
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