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
MRVL
Marvell Technology, Inc.

Technology
898
+ 8.12%
$62.31 - $84.07 $56K - $75.5K
12K $1B
PANW
Palo Alto Networks Inc

Technology
796
+ 5.58%
$167.06 - $208.19 $133K - $166K
15.1K $3.07B
Jacobs Solutions Inc
390
+ 8.35%
N/A
5.06K $758M
HAL
Halliburton CO

Energy
942
+ 3.29%
$20.5 - $25.11 $19.3K - $23.7K
29.6K $728M
COP
Conocophillips

Energy
804
+ 6.05%
$91.0 - $98.99 $73.2K - $79.6K
14.1K $1.33B
Fidelity Wise Origin Bitcoin
1.19K
+ 46.12%
N/A
3.77K $376M
V
Visa Inc.

Financial Services
685
+ 9.19%
$332.09 - $358.86 $227K - $246K
8.14K $2.78B
CSX
Csx Corp

Industrials
2.14K
+ 11.75%
$32.05 - $36.52 $68.6K - $78.2K
20.4K $723M
HPQ
Hp Inc

Technology
1.38K
+ 4.27%
$24.45 - $29.35 $33.8K - $40.6K
33.8K $919M
ITW
Illinois Tool Works Inc

Industrials
273
+ 7.01%
$252.31 - $269.41 $68.9K - $73.5K
4.17K $1.09B
KO
Coca Cola CO

Consumer Defensive
5.18K
+ 9.71%
$65.67 - $71.67 $340K - $372K
58.6K $3.89B
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.11K
+ 31.08%
$95.32 - $123.91 $106K - $138K
4.7K $476M
ADI
Analog Devices Inc

Technology
251
+ 4.53%
$220.68 - $255.63 $55.4K - $64.2K
5.79K $1.42B
MU
Micron Technology Inc

Technology
2
+ 0.09%
$104.88 - $168.89 $210 - $338
2.15K $360M
TMUS
T Mobile Us, Inc.

Communication Services
363
+ 7.61%
$226.02 - $259.01 $82K - $94K
5.13K $1.23B
ZTS
Zoetis Inc.

Healthcare
941
+ 16.83%
$141.13 - $159.19 $133K - $150K
6.53K $956M
SO
Southern CO

Utilities
353
+ 2.22%
$90.83 - $96.0 $32.1K - $33.9K
16.3K $1.54B
DUK
Duke Energy Corp

Utilities
359
+ 6.18%
$116.31 - $125.93 $41.8K - $45.2K
6.16K $763M
BA
Boeing CO

Industrials
185
+ 3.09%
$209.79 - $237.38 $38.8K - $43.9K
6.17K $1.33B
ITOT
Ishares Core S&P Total U.S. St

ETFs
18
+ 0.26%
$135.0 - $146.02 $2.43K - $2.63K
6.96K $1.01B
MDT
Medtronic PLC

Healthcare
231
+ 3.46%
$87.67 - $95.74 $20.3K - $22.1K
6.91K $658M
SNY
Sanofi

Healthcare
1.84K
+ 10.6%
$45.07 - $51.35 $82.7K - $94.2K
19.2K $904M
FENY
Fidelity Covington Tr Msci Ene

ETFs
317
+ 0.7%
$23.27 - $25.46 $7.38K - $8.07K
45.8K $1.13B
MA
Mastercard Inc

Financial Services
86
+ 3.57%
$550.18 - $598.96 $47.3K - $51.5K
2.5K $1.42B
SPGI
S&P Global Inc.

Financial Services
311
+ 14.4%
$484.94 - $564.15 $151K - $175K
2.47K $1.2B
TFC
Truist Financial Corp

Financial Services
6
+ 0.03%
$42.83 - $47.07 $257 - $282
22.3K $1.02B
VLO
Valero Energy Corp

Energy
3
+ 0.18%
$131.77 - $175.63 $395 - $527
1.65K $280M
KIM
Kimco Realty Corp

Real Estate
1.31K
+ 4.52%
$20.74 - $22.79 $27.1K - $29.8K
30.2K $661M
MO
Altria Group, Inc.

Consumer Defensive
21
+ 0.31%
$57.75 - $67.68 $1.21K - $1.42K
6.87K $454M
ABT
Abbott Laboratories

Healthcare
544
+ 5.13%
$120.51 - $136.62 $65.6K - $74.3K
11.2K $1.49B
TTE
Total Energies Se

Energy
1.01K
+ 11.3%
N/A
9.99K $596M
VO
Vanguard Mid Cap ETF

ETFs
79
+ 5.65%
$279.83 - $293.74 $22.1K - $23.2K
1.48K $434M
AJG
Arthur J. Gallagher & Co.

Financial Services
283
+ 6.15%
$284.17 - $319.49 $80.4K - $90.4K
4.89K $1.51B
IVE
Ishares S&P 500 Value ETF

ETFs
13
+ 0.39%
$194.44 - $206.51 $2.53K - $2.68K
3.33K $687M
KR
Kroger CO

Consumer Defensive
1.02K
+ 11.2%
$64.52 - $74.35 $65.7K - $75.7K
10.1K $681M
BAC
Bank Of America Corp

Financial Services
96
+ 1.7%
$44.92 - $52.42 $4.31K - $5.03K
5.74K $296M
PFF
Ishares Trust Ishares Pfd And

ETFs
829
+ 210.41%
$30.67 - $32.13 $25.4K - $26.6K
1.22K $38.7M
VLUE
Ishares Msci Usa Value Factor

ETFs
7
+ 0.35%
$111.55 - $125.05 $781 - $875
1.98K $248M
SHEL
Shell PLC

Energy
93
+ 0.73%
$69.82 - $73.93 $6.49K - $6.88K
12.8K $916M
JEPI
J P Morgan Exchange Traded Fd

ETFs
331
+ 5.99%
$55.61 - $57.37 $18.4K - $19K
5.86K $334M
AVB
Avalonbay Communities Inc

Real Estate
201
+ 9.03%
$182.72 - $204.51 $36.7K - $41.1K
2.43K $469M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
11
+ 1.36%
$83.08 - $100.2 $914 - $1.1K
820 $82.2M
VNLA
Janus Henderson Short Duration

ETFs
257
+ 1.22%
$48.99 - $49.29 $12.6K - $12.7K
21.3K $1.05B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
149
+ 91.41%
$79.76 - $85.78 $11.9K - $12.8K
312 $26.5M
AXP
American Express CO

Financial Services
2
+ 0.21%
$294.27 - $342.31 $589 - $685
972 $323M
APD
Air Products & Chemicals, Inc.

Basic Materials
109
+ 6.02%
$265.78 - $299.3 $29K - $32.6K
1.92K $523M
XLU
Utilities Sector Spdr

ETFs
111
+ 20.71%
$81.14 - $87.32 $9.01K - $9.69K
647 $56.4M
EEM
Ishares Msci Emerging Markets

ETFs
18
+ 0.84%
$48.07 - $53.4 $865 - $961
2.17K $116M
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.5%
$157.1 - $178.94 $471 - $537
607 $107M
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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