Epg Wealth Management LLC New Holdings in Q3 2024

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITA
Ishares Tr

ETFs
7.28K
New
$131.58 - $149.64 $958K - $1.09M
7.28K $1.09B
ADI
Analog Devices Inc

Technology
4.72K
New
$200.56 - $243.33 $946K - $1.15M
4.72K $1.09B
SYK
Stryker Corp

Healthcare
3K
New
$315.94 - $371.96 $947K - $1.12M
3K $1.08B
IWP
Ishares Russell Mid Cap Growth

ETFs
9.06K
New
$103.87 - $117.59 $941K - $1.07M
9.06K $1.06B
BX
Blackstone Inc.

Financial Services
6.94K
New
$120.77 - $159.66 $838K - $1.11M
6.94K $1.06B
PEG
Public Service Enterprise Group Inc

Utilities
11.9K
New
$73.58 - $89.21 $875K - $1.06M
11.9K $1.06B
DD
Du Pont De Nemours, Inc.

Basic Materials
11.5K
New
$77.22 - $89.49 $885K - $1.03M
11.5K $1.02B
GOOG
Alphabet Inc.

Communication Services
5.91K
New
$149.54 - $192.66 $884K - $1.14M
5.91K $989M
SNY
Sanofi

Healthcare
17K
New
$48.54 - $58.53 $827K - $997K
17K $981M
XLP
Consumer Staples Sector Spdr

ETFs
11.7K
New
$76.04 - $76.04 $891K - $891K
11.7K $972M
TMUS
T Mobile Us, Inc.

Communication Services
4.7K
New
$175.14 - $206.36 $823K - $970K
4.7K $970M
ECL
Ecolab Inc.

Basic Materials
3.8K
New
$228.86 - $255.76 $869K - $971K
3.8K $969M
ITW
Illinois Tool Works Inc

Industrials
3.65K
New
$233.14 - $263.97 $852K - $965K
3.65K $958M
TFC
Truist Financial Corp

Financial Services
22.3K
New
$38.22 - $44.94 $851K - $1M
22.3K $952M
MSCI
Msci Inc.

Financial Services
1.63K
New
$479.31 - $584.91 $782K - $955K
1.63K $951M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.46K
New
$233.4 - $302.36 $807K - $1.05M
3.46K $939M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.1K
New
$49.93 - $51.15 $906K - $928K
18.1K $928M
ZTS
Zoetis Inc.

Healthcare
4.72K
New
$172.58 - $196.48 $815K - $928K
4.72K $922M
IVE
Ishares S&P 500 Value ETF

ETFs
4.53K
New
$181.06 - $197.17 $820K - $893K
4.53K $893M
FMB
First Tr Exchange Traded Fd Ii

ETFs
16.9K
New
$51.0 - $52.05 $860K - $878K
16.9K $876M
COF
Capital One Financial Corp

Financial Services
5.83K
New
$131.42 - $153.05 $766K - $893K
5.83K $873M
FTGC
First Trust Global Tactical CO

ETFs
36.6K
New
$22.3 - $24.39 $815K - $892K
36.6K $866M
SLB
Schlumberger Limited

Energy
20.6K
New
$39.57 - $49.67 $814K - $1.02M
20.6K $863M
FTCS
First Trust Capital Strength E

ETFs
9.12K
New
$83.58 - $90.94 $762K - $829K
9.12K $828M
AXON
Axon Enterprise, Inc.

Industrials
2.07K
New
$286.16 - $399.6 $592K - $827K
2.07K $827M
SHEL
Shell PLC

Energy
12.5K
New
$65.65 - $73.28 $820K - $916K
12.5K $824M
JHMM
John Hancock Multifactor Mid C

ETFs
13.4K
New
$54.25 - $60.2 $729K - $809K
13.4K $809M
MRVL
Marvell Technology, Inc.

Technology
11.1K
New
$56.15 - $76.24 $621K - $843K
11.1K $797M
RY
Royal Bank Of Canada

Financial Services
6.31K
New
$105.65 - $124.73 $667K - $787K
6.31K $787M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
15.3K
New
$46.67 - $50.52 $712K - $770K
15.3K $770M
FIS
Fidelity National Information Services, Inc.

Technology
9.17K
New
$72.8 - $85.04 $667K - $779K
9.17K $768M
First Tr Exchng Traded Fd Vi
20.3K
New
N/A
20.3K $740M
PECO
Phillips Edison & Company, Inc.

Real Estate
18.9K
New
$32.1 - $38.93 $607K - $736K
18.9K $713M
TSLA
Tesla, Inc.

Consumer Cyclical
2.71K
New
$191.76 - $263.26 $520K - $714K
2.71K $710M
DTE
Dte Energy CO

Utilities
5.47K
New
$108.67 - $128.41 $594K - $702K
5.47K $702M
UNP
Union Pacific Corp

Industrials
2.78K
New
$221.78 - $256.09 $616K - $711K
2.78K $684M
SVOL
Simplify ETF Simplify Volatili

ETFs
30.4K
New
$20.05 - $22.81 $609K - $693K
30.4K $667M
XLY
Select Sector Spdr Consumer Di

ETFs
3.33K
New
$170.05 - $200.86 $566K - $668K
3.33K $666M
First Tr Exchng Traded Fd Vi
19.1K
New
N/A
19.1K $662M
XLI
Industrial Sector Spdr

ETFs
4.85K
New
$120.56 - $135.44 $584K - $656K
4.85K $656M
CMI
Cummins Inc

Industrials
1.99K
New
$266.63 - $326.4 $532K - $651K
1.99K $646M
PSX
Phillips 66

Energy
4.9K
New
$125.0 - $147.17 $612K - $720K
4.9K $643M
SGOL
Abrdn Gold ETF Trust

ETFs
25.2K
New
$22.26 - $25.51 $561K - $643K
25.2K $633M
OMC
Omnicom Group Inc.

Communication Services
6.05K
New
$87.69 - $103.9 $531K - $629K
6.05K $626M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.4K
New
$54.98 - $59.51 $574K - $621K
10.4K $621M
BOTZ
Global X Fds

ETFs
19K
New
$27.68 - $32.27 $527K - $615K
19K $612M
DOCS
Doximity, Inc.

Healthcare
14K
New
$25.5 - $43.57 $357K - $610K
14K $610M
NKE
Nike, Inc.

Consumer Cyclical
6.9K
New
$71.09 - $89.44 $490K - $617K
6.9K $610M
IEFA
Ishares Tr

ETFs
7.61K
New
$70.09 - $78.74 $533K - $599K
7.61K $594M
Activity Summary
Buys All Purchases 423 New Holdings 423 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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