Epg Wealth Management LLC Reduced Holdings in Q4 2024

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
-66.1K
- 26.87%
$37.12 - $41.23 $2.45M - $2.72M
180K $6.68B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-10.7K
- 11.75%
$126.68 - $134.74 $1.36M - $1.44M
80.5K $10.3B
LLY
Eli Lilly & CO

Healthcare
-475
- 8.93%
$727.2 - $932.06 $345K - $443K
4.85K $3.74B
VGSH
Vanguard

ETFs
-11.5K
- 6.67%
$58.02 - $58.88 $667K - $677K
161K $9.36B
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
-57.9K
- 34.45%
$10.51 - $12.35 $609K - $715K
110K $1.18B
UBER
Uber Technologies, Inc

Technology
-4.39K
- 14.34%
$59.93 - $86.34 $263K - $379K
26.2K $1.58B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-11.6K
- 13.99%
$48.33 - $49.08 $562K - $570K
71.4K $3.46B
MCK
Mckesson Corp

Healthcare
-1.62K
- 41.35%
$482.27 - $628.5 $780K - $1.02M
2.3K $1.31B
IEMG
Ishares Inc

ETFs
-5.11K
- 7.52%
N/A
62.8K $3.28B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.68K
- 8.45%
$61.68 - $67.87 $597K - $657K
105K $6.54B
XOM
Exxon Mobil Corp

Energy
-2.97K
- 26.34%
$105.51 - $125.37 $313K - $372K
8.3K $893M
GPC
Genuine Parts CO

Consumer Cyclical
-1.66K
- 17.1%
$113.11 - $143.63 $188K - $239K
8.06K $940M
PEP
Pepsico Inc

Consumer Defensive
-803
- 4.96%
$151.29 - $176.1 $121K - $141K
15.4K $2.34B
TDIV
First Trust Nasdaq Technology

ETFs
-5.09K
- 80.05%
$78.03 - $82.13 $397K - $418K
1.27K $99.5M
LMT
Lockheed Martin Corp

Industrials
-97
- 2.64%
$479.66 - $614.62 $46.5K - $59.6K
3.57K $1.74B
XLV
Select Sector Spdr Fund Health

ETFs
-192
- 0.86%
$136.28 - $154.74 $26.2K - $29.7K
22.1K $3.04B
URI
United Rentals, Inc.

Industrials
-180
- 7.2%
$704.44 - $880.32 $127K - $158K
2.32K $1.63B
MSFT
Microsoft Corp

Technology
-481
- 2.3%
$406.35 - $454.46 $195K - $219K
20.4K $8.6B
JMBS
Janus Detroit Str Tr Henderson

ETFs
-5.55K
- 10.44%
$44.03 - $46.65 $244K - $259K
47.6K $2.1B
AMGN
Amgen Inc

Healthcare
-128
- 2.34%
$258.78 - $328.31 $33.1K - $42K
5.33K $1.39B
First Tr Exchng Traded Fd Vi
-10.7K
- 25.57%
N/A
31K $1.16B
IVW
Ishares S&P 500 Growth ETF

ETFs
-9.58K
- 8.89%
$94.43 - $105.47 $905K - $1.01M
98.1K $9.96B
ABBV
Abb Vie Inc.

Healthcare
-1.19K
- 19.9%
$164.99 - $203.87 $197K - $243K
4.8K $853M
ADBE
Adobe Inc.

Technology
-61
- 1.58%
$437.39 - $552.96 $26.7K - $33.7K
3.79K $1.68B
VZ
Verizon Communications Inc

Communication Services
-1.79K
- 3.94%
$39.6 - $45.21 $71K - $81.1K
43.7K $1.75B
RTX
Raytheon Technologies Corp

Industrials
-1.27K
- 4.86%
$114.45 - $127.21 $145K - $161K
24.8K $2.87B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-3.77K
- 47.92%
$69.58 - $74.87 $263K - $283K
4.1K $287M
STX
Seagate Technology Holdings PLC

Technology
-101
- 0.88%
$86.31 - $112.64 $8.72K - $11.4K
11.4K $980M
AMAT
Applied Materials Inc

Technology
-135
- 2.16%
$161.44 - $213.89 $21.8K - $28.9K
6.12K $996M
XLE
Energy Sector Spdr

ETFs
-2.51K
- 10.4%
$83.32 - $97.27 $209K - $245K
21.7K $1.86B
ITA
Ishares Tr

ETFs
-1.58K
- 21.74%
$144.31 - $157.31 $228K - $249K
5.7K $828M
JNJ
Johnson & Johnson

Healthcare
-782
- 9.26%
$143.34 - $165.86 $112K - $130K
7.66K $1.11B
LOW
Lowes Companies Inc

Consumer Cyclical
-208
- 2.66%
$244.52 - $284.07 $50.9K - $59.1K
7.62K $1.88B
XLF
Financial Sector Spdr

ETFs
-6.99K
- 18.86%
$44.89 - $51.34 $314K - $359K
30.1K $1.45B
COST
Costco Wholesale Corp

Consumer Defensive
-319
- 13.86%
$873.59 - $994.69 $279K - $317K
1.98K $1.82B
KO
Coca Cola CO

Consumer Defensive
-351
- 1.71%
$61.74 - $71.71 $21.7K - $25.2K
20.2K $1.26B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.85K
- 21.24%
$49.79 - $51.14 $192K - $197K
14.3K $716M
MCD
Mcdonalds Corp

Consumer Cyclical
-340
- 4.75%
$288.47 - $316.54 $98.1K - $108K
6.81K $1.98B
VUG
Vanguard Growth ETF

ETFs
-553
- 53.59%
$378.79 - $428.11 $209K - $237K
479 $197M
SNY
Sanofi

Healthcare
-682
- 4.0%
$45.89 - $57.31 $31.3K - $39.1K
16.3K $788M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.02K
- 2.96%
$570.51 - $610.59 $584K - $625K
33.6K $19.8B
GLD
Spdr Gold Trust

ETFs
-726
- 7.01%
$236.59 - $257.5 $172K - $187K
9.63K $2.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-303
- 4.43%
$442.29 - $483.08 $134K - $146K
6.54K $2.96B
QCOM
Qualcomm Inc

Technology
-163
- 1.76%
$150.4 - $178.04 $24.5K - $29K
9.08K $1.39B
XLI
Industrial Sector Spdr

ETFs
-1.17K
- 24.06%
$131.76 - $143.99 $154K - $168K
3.68K $485M
XLP
Consumer Staples Sector Spdr

ETFs
-1.52K
- 12.94%
N/A
10.2K $802M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.96K
- 17.57%
$50.62 - $52.07 $150K - $154K
13.9K $709M
DD
Du Pont De Nemours, Inc.

Basic Materials
-231
- 2.02%
$75.95 - $88.05 $17.5K - $20.3K
11.2K $857M
ZTS
Zoetis Inc.

Healthcare
-68
- 1.44%
$162.24 - $194.42 $11K - $13.2K
4.65K $758M
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
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email