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
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-1.5K
- 4.0%
$42.26 - $43.93 $63.4K - $65.9K
36K $1.56B
DAUG
First Tr ETF Viii Cboe Vest Us
-1K
- 25.0%
N/A
3K $119M
CMI
Cummins Inc

Industrials
-246
- 12.34%
$324.93 - $383.42 $79.9K - $94.3K
1.75K $609M
AVB
Avalonbay Communities Inc

Real Estate
-98
- 4.48%
$216.28 - $237.81 $21.2K - $23.3K
2.09K $459M
RY
Royal Bank Of Canada

Financial Services
-49
- 0.78%
$119.72 - $128.02 $5.87K - $6.27K
6.26K $755M
First Tr Exchng Traded Fd Vi
-1K
- 12.5%
N/A
7K $258M
IBB
Ishares Biotechnology ETF

ETFs
-68
- 4.3%
$131.21 - $148.85 $8.92K - $10.1K
1.51K $200M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-497
- 35.07%
$48.17 - $53.38 $23.9K - $26.5K
920 $44.8M
TT
Trane Technologies PLC

Industrials
-38
- 5.14%
$369.35 - $419.14 $14K - $15.9K
702 $259M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-514
- 3.86%
$124.26 - $134.12 $63.9K - $68.9K
12.8K $1.65B
FTGC
First Trust Global Tactical CO

ETFs
-1.26K
- 3.45%
$23.23 - $24.25 $29.3K - $30.6K
35.3K $845M
SYK
Stryker Corp

Healthcare
-44
- 1.47%
$345.14 - $392.15 $15.2K - $17.3K
2.95K $1.06B
VHT
Vanguard Health Care ETF

ETFs
-5
- 0.82%
$250.81 - $283.3 $1.25K - $1.42K
605 $154M
JHMM
John Hancock Multifactor Mid C

ETFs
-196
- 1.46%
$59.61 - $64.8 $11.7K - $12.7K
13.2K $791M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-6.79K
- 6.94%
$58.39 - $67.04 $396K - $455K
91K $5.77B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-102
- 45.54%
$134.53 - $150.65 $13.7K - $15.4K
122 $16.5M
EA
Electronic Arts Inc.

Communication Services
-171
- 4.59%
$140.69 - $167.97 $24.1K - $28.7K
3.55K $520M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-904
- 6.09%
$170.03 - $192.78 $154K - $174K
13.9K $2.58B
IBM
International Business Machines Corp

Technology
-23
- 0.36%
$204.9 - $238.04 $4.71K - $5.47K
6.36K $1.4B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-244
- 17.47%
$48.48 - $49.47 $11.8K - $12.1K
1.15K $56.1M
ADP
Automatic Data Processing Inc

Industrials
-106
- 8.45%
$280.08 - $307.97 $29.7K - $32.6K
1.15K $336M
RIG
Transocean Ltd.

Energy
-238
- 1.22%
$3.47 - $4.67 $826 - $1.11K
19.2K $72.1M
META
Meta Platforms, Inc.

Communication Services
-113
- 2.51%
$554.08 - $632.68 $62.6K - $71.5K
4.39K $2.57B
IVZ
Invesco Ltd.

Financial Services
-346
- 1.92%
$16.78 - $18.63 $5.81K - $6.45K
17.7K $309M
TJX
Tjx Companies Inc

Consumer Cyclical
-133
- 4.77%
$112.15 - $127.2 $14.9K - $16.9K
2.66K $321M
VNQ
Vanguard Specialized Funds Van

ETFs
-6
- 0.9%
$87.85 - $98.6 $527 - $592
662 $59M
PBW
Invesco Exchange Traded Fd Tr

ETFs
-268
- 33.33%
$19.01 - $21.64 $5.09K - $5.8K
536 $10.7M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-47
- 0.92%
$37.15 - $41.12 $1.75K - $1.93K
5.05K $191M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-200
- 8.7%
$46.94 - $51.62 $9.39K - $10.3K
2.1K $105M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-17
- 15.45%
$278.19 - $315.36 $4.73K - $5.36K
93 $26.8M
PWR
Quanta Services, Inc.

Industrials
-823
- 5.74%
$296.05 - $346.6 $244K - $285K
13.5K $4.27B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-19
- 10.61%
$87.1 - $98.49 $1.65K - $1.87K
160 $14M
BAC
Bank Of America Corp

Financial Services
-816
- 10.62%
$39.22 - $47.77 $32K - $39K
6.87K $302M
IWS
Ishares Russell Midcap Value E

ETFs
-5
- 0.83%
$128.08 - $140.32 $640 - $702
601 $77.7M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-22
- 2.56%
$19.82 - $21.55 $436 - $474
836 $16.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1
- 1.19%
$521.84 - $558.82 $522 - $559
83 $44.7M
AJG
Arthur J. Gallagher & Co.

Financial Services
-35
- 0.83%
$278.49 - $315.16 $9.75K - $11K
4.18K $1.19B
IWY
Ishares Tr Russell 200 Growth

ETFs
-39
- 5.87%
$216.72 - $244.71 $8.45K - $9.54K
625 $147M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-1.33K
- 2.7%
$42.89 - $48.05 $57.2K - $64.1K
48.1K $2.17B
Jacobs Solutions Inc
-70
- 1.65%
N/A
4.19K $559M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-10
- 1.28%
$311.11 - $335.64 $3.11K - $3.36K
769 $248M
DIS
Walt Disney CO

Communication Services
-352
- 12.67%
$92.39 - $117.6 $32.5K - $41.4K
2.43K $270M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-48
- 0.86%
$46.48 - $51.32 $2.23K - $2.46K
5.56K $268M
MNST
Monster Beverage Corp

Consumer Defensive
-146
- 0.49%
$49.24 - $56.38 $7.19K - $8.23K
29.8K $1.57B
TFC
Truist Financial Corp

Financial Services
-191
- 0.86%
$41.51 - $48.1 $7.93K - $9.19K
22.1K $958M
TMUS
T Mobile Us, Inc.

Communication Services
-278
- 5.92%
$206.1 - $246.94 $57.3K - $68.6K
4.42K $976M
FTC
First Tr Lge Cap Growth

ETFs
-94
- 2.53%
$130.13 - $149.09 $12.2K - $14K
3.62K $501M
AXP
American Express CO

Financial Services
-65
- 4.98%
$267.35 - $305.57 $17.4K - $19.9K
1.24K $368M
SPYG
Spdr Portfolio

ETFs
-62
- 1.33%
$81.74 - $91.38 $5.07K - $5.67K
4.6K $404M
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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