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
DE
Deere & CO

Industrials
-21
- 0.43%
$389.45 - $466.0 $8.18K - $9.79K
4.83K $2.05B
SPY
Spdr S&P 500 ETF Trust

ETFs
-15
- 0.6%
$567.81 - $607.81 $8.52K - $9.12K
2.5K $1.47B
GOOG
Alphabet Inc.

Communication Services
-605
- 10.23%
$163.08 - $198.16 $98.7K - $120K
5.31K $1.01B
BSX
Boston Scientific Corp

Healthcare
-649
- 3.98%
$83.62 - $91.5 $54.3K - $59.4K
15.7K $1.4B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-406
- 1.71%
$55.73 - $66.16 $22.6K - $26.9K
23.3K $1.41B
FCOM
Fidelity Covington Tr Msci Com

ETFs
-600
- 2.62%
$54.65 - $61.96 $32.8K - $37.2K
22.3K $1.31B
PAYX
Paychex Inc

Industrials
-64
- 0.65%
$135.86 - $148.73 $8.7K - $9.52K
9.85K $1.38B
WMT
Walmart Inc.

Consumer Defensive
-160
- 2.32%
$79.1 - $95.7 $12.7K - $15.3K
6.75K $610M
XLY
Select Sector Spdr Consumer Di

ETFs
-11
- 0.33%
$194.8 - $239.43 $2.14K - $2.63K
3.32K $744M
HON
Honeywell International Inc

Industrials
-366
- 4.31%
$202.84 - $236.0 $74.2K - $86.4K
8.13K $1.84B
AAPL
Apple Inc.

Technology
-5.71K
- 6.52%
$221.69 - $259.02 $1.27M - $1.48M
81.8K $20.5B
BX
Blackstone Inc.

Financial Services
-205
- 2.95%
$148.45 - $199.05 $30.4K - $40.8K
6.73K $1.16B
AMP
Ameriprise Financial Inc

Financial Services
-88
- 3.54%
$473.15 - $574.01 $41.6K - $50.5K
2.4K $1.28B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-673
- 6.46%
$172.07 - $207.36 $116K - $140K
9.75K $1.92B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9
- 0.17%
$481.22 - $538.17 $4.33K - $4.84K
5.31K $2.71B
CSCO
Cisco Systems, Inc.

Technology
-428
- 1.64%
$52.45 - $60.02 $22.4K - $25.7K
25.7K $1.52B
V
Visa Inc.

Financial Services
-452
- 6.75%
$273.87 - $320.91 $124K - $145K
6.25K $1.97B
SCHW
Schwab Charles Corp

Financial Services
-1.28K
- 5.01%
$63.31 - $82.85 $81.2K - $106K
24.3K $1.8B
COF
Capital One Financial Corp

Financial Services
-45
- 0.77%
$145.19 - $192.01 $6.53K - $8.64K
5.79K $1.03B
NOW
Service Now, Inc.

Technology
-71
- 4.29%
$867.18 - $1148.42 $61.6K - $81.5K
1.58K $1.68B
BA
Boeing CO

Industrials
-252
- 2.47%
$138.14 - $180.72 $34.8K - $45.5K
9.97K $1.76B
MRVL
Marvell Technology, Inc.

Technology
-1.15K
- 10.37%
$70.31 - $124.78 $80.6K - $143K
9.91K $1.09B
CRM
Salesforce, Inc.

Technology
-443
- 5.76%
$270.87 - $367.87 $120K - $163K
7.25K $2.43B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-168
- 4.86%
$260.53 - $404.79 $43.8K - $68K
3.29K $1.26B
GOOGL
Alphabet Inc.

Communication Services
-943
- 4.33%
$161.86 - $196.66 $153K - $185K
20.8K $3.94B
JPM
Jpmorgan Chase & CO

Financial Services
-1.78K
- 6.64%
$205.18 - $250.29 $365K - $445K
25K $5.99B
NFLX
Netflix Inc

Communication Services
-98
- 3.96%
$687.65 - $936.56 $67.4K - $91.8K
2.38K $2.12B
AXON
Axon Enterprise, Inc.

Industrials
-2
- 0.1%
$399.22 - $689.78 $798 - $1.38K
2.07K $1.23B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.43K
- 6.53%
$180.88 - $232.93 $258K - $332K
20.4K $4.48B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-61
- 0.33%
$370.24 - $418.94 $22.6K - $25.6K
18.2K $7.31B
NVDA
Nvidia Corp

Technology
-5.26K
- 4.87%
$117.0 - $148.88 $616K - $784K
103K $13.8B
AVGO
Broadcom Inc.

Technology
-585
- 3.55%
$159.67 - $250.0 $93.4K - $146K
15.9K $3.68B
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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