Epg Wealth Management LLC Sells in Q4 2025

Epg Wealth Management LLC

  • $372 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-41
- 0.26%
$496.82 - $542.07 $20.4K - $22.2K
15.8K $7.63B
HPQ
Hp Inc

Technology
-6.53K
- 19.33%
$24.53 - $28.61 $160K - $187K
27.2K $607M
VZ
Verizon Communications Inc

Communication Services
-4.24K
- 10.63%
$38.4 - $43.83 $163K - $186K
35.7K $1.45B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.79K
- 9.19%
$61.89 - $76.13 $111K - $136K
17.7K $1.03B
SO
Southern CO

Utilities
-621
- 3.82%
$90.58 - $99.72 $56.3K - $61.9K
15.7K $1.36B
PEP
Pepsico Inc

Consumer Defensive
-836
- 15.53%
$138.84 - $153.71 $116K - $129K
4.55K $652M
APD
Air Products & Chemicals, Inc.

Basic Materials
-192
- 10.01%
$237.56 - $271.47 $45.6K - $52.1K
1.73K $427M
PG
Procter & Gamble CO

Consumer Defensive
-76
- 0.96%
$145.5 - $153.18 $11.1K - $11.6K
7.81K $1.12B
UNH
Unitedhealth Group Inc

Healthcare
-124
- 4.3%
$320.52 - $369.92 $39.7K - $45.9K
2.76K $911M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.72K
- 8.97%
$50.75 - $51.37 $87.1K - $88.2K
17.4K $890M
AVGO
Broadcom Inc.

Technology
-784
- 6.17%
$324.63 - $385.98 $255K - $303K
11.9K $4.13B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-128
- 1.99%
$475.68 - $513.11 $60.9K - $65.7K
6.29K $3.16B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-740
- 4.07%
$49.98 - $50.22 $37K - $37.2K
17.4K $863M
PSX
Phillips 66

Energy
-67
- 1.14%
$126.76 - $142.32 $8.49K - $9.54K
5.82K $751M
DUK
Duke Energy Corp

Utilities
-3
- 0.05%
$121.57 - $129.03 $365 - $387
6.16K $722M
QCOM
Qualcomm Inc

Technology
-502
- 4.66%
$153.59 - $187.68 $77.1K - $94.2K
10.3K $1.76B
AVB
Avalonbay Communities Inc

Real Estate
-12
- 0.49%
$173.92 - $191.37 $2.09K - $2.3K
2.42K $438M
PFF
Ishares Trust Ishares Pfd And

ETFs
-817
- 66.8%
$30.84 - $31.79 $25.2K - $26K
406 $12.6M
VLO
Valero Energy Corp

Energy
-31
- 1.88%
$156.39 - $181.76 $4.85K - $5.63K
1.61K $263M
VDC
Vanguard Consumer Staples ETF

ETFs
-70
- 26.42%
$206.7 - $217.75 $14.5K - $15.2K
195 $41.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-175
- 3.96%
$114.27 - $121.15 $20K - $21.2K
4.24K $510M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-674
- 1.47%
$23.65 - $25.43 $15.9K - $17.1K
45.2K $1.12B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-80
- 7.61%
$191.01 - $199.18 $15.3K - $15.9K
971 $193M
VOE
Vanguard Mid Cap Value Index F

ETFs
-63
- 27.63%
$169.53 - $176.53 $10.7K - $11.1K
165 $29.3M
PYZ
Invesco Exchange Traded Fd Tr

ETFs
-100
- 31.95%
$99.07 - $114.03 $9.91K - $11.4K
213 $23.4M
PLTR
Palantir Technologies Inc.

Technology
-6
- 0.34%
$172.14 - $207.18 $1.03K - $1.24K
1.78K $316M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-178
- 3.79%
$79.54 - $103.8 $14.2K - $18.5K
4.52K $469M
VNQ
Vanguard Specialized Funds Van

ETFs
-63
- 9.2%
$88.13 - $92.69 $5.55K - $5.84K
622 $55M
VO
Vanguard Mid Cap ETF

ETFs
-3
- 0.2%
$286.27 - $296.23 $859 - $889
1.47K $427M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-94
- 4.03%
$52.76 - $53.18 $4.96K - $5K
2.24K $118M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-46
- 24.08%
$110.25 - $112.92 $5.07K - $5.19K
145 $16M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-247
- 0.86%
$80.0 - $83.46 $19.8K - $20.6K
28.6K $2.36B
FXI
Ishares Tr

ETFs
-100
- 47.39%
$38.33 - $41.75 $3.83K - $4.18K
111 $4.25M
VOT
Vanguard Mid Cap Growth Index

ETFs
-8
- 6.3%
$279.76 - $298.12 $2.24K - $2.38K
119 $33.2M
XLF
Financial Sector Spdr

ETFs
-340
- 2.06%
$51.76 - $53.77 $17.6K - $18.3K
16.2K $887M
VHT
Vanguard Health Care ETF

ETFs
-59
- 11.55%
$264.7 - $283.93 $15.6K - $16.8K
452 $130M
SJNK
Spdr Bloomberg Short Term High

ETFs
-93
- 21.93%
$25.2 - $25.57 $2.34K - $2.38K
331 $8.38M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-6
- 7.79%
$245.79 - $258.02 $1.47K - $1.55K
71 $17.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-18
- 11.25%
$88.67 - $92.06 $1.6K - $1.66K
142 $12.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-18
- 9.94%
$46.85 - $47.44 $843 - $854
163 $7.67M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-8
- 1.16%
$48.21 - $50.77 $386 - $406
679 $33.4M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-11
- 10.09%
$51.77 - $52.69 $569 - $580
98 $5.07M
SNY
Sanofi

Healthcare
-510
- 2.66%
$48.09 - $52.34 $24.5K - $26.7K
18.6K $903M
VBK
Vanguard Small Cap Growth ETF

ETFs
-4
- 2.22%
$291.71 - $309.36 $1.17K - $1.24K
176 $53.2M
RIG
Transocean Ltd.

Energy
-3.9K
- 23.49%
$3.08 - $4.23 $12K - $16.5K
12.7K $52.5M
VUG
Vanguard Growth ETF

ETFs
-2
- 0.49%
$470.44 - $504.26 $941 - $1.01K
405 $198M
CSX
Csx Corp

Industrials
-230
- 1.13%
$34.88 - $36.67 $8.02K - $8.43K
20.1K $729M
HAL
Halliburton CO

Energy
-3.48K
- 11.77%
$21.82 - $28.06 $76K - $97.7K
26.1K $738M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-12
- 0.79%
$589.5 - $635.77 $7.07K - $7.63K
1.51K $927M
Activity Summary
Buys All Purchases 183 New Holdings 15 Increased Positions 168 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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