Epg Wealth Management LLC Sells in Q4 2024

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-1.47K
- 4.65%
$70.31 - $77.39 $103K - $114K
30.1K $2.11B
IEFA
Ishares Tr

ETFs
-1.37K
- 18.04%
$70.06 - $77.43 $96.1K - $106K
6.23K $438M
SO
Southern CO

Utilities
-182
- 1.06%
$81.5 - $94.15 $14.8K - $17.1K
16.9K $1.4B
RDVY
First Trust Rising Dividend Ac

ETFs
-2.45K
- 6.29%
$58.65 - $64.37 $143K - $157K
36.5K $2.16B
First Tr Exchng Traded Fd Vi
-4.15K
- 93.26%
N/A
300 $10.5M
VIG
Vanguard Dividend Appreciation

ETFs
-678
- 32.19%
N/A
1.43K $280M
First Tr Exchng Traded Fd Vi
-3.57K
- 17.61%
N/A
16.7K $624M
COP
Conocophillips

Energy
-350
- 2.75%
$95.12 - $114.72 $33.3K - $40.2K
12.4K $1.23B
NKE
Nike, Inc.

Consumer Cyclical
-311
- 4.51%
$73.36 - $89.13 $22.8K - $27.7K
6.59K $498M
XLU
Utilities Sector Spdr

ETFs
-1.31K
- 55.8%
$74.89 - $82.93 $98K - $108K
1.04K $78.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-985
- 24.25%
$75.1 - $82.99 $74K - $81.7K
3.08K $233M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.58K
- 24.42%
$50.06 - $55.0 $79K - $86.8K
4.89K $245M
HPQ
Hp Inc

Technology
-184
- 0.6%
$32.46 - $39.3 $5.97K - $7.23K
30.3K $987M
MA
Mastercard Inc

Financial Services
-368
- 13.48%
$491.3 - $536.15 $181K - $197K
2.36K $1.24B
PECO
Phillips Edison & Company, Inc.

Real Estate
-2.61K
- 13.78%
$35.96 - $39.8 $93.7K - $104K
16.3K $611M
CLF
Cleveland Cliffs Inc.

Basic Materials
-4.41K
- 26.73%
$9.24 - $13.94 $40.8K - $61.5K
12.1K $114M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.22K
- 11.68%
$57.53 - $60.83 $70.1K - $74.1K
9.21K $530M
ECL
Ecolab Inc.

Basic Materials
-46
- 1.21%
$234.32 - $261.43 $10.8K - $12K
3.75K $878M
PG
Procter & Gamble CO

Consumer Defensive
-282
- 3.83%
$161.05 - $179.7 $45.4K - $50.7K
7.08K $1.19B
VTV
Vanguard Value ETF

ETFs
-441
- 27.56%
$168.32 - $181.87 $74.2K - $80.2K
1.16K $196M
XLC
Select Sector Spdr Tr Communic

ETFs
-2.27K
- 10.11%
$89.66 - $102.16 $203K - $232K
20.2K $1.95B
XLK
Technology Sector Spdr

ETFs
-1.07K
- 4.08%
$220.26 - $241.44 $237K - $259K
25.2K $5.87B
DUK
Duke Energy Corp

Utilities
-69
- 0.82%
$105.76 - $120.76 $7.3K - $8.33K
8.35K $900M
DVY
Ishares Tr

ETFs
-497
- 41.31%
$129.55 - $143.41 $64.4K - $71.3K
706 $92.7M
CION
Cion Investment Corp

Financial Services
-4.57K
- 15.04%
$11.25 - $12.08 $51.4K - $55.2K
25.8K $294M
MDT
Medtronic PLC

Healthcare
-38
- 0.61%
$79.61 - $92.24 $3.03K - $3.51K
6.22K $496M
VLUE
Ishares Msci Usa Value Factor

ETFs
-545
- 20.99%
$104.01 - $115.38 $56.7K - $62.9K
2.05K $217M
UNP
Union Pacific Corp

Industrials
-61
- 2.2%
$223.15 - $249.32 $13.6K - $15.2K
2.72K $619M
PEG
Public Service Enterprise Group Inc

Utilities
-108
- 0.91%
$81.87 - $94.51 $8.84K - $10.2K
11.8K $996M
FVD
First Tr Value Line Divid Inde

ETFs
-425
- 1.72%
$43.4 - $46.7 $18.4K - $19.8K
24.3K $1.06B
ODFL
Old Dominion Freight Line, Inc.

Industrials
-172
- 11.35%
$176.4 - $231.84 $30.3K - $39.9K
1.34K $237M
IWN
Ishares Russell2000 Val ETF

ETFs
-341
- 25.24%
$162.69 - $181.35 $55.5K - $61.8K
1.01K $166M
FEM
First Trust Emerging Markets A

ETFs
-2.26K
- 48.44%
$22.03 - $24.21 $49.8K - $54.8K
2.41K $53M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-200
- 6.25%
$131.66 - $144.0 $26.3K - $28.8K
3K $396M
IAU
Ishares Gold Trust

ETFs
-1.13K
- 10.42%
$48.37 - $52.65 $54.4K - $59.2K
9.67K $479M
FIS
Fidelity National Information Services, Inc.

Technology
-356
- 3.88%
$80.14 - $90.95 $28.5K - $32.4K
8.81K $711M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-86
- 0.84%
$174.22 - $187.62 $15K - $16.1K
10.1K $1.78B
UNH
Unitedhealth Group Inc

Healthcare
-29
- 5.81%
$485.52 - $625.25 $14.1K - $18.1K
470 $238M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-418
- 61.65%
$26.93 - $84.95 $11.3K - $35.5K
260 $7.12M
CVX
Chevron Corp

Energy
-150
- 1.33%
$141.15 - $162.53 $21.2K - $24.4K
11.1K $1.61B
FTCS
First Trust Capital Strength E

ETFs
-247
- 2.71%
$87.62 - $94.03 $21.6K - $23.2K
8.87K $779M
Global X Fds
-500
- 4.07%
N/A
11.8K $356M
SHEL
Shell PLC

Energy
-90
- 0.72%
$60.63 - $70.23 $5.46K - $6.32K
12.4K $777M
MRK
Merck & Co., Inc.

Healthcare
-21
- 0.69%
$96.31 - $114.76 $2.02K - $2.41K
3.02K $301M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-666
- 13.77%
$40.41 - $45.12 $26.9K - $30K
4.17K $169M
FEX
First Tr Large Cap Core Alphde

ETFs
-429
- 2.99%
$103.29 - $112.88 $44.3K - $48.4K
13.9K $1.45B
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-1K
- 20.83%
$45.35 - $47.21 $45.4K - $47.2K
3.8K $177M
ITW
Illinois Tool Works Inc

Industrials
-34
- 0.93%
$253.56 - $278.5 $8.62K - $9.47K
3.62K $918M
BOTZ
Global X Fds

ETFs
-1.11K
- 5.84%
$31.11 - $34.18 $34.6K - $38K
17.9K $573M
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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