Epg Wealth Management LLC Closed Holding Positions

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BLK
Black Rock Inc.

Financial Services
Q2 2024 Filed on Aug 13, 2024
2,598
$747.3 - $826.77 $1.94M - $2.15M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q2 2024 Filed on Aug 13, 2024
3
$30.34 - $32.53 $91 - $97.6
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q2 2024 Filed on Aug 13, 2024
355
$49.58 - $55.33 $17.6K - $19.6K
QS
Quantum Scape Corp

Consumer Cyclical
Q2 2024 Filed on Aug 13, 2024
10,210
$4.83 - $6.27 $49.3K - $64K
DLR
Digital Realty Trust, Inc.

Real Estate
Q2 2024 Filed on Aug 13, 2024
4,340
$135.75 - $152.05 $589K - $660K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q2 2024 Filed on Aug 13, 2024
9,300
$21.33 - $22.84 $198K - $212K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2024 Filed on Aug 13, 2024
434
$516.55 - $556.17 $224K - $241K
VOX
Vanguard Communication Service

ETFs
Q2 2024 Filed on Aug 13, 2024
144
$125.5 - $139.68 $18.1K - $20.1K
VLO
Valero Energy Corp

Energy
Q2 2024 Filed on Aug 13, 2024
1,542
$148.38 - $183.39 $229K - $283K
SHAG
Wisdomtree Yield Enhanced U.S.
Q2 2024 Filed on Aug 13, 2024
5
N/A
F
Ford Motor CO

Consumer Cyclical
Q2 2024 Filed on Aug 13, 2024
10,393
$11.56 - $13.65 $120K - $142K
FDX
Fedex Corp

Industrials
Q2 2024 Filed on Aug 13, 2024
821
$245.11 - $299.84 $201K - $246K
IXJ
Ishares Global Healthcare ETF

ETFs
Q2 2024 Filed on Aug 13, 2024
100
$87.41 - $94.12 $8.74K - $9.41K
IYJ
Ishares Tr

ETFs
Q2 2024 Filed on Aug 13, 2024
100
$119.1 - $125.05 $11.9K - $12.5K
ILF
Ishares Latin America 40 ETF

ETFs
Q2 2024 Filed on Aug 13, 2024
250
$24.29 - $28.88 $6.07K - $7.22K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q2 2024 Filed on Aug 13, 2024
26
$24.54 - $25.28 $638 - $657
ACN
Accenture PLC

Technology
Q2 2024 Filed on Aug 13, 2024
2,085
$281.76 - $339.17 $587K - $707K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2024 Filed on Aug 13, 2024
828
$54.36 - $57.86 $45K - $47.9K
PWV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2024 Filed on Aug 13, 2024
3,007
$54.01 - $56.78 $162K - $171K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q2 2024 Filed on Aug 13, 2024
16
$42.1 - $43.44 $674 - $695
DVN
Devon Energy Corp

Energy
Q2 2024 Filed on Aug 13, 2024
4,802
$45.56 - $54.51 $219K - $262K
IWV
Ishares Russell 3000 ETF

ETFs
Q2 2024 Filed on Aug 13, 2024
115
$283.16 - $309.9 $32.6K - $35.6K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q2 2024 Filed on Aug 13, 2024
10
$28.28 - $31.13 $283 - $311
First Tr Exchng Traded Fd Vi
Q2 2024 Filed on Aug 13, 2024
2,565
N/A
NUE
Nucor Corp

Basic Materials
Q2 2024 Filed on Aug 13, 2024
1,129
$151.48 - $200.97 $171K - $227K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q2 2024 Filed on Aug 13, 2024
368
$76.27 - $81.91 $28.1K - $30.1K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q2 2024 Filed on Aug 13, 2024
659
$85.39 - $90.42 $56.3K - $59.6K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q2 2024 Filed on Aug 13, 2024
930
$69.89 - $75.54 $65K - $70.3K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2024 Filed on Aug 13, 2024
9,885
$40.83 - $44.89 $404K - $444K
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q2 2024 Filed on Aug 13, 2024
6,000
$83.83 - $94.82 $503K - $569K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q2 2024 Filed on Aug 13, 2024
41
$60.69 - $66.83 $2.49K - $2.74K
BALL
Ball Corp

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
2,620
$63.31 - $89.84 $166K - $235K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2022 Filed on Aug 15, 2022
38
$14.87 - $30.55 $565 - $1.16K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
Q2 2022 Filed on Aug 15, 2022
3,000
$30.13 - $32.87 $90.4K - $98.6K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q2 2022 Filed on Aug 15, 2022
23
$48.54 - $70.34 $1.12K - $1.62K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Aug 15, 2022
1,794
$36.58 - $70.5 $65.6K - $126K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q2 2022 Filed on Aug 15, 2022
309
$52.36 - $63.05 $16.2K - $19.5K
O
Realty Income Corp

Real Estate
Q2 2022 Filed on Aug 15, 2022
3,151
$62.79 - $74.93 $198K - $236K
TECH
Bio Techne Corp

Healthcare
Q2 2022 Filed on Aug 15, 2022
515
$322.67 - $449.65 $166K - $232K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
Q2 2022 Filed on Aug 15, 2022
114,255
$27.16 - $31.66 $3.1M - $3.62M
GVI
Ishares Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
100
$103.39 - $108.19 $10.3K - $10.8K
OCGN
Ocugen, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
10,000
$1.83 - $3.45 $18.3K - $34.5K
CTLT
Catalent, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
3,152
$87.2 - $114.05 $275K - $359K
FKU
First Trust United Kingdom Alp

ETFs
Q2 2022 Filed on Aug 15, 2022
151
$31.48 - $39.06 $4.75K - $5.9K
IFGL
Ishares International Develope

ETFs
Q2 2022 Filed on Aug 15, 2022
291
$22.28 - $27.58 $6.48K - $8.03K
ARKW
Ark Next Generation Internet E

ETFs
Q2 2022 Filed on Aug 15, 2022
13
$46.42 - $92.45 $603 - $1.2K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2022 Filed on Aug 15, 2022
2,999
$27.2 - $48.94 $81.6K - $147K
GD
General Dynamics Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
835
$209.78 - $247.69 $175K - $207K
RIO
Rio Tinto PLC

Basic Materials
Q2 2022 Filed on Aug 15, 2022
2,722
$60.81 - $82.68 $166K - $225K
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