Epg Wealth Management LLC Closed Holding Positions

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
Q2 2022 Filed on Aug 15, 2022
2,471
$23.46 - $26.86 $58K - $66.4K
MOS
Mosaic CO

Basic Materials
Q2 2022 Filed on Aug 15, 2022
4,620
$45.24 - $78.15 $209K - $361K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
Q2 2022 Filed on Aug 15, 2022
0
$22.27 - $24.14 $0 - $0
VTWO
Vanguard Russell 2000 ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
100
$66.31 - $83.95 $6.63K - $8.4K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Aug 15, 2022
9,122
$42.05 - $47.77 $384K - $436K
FXD
First Tr Exchange Traded Fd

ETFs
Q2 2022 Filed on Aug 15, 2022
503
$43.78 - $55.49 $22K - $27.9K
MAS
Masco Corp

Industrials
Q2 2022 Filed on Aug 15, 2022
3,946
$47.26 - $57.84 $186K - $228K
Wisdomtree Tr
Q1 2022 Filed on May 10, 2022
3,525
N/A
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q1 2022 Filed on May 10, 2022
976
$326.53 - $367.87 $319K - $359K
CC
Chemours CO

Basic Materials
Q1 2022 Filed on May 10, 2022
6,452
$23.12 - $36.16 $149K - $233K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q1 2022 Filed on May 10, 2022
4,704
$27.36 - $40.22 $129K - $189K
PHM
Pultegroup Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
3,735
$41.9 - $57.09 $156K - $213K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
Q1 2022 Filed on May 10, 2022
3,746
$61.74 - $76.43 $231K - $286K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q1 2022 Filed on May 10, 2022
932
$212.39 - $254.6 $198K - $237K
GNRC
Generac Holdings Inc.

Industrials
Q1 2022 Filed on May 10, 2022
623
$256.99 - $347.91 $160K - $217K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q1 2022 Filed on May 10, 2022
200
$100.7 - $108.94 $20.1K - $21.8K
KBA
Kraneshares Bosera Msci China

ETFs
Q1 2022 Filed on May 10, 2022
300
$34.1 - $43.32 $10.2K - $13K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 14, 2022
304
$19.52 - $21.06 $5.93K - $6.4K
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Feb 14, 2022
1,263
$257.53 - $292.5 $325K - $369K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q4 2021 Filed on Feb 14, 2022
202
$41.76 - $45.13 $8.44K - $9.12K
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
Q4 2021 Filed on Feb 14, 2022
41
$69.32 - $76.28 $2.84K - $3.13K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
1,960
$114.82 - $121.36 $225K - $238K
T
At&T Inc.

Communication Services
Q3 2021 Filed on Nov 15, 2021
19,094
$20.36 - $22.08 $389K - $422K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q3 2021 Filed on Nov 15, 2021
7,492
N/A
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
1,302
$232.11 - $250.4 $302K - $326K
Seagate Technology PLC Shs
Q2 2021 Filed on Aug 09, 2021
4,501
N/A
CEF
Sprott Physical Gold & Silver Trust

Financial Services
Q2 2021 Filed on Aug 09, 2021
19,800
$17.66 - $20.3 $350K - $402K
Colony Cr Real Estate Inc Com Cl A
Q2 2021 Filed on Aug 09, 2021
15,647
N/A
NEE
Nextera Energy Inc

Utilities
Q1 2021 Filed on May 10, 2021
2,608
$70.7 - $86.87 $184K - $227K
MCO
Moodys Corp

Financial Services
Q1 2021 Filed on May 10, 2021
765
$263.04 - $306.97 $201K - $235K
Marvell Technology Group LTD Ord
Q1 2021 Filed on May 10, 2021
4,673
N/A
CLX
Clorox CO

Consumer Defensive
Q1 2021 Filed on May 10, 2021
1,550
$178.17 - $222.18 $276K - $344K
FDL
First Tr Morningstar Dividend

ETFs
Q3 2020 Filed on Nov 02, 2020
8,203
$24.81 - $27.46 $204K - $225K
VRIG
Invesco Actively Managed ETF F

ETFs
Q3 2020 Filed on Nov 02, 2020
11,434
$24.62 - $24.92 $282K - $285K
PDI
Pimco Dynamic Income Fund

Financial Services
Q3 2020 Filed on Nov 02, 2020
10,503
$24.01 - $25.36 $252K - $266K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
Q3 2020 Filed on Nov 02, 2020
4,060
$54.1 - $55.37 $220K - $225K
TDOC
Teladoc Health, Inc.

Healthcare
Q3 2020 Filed on Nov 02, 2020
1,335
$183.75 - $249.42 $245K - $333K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q2 2020 Filed on Aug 06, 2020
1,801
$22.59 - $48.48 $40.7K - $87.3K
CBRE
Cbre Group, Inc.

Real Estate
Q2 2020 Filed on Aug 06, 2020
700
$34.84 - $55.49 $24.4K - $38.8K
SH
Proshares Short S&P500 New (De

ETFs
Q2 2020 Filed on Aug 06, 2020
2,000
$21.58 - $28.93 $43.2K - $57.9K
JETS
ETF Ser Solutions U S Global J

ETFs
Q2 2020 Filed on Aug 06, 2020
1,640
$12.0 - $21.94 $19.7K - $36K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
Q2 2020 Filed on Aug 06, 2020
2,290
$18.31 - $21.01 $41.9K - $48.1K
USO
United States Oil Fund, LP

ETFs
Q2 2020 Filed on Aug 06, 2020
13,175
$17.04 - $47.2 $225K - $622K
ALE
Allete Inc

Utilities
Q2 2020 Filed on Aug 06, 2020
953
$49.6 - $63.66 $47.3K - $60.7K
Cushing Nextgen Infra Incm Fd Com
Q2 2020 Filed on Aug 06, 2020
3,892
N/A
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
Q2 2020 Filed on Aug 06, 2020
1,000
$22.04 - $29.46 $22K - $29.5K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q2 2020 Filed on Aug 06, 2020
913
$40.36 - $51.42 $36.8K - $46.9K
FTSL
First Trust Senior Ln Fund

ETFs
Q2 2020 Filed on Aug 06, 2020
1,010
$41.79 - $46.3 $42.2K - $46.8K
DVOL
First Tr ETF Vi Dorsey Wright
Q2 2020 Filed on Aug 06, 2020
3,449
N/A
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