Epg Wealth Management LLC Closed Holding Positions

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NTRS
Northern Trust Corp

Financial Services
Q2 2020 Filed on Aug 06, 2020
100
$70.25 - $91.99 $7.03K - $9.2K
ABB
Abb LTD

Industrials
Q2 2020 Filed on Aug 06, 2020
519
$16.47 - $22.56 $8.55K - $11.7K
ROKU
Roku, Inc

Communication Services
Q2 2020 Filed on Aug 06, 2020
125
$81.46 - $137.5 $10.2K - $17.2K
NDSN
Nordson Corp

Industrials
Q2 2020 Filed on Aug 06, 2020
60
$125.01 - $200.98 $7.5K - $12.1K
USB
Us Bancorp \De\

Financial Services
Q2 2020 Filed on Aug 06, 2020
13
$29.45 - $43.51 $383 - $566
SPMD
Spdr Portfolio

ETFs
Q2 2020 Filed on Aug 06, 2020
371
$23.46 - $34.21 $8.7K - $12.7K
WMB
Williams Companies, Inc.

Energy
Q2 2020 Filed on Aug 06, 2020
469
$13.33 - $21.58 $6.25K - $10.1K
SYLD
Cambria Shareholder Yld ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
457
$23.13 - $37.21 $10.6K - $17K
CTT
Catch Mark Timber Trust, Inc.

Real Estate
Q2 2020 Filed on Aug 06, 2020
1,586
$6.29 - $9.0 $9.98K - $14.3K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q2 2020 Filed on Aug 06, 2020
638
$12.72 - $13.9 $8.12K - $8.87K
BAX
Baxter International Inc

Healthcare
Q2 2020 Filed on Aug 06, 2020
89
$78.66 - $94.14 $7K - $8.38K
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
Q2 2020 Filed on Aug 06, 2020
750
$17.86 - $19.65 $13.4K - $14.7K
LDOS
Leidos Holdings, Inc.

Technology
Q2 2020 Filed on Aug 06, 2020
156
$87.15 - $107.26 $13.6K - $16.7K
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2020 Filed on Aug 06, 2020
100
$149.8 - $227.17 $15K - $22.7K
CI
Cigna Corp

Healthcare
Q2 2020 Filed on Aug 06, 2020
81
$163.84 - $215.84 $13.3K - $17.5K
EQC
Equity Commonwealth

Real Estate
Q2 2020 Filed on Aug 06, 2020
435
$31.25 - $34.64 $13.6K - $15.1K
ANSS
Ansys Inc

Technology
Q2 2020 Filed on Aug 06, 2020
55
$211.25 - $291.73 $11.6K - $16K
COO
Cooper Companies, Inc.

Healthcare
Q2 2020 Filed on Aug 06, 2020
44
$270.93 - $320.3 $11.9K - $14.1K
CME
Cme Group Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
19
$162.01 - $192.14 $3.08K - $3.65K
CMP
Compass Minerals International Inc

Basic Materials
Q2 2020 Filed on Aug 06, 2020
233
$35.78 - $54.16 $8.34K - $12.6K
IGE
Ishares Tr North Amern Nat Res

ETFs
Q2 2020 Filed on Aug 06, 2020
0
$16.04 - $24.9 $0 - $0
Ishares Comex Gold Trust
Q2 2020 Filed on Aug 06, 2020
3,938
N/A
CVS
Cvs Health Corp

Healthcare
Q2 2020 Filed on Aug 06, 2020
2,850
$55.41 - $70.62 $158K - $201K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
Q2 2020 Filed on Aug 06, 2020
11,130
$12.86 - $17.7 $143K - $197K
NEM
Newmont Corp

Basic Materials
Q2 2020 Filed on Aug 06, 2020
2,401
$46.47 - $67.9 $112K - $163K
CAH
Cardinal Health Inc

Healthcare
Q2 2020 Filed on Aug 06, 2020
2,148
$46.42 - $59.31 $99.7K - $127K
Alerian Mlp ETF
Q2 2020 Filed on Aug 06, 2020
21,559
N/A
NVS
Novartis Ag

Healthcare
Q2 2020 Filed on Aug 06, 2020
1,211
$80.93 - $91.1 $98K - $110K
LVHD
Franklin U.S. Low Volatility H

ETFs
Q2 2020 Filed on Aug 06, 2020
2,206
$24.39 - $31.96 $53.8K - $70.5K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
683
$44.31 - $86.04 $30.3K - $58.8K
GWRE
Guidewire Software, Inc.

Technology
Q2 2020 Filed on Aug 06, 2020
681
$73.98 - $110.85 $50.4K - $75.5K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q2 2020 Filed on Aug 06, 2020
3,953
$10.5 - $12.46 $41.5K - $49.3K
WM
Waste Management Inc

Industrials
Q2 2020 Filed on Aug 06, 2020
763
$88.43 - $113.53 $67.5K - $86.6K
RDS-A
Shell PLC

Energy
Q2 2020 Filed on Aug 06, 2020
1,568
$28.36 - $36.98 $44.5K - $58K
EPD
Enterprise Products Partners L.P.

Energy
Q2 2020 Filed on Aug 06, 2020
1,764
$13.79 - $22.31 $24.3K - $39.4K
FPL
First Trust New Opportunities Mlp & Energy Fund

Financial Services
Q2 2020 Filed on Aug 06, 2020
5,984
$3.35 - $5.55 $20K - $33.2K
OXY
Occidental Petroleum Corp

Energy
Q2 2020 Filed on Aug 06, 2020
193
$10.74 - $24.4 $2.07K - $4.71K
CINF
Cincinnati Financial Corp

Financial Services
Q2 2020 Filed on Aug 06, 2020
1,000
$48.54 - $87.1 $48.5K - $87.1K
BDX
Becton Dickinson & CO

Healthcare
Q2 2020 Filed on Aug 06, 2020
403
$219.9 - $263.41 $88.6K - $106K
WFC
Wells Fargo & Company

Financial Services
Q2 2020 Filed on Aug 06, 2020
904
$22.53 - $33.32 $20.4K - $30.1K
VTR
Ventas, Inc.

Real Estate
Q2 2020 Filed on Aug 06, 2020
3,169
$22.52 - $45.69 $71.4K - $145K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
Q2 2020 Filed on Aug 06, 2020
606
$22.83 - $32.98 $13.8K - $20K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2020 Filed on Aug 06, 2020
931
$19.19 - $36.97 $17.9K - $34.4K
Cerner Corp Com
Q2 2020 Filed on Aug 06, 2020
1,647
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
883
$187.11 - $228.75 $165K - $202K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q2 2020 Filed on Aug 06, 2020
4,765
$12.31 - $16.74 $58.7K - $79.8K
ILMN
Illumina, Inc.

Healthcare
Q2 2020 Filed on Aug 06, 2020
1
$256.46 - $373.01 $256 - $373
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q2 2020 Filed on Aug 06, 2020
816
$85.6 - $88.34 $69.8K - $72.1K
SYY
Sysco Corp

Consumer Defensive
Q2 2020 Filed on Aug 06, 2020
1,145
$39.5 - $64.11 $45.2K - $73.4K
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