Epg Wealth Management LLC Closed Holding Positions

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AOS
Smith A O Corp

Industrials
Q2 2020 Filed on Aug 06, 2020
541
$35.61 - $52.0 $19.3K - $28.1K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q2 2020 Filed on Aug 06, 2020
3,417
$11.06 - $15.42 $37.8K - $52.7K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
16
$1230.68 - $1840.91 $19.7K - $29.5K
CSA
Victory Portfolios Ii Shs Us S

ETFs
Q2 2020 Filed on Aug 06, 2020
1,788
$30.15 - $43.94 $53.9K - $78.6K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
Q2 2020 Filed on Aug 06, 2020
10,576
$11.47 - $13.33 $121K - $141K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
2,315
$18.5 - $24.18 $42.8K - $56K
IQV
Iqvia Holdings Inc.

Healthcare
Q2 2020 Filed on Aug 06, 2020
717
$100.04 - $153.06 $71.7K - $110K
SAM
Boston Beer CO Inc

Consumer Defensive
Q2 2020 Filed on Aug 06, 2020
100
$357.44 - $568.33 $35.7K - $56.8K
BP
Bp PLC

Energy
Q2 2020 Filed on Aug 06, 2020
1,258
$21.64 - $28.38 $27.2K - $35.7K
ABC
Amerisourcebergen Corp

Healthcare
Q2 2020 Filed on Aug 06, 2020
437
$81.34 - $102.3 $35.5K - $44.7K
KMI
Kinder Morgan, Inc.

Energy
Q2 2020 Filed on Aug 06, 2020
1,373
$12.73 - $17.97 $17.5K - $24.7K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q2 2020 Filed on Aug 06, 2020
358
$77.94 - $91.58 $27.9K - $32.8K
DEO
Diageo PLC

Consumer Defensive
Q2 2020 Filed on Aug 06, 2020
200
$121.24 - $147.82 $24.2K - $29.6K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q2 2020 Filed on Aug 06, 2020
1,678
$15.22 - $29.23 $25.5K - $49K
AAL
American Airlines Group Inc.

Industrials
Q2 2020 Filed on Aug 06, 2020
1,113
$9.04 - $20.31 $10.1K - $22.6K
SLV
I Shares Silver Trust

ETFs
Q2 2020 Filed on Aug 06, 2020
3,190
$13.02 - $17.1 $41.5K - $54.5K
WPP
Wpp PLC

Communication Services
Q2 2020 Filed on Aug 06, 2020
444
$29.49 - $46.39 $13.1K - $20.6K
Hollyfrontier Corp Com
Q2 2020 Filed on Aug 06, 2020
620
N/A
SCHO
Schwab Short Term Us Treasury

ETFs
Q2 2020 Filed on Aug 06, 2020
585
$51.53 - $51.71 $30.1K - $30.3K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q2 2020 Filed on Aug 06, 2020
311
$22.02 - $30.18 $6.85K - $9.39K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
1,200
$20.45 - $26.45 $24.5K - $31.7K
MMP
Magellan Midstream Partners, L.P.

Energy
Q2 2020 Filed on Aug 06, 2020
397
$34.76 - $49.42 $13.8K - $19.6K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q2 2020 Filed on Aug 06, 2020
1,149
$25.73 - $31.84 $29.6K - $36.6K
VMC
Vulcan Materials CO

Basic Materials
Q2 2020 Filed on Aug 06, 2020
405
$93.05 - $124.13 $37.7K - $50.3K
General Electric CO Com
Q2 2020 Filed on Aug 06, 2020
7,467
N/A
TWO
Two Harbors Investment Corp.

Real Estate
Q2 2020 Filed on Aug 06, 2020
3,871
$2.42 - $5.88 $9.37K - $22.8K
VKQ
Invesco Municipal Trust

Financial Services
Q2 2020 Filed on Aug 06, 2020
4,202
$10.95 - $11.94 $46K - $50.2K
NLY
Annaly Capital Management Inc

Real Estate
Q2 2020 Filed on Aug 06, 2020
5,399
$4.02 - $7.31 $21.7K - $39.5K
EXC
Exelon Corp

Utilities
Q2 2020 Filed on Aug 06, 2020
1,612
$23.36 - $29.86 $37.7K - $48.1K
WY
Weyerhaeuser CO

Real Estate
Q2 2020 Filed on Aug 06, 2020
1,600
$15.34 - $24.64 $24.5K - $39.4K
APTV
Aptiv PLC

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
3
$43.29 - $87.5 $130 - $263
MGV
Vanguard Mega Cap Value

ETFs
Q2 2020 Filed on Aug 06, 2020
540
$63.17 - $80.68 $34.1K - $43.6K
EW
Edwards Lifesciences Corp

Healthcare
Q2 2020 Filed on Aug 06, 2020
201
$57.54 - $76.95 $11.6K - $15.5K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
Q2 2020 Filed on Aug 06, 2020
906
$28.57 - $37.9 $25.9K - $34.3K
AMD
Advanced Micro Devices Inc

Technology
Q2 2020 Filed on Aug 06, 2020
9
$42.59 - $57.44 $383 - $517
ES
Eversource Energy

Utilities
Q2 2020 Filed on Aug 06, 2020
741
$75.06 - $91.56 $55.6K - $67.8K
Pimco Dynamic Cr Income Fd Com Shs
Q2 2020 Filed on Aug 06, 2020
4,435
N/A
FEP
First Trust Europe Alphadex Fu

ETFs
Q2 2020 Filed on Aug 06, 2020
1,591
$24.34 - $32.56 $38.7K - $51.8K
CEQP
Crestwood Equity Partners LP

Energy
Q2 2020 Filed on Aug 06, 2020
156
$4.0 - $18.88 $624 - $2.95K
DHI
Horton D R Inc

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
790
$32.14 - $58.83 $25.4K - $46.5K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
297
$7.17 - $13.21 $2.13K - $3.92K
BIDU
Baidu, Inc.

Communication Services
Q2 2020 Filed on Aug 06, 2020
84
$94.76 - $123.73 $7.96K - $10.4K
HRB
H&R Block Inc

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
184
$11.94 - $19.76 $2.2K - $3.64K
A
Agilent Technologies, Inc.

Healthcare
Q2 2020 Filed on Aug 06, 2020
51
$68.92 - $91.14 $3.51K - $4.65K
EIX
Edison International

Utilities
Q2 2020 Filed on Aug 06, 2020
117
$49.36 - $64.76 $5.78K - $7.58K
DGX
Quest Diagnostics Inc

Healthcare
Q2 2020 Filed on Aug 06, 2020
38
$73.34 - $122.61 $2.79K - $4.66K
IIVI
Ii Vi Inc

Technology
Q2 2020 Filed on Aug 06, 2020
120
$24.25 - $50.84 $2.91K - $6.1K
Callon Pete CO Del Com
Q2 2020 Filed on Aug 06, 2020
822
N/A
CNMD
Conmed Corp

Healthcare
Q2 2020 Filed on Aug 06, 2020
35
$50.31 - $81.76 $1.76K - $2.86K
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