Epg Wealth Management LLC Purchases in Q4 2024

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
2.32K
New
N/A
2.32K $2.38B
Arista Networks Inc
14.5K
New
N/A
14.5K $1.61B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.16K
+ 19.81%
$113.92 - $127.38 $1.04M - $1.17M
55.4K $6.38B
SPGI
S&P Global Inc.

Financial Services
1.83K
New
$480.36 - $529.17 $881K - $970K
1.83K $914M
Ge Healthcare Technologies I
9.8K
New
N/A
9.8K $766M
PLTR
Palantir Technologies Inc.

Technology
6.16K
New
$36.46 - $82.38 $225K - $507K
6.16K $466M
TSLA
Tesla, Inc.

Consumer Cyclical
149
+ 5.49%
$213.65 - $479.86 $31.8K - $71.5K
2.86K $1.16B
First Tr Exchng Traded Fd Vi
11.3K
New
N/A
11.3K $381M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.35K
New
$73.49 - $86.09 $246K - $289K
3.35K $258M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.8K
New
$123.69 - $133.68 $223K - $241K
1.8K $225M
Amplify ETF Tr
5.22K
New
N/A
5.22K $208M
TOST
Toast, Inc.

Technology
5.51K
New
$27.43 - $43.54 $151K - $240K
5.51K $201M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.38K
+ 22.38%
$77.25 - $91.3 $107K - $126K
7.57K $646M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.59%
$486.1 - $608.57 $2.43K - $3.04K
853 $488M
JPIE
J P Morgan Exchange Traded Fd
1.3K
New
$45.59 - $46.25 $59.3K - $60.1K
1.3K $59.3M
Amplify ETF Tr
676
New
N/A
676 $50.4M
GILD
Gilead Sciences, Inc.

Healthcare
28
+ 0.61%
$83.95 - $97.9 $2.35K - $2.74K
4.64K $429M
First Tr Exchng Traded Fd Vi
1K
+ 5.24%
N/A
20.1K $703M
C
Citigroup Inc

Financial Services
45
+ 0.95%
$61.31 - $72.5 $2.76K - $3.26K
4.77K $336M
ET
Energy Transfer LP

Energy
171
+ 1.7%
$16.05 - $19.86 $2.74K - $3.4K
10.2K $201M
VDE
Vanguard Energy ETF

ETFs
314
New
$116.67 - $136.78 $36.6K - $42.9K
314 $38M
BMY
Bristol Myers Squibb CO

Healthcare
127
+ 2.37%
$51.92 - $59.94 $6.59K - $7.61K
5.48K $310M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
373
+ 26.21%
$75.22 - $82.17 $28.1K - $30.6K
1.8K $137M
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.15%
$280.04 - $302.45 $1.68K - $1.81K
4.05K $1.17B
First Tr Exchng Traded Fd Vi
700
New
N/A
700 $24.5M
PDP
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.11%
$102.88 - $117.55 $617 - $705
5.45K $587M
ISRG
Intuitive Surgical Inc

Healthcare
12
+ 2.3%
$471.27 - $550.62 $5.66K - $6.61K
533 $278M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
201
New
$91.29 - $91.8 $18.3K - $18.5K
201 $18.4M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
250
+ 37.54%
$89.81 - $104.0 $22.5K - $26K
916 $82.5M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
350
+ 140.0%
$43.84 - $48.76 $15.3K - $17.1K
600 $26.4M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.09%
$119.61 - $136.3 $478 - $545
4.35K $538M
IWR
Ishares Russell Mid Cap ETF

ETFs
151
New
$87.25 - $95.52 $13.2K - $14.4K
151 $13.3M
Tidal Tr Ii
702
+ 13.79%
N/A
5.79K $135M
VBR
Vanguard Small Cap Value ETF

ETFs
61
+ 508.33%
$197.36 - $217.3 $12K - $13.3K
73 $14.5M
MO
Altria Group, Inc.

Consumer Defensive
64
+ 0.95%
$49.06 - $57.74 $3.14K - $3.7K
6.8K $355M
BST
Black Rock Science & Technology Trust

Financial Services
127
+ 2.07%
$34.86 - $38.04 $4.43K - $4.83K
6.27K $229M
RPV
Invesco Exchange Traded Fd Tr

ETFs
126
New
$87.41 - $97.21 $11K - $12.2K
126 $11.3M
SKX
Skechers Usa Inc

Consumer Cyclical
83
+ 0.46%
$59.24 - $72.0 $4.92K - $5.98K
17.9K $1.21B
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.24%
$449.08 - $504.6 $898 - $1.01K
822 $380M
First Tr Exchng Traded Fd Vi
500
New
N/A
500 $10M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
527
+ 1.83%
$81.68 - $82.93 $43K - $43.7K
29.3K $2.4B
Amplify ETF Tr
3.96K
New
N/A
3.96K $8.87M
Tidal Tr Ii
575
+ 15.67%
N/A
4.24K $79.8M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
19
+ 0.41%
$121.89 - $135.52 $2.32K - $2.57K
4.68K $585M
CWB
Spdr Bloomberg Convertible Sec

ETFs
20
+ 0.47%
$76.21 - $82.24 $1.52K - $1.64K
4.28K $333M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
8
+ 0.38%
$71.55 - $82.8 $572 - $662
2.13K $160M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2
+ 0.19%
$63.19 - $73.31 $126 - $147
1.05K $72.1M
Tidal Tr Ii
229
+ 6.29%
N/A
3.87K $69.8M
Tidal Tr Ii
408
+ 10.79%
N/A
4.19K $62.1M
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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