Epg Wealth Management LLC Purchases in Q1 2025

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FEM
First Trust Emerging Markets A

ETFs
2
+ 0.08%
$21.28 - $23.9 $42.6 - $47.8
2.41K $55.1M
FSTA
Fidelity Covington Tr Msci Con

ETFs
13
+ 1.94%
$48.3 - $52.85 $628 - $687
682 $34.9M
VNQ
Vanguard Specialized Funds Van

ETFs
4
+ 0.6%
$85.55 - $94.34 $342 - $377
666 $60.3M
JPIN
Jp Morgan Diversified Return I

ETFs
2
+ 0.59%
$52.75 - $58.91 $106 - $118
342 $19.5M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
12
+ 1.04%
$48.31 - $49.23 $580 - $591
1.17K $57.3M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2
+ 1.26%
$67.08 - $76.14 $134 - $152
161 $11.8M
USFR
Wisdomtree Floating Rate Treas

ETFs
17
+ 1.06%
$50.29 - $50.5 $855 - $859
1.62K $81.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12
+ 0.7%
$50.72 - $50.92 $609 - $611
1.73K $88.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4
+ 0.76%
$77.7 - $78.94 $311 - $316
527 $41.6M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
3
+ 0.66%
$59.15 - $62.71 $177 - $188
456 $28.2M
BUG
Global X Fds Cybersecurity ETF

ETFs
2
+ 0.1%
$31.56 - $36.78 $63.1 - $73.6
2.04K $65.9M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
13
+ 1.56%
$19.7 - $20.61 $256 - $268
849 $17.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3
+ 0.85%
$39.18 - $43.52 $118 - $131
355 $14.8M
SPTS
Spdr Portfolio Short Term Trea

ETFs
7
+ 0.63%
$28.92 - $29.24 $202 - $205
1.12K $32.8M
AOK
Ishares Tr Core Conservative A

ETFs
3
+ 0.34%
$36.86 - $38.15 $111 - $114
874 $32.9M
RPV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.79%
$89.33 - $95.17 $89.3 - $95.2
127 $11.7M
IGLB
Ishares 10+ Year Investment Gr

ETFs
2
+ 1.05%
$48.32 - $51.22 $96.6 - $102
193 $9.69M
FXO
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.38%
$50.93 - $57.24 $50.9 - $57.2
265 $14.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3
+ 2.13%
$64.88 - $72.1 $195 - $216
144 $9.47M
PEG
Public Service Enterprise Group Inc

Utilities
306
+ 2.6%
$78.2 - $90.39 $23.9K - $27.7K
12.1K $995M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
2
+ 0.36%
$29.02 - $34.76 $58 - $69.5
558 $17M
VIS
Vanguard Industrial ETF

ETFs
1
+ 0.79%
$243.63 - $273.99 $244 - $274
127 $31.3M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 1.37%
$183.02 - $207.75 $183 - $208
74 $13.7M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.5%
$108.02 - $120.45 $108 - $120
202 $22.2M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1
+ 0.32%
$40.03 - $46.81 $40 - $46.8
318 $13M
AXP
American Express CO

Financial Services
121
+ 9.76%
$255.39 - $325.87 $30.9K - $39.4K
1.36K $366M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
34
+ 0.51%
$44.81 - $46.22 $1.52K - $1.57K
6.71K $302M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
75
+ 8.19%
$81.1 - $94.7 $6.08K - $7.1K
991 $80.4M
PSCC
Invesco S&P Smallcap Consumer

ETFs
4
+ 0.47%
$34.35 - $38.58 $137 - $154
853 $29.9M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2
+ 0.11%
$72.01 - $79.94 $144 - $160
1.8K $133M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2
+ 0.33%
$36.64 - $45.76 $73.3 - $91.5
602 $22.6M
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.78%
$318.51 - $391.75 $319 - $392
129 $41.8M
Tidal Tr Ii
330
+ 7.78%
N/A
4.57K $73.4M
ET
Energy Transfer LP

Energy
147
+ 1.44%
$17.26 - $21.08 $2.54K - $3.1K
10.4K $193M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.09%
$168.16 - $186.21 $168 - $186
1.07K $183M
Tidal Tr Ii
247
+ 6.39%
N/A
4.12K $62.1M
FTGS
First Tr Exchange Traded Fd Gr
4
+ 0.08%
N/A
5.02K $149M
CLF
Cleveland Cliffs Inc.

Basic Materials
700
+ 5.79%
$8.22 - $12.02 $5.75K - $8.41K
12.8K $105M
Tidal Tr Ii
329
+ 7.85%
N/A
4.52K $53.4M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
678
+ 2.26%
$67.43 - $75.54 $45.7K - $51.2K
30.7K $2.1B
PECO
Phillips Edison & Company, Inc.

Real Estate
134
+ 0.82%
$34.43 - $37.49 $4.61K - $5.02K
16.4K $600M
TFC
Truist Financial Corp

Financial Services
897
+ 4.06%
$39.48 - $48.15 $35.4K - $43.2K
23K $945M
LOW
Lowes Companies Inc

Consumer Cyclical
384
+ 5.04%
$222.66 - $268.42 $85.5K - $103K
8.01K $1.87B
RY
Royal Bank Of Canada

Financial Services
305
+ 4.87%
$108.81 - $123.4 $33.2K - $37.6K
6.57K $740M
BAC
Bank Of America Corp

Financial Services
16
+ 0.23%
$39.61 - $47.74 $634 - $764
6.89K $287M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.16%
$210.19 - $243.33 $210 - $243
626 $132M
Jacobs Solutions Inc
315
+ 7.53%
N/A
4.5K $544M
BST
Black Rock Science & Technology Trust

Financial Services
132
+ 2.11%
$32.99 - $38.94 $4.35K - $5.14K
6.4K $211M
FIS
Fidelity National Information Services, Inc.

Technology
472
+ 5.36%
$68.12 - $83.42 $32.2K - $39.4K
9.28K $693M
Activity Summary
Buys All Purchases 184 New Holdings 13 Increased Positions 171 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 10 Puts 0
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