Epg Wealth Management LLC Incresed Positions in Q1 2025

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
46.4K
+ 3572.77%
$45.46 - $46.18 $2.11M - $2.14M
47.7K $2.2B
KO
Coca Cola CO

Consumer Defensive
21K
+ 103.91%
$60.81 - $72.32 $1.27M - $1.52M
41.1K $2.94B
CAT
Caterpillar Inc

Industrials
3.36K
+ 592.76%
$326.75 - $407.63 $1.1M - $1.37M
3.92K $1.29B
UNH
Unitedhealth Group Inc

Healthcare
1.66K
+ 353.4%
$461.52 - $548.18 $767K - $911K
2.13K $1.12B
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.94K
+ 2.19%
$36.91 - $41.03 $145K - $162K
184K $7.29B
V
Visa Inc.

Financial Services
995
+ 15.93%
$306.92 - $362.71 $305K - $361K
7.24K $2.54B
WMT
Walmart Inc.

Consumer Defensive
6.53K
+ 96.71%
$84.5 - $105.05 $552K - $686K
13.3K $1.17B
GLD
Spdr Gold Trust

ETFs
343
+ 3.56%
$243.19 - $288.14 $83.4K - $98.8K
9.97K $2.87B
CVX
Chevron Corp

Energy
1.5K
+ 13.45%
$146.71 - $167.97 $220K - $251K
12.6K $2.11B
AMGN
Amgen Inc

Healthcare
404
+ 7.58%
$258.59 - $327.36 $104K - $132K
5.74K $1.79B
GOOGL
Alphabet Inc.

Communication Services
6.62K
+ 31.79%
$154.33 - $206.19 $1.02M - $1.36M
27.4K $4.24B
DE
Deere & CO

Industrials
134
+ 2.77%
$408.57 - $509.27 $54.7K - $68.2K
4.97K $2.33B
PAYX
Paychex Inc

Industrials
762
+ 7.74%
$136.06 - $154.52 $104K - $118K
10.6K $1.64B
IBM
International Business Machines Corp

Technology
271
+ 4.26%
$217.4 - $264.74 $58.9K - $71.7K
6.63K $1.65B
BSX
Boston Scientific Corp

Healthcare
574
+ 3.67%
$89.38 - $106.18 $51.3K - $60.9K
16.2K $1.64B
SCHW
Schwab Charles Corp

Financial Services
1.49K
+ 6.12%
$71.24 - $83.64 $106K - $124K
25.8K $2.02B
CELH
Celsius Holdings, Inc.

Consumer Defensive
2.49K
+ 21.41%
$21.28 - $35.62 $53.1K - $88.8K
14.1K $504M
SO
Southern CO

Utilities
364
+ 2.15%
$80.96 - $92.96 $29.5K - $33.8K
17.3K $1.59B
MCD
Mcdonalds Corp

Consumer Cyclical
134
+ 1.97%
$279.74 - $321.29 $37.5K - $43.1K
6.95K $2.17B
XLE
Energy Sector Spdr

ETFs
259
+ 1.2%
$85.7 - $93.96 $22.2K - $24.3K
21.9K $2.05B
IEMG
Ishares Inc

ETFs
1.52K
+ 2.42%
N/A
64.3K $3.47B
SLB
Schlumberger Limited

Energy
2.72K
+ 13.13%
$38.4 - $43.74 $104K - $119K
23.4K $978M
SNY
Sanofi

Healthcare
803
+ 4.91%
$48.15 - $59.42 $38.7K - $47.7K
17.2K $951M
ECL
Ecolab Inc.

Basic Materials
349
+ 9.31%
$229.72 - $269.82 $80.2K - $94.2K
4.1K $1.04B
COP
Conocophillips

Energy
816
+ 6.59%
$88.6 - $105.85 $72.3K - $86.4K
13.2K $1.39B
ABBV
Abb Vie Inc.

Healthcare
23
+ 0.48%
$169.2 - $216.66 $3.89K - $4.98K
4.83K $1.01B
SHEL
Shell PLC

Energy
280
+ 2.26%
$62.84 - $73.29 $17.6K - $20.5K
12.7K $930M
ASH
Ashland Global Holdings Inc

Basic Materials
3.55K
+ 61.17%
$55.87 - $73.16 $198K - $259K
9.35K $554M
DUK
Duke Energy Corp

Utilities
129
+ 1.54%
$105.87 - $121.97 $13.7K - $15.7K
8.48K $1.03B
FENY
Fidelity Covington Tr Msci Ene

ETFs
2K
+ 4.46%
$23.24 - $26.16 $46.5K - $52.3K
46.8K $1.2B
PG
Procter & Gamble CO

Consumer Defensive
604
+ 8.53%
$158.56 - $176.26 $95.8K - $106K
7.68K $1.31B
SYK
Stryker Corp

Healthcare
224
+ 7.58%
$355.18 - $399.9 $79.6K - $89.6K
3.18K $1.18B
SPGI
S&P Global Inc.

Financial Services
196
+ 10.69%
$478.26 - $543.77 $93.7K - $107K
2.03K $1.03B
ZTS
Zoetis Inc.

Healthcare
653
+ 14.03%
$156.48 - $175.67 $102K - $115K
5.31K $874M
QCOM
Qualcomm Inc

Technology
748
+ 8.24%
$151.94 - $175.86 $114K - $132K
9.82K $1.51B
OMC
Omnicom Group Inc.

Communication Services
1.55K
+ 25.82%
$79.43 - $88.34 $123K - $137K
7.56K $627M
MA
Mastercard Inc

Financial Services
107
+ 4.53%
$504.67 - $576.31 $54K - $61.7K
2.47K $1.35B
TTE
Total Energies Se

Energy
340
+ 4.06%
N/A
8.71K $563M
MDT
Medtronic PLC

Healthcare
460
+ 7.4%
$79.84 - $94.5 $36.7K - $43.5K
6.68K $600M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.1K
+ 14.68%
$49.25 - $50.66 $103K - $106K
16.4K $813M
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.98K
+ 14.23%
$50.17 - $51.45 $99.2K - $102K
15.9K $801M
KLAC
Kla Corp

Technology
18
+ 1.18%
$636.62 - $777.63 $11.5K - $14K
1.54K $1.05B
Ge Healthcare Technologies I
774
+ 7.9%
N/A
10.6K $853M
KWEB
Kraneshares Tr Csi China Inter

ETFs
1K
+ 11.45%
$27.29 - $38.29 $27.3K - $38.3K
9.74K $340M
CSCO
Cisco Systems, Inc.

Technology
299
+ 1.16%
$58.74 - $64.87 $17.6K - $19.4K
26K $1.6B
STX
Seagate Technology Holdings PLC

Technology
1.16K
+ 10.19%
$84.92 - $108.42 $98.3K - $125K
12.5K $1.06B
PSX
Phillips 66

Energy
261
+ 5.13%
$113.93 - $131.55 $29.7K - $34.3K
5.35K $660M
TDIV
First Trust Nasdaq Technology

ETFs
1.14K
+ 90.22%
$73.39 - $83.95 $84K - $96K
2.41K $178M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.69K
+ 5.09%
$53.6 - $58.97 $198K - $218K
76.2K $4.17B
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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