Epg Wealth Management LLC New Holdings in Q3 2024

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
87.5K
New
$207.23 - $234.82 $18.1M - $20.6M
87.5K $20.4B
IVV
Ishares Core S&P 500 ETF

ETFs
34.6K
New
$520.18 - $576.82 $18M - $20M
34.6K $20B
NVDA
Nvidia Corp

Technology
108K
New
$98.91 - $134.91 $10.7M - $14.6M
108K $13.1B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
91.2K
New
$117.9 - $128.2 $10.8M - $11.7M
91.2K $11.7B
IVW
Ishares S&P 500 Growth ETF

ETFs
108K
New
$84.77 - $97.13 $9.13M - $10.5M
108K $10.3B
IQLT
Ishares Msci Intl Quality Fact

ETFs
246K
New
$37.37 - $41.82 $9.19M - $10.3M
246K $10.2B
VGSH
Vanguard

ETFs
172K
New
$57.74 - $59.13 $9.95M - $10.2M
172K $10.2B
MSFT
Microsoft Corp

Technology
20.9K
New
$395.15 - $467.56 $8.25M - $9.76M
20.9K $8.98B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
115K
New
$57.32 - $62.65 $6.57M - $7.18M
115K $7.14B
IWF
Ishares Russell 1000 Gr ETF

ETFs
18.3K
New
$332.02 - $382.76 $6.06M - $6.99M
18.3K $6.86B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
97.8K
New
$52.1 - $59.66 $5.09M - $5.83M
97.8K $5.79B
JPM
Jpmorgan Chase & CO

Financial Services
26.8K
New
$194.9 - $224.8 $5.22M - $6.02M
26.8K $5.64B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
46.2K
New
$105.53 - $118.34 $4.88M - $5.47M
46.2K $5.41B
LLY
Eli Lilly & CO

Healthcare
5.32K
New
$772.14 - $960.02 $4.11M - $5.11M
5.32K $4.71B
PWR
Quanta Services, Inc.

Industrials
14.3K
New
$239.58 - $298.23 $3.43M - $4.27M
14.3K $4.27B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
72.4K
New
$53.41 - $57.9 $3.87M - $4.19M
72.4K $4.19B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
83K
New
$48.06 - $49.39 $3.99M - $4.1M
83K $4.09B
AMZN
Amazon Com Inc

Consumer Cyclical
21.9K
New
$161.02 - $200.0 $3.52M - $4.37M
21.9K $4.07B
IEMG
Ishares Inc

ETFs
67.9K
New
$53.64 - $53.64 $3.64M - $3.64M
67.9K $3.9B
GOOGL
Alphabet Inc.

Communication Services
21.8K
New
$148.65 - $191.18 $3.24M - $4.16M
21.8K $3.61B
IWD
Ishares Russell 1000 Val ETF

ETFs
18.8K
New
$173.36 - $189.8 $3.26M - $3.57M
18.8K $3.57B
XLV
Select Sector Spdr Fund Health

ETFs
22.3K
New
$143.3 - $157.24 $3.2M - $3.51M
22.3K $3.43B
RTX
Raytheon Technologies Corp

Industrials
26.1K
New
$99.55 - $123.34 $2.6M - $3.22M
26.1K $3.16B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.84K
New
$405.19 - $478.57 $2.77M - $3.27M
6.84K $3.15B
AVGO
Broadcom Inc.

Technology
16.5K
New
$136.27 - $1745.86 $2.25M - $28.8M
16.5K $2.84B
PEP
Pepsico Inc

Consumer Defensive
16.2K
New
$161.9 - $179.3 $2.62M - $2.9M
16.2K $2.75B
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.32K
New
$434.77 - $502.96 $2.31M - $2.67M
5.32K $2.6B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
14.8K
New
$152.9 - $180.39 $2.27M - $2.68M
14.8K $2.59B
DGRO
Ishares Core Dividend Growth E

ETFs
41.2K
New
$57.47 - $62.76 $2.37M - $2.59M
41.2K $2.59B
META
Meta Platforms, Inc.

Communication Services
4.51K
New
$453.41 - $572.44 $2.04M - $2.58M
4.51K $2.58B
GLD
Spdr Gold Trust

ETFs
10.4K
New
$215.56 - $246.98 $2.23M - $2.56M
10.4K $2.52B
HD
Home Depot, Inc.

Consumer Cyclical
6.16K
New
$333.64 - $405.2 $2.06M - $2.5M
6.16K $2.5B
JMBS
Janus Detroit Str Tr Henderson

ETFs
53.2K
New
$44.13 - $47.01 $2.35M - $2.5M
53.2K $2.48B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
28.8K
New
$81.31 - $83.29 $2.34M - $2.4M
28.8K $2.39B
PANW
Palo Alto Networks Inc

Technology
6.85K
New
$294.18 - $368.01 $2.02M - $2.52M
6.85K $2.34B
RDVY
First Trust Rising Dividend Ac

ETFs
38.9K
New
$53.68 - $59.24 $2.09M - $2.3M
38.9K $2.3B
UBER
Uber Technologies, Inc

Technology
30.6K
New
$58.48 - $77.47 $1.79M - $2.37M
30.6K $2.3B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
31.5K
New
$64.53 - $72.17 $2.03M - $2.27M
31.5K $2.27B
MCD
Mcdonalds Corp

Consumer Cyclical
7.15K
New
$245.82 - $304.51 $1.76M - $2.18M
7.15K $2.18B
ROBT
First Tr Exchange Traded Fd Vi

ETFs
49.5K
New
$38.33 - $44.95 $1.9M - $2.22M
49.5K $2.17B
LMT
Lockheed Martin Corp

Industrials
3.67K
New
$460.3 - $584.56 $1.69M - $2.15M
3.67K $2.15B
XLE
Energy Sector Spdr

ETFs
24.2K
New
$84.35 - $93.39 $2.04M - $2.26M
24.2K $2.12B
LOW
Lowes Companies Inc

Consumer Cyclical
7.83K
New
$213.3 - $270.78 $1.67M - $2.12M
7.83K $2.12B
CRM
Salesforce, Inc.

Technology
7.7K
New
$238.42 - $276.53 $1.83M - $2.13M
7.7K $2.11B
VZ
Verizon Communications Inc

Communication Services
45.5K
New
$38.89 - $45.0 $1.77M - $2.05M
45.5K $2.04B
COST
Costco Wholesale Corp

Consumer Defensive
2.3K
New
$801.83 - $917.05 $1.85M - $2.11M
2.3K $2.04B
XLC
Select Sector Spdr Tr Communic

ETFs
22.4K
New
$82.16 - $90.4 $1.84M - $2.03M
22.4K $2.03B
DE
Deere & CO

Industrials
4.86K
New
$344.84 - $418.0 $1.67M - $2.03M
4.86K $2.03B
URI
United Rentals, Inc.

Industrials
2.5K
New
$627.41 - $814.1 $1.57M - $2.04M
2.5K $2.02B
Activity Summary
Buys All Purchases 423 New Holdings 423 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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