Epg Wealth Management LLC Reduced Holdings in Q3 2025

Epg Wealth Management LLC

  • $363 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-45.3K
- 71.39%
$49.78 - $50.75 $2.26M - $2.3M
18.2K $920M
META
Meta Platforms, Inc.

Communication Services
-657
- 14.09%
$695.21 - $791.73 $457K - $520K
4.01K $2.94B
ADBE
Adobe Inc.

Technology
-806
- 24.76%
$333.65 - $392.1 $269K - $316K
2.45K $864M
IVW
Ishares S&P 500 Growth ETF

ETFs
-11.6K
- 11.95%
$108.97 - $121.65 $1.26M - $1.41M
85.4K $10.3B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-5.09K
- 10.33%
$70.85 - $76.96 $360K - $391K
44.1K $3.35B
AXON
Axon Enterprise, Inc.

Industrials
-192
- 11.66%
$698.02 - $870.97 $134K - $167K
1.46K $1.04B
XLC
Select Sector Spdr Tr Communic

ETFs
-3.08K
- 16.06%
$105.99 - $119.41 $327K - $368K
16.1K $1.91B
SPY
Spdr S&P 500 ETF Trust

ETFs
-309
- 13.67%
$617.65 - $666.84 $191K - $206K
1.95K $1.3B
JMBS
Janus Detroit Str Tr Henderson

ETFs
-1.91K
- 76.74%
$44.34 - $45.94 $84.9K - $87.9K
580 $26.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.09K
- 19.73%
$108.46 - $120.63 $118K - $131K
4.42K $525M
SHW
Sherwin Williams CO

Basic Materials
-150
- 14.79%
$330.88 - $375.23 $49.6K - $56.3K
864 $299M
ITA
Ishares Tr

ETFs
-761
- 14.22%
$184.73 - $209.26 $141K - $159K
4.59K $961M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-87
- 75.65%
$567.77 - $614.76 $49.4K - $53.5K
28 $17.1M
VB
Vanguard Small Cap ETF

ETFs
-189
- 78.1%
$237.58 - $259.17 $44.9K - $49K
53 $13.4M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-669
- 62.0%
$67.16 - $93.48 $44.9K - $62.5K
410 $38.2M
VZ
Verizon Communications Inc

Communication Services
-1.28K
- 3.12%
$40.84 - $45.06 $52.4K - $57.9K
39.9K $1.75B
XLI
Industrial Sector Spdr

ETFs
-345
- 8.89%
$147.94 - $154.99 $51K - $53.5K
3.54K $546M
GILD
Gilead Sciences, Inc.

Healthcare
-179
- 3.87%
$108.22 - $120.47 $19.4K - $21.6K
4.45K $494M
PEP
Pepsico Inc

Consumer Defensive
-485
- 8.27%
$133.81 - $152.16 $64.9K - $73.8K
5.38K $756M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-131
- 16.99%
$181.56 - $190.33 $23.8K - $24.9K
640 $121M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-292
- 21.16%
$82.29 - $90.77 $24K - $26.5K
1.09K $98.5M
VUG
Vanguard Growth ETF

ETFs
-69
- 14.5%
$433.97 - $484.08 $29.9K - $33.4K
407 $195M
COF
Capital One Financial Corp

Financial Services
-57
- 0.95%
$207.29 - $229.74 $11.8K - $13.1K
5.97K $1.27B
VTV
Vanguard Value ETF

ETFs
-116
- 13.2%
$175.51 - $186.57 $20.4K - $21.6K
763 $142M
XLV
Select Sector Spdr Fund Health

ETFs
-605
- 3.71%
$129.01 - $139.72 $78.1K - $84.5K
15.7K $2.18B
IXUS
Ishares Tr

ETFs
-294
- 10.01%
$76.35 - $82.58 $22.4K - $24.3K
2.64K $218M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-205
- 6.61%
$87.29 - $93.61 $17.9K - $19.2K
2.9K $270M
VCR
Vanguard Consumer Discretionar

ETFs
-27
- 20.93%
$359.61 - $401.35 $9.71K - $10.8K
102 $40.4M
DGRO
Ishares Core Dividend Growth E

ETFs
-192
- 10.23%
$64.12 - $68.08 $12.3K - $13.1K
1.69K $115M
XLF
Financial Sector Spdr

ETFs
-512
- 3.0%
$51.37 - $54.25 $26.3K - $27.8K
16.5K $891M
VGT
Vanguard Information Technolog

ETFs
-10
- 14.71%
$656.44 - $753.15 $6.56K - $7.53K
58 $43.3M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-14
- 11.48%
$131.47 - $143.64 $1.84K - $2.01K
108 $15.3M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-1.65K
- 5.39%
$77.92 - $81.94 $128K - $135K
28.9K $2.36B
XLB
Select Sector Spdr Fd Material

ETFs
-25
- 1.76%
$86.72 - $92.61 $2.17K - $2.32K
1.39K $125M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-195
- 4.11%
$122.57 - $132.57 $23.9K - $25.9K
4.55K $590M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-685
- 7.68%
$47.99 - $54.16 $32.9K - $37.1K
8.23K $435M
IWD
Ishares Russell 1000 Val ETF

ETFs
-666
- 4.42%
$192.76 - $203.86 $128K - $136K
14.4K $2.93B
VIG
Vanguard Dividend Appreciation

ETFs
-45
- 3.25%
N/A
1.34K $289M
RIG
Transocean Ltd.

Energy
-300
- 1.78%
$2.55 - $3.64 $765 - $1.09K
16.6K $51.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-20
- 1.87%
$182.33 - $194.5 $3.65K - $3.89K
1.05K $204M
FTGC
First Trust Global Tactical CO

ETFs
-208
- 1.73%
$24.67 - $26.32 $5.13K - $5.47K
11.8K $307M
IEFA
Ishares Tr

ETFs
-98
- 1.57%
$81.7 - $87.53 $8.01K - $8.58K
6.14K $536M
MS
Morgan Stanley

Financial Services
-43
- 3.0%
$139.09 - $161.16 $5.98K - $6.93K
1.39K $221M
IBB
Ishares Biotechnology ETF

ETFs
-10
- 0.73%
$127.63 - $144.37 $1.28K - $1.44K
1.35K $195M
XOM
Exxon Mobil Corp

Energy
-57
- 0.84%
$105.83 - $117.22 $6.03K - $6.68K
6.72K $758M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-653
- 9.45%
$195.29 - $223.85 $128K - $146K
6.26K $1.39B
XLY
Select Sector Spdr Consumer Di

ETFs
-72
- 3.46%
$216.09 - $242.18 $15.6K - $17.4K
2.01K $481M
PLTR
Palantir Technologies Inc.

Technology
-378
- 17.48%
$130.68 - $186.97 $49.4K - $70.7K
1.79K $326M
C
Citigroup Inc

Financial Services
-191
- 5.3%
$85.57 - $103.49 $16.3K - $19.8K
3.41K $346M
Activity Summary
Buys All Purchases 170 New Holdings 19 Increased Positions 151 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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