Epg Wealth Management LLC Reduced Holdings in Q1 2025

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-10.2K
- 12.48%
$209.68 - $247.1 $2.14M - $2.52M
71.6K $15.9B
NVDA
Nvidia Corp

Technology
-11.9K
- 11.58%
$106.98 - $149.43 $1.27M - $1.78M
90.9K $9.85B
JMBS
Janus Detroit Str Tr Henderson

ETFs
-44.8K
- 94.06%
$43.53 - $45.42 $1.95M - $2.03M
2.83K $128M
RTX
Raytheon Technologies Corp

Industrials
-18.1K
- 72.67%
$114.1 - $135.66 $2.06M - $2.45M
6.79K $899M
AVGO
Broadcom Inc.

Technology
-3.42K
- 21.53%
$167.43 - $244.7 $573K - $837K
12.5K $2.09B
PEP
Pepsico Inc

Consumer Defensive
-8.99K
- 58.49%
$142.64 - $156.42 $1.28M - $1.41M
6.38K $957M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-21.1K
- 23.24%
$62.72 - $71.92 $1.33M - $1.52M
69.9K $4.4B
IVV
Ishares Core S&P 500 ETF

ETFs
-716
- 2.13%
$554.06 - $615.85 $397K - $441K
32.9K $18.5B
XLK
Technology Sector Spdr

ETFs
-3K
- 11.87%
$206.38 - $242.18 $618K - $725K
22.2K $4.59B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-424
- 2.33%
$360.07 - $417.26 $153K - $177K
17.8K $6.42B
DGRO
Ishares Core Dividend Growth E

ETFs
-14K
- 33.4%
$60.46 - $64.42 $847K - $902K
27.9K $1.73B
RDVY
First Trust Rising Dividend Ac

ETFs
-10.9K
- 30.02%
$57.22 - $63.39 $626K - $694K
25.5K $1.49B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.39K
- 33.47%
$169.43 - $182.84 $575K - $620K
6.74K $1.17B
ADBE
Adobe Inc.

Technology
-725
- 19.14%
$377.84 - $464.11 $274K - $336K
3.06K $1.17B
FTCS
First Trust Capital Strength E

ETFs
-5.16K
- 58.22%
$86.39 - $91.35 $446K - $472K
3.71K $332M
AXON
Axon Enterprise, Inc.

Industrials
-482
- 23.31%
$496.65 - $710.01 $239K - $342K
1.59K $834M
SPYG
Spdr Portfolio

ETFs
-4.47K
- 97.11%
$80.05 - $92.39 $358K - $413K
133 $10.7M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-4.73K
- 73.25%
$74.34 - $81.0 $352K - $383K
1.73K $131M
XLV
Select Sector Spdr Fund Health

ETFs
-3.33K
- 15.07%
$137.61 - $149.68 $458K - $499K
18.8K $2.74B
BOTZ
Global X Fds

ETFs
-8.32K
- 46.39%
$28.46 - $34.53 $237K - $287K
9.62K $274M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.69K
- 13.24%
$120.29 - $134.6 $204K - $228K
11.1K $1.35B
XLP
Consumer Staples Sector Spdr

ETFs
-3.8K
- 37.26%
N/A
6.4K $523M
VTI
Vanguard Total Stock Market Et

ETFs
-764
- 18.87%
$271.18 - $303.12 $207K - $232K
3.28K $903M
BA
Boeing CO

Industrials
-1.04K
- 10.41%
$148.15 - $186.25 $154K - $193K
8.93K $1.52B
JPM
Jpmorgan Chase & CO

Financial Services
-1.52K
- 6.1%
$225.19 - $279.95 $343K - $426K
23.5K $5.75B
GOOG
Alphabet Inc.

Communication Services
-304
- 5.73%
$156.06 - $207.71 $47.4K - $63.1K
5K $782M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.22K
- 13.44%
$114.9 - $139.6 $140K - $170K
7.84K $921M
JHMM
John Hancock Multifactor Mid C

ETFs
-3.35K
- 25.27%
$55.69 - $63.12 $186K - $211K
9.89K $567M
FVD
First Tr Value Line Divid Inde

ETFs
-4.64K
- 19.06%
$42.61 - $45.51 $198K - $211K
19.7K $879M
HD
Home Depot, Inc.

Consumer Cyclical
-151
- 2.86%
$347.25 - $424.87 $52.4K - $64.2K
5.13K $1.88B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.57K
- 7.8%
$48.43 - $49.9 $270K - $278K
65.9K $3.29B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-9.3K
- 47.87%
$17.53 - $17.87 $163K - $166K
10.1K $178M
NFLX
Netflix Inc

Communication Services
-277
- 11.65%
$828.4 - $1058.6 $229K - $293K
2.1K $1.96B
VNLA
Janus Henderson Short Duration

ETFs
-3.16K
- 13.07%
$48.89 - $49.21 $155K - $156K
21.1K $1.03B
FEX
First Tr Large Cap Core Alphde

ETFs
-1.13K
- 8.09%
$99.27 - $109.89 $112K - $124K
12.8K $1.31B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-2.86K
- 27.1%
$47.08 - $50.67 $135K - $145K
7.7K $387M
IVE
Ishares S&P 500 Value ETF

ETFs
-620
- 13.62%
$185.78 - $198.58 $115K - $123K
3.93K $749M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.03K
- 22.02%
$56.17 - $59.71 $114K - $121K
7.19K $411M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-2.5K
- 65.79%
$44.96 - $47.9 $112K - $120K
1.3K $59.1M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.45K
- 33.87%
$75.99 - $81.58 $110K - $118K
2.83K $217M
XLY
Select Sector Spdr Consumer Di

ETFs
-21
- 0.63%
$192.6 - $233.2 $4.04K - $4.9K
3.29K $650M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-2.52K
- 49.89%
$37.42 - $41.14 $94.3K - $104K
2.53K $104M
NKE
Nike, Inc.

Consumer Cyclical
-86
- 1.31%
$63.29 - $81.72 $5.44K - $7.03K
6.5K $413M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-2.72K
- 51.93%
N/A
2.52K $89.7M
First Tr Exchng Traded Fd Vi
-2K
- 6.45%
N/A
29K $1.08B
FTA
First Tr Large Cap Value

ETFs
-1.03K
- 25.92%
$74.42 - $80.34 $76.4K - $82.4K
2.93K $225M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.41K
- 67.11%
$45.72 - $51.73 $64.4K - $72.8K
690 $31.8M
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
-2.93K
- 44.27%
$26.76 - $29.39 $78.3K - $86K
3.69K $108M
XLC
Select Sector Spdr Tr Communic

ETFs
-637
- 3.16%
$94.84 - $105.31 $60.4K - $67.1K
19.5K $1.88B
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
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email