Epg Wealth Management LLC Reduced Holdings in Q2 2025

Epg Wealth Management LLC

  • $333 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
-30
- 0.56%
$44.12 - $59.6 $1.32K - $1.79K
5.29K $245M
XLB
Select Sector Spdr Fd Material

ETFs
-942
- 39.9%
$74.27 - $88.92 $70K - $83.8K
1.42K $125M
MNST
Monster Beverage Corp

Consumer Defensive
-3K
- 10.07%
$55.01 - $64.24 $165K - $193K
26.8K $1.68B
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.03K
- 83.77%
$29.0 - $30.68 $59K - $62.4K
394 $12.1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-913
- 16.72%
$45.07 - $52.57 $41.1K - $48K
4.55K $222M
AXP
American Express CO

Financial Services
-391
- 28.73%
$231.39 - $318.98 $90.5K - $125K
970 $310M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.31K
- 45.81%
$41.45 - $54.46 $54.1K - $71.1K
1.54K $80.4M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-1.3K
- 13.35%
$28.28 - $35.22 $36.8K - $45.8K
8.44K $290M
VGSH
Vanguard

ETFs
-1.09K
- 0.69%
$58.32 - $58.95 $63.8K - $64.5K
158K $9.29B
XLU
Utilities Sector Spdr

ETFs
-531
- 49.77%
$73.09 - $82.77 $38.8K - $44K
536 $43.8M
VHT
Vanguard Health Care ETF

ETFs
-97
- 15.98%
$236.71 - $261.92 $23K - $25.4K
510 $127M
APD
Air Products & Chemicals, Inc.

Basic Materials
-32
- 1.74%
$248.61 - $294.96 $7.96K - $9.44K
1.81K $511M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-407
- 1.4%
$82.21 - $83.12 $33.5K - $33.8K
28.7K $2.38B
ICLN
Ishares

ETFs
-2.36K
- 77.16%
$10.56 - $13.31 $24.9K - $31.4K
698 $9.15M
VTV
Vanguard Value ETF

ETFs
-165
- 15.8%
$153.67 - $176.74 $25.4K - $29.2K
879 $155M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-292
- 1.78%
$48.13 - $49.85 $14.1K - $14.6K
16.1K $789M
CLF
Cleveland Cliffs Inc.

Basic Materials
-1.95K
- 15.23%
$5.83 - $8.88 $11.4K - $17.3K
10.8K $82.4M
BAC
Bank Of America Corp

Financial Services
-1.25K
- 18.09%
$34.39 - $47.46 $42.8K - $59.1K
5.64K $267M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-375
- 20.86%
$65.41 - $79.66 $24.5K - $29.9K
1.42K $113M
C
Citigroup Inc

Financial Services
-981
- 21.39%
$58.13 - $85.12 $57K - $83.5K
3.61K $307M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-336
- 11.87%
$43.89 - $45.45 $14.7K - $15.3K
2.49K $112M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-182
- 18.37%
$69.8 - $85.28 $12.7K - $15.5K
809 $67.1M
IBB
Ishares Biotechnology ETF

ETFs
-77
- 5.35%
$112.02 - $129.0 $8.63K - $9.93K
1.36K $172M
VBR
Vanguard Small Cap Value ETF

ETFs
-62
- 83.78%
$162.76 - $195.77 $10.1K - $12.1K
12 $2.34M
RIG
Transocean Ltd.

Energy
-416
- 2.4%
$2.13 - $3.32 $886 - $1.38K
16.9K $43.8M
KIM
Kimco Realty Corp

Real Estate
-216
- 0.74%
$18.7 - $21.69 $4.04K - $4.69K
28.9K $608M
EEM
Ishares Msci Emerging Markets

ETFs
-466
- 17.79%
$38.52 - $48.28 $18K - $22.5K
2.15K $104M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-31
- 2.45%
$146.74 - $176.07 $4.55K - $5.46K
1.23K $200M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-3.11K
- 13.78%
$50.44 - $64.81 $157K - $202K
19.5K $1.26B
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
-401
- 10.88%
$27.11 - $31.9 $10.9K - $12.8K
3.28K $103M
VNLA
Janus Henderson Short Duration

ETFs
-44
- 0.21%
$48.74 - $49.2 $2.14K - $2.16K
21K $1.03B
SPIB
Spdr Portfolio Intermediate Te

ETFs
-14
- 11.11%
$32.62 - $33.58 $457 - $470
112 $3.77M
MA
Mastercard Inc

Financial Services
-59
- 2.39%
$479.92 - $590.74 $28.3K - $34.9K
2.41K $1.35B
VTI
Vanguard Total Stock Market Et

ETFs
-303
- 9.23%
$243.75 - $303.93 $73.9K - $92.1K
2.98K $906M
TFC
Truist Financial Corp

Financial Services
-710
- 3.09%
$34.79 - $42.99 $24.7K - $30.5K
22.3K $957M
MU
Micron Technology Inc

Technology
-707
- 24.76%
$64.72 - $127.91 $45.8K - $90.4K
2.15K $265M
RTX
Raytheon Technologies Corp

Industrials
-482
- 7.1%
$113.75 - $148.48 $54.8K - $71.6K
6.31K $921M
VUG
Vanguard Growth ETF

ETFs
-3
- 0.63%
$329.49 - $438.4 $988 - $1.32K
476 $209M
MSFT
Microsoft Corp

Technology
-5.03K
- 24.17%
$354.56 - $497.45 $1.78M - $2.5M
15.8K $7.84B
WMT
Walmart Inc.

Consumer Defensive
-828
- 6.24%
$81.79 - $99.98 $67.7K - $82.8K
12.5K $1.22B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.45K
- 11.42%
$167.32 - $223.3 $410K - $547K
19K $4.17B
ITA
Ishares Tr

ETFs
-198
- 3.57%
$135.31 - $188.64 $26.8K - $37.4K
5.35K $1.01B
XLC
Select Sector Spdr Tr Communic

ETFs
-333
- 1.71%
$86.13 - $108.53 $28.7K - $36.1K
19.2K $2.08B
Blackrock Inc
-20
- 0.83%
N/A
2.4K $2.51B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-226
- 0.74%
$60.99 - $77.53 $13.8K - $17.5K
30.5K $2.37B
KLAC
Kla Corp

Technology
-62
- 4.03%
$576.53 - $902.94 $35.7K - $56K
1.48K $1.32B
JPM
Jpmorgan Chase & CO

Financial Services
-2.52K
- 10.72%
$210.28 - $289.91 $529K - $729K
20.9K $6.07B
ORCL
Oracle Corp

Technology
-86
- 1.61%
$122.82 - $218.63 $10.6K - $18.8K
5.25K $1.15B
STX
Seagate Technology Holdings PLC

Technology
-2.12K
- 16.93%
$66.54 - $144.33 $141K - $306K
10.4K $1.5B
Activity Summary
Buys All Purchases 135 New Holdings 14 Increased Positions 121 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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