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
XLF
Financial Sector Spdr

ETFs
-2.27K
- 7.54%
$47.32 - $52.19 $107K - $118K
27.8K $1.39B
First Tr Exchng Traded Fd Vi
-1.5K
- 7.46%
N/A
18.6K $639M
FTGC
First Trust Global Tactical CO

ETFs
-4.71K
- 13.34%
$23.95 - $25.86 $113K - $122K
30.6K $781M
First Tr Exchng Traded Fd Vi
-2K
- 24.54%
N/A
6.15K $193M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.81K
- 42.64%
$30.73 - $32.26 $55.5K - $58.2K
2.43K $74.6M
IWM
Ishares Russell 2000 ETF

ETFs
-99
- 6.16%
$198.1 - $229.79 $19.6K - $22.7K
1.51K $301M
CION
Cion Investment Corp

Financial Services
-2.6K
- 10.06%
$10.35 - $12.55 $26.9K - $32.6K
23.2K $240M
DIS
Walt Disney CO

Communication Services
-91
- 3.75%
$96.87 - $114.0 $8.82K - $10.4K
2.34K $231M
MUB
Ishares National Muni Bond ETF

ETFs
-319
- 6.91%
$104.71 - $107.69 $33.4K - $34.4K
4.3K $453M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-784
- 11.21%
$50.39 - $50.66 $39.5K - $39.7K
6.21K $314M
MRK
Merck & Co., Inc.

Healthcare
-84
- 2.78%
$83.01 - $101.02 $6.97K - $8.49K
2.94K $264M
FTC
First Tr Lge Cap Growth

ETFs
-34
- 0.94%
$127.87 - $148.89 $4.35K - $5.06K
3.59K $472M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-79
- 5.88%
$161.13 - $209.29 $12.7K - $16.5K
1.26K $209M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-49
- 6.37%
$302.31 - $337.54 $14.8K - $16.5K
720 $221M
VGSH
Vanguard

ETFs
-1.8K
- 1.12%
$58.07 - $58.69 $104K - $105K
159K $9.34B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-317
- 30.22%
$66.3 - $74.17 $21K - $23.5K
732 $50.9M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-106
- 4.99%
$68.32 - $78.49 $7.24K - $8.32K
2.02K $141M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-225
- 4.31%
$47.09 - $50.46 $10.6K - $11.4K
5K $238M
RIG
Transocean Ltd.

Energy
-1.9K
- 9.89%
$2.67 - $4.28 $5.07K - $8.13K
17.3K $54.9M
IBB
Ishares Biotechnology ETF

ETFs
-75
- 4.96%
$127.9 - $140.56 $9.59K - $10.5K
1.44K $184M
VTV
Vanguard Value ETF

ETFs
-115
- 9.92%
$167.73 - $179.21 $19.3K - $20.6K
1.04K $180M
Fidelity Covington Trust
-297
- 19.55%
N/A
1.22K $38.1M
First Tr Exchng Traded Fd Vi
-650
- 30.01%
N/A
1.52K $30.8M
VIG
Vanguard Dividend Appreciation

ETFs
-44
- 3.08%
N/A
1.38K $269M
C
Citigroup Inc

Financial Services
-185
- 3.88%
$67.23 - $84.63 $12.4K - $15.7K
4.59K $326M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-208
- 32.1%
$50.82 - $52.7 $10.6K - $11K
440 $23.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-77
- 43.75%
$114.57 - $118.14 $8.82K - $9.1K
99 $11.7M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-175
- 28.93%
$28.62 - $36.65 $5.01K - $6.41K
430 $12.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-4
- 1.69%
$211.47 - $267.17 $846 - $1.07K
232 $49.1M
VLUE
Ishares Msci Usa Value Factor

ETFs
-82
- 4.0%
$104.89 - $113.56 $8.6K - $9.31K
1.97K $210M
PBW
Invesco Exchange Traded Fd Tr

ETFs
-268
- 50.0%
$15.74 - $22.48 $4.22K - $6.02K
268 $4.22M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-59
- 29.35%
$91.45 - $91.75 $5.4K - $5.41K
142 $13M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-129
- 5.24%
$51.52 - $52.37 $6.65K - $6.76K
2.33K $122M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-97
- 34.89%
$44.68 - $46.49 $4.33K - $4.51K
181 $8.38M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-143
- 7.91%
$28.55 - $29.09 $4.08K - $4.16K
1.67K $48.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-149
- 7.93%
$22.25 - $23.0 $3.32K - $3.43K
1.73K $39.8M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-72
- 3.21%
$42.38 - $43.28 $3.05K - $3.12K
2.17K $92.4M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-62
- 36.26%
$49.67 - $51.43 $3.08K - $3.19K
109 $5.57M
IWS
Ishares Russell Midcap Value E

ETFs
-2
- 0.33%
$122.59 - $135.24 $245 - $270
599 $75.5M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-19
- 13.1%
$32.5 - $33.3 $618 - $633
126 $4.18M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-6
- 3.05%
$105.1 - $109.61 $631 - $658
191 $20.8M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-435
- 5.04%
$17.61 - $18.7 $7.66K - $8.13K
8.2K $153M
XLB
Select Sector Spdr Fd Material

ETFs
-31
- 1.3%
$83.19 - $90.99 $2.58K - $2.82K
2.36K $203M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-211
- 0.72%
$81.83 - $82.73 $17.3K - $17.5K
29.1K $2.41B
BMY
Bristol Myers Squibb CO

Healthcare
-161
- 2.94%
$53.9 - $63.11 $8.68K - $10.2K
5.32K $324M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-97
- 1.74%
$48.65 - $53.06 $4.72K - $5.15K
5.46K $284M
ITA
Ishares Tr

ETFs
-148
- 2.6%
$144.84 - $159.5 $21.4K - $23.6K
5.55K $850M
IWD
Ishares Russell 1000 Val ETF

ETFs
-13
- 0.07%
$182.82 - $196.21 $2.38K - $2.55K
18.8K $3.55B
JNJ
Johnson & Johnson

Healthcare
-607
- 7.92%
$142.06 - $167.7 $86.2K - $102K
7.06K $1.17B
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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