Epg Wealth Management LLC Sells in Q2 2025

Epg Wealth Management LLC

  • $333 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-51.9K
- 90.42%
$90.56 - $109.49 $4.7M - $5.68M
5.5K $601M
AAPL
Apple Inc.

Technology
-18K
- 25.1%
$172.42 - $223.89 $3.1M - $4.03M
53.6K $11B
IVV
Ishares Core S&P 500 ETF

ETFs
-6.93K
- 21.08%
$498.8 - $620.9 $3.46M - $4.3M
25.9K $16.1B
DGRO
Ishares Core Dividend Growth E

ETFs
-26.1K
- 93.28%
$55.22 - $63.94 $1.44M - $1.67M
1.88K $120M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-40.8K
- 82.05%
$35.38 - $48.3 $1.44M - $1.97M
8.92K $431M
RDVY
First Trust Rising Dividend Ac

ETFs
-25.2K
- 98.92%
$51.6 - $62.74 $1.3M - $1.58M
276 $17.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5.97K
- 88.56%
$152.93 - $181.74 $913K - $1.09M
771 $140M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.33K
- 59.73%
$416.06 - $551.64 $969K - $1.28M
1.57K $866M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-7.22K
- 51.08%
$139.8 - $197.22 $1.01M - $1.42M
6.91K $1.36B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-20.6K
- 29.54%
$57.46 - $75.58 $1.19M - $1.56M
49.2K $3.72B
ABBV
Abb Vie Inc.

Healthcare
-2.44K
- 50.55%
$170.16 - $206.27 $415K - $503K
2.39K $443M
XLV
Select Sector Spdr Fund Health

ETFs
-2.49K
- 13.25%
$128.77 - $144.3 $320K - $359K
16.3K $2.2B
XLF
Financial Sector Spdr

ETFs
-10.8K
- 38.73%
$43.92 - $52.37 $473K - $564K
17K $893M
FTGC
First Trust Global Tactical CO

ETFs
-18.5K
- 60.61%
$23.09 - $25.91 $428K - $480K
12K $297M
HD
Home Depot, Inc.

Consumer Cyclical
-1.24K
- 24.14%
$335.24 - $380.78 $415K - $472K
3.89K $1.43B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.9K
- 64.55%
$221.86 - $362.89 $422K - $691K
1.05K $332M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4.15K
- 37.43%
$108.12 - $135.04 $449K - $561K
6.95K $938M
XLP
Consumer Staples Sector Spdr

ETFs
-4.67K
- 72.91%
N/A
1.73K $140M
XLK
Technology Sector Spdr

ETFs
-5.57K
- 25.07%
$179.73 - $253.23 $1M - $1.41M
16.7K $4.22B
LOW
Lowes Companies Inc

Consumer Cyclical
-1.24K
- 15.46%
$210.83 - $235.28 $261K - $291K
6.77K $1.5B
DUK
Duke Energy Corp

Utilities
-2.67K
- 31.54%
$112.46 - $124.05 $301K - $332K
5.81K $685M
CVX
Chevron Corp

Energy
-200
- 1.58%
$133.73 - $168.51 $26.7K - $33.7K
12.4K $1.78B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-19
- 0.29%
$483.48 - $539.8 $9.19K - $10.3K
6.44K $3.13B
COST
Costco Wholesale Corp

Consumer Defensive
-386
- 19.33%
$908.13 - $1056.85 $351K - $408K
1.61K $1.59B
BA
Boeing CO

Industrials
-2.94K
- 32.96%
$136.59 - $217.51 $402K - $640K
5.99K $1.25B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.59K
- 5.71%
$114.78 - $133.31 $527K - $612K
75.8K $10.1B
GLD
Spdr Gold Trust

ETFs
-1.34K
- 13.46%
$273.71 - $316.29 $367K - $424K
8.63K $2.63B
XOM
Exxon Mobil Corp

Energy
-1.37K
- 16.85%
$99.93 - $119.04 $137K - $163K
6.78K $731M
PLTR
Palantir Technologies Inc.

Technology
-4.03K
- 65.05%
$74.01 - $144.25 $298K - $581K
2.16K $295M
IWM
Ishares Russell 2000 ETF

ETFs
-1.15K
- 76.11%
$174.82 - $215.79 $201K - $248K
360 $77.7M
AMGN
Amgen Inc

Healthcare
-130
- 2.27%
$262.28 - $309.85 $34.1K - $40.3K
5.61K $1.57B
GOOG
Alphabet Inc.

Communication Services
-1.74K
- 34.85%
$146.58 - $180.01 $256K - $314K
3.26K $578M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.22K
- 36.92%
$176.34 - $218.59 $214K - $266K
2.08K $452M
MCD
Mcdonalds Corp

Consumer Cyclical
-166
- 2.39%
$285.55 - $321.23 $47.4K - $53.3K
6.78K $1.98B
PEP
Pepsico Inc

Consumer Defensive
-514
- 8.06%
$128.02 - $151.37 $65.8K - $77.8K
5.87K $775M
PAYX
Paychex Inc

Industrials
-521
- 4.91%
$137.01 - $159.78 $71.4K - $83.2K
10.1K $1.47B
HAL
Halliburton CO

Energy
-185
- 0.64%
$19.26 - $25.7 $3.56K - $4.75K
28.6K $584M
GOOGL
Alphabet Inc.

Communication Services
-4.15K
- 15.1%
$144.7 - $178.6 $600K - $740K
23.3K $4.11B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-992
- 33.02%
$121.58 - $136.74 $121K - $136K
2.01K $273M
SO
Southern CO

Utilities
-1.39K
- 8.04%
$84.91 - $92.56 $118K - $129K
15.9K $1.46B
FENY
Fidelity Covington Tr Msci Ene

ETFs
-1.3K
- 2.77%
$20.83 - $25.75 $27.1K - $33.4K
45.5K $1.07B
SPY
Spdr S&P 500 ETF Trust

ETFs
-444
- 16.41%
$496.48 - $617.85 $220K - $274K
2.26K $1.4B
UBER
Uber Technologies, Inc

Technology
-6.41K
- 26.52%
$64.62 - $93.3 $414K - $598K
17.8K $1.66B
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.45K
- 51.19%
$71.86 - $82.66 $104K - $120K
1.38K $114M
IVE
Ishares S&P 500 Value ETF

ETFs
-618
- 15.72%
$168.34 - $195.42 $104K - $121K
3.31K $648M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.66K
- 23.09%
$51.14 - $57.0 $84.8K - $94.6K
5.53K $314M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.33K
- 3.53%
$49.57 - $50.27 $115K - $117K
63.5K $3.19B
IWN
Ishares Russell2000 Val ETF

ETFs
-640
- 51.45%
$131.84 - $157.76 $84.4K - $101K
604 $95.3M
ASH
Ashland Global Holdings Inc

Basic Materials
-123
- 1.32%
$46.53 - $57.87 $5.72K - $7.12K
9.22K $464M
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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