Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

EPG Wealth Management

Latest statistics and disclosures from EPG Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, NVDA, AAPL, VYM, IVW, and represent 19.08% of EPG Wealth Management's stock portfolio.
Added to shares of these 10 stocks: XLK, NFLX, NOW, XLE, AstraZeneca, TTE, TXN, BABA, JPIE, RCL.
Started 15 new stock positions in BIL, GSLC, ALB, PPA, GBIL, SGOV, FV, SPGP, RBLX, AstraZeneca. VEA, GSIE, TTE, RCL, TXN.
Reduced shares in these 10 stocks: CMG, , , EA, , ASH, FBTC, GLD, AVGO, TSCO.
Sold out of its positions in ADBE, ASH, CMG, CLF, EA, FBTC, GOVT, HDV, EFAV, USMV. SPIB, XME, Total, TSCO, VBR, ZTS.
EPG Wealth Management was a net buyer of stock by $9.6M.
EPG Wealth Management has $372M in assets under management (AUM), dropping by 2.34%.
Central Index Key (CIK): 0001803058

Tip: Access up to 7 years of quarterly data

Positions held by EPG Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for EPG Wealth Management

EPG Wealth Management holds 319 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.8	$18M		26k	684.94	View chart
NVIDIA Corporation (NVDA)	4.5	$17M		91k	186.50	View chart
Apple (AAPL)	4.0	$15M		55k	271.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.9	$11M	+2%	75k	143.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.8	$11M		86k	123.26	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.7	$10M	+2%	171k	58.73	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.3	$8.4M		185k	45.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.2	$8.1M	+3%	26k	313.00	View chart
Microsoft Corporation (MSFT)	2.1	$7.6M		16k	483.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.0	$7.4M		16k	473.30	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.0	$7.3M		110k	66.00	View chart
JPMorgan Chase & Co. (JPM)	1.8	$6.7M	+2%	21k	322.22	View chart
Quanta Services (PWR)	1.7	$6.4M	+2%	15k	422.07	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	1.7	$6.4M		89k	72.01	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.6	$5.9M	+10%	127k	46.29	View chart
Eli Lilly & Co. (LLY)	1.6	$5.8M		5.4k	1074.67	View chart
Amazon (AMZN)	1.6	$5.8M	+2%	25k	230.82	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.4	$5.3M	+3%	88k	60.17	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.2	$4.6M	+101%	32k	143.97	View chart
Broadcom (AVGO)	1.1	$4.1M	-6%	12k	346.09	View chart
Coca-Cola Company (KO)	1.1	$4.0M		58k	69.91	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$4.0M		60k	67.22	View chart
Caterpillar (CAT)	0.9	$3.5M		6.1k	572.87	View chart
salesforce (CRM)	0.9	$3.5M	+3%	13k	264.91	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.9	$3.3M	+5%	11k	303.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$3.2M	-9%	8.1k	396.33	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.9	$3.2M		44k	71.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$3.2M		6.3k	502.63	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.8	$3.1M	+8%	11k	275.38	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$3.0M		14k	210.33	View chart
Visa Com Cl A (V)	0.8	$3.0M	+4%	8.5k	350.70	View chart
Palo Alto Networks (PANW)	0.8	$2.9M	+3%	16k	184.20	View chart
Charles Schwab Corporation (SCHW)	0.8	$2.8M	+4%	28k	99.91	View chart
Meta Platforms Cl A (META)	0.8	$2.8M	+6%	4.3k	660.12	View chart
Uber Technologies (UBER)	0.7	$2.7M		34k	81.71	View chart
Blackrock (BLK)	0.7	$2.7M	+2%	2.5k	1070.38	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$2.6M	+4%	32k	82.82	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.7	$2.5M		16k	154.80	View chart
Deere & Company (DE)	0.7	$2.4M		5.2k	465.53	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.6	$2.4M		29k	82.48	View chart
United Rentals (URI)	0.6	$2.3M	+6%	2.9k	809.45	View chart
McDonald's Corporation (MCD)	0.6	$2.3M	+3%	7.4k	305.64	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.6	$2.1M	+104%	47k	44.71	View chart
Chevron Corporation (CVX)	0.6	$2.1M	+3%	14k	152.41	View chart
Applied Materials (AMAT)	0.6	$2.1M	+3%	8.1k	256.98	View chart
Monster Beverage Corp (MNST)	0.6	$2.1M		27k	76.67	View chart
International Business Machines (IBM)	0.6	$2.1M		6.9k	296.19	View chart
Cisco Systems (CSCO)	0.6	$2.0M		27k	77.03	View chart
McKesson Corporation (MCK)	0.5	$2.0M	+2%	2.5k	820.24	View chart
Amgen (AMGN)	0.5	$2.0M		6.1k	327.30	View chart
Honeywell International (HON)	0.5	$2.0M		10k	195.09	View chart
Arista Networks Com Shs (ANET)	0.5	$2.0M	+3%	15k	131.03	View chart
Lockheed Martin Corporation (LMT)	0.5	$1.9M	+4%	4.0k	483.62	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.5	$1.9M		16k	117.72	View chart
Netflix (NFLX)	0.5	$1.9M	+948%	20k	93.76	View chart
Kla Corp Com New (KLAC)	0.5	$1.8M		1.5k	1214.83	View chart
Qualcomm (QCOM)	0.5	$1.8M	-4%	10k	171.05	View chart
Lowe's Companies (LOW)	0.5	$1.7M	+2%	7.2k	241.16	View chart
Boston Scientific Corporation (BSX)	0.5	$1.7M	+2%	18k	95.35	View chart
Analog Devices (ADI)	0.4	$1.6M	+2%	5.9k	271.18	View chart
Wal-Mart Stores (WMT)	0.4	$1.5M	+3%	14k	111.41	View chart
Capital One Financial (COF)	0.4	$1.5M	+5%	6.3k	242.36	View chart
Johnson & Johnson (JNJ)	0.4	$1.5M		7.3k	206.95	View chart
Servicenow (NOW)	0.4	$1.5M	+412%	9.7k	153.19	View chart
Costco Wholesale Corporation (COST)	0.4	$1.5M		1.7k	862.17	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$1.5M	+3%	6.5k	224.69	View chart
Verizon Communications (VZ)	0.4	$1.5M	-10%	36k	40.73	View chart
Mastercard Incorporated Cl A (MA)	0.4	$1.4M		2.5k	570.90	View chart
Abbott Laboratories (ABT)	0.4	$1.4M		11k	125.29	View chart
Ecolab (ECL)	0.4	$1.4M	+5%	5.4k	262.51	View chart
Southern Company (SO)	0.4	$1.4M	-3%	16k	87.20	View chart
Boeing Company (BA)	0.4	$1.4M		6.3k	217.14	View chart
Home Depot (HD)	0.4	$1.3M		3.9k	344.13	View chart
ConocoPhillips (COP)	0.4	$1.3M		14k	93.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.3M		2.0k	681.77	View chart
Ameriprise Financial (AMP)	0.4	$1.3M		2.7k	490.32	View chart
S&p Global (SPGI)	0.4	$1.3M	+2%	2.5k	522.69	View chart
Arthur J. Gallagher & Co. (AJG)	0.4	$1.3M	+3%	5.1k	258.78	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$1.3M	+8%	8.2k	154.13	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.3	$1.3M		17k	73.28	View chart
Stryker Corporation (SYK)	0.3	$1.2M	+2%	3.5k	351.44	View chart
Paychex (PAYX)	0.3	$1.2M	+3%	11k	112.18	View chart
TJX Companies (TJX)	0.3	$1.2M		8.1k	153.61	View chart
Oracle Corporation (ORCL)	0.3	$1.2M	+6%	6.2k	194.90	View chart
SLB Com Stk (SLB)	0.3	$1.2M	+3%	31k	38.38	View chart
Rbc Cad (RY)	0.3	$1.2M	+5%	7.0k	170.50	View chart
Genuine Parts Company (GPC)	0.3	$1.1M		9.2k	122.96	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.1M		6.2k	183.39	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.3	$1.1M		45k	24.77	View chart
Procter & Gamble Company (PG)	0.3	$1.1M		7.8k	143.31	View chart
Truist Financial Corp equities (TFC)	0.3	$1.1M		23k	49.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.1M		3.3k	335.27	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$1.1M		22k	49.14	View chart
Metropcs Communications (TMUS)	0.3	$1.1M		5.2k	203.05	View chart
Illinois Tool Works (ITW)	0.3	$1.0M		4.2k	246.31	View chart
Public Service Enterprise (PEG)	0.3	$1.0M	+4%	13k	80.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.0M		7.0k	148.68	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$1.0M		25k	41.08	View chart
Paypal Holdings (PYPL)	0.3	$1.0M	-9%	18k	58.38	View chart
Doordash Cl A (DASH)	0.3	$1.0M	+6%	4.5k	226.48	View chart
Marvell Technology (MRVL)	0.3	$1.0M		12k	84.98	View chart
Astrazeneca Sponsored Adr	0.3	$1.0M	NEW	11k	91.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.0M		3.2k	313.77	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$987k		4.6k	214.69	View chart
Shell Spon Ads (SHEL)	0.3	$952k		13k	73.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$927k		1.5k	614.43	View chart
UnitedHealth (UNH)	0.2	$911k	-4%	2.8k	330.11	View chart
Sanofi Sa Sponsored Adr (SNY)	0.2	$904k	-2%	19k	48.46	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$897k	-7%	18k	50.29	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$890k	-8%	17k	51.13	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$887k	-2%	16k	54.77	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$863k	-4%	17k	49.46	View chart
Axon Enterprise (AXON)	0.2	$856k	+3%	1.5k	567.93	View chart
Exxon Mobil Corporation (XOM)	0.2	$811k		6.7k	120.34	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$785k		9.7k	81.17	View chart
Celsius Hldgs Com New (CELH)	0.2	$782k	+4%	17k	45.74	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$772k	+309%	5.3k	146.58	View chart
Phillips 66 (PSX)	0.2	$751k		5.8k	129.04	View chart
Halliburton Company (HAL)	0.2	$738k	-11%	26k	28.26	View chart
CSX Corporation (CSX)	0.2	$729k		20k	36.25	View chart
Duke Energy Corp Com New (DUK)	0.2	$722k		6.2k	117.22	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$710k	+63%	14k	49.65	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$709k		3.3k	212.05	View chart
Fidelity National Information Services (FIS)	0.2	$694k		10k	66.46	View chart
Medtronic SHS (MDT)	0.2	$679k	+2%	7.1k	96.07	View chart
Jacobs Engineering Group (J)	0.2	$679k		5.1k	132.47	View chart
Kroger (KR)	0.2	$669k	+6%	11k	62.48	View chart
Pepsi (PEP)	0.2	$653k	-15%	4.5k	143.52	View chart
Totalenergies Se Act (TTE)	0.2	$635k	NEW	9.7k	65.42	View chart
Texas Instruments Incorporated (TXN)	0.2	$630k	NEW	3.6k	173.47	View chart
Kimco Realty Corporation (KIM)	0.2	$624k		31k	20.27	View chart
Micron Technology (MU)	0.2	$610k		2.1k	285.38	View chart
Hp (HPQ)	0.2	$607k	-19%	27k	22.28	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$602k		4.6k	131.59	View chart
Abbvie (ABBV)	0.2	$586k	+7%	2.6k	228.51	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$571k	+4%	3.7k	155.13	View chart
Dupont De Nemours (DD)	0.2	$569k	+9%	14k	40.20	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$568k		8.7k	65.48	View chart
Tesla Motors (TSLA)	0.2	$564k		1.3k	449.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$550k		6.1k	89.46	View chart
Gilead Sciences (GILD)	0.1	$546k		4.5k	122.75	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.1	$527k	+23%	10k	51.87	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$510k	-3%	4.2k	120.18	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$480k	+100%	4.0k	119.42	View chart
Deckers Outdoor Corporation (DECK)	0.1	$469k	-3%	4.5k	103.67	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$461k		4.3k	107.11	View chart
Royal Caribbean Cruises (RCL)	0.1	$444k	NEW	1.6k	278.92	View chart
AvalonBay Communities (AVB)	0.1	$438k		2.4k	181.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$427k		1.5k	290.19	View chart
Air Products & Chemicals (APD)	0.1	$427k	-10%	1.7k	247.00	View chart
Altria (MO)	0.1	$416k	+4%	7.2k	57.66	View chart
Citigroup Com New (C)	0.1	$404k		3.5k	116.68	View chart
Roblox Corp Cl A (RBLX)	0.1	$377k	NEW	4.6k	81.03	View chart
American Express Company (AXP)	0.1	$360k		973.00	369.80	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$347k	+3%	6.1k	57.24	View chart
Bank of America Corporation (BAC)	0.1	$321k		5.8k	55.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$320k		6.3k	50.59	View chart
Palantir Technologies Cl A (PLTR)	0.1	$316k		1.8k	177.75	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$316k	+14%	14k	23.23	View chart
Automatic Data Processing (ADP)	0.1	$302k		1.2k	257.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$296k		1.3k	219.83	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.1	$296k	+2%	8.7k	34.05	View chart
Bristol Myers Squibb (BMY)	0.1	$294k	+2%	5.4k	53.94	View chart
Alcoa (AA)	0.1	$285k	-13%	5.4k	53.14	View chart
United Parcel Service CL B (UPS)	0.1	$285k		2.9k	99.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$281k		2.9k	96.04	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$280k		2.0k	139.18	View chart
Sherwin-Williams Company (SHW)	0.1	$280k		864.00	324.04	View chart
Trane Technologies SHS (TT)	0.1	$279k		717.00	389.06	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$272k		2.0k	136.74	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$269k		720.00	373.44	View chart
Albemarle Corporation (ALB)	0.1	$266k	NEW	1.9k	141.45	View chart
Valero Energy Corporation (VLO)	0.1	$263k		1.6k	162.79	View chart
Morgan Stanley Com New (MS)	0.1	$253k	+2%	1.4k	177.56	View chart
Cion Invt Corp (CION)	0.1	$243k		25k	9.67	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$242k	NEW	2.4k	100.39	View chart
At&t (T)	0.1	$241k		9.7k	24.84	View chart
Simon Property (SPG)	0.1	$232k		1.3k	185.11	View chart
Marathon Petroleum Corp (MPC)	0.1	$230k		1.4k	162.59	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$228k		1.4k	168.80	View chart
Ge Aerospace Com New (GE)	0.1	$225k		732.00	307.97	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$224k		2.6k	84.63	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$217k		4.6k	47.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$204k	NEW	3.3k	62.47	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$200k	+62%	1.0k	191.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$198k		405.00	488.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$193k	-7%	971.00	198.64	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$170k		10k	16.49	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.0	$161k		8.4k	19.16	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$160k	NEW	1.6k	99.94	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$148k		1.8k	80.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$147k		770.00	190.93	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$146k	NEW	1.6k	91.38	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$136k		1.8k	77.68	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$133k		1.6k	85.80	View chart
Vanguard World Health Car Etf (VHT)	0.0	$130k	-11%	452.00	287.86	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$119k		2.2k	54.70	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$118k	-4%	2.2k	52.88	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$118k		1.4k	82.73	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$117k		1.7k	69.40	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.0	$116k		2.6k	45.01	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$111k	NEW	2.6k	42.94	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$111k		610.00	181.29	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.0	$108k		3.3k	32.54	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$106k	+67%	2.3k	45.36	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$101k		2.3k	42.87	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$100k		822.00	121.95	View chart
Spdr Series Trust State Street Spd (CWB)	0.0	$97k		1.1k	89.20	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$90k		1.8k	50.95	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$89k		920.00	97.21	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$89k		362.00	245.92	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$89k		854.00	103.60	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$84k		1.7k	50.33	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$84k		232.00	360.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$80k	+357%	128.00	627.19	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$78k	+183%	1.8k	42.69	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$63k		210.00	301.15	View chart
Spdr Series Trust State Street Spd (XOP)	0.0	$63k		500.00	126.26	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$59k		415.00	140.97	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$58k	+2%	470.00	124.12	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$57k		734.00	77.78	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$57k		1.0k	55.21	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$55k	-9%	622.00	88.45	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$53k	-2%	176.00	302.11	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.0	$53k		1.7k	31.45	View chart
Transocean Registered Shs (RIG)	0.0	$53k	-23%	13k	4.13	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$50k		454.00	110.23	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$47k		1.2k	38.17	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$44k		58.00	753.78	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$44k		547.00	79.68	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$41k	-26%	195.00	210.94	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.0	$41k		938.00	43.76	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$41k		690.00	59.28	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$40k		102.00	394.40	View chart
Vanguard World Industrial Etf (VIS)	0.0	$38k		128.00	297.22	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$35k		1.4k	24.94	View chart
Spdr Series Trust State Street Spd (SPTS)	0.0	$34k		1.2k	29.28	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$33k		679.00	49.22	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$33k	-6%	119.00	279.14	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$32k	NEW	503.00	62.92	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$32k		259.00	121.75	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$32k	NEW	201.00	156.63	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$30k		93.00	323.01	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$29k	-27%	165.00	177.60	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.0	$29k		1.0k	29.14	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$29k		465.00	61.37	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$28k		316.00	89.91	View chart
Fidelity Covington Trust Disruptive Autom (FBOT)	0.0	$28k		847.00	33.32	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$27k	NEW	203.00	132.48	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$27k		604.00	44.35	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.0	$27k		586.00	45.66	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$25k		126.00	199.68	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$24k		447.00	53.91	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ)	0.0	$23k	-31%	213.00	109.90	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$23k		205.00	110.06	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$21k	+10%	307.00	69.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$20k		179.00	113.98	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$18k	-7%	71.00	250.31	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$18k		245.00	71.41	View chart
Ishares Tr Global Mater Etf (MXI)	0.0	$17k		179.00	96.59	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$16k		194.00	83.75	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$16k	-24%	145.00	110.19	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$15k		108.00	141.16	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$15k		322.00	46.92	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$15k		201.00	74.30	View chart
Spdr Series Trust State Street Spd (SPMB)	0.0	$14k		625.00	22.41	View chart
Vanguard World Financials Etf (VFH)	0.0	$14k		103.00	133.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$14k		53.00	256.45	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$13k	-66%	406.00	30.99	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$12k	-11%	142.00	87.16	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$12k		154.00	80.22	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$12k		99.00	119.35	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$12k		698.00	16.42	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$11k		409.00	26.47	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$11k		150.00	72.01	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$11k		110.00	96.28	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$10k		111.00	93.89	View chart
Ring Energy (REI)	0.0	$10k		12k	0.87	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.0	$9.1k		107.00	84.93	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$8.9k		28.00	318.54	View chart
Spdr Series Trust State Street Spd (SJNK)	0.0	$8.4k	-21%	331.00	25.32	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$8.2k		85.00	96.16	View chart
Spdr Series Trust State Street Spd (RWR)	0.0	$8.2k		83.00	98.30	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$7.9k		117.00	67.13	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$7.7k	-9%	163.00	47.08	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$7.6k		45.00	167.93	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$7.0k		66.00	105.70	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$7.0k		72.00	96.88	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$6.5k		61.00	106.70	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$6.0k		129.00	46.60	View chart
Spdr Series Trust State Street Spd (HAIL)	0.0	$5.7k		172.00	33.38	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$5.7k		50.00	113.72	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$5.6k		59.00	94.90	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$5.1k	+140%	48.00	106.71	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$5.1k	-10%	98.00	51.77	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$4.9k		75.00	65.11	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$4.5k		44.00	102.98	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$4.3k	-47%	111.00	38.29	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$4.0k		133.00	30.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$3.9k	+2%	40.00	98.67	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$3.8k		48.00	79.83	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$3.5k		45.00	78.22	View chart
Kraneshares Trust Kraneshares Valu (KVLE)	0.0	$3.4k		134.00	25.58	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.0	$3.4k		193.00	17.53	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$3.0k		45.00	66.91	View chart
Ishares Tr Europe Etf (IEV)	0.0	$2.6k		38.00	68.61	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$2.5k	+86%	43.00	57.09	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$2.1k		16.00	130.06	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$1.9k		41.00	46.93	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$1.9k		37.00	50.70	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$1.7k		34.00	50.59	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$1.6k		33.00	47.70	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$1.1k	NEW	10.00	113.90	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.0	$780.000000		6.00	130.00	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$702.999300		17.00	41.35	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$660.000000		8.00	82.50	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$579.000000		10.00	57.90	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$291.000000		4.00	72.75	View chart
Alps Etf Tr Clean Energy (ACES)	0.0	$227.999800		7.00	32.57	View chart

Past Filings by EPG Wealth Management

SEC 13F filings are viewable for EPG Wealth Management going back to 2019

EPG Wealth Management 2025 Q4 filed Jan. 28, 2026
EPG Wealth Management 2025 Q3 filed Nov. 3, 2025
EPG Wealth Management 2025 Q2 filed Aug. 5, 2025
EPG Wealth Management 2025 Q1 filed May 13, 2025
EPG Wealth Management 2024 Q4 filed Feb. 14, 2025
EPG Wealth Management 2024 Q3 filed Nov. 13, 2024
EPG Wealth Management 2024 Q2 filed Aug. 13, 2024
EPG Wealth Management 2024 Q1 filed May 14, 2024
EPG Wealth Management 2023 Q4 filed Feb. 15, 2024
EPG Wealth Management 2023 Q3 filed Nov. 13, 2023
EPG Wealth Management 2023 Q2 filed Aug. 15, 2023
EPG Wealth Management 2023 Q1 filed May 15, 2023
EPG Wealth Management 2022 Q4 filed Feb. 15, 2023
EPG Wealth Management 2022 Q3 filed Nov. 15, 2022
EPG Wealth Management 2022 Q2 filed Aug. 15, 2022
EPG Wealth Management 2022 Q1 filed May 10, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z