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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 18.95% of EPG Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JPIE, UBER, AMZN, CRM, DASH, XSMO, CAT, IBIT, VGSH, COWZ.
Started 19 new stock positions in ET, ACES, USMV, IBIT, GE, EFAV, SKYY, SPMD, SPYG, AA. TSCO, UPS, HDV, SPYV, BABA, GOVT, DASH, PRF, SPTM.
Reduced shares in these 10 stocks: VTIP, IVW, Skechers USA, NVDA, GEHC, OMC, META, CIBR, , XLC.
Sold out of its positions in CRWD, GEHC, ISRG, RSPR, MSTR, ODFL, OMC, Skechers USA, VEA.
EPG Wealth Management was a net buyer of stock by $7.0M.
EPG Wealth Management has $363M in assets under management (AUM), dropping by 9.00%.
Central Index Key (CIK): 0001803058

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Portfolio Holdings for EPG Wealth Management

EPG Wealth Management holds 320 positions in its portfolio as reported in the September 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	$17M		26k	669.31	View chart
NVIDIA Corporation (NVDA)	4.6	$17M	-6%	90k	186.58	View chart
Apple (AAPL)	3.8	$14M		55k	254.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.9	$10M	-2%	74k	140.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.8	$10M	-11%	85k	120.72	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.7	$9.8M	+5%	166k	58.85	View chart
Microsoft Corporation (MSFT)	2.3	$8.2M		16k	517.95	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.2	$8.1M		184k	44.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.0	$7.3M	-4%	16k	468.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.0	$7.1M		109k	65.26	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	1.8	$6.5M	+12%	88k	73.57	View chart
JPMorgan Chase & Co. (JPM)	1.7	$6.3M	-4%	20k	315.42	View chart
Quanta Services (PWR)	1.7	$6.1M		15k	414.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$6.1M	+7%	25k	243.10	View chart
Amazon (AMZN)	1.5	$5.4M	+28%	25k	219.57	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.5	$5.3M	+136%	115k	46.41	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.3	$4.9M	+9%	85k	57.47	View chart
Select Sector Spdr Tr Technology (XLK)	1.2	$4.5M	-4%	16k	281.86	View chart
Broadcom (AVGO)	1.2	$4.2M		13k	329.90	View chart
Eli Lilly & Co. (LLY)	1.1	$4.1M	+9%	5.4k	763.02	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$4.0M	-6%	60k	65.92	View chart
Coca-Cola Company (KO)	1.1	$3.9M	+9%	59k	66.32	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.9	$3.4M	-10%	44k	76.01	View chart
Uber Technologies (UBER)	0.9	$3.3M	+86%	33k	97.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$3.2M		6.4k	502.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$3.2M	+3%	8.9k	355.49	View chart
Palo Alto Networks (PANW)	0.8	$3.1M	+5%	15k	203.62	View chart
salesforce (CRM)	0.8	$3.0M	+64%	13k	236.99	View chart
Caterpillar (CAT)	0.8	$2.9M	+32%	6.2k	477.17	View chart
Meta Platforms Cl A (META)	0.8	$2.9M	-14%	4.0k	734.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$2.9M	-4%	14k	203.59	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.8	$2.9M	+4%	10k	279.28	View chart
Blackrock (BLK)	0.8	$2.9M	+2%	2.5k	1165.88	View chart
Visa Com Cl A (V)	0.8	$2.8M	+9%	8.1k	341.38	View chart
Charles Schwab Corporation (SCHW)	0.7	$2.6M	+2%	27k	95.47	View chart
United Rentals (URI)	0.7	$2.6M		2.7k	954.58	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$2.5M	+6%	31k	82.96	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.7	$2.4M		10k	236.05	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.7	$2.4M	-5%	29k	81.94	View chart
Deere & Company (DE)	0.6	$2.4M	+2%	5.1k	457.25	View chart
Netflix (NFLX)	0.6	$2.3M	+2%	1.9k	1198.92	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$2.2M	-3%	16k	139.17	View chart
McDonald's Corporation (MCD)	0.6	$2.2M	+4%	7.1k	303.89	View chart
Honeywell International (HON)	0.6	$2.1M	+8%	10k	210.51	View chart
Arista Networks Com Shs (ANET)	0.6	$2.1M	-10%	14k	145.71	View chart
Select Sector Spdr Tr Energy (XLE)	0.6	$2.1M	+2%	23k	89.34	View chart
Chevron Corporation (CVX)	0.6	$2.0M	+6%	13k	155.28	View chart
International Business Machines (IBM)	0.5	$2.0M	+4%	7.0k	282.18	View chart
Lockheed Martin Corporation (LMT)	0.5	$1.9M		3.9k	499.20	View chart
Select Sector Spdr Tr Communication (XLC)	0.5	$1.9M	-16%	16k	118.37	View chart
McKesson Corporation (MCK)	0.5	$1.9M	+5%	2.4k	772.62	View chart
Monster Beverage Corp (MNST)	0.5	$1.8M		27k	67.31	View chart
Cisco Systems (CSCO)	0.5	$1.8M		26k	68.42	View chart
Qualcomm (QCOM)	0.5	$1.8M	+8%	11k	166.36	View chart
Lowe's Companies (LOW)	0.5	$1.8M	+3%	7.0k	251.31	View chart
Verizon Communications (VZ)	0.5	$1.8M	-3%	40k	43.95	View chart
Amgen (AMGN)	0.5	$1.7M	+10%	6.2k	282.20	View chart
Servicenow (NOW)	0.5	$1.7M	+5%	1.9k	920.28	View chart
Boston Scientific Corporation (BSX)	0.5	$1.7M	+2%	18k	97.63	View chart
Oracle Corporation (ORCL)	0.5	$1.6M	+11%	5.8k	281.22	View chart
Applied Materials (AMAT)	0.4	$1.6M	+6%	7.8k	204.73	View chart
Home Depot (HD)	0.4	$1.6M		3.9k	405.16	View chart
Kla Corp Com New (KLAC)	0.4	$1.6M		1.5k	1078.86	View chart
Southern Company (SO)	0.4	$1.5M	+2%	16k	94.77	View chart
Costco Wholesale Corporation (COST)	0.4	$1.5M	+3%	1.7k	925.74	View chart
Arthur J. Gallagher & Co. (AJG)	0.4	$1.5M	+6%	4.9k	309.77	View chart
Abbott Laboratories (ABT)	0.4	$1.5M	+5%	11k	133.94	View chart
Analog Devices (ADI)	0.4	$1.4M	+4%	5.8k	245.72	View chart
Mastercard Incorporated Cl A (MA)	0.4	$1.4M	+3%	2.5k	568.76	View chart
Ecolab (ECL)	0.4	$1.4M	+19%	5.1k	273.83	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$1.4M	-9%	6.3k	222.16	View chart
Wal-Mart Stores (WMT)	0.4	$1.4M	+7%	13k	103.06	View chart
Paychex (PAYX)	0.4	$1.4M	+6%	11k	126.76	View chart
ConocoPhillips (COP)	0.4	$1.3M	+6%	14k	94.59	View chart
Boeing Company (BA)	0.4	$1.3M	+3%	6.2k	215.85	View chart
Johnson & Johnson (JNJ)	0.4	$1.3M		7.2k	185.42	View chart
Ameriprise Financial (AMP)	0.4	$1.3M	+7%	2.7k	491.24	View chart
Paypal Holdings (PYPL)	0.4	$1.3M	+26%	20k	67.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.3M	-13%	2.0k	666.06	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$1.3M	+6%	7.6k	170.84	View chart
Stryker Corporation (SYK)	0.4	$1.3M	+5%	3.4k	369.65	View chart
Genuine Parts Company (GPC)	0.4	$1.3M	+6%	9.2k	138.59	View chart
Capital One Financial (COF)	0.3	$1.3M		6.0k	212.59	View chart
Chipotle Mexican Grill (CMG)	0.3	$1.2M	+23%	32k	39.19	View chart
Metropcs Communications (TMUS)	0.3	$1.2M	+7%	5.1k	239.37	View chart
Procter & Gamble Company (PG)	0.3	$1.2M	+2%	7.9k	153.66	View chart
S&p Global (SPGI)	0.3	$1.2M	+14%	2.5k	486.70	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.3	$1.2M	-13%	17k	70.97	View chart
TJX Companies (TJX)	0.3	$1.2M	+7%	8.1k	144.53	View chart
Doordash Cl A (DASH)	0.3	$1.2M	NEW	4.3k	271.99	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.3	$1.1M		46k	24.72	View chart
Illinois Tool Works (ITW)	0.3	$1.1M	+7%	4.2k	260.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.1M	+9%	3.3k	328.17	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$1.0M		21k	49.29	View chart
Axon Enterprise (AXON)	0.3	$1.0M	-11%	1.5k	717.64	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.0M		6.2k	167.33	View chart
Schlumberger Com Stk (SLB)	0.3	$1.0M	+21%	30k	34.37	View chart
Public Service Enterprise (PEG)	0.3	$1.0M		12k	83.46	View chart
Truist Financial Corp equities (TFC)	0.3	$1.0M		22k	45.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.0M		7.0k	145.65	View chart
Dupont De Nemours (DD)	0.3	$1.0M	+7%	13k	77.90	View chart
Marvell Technology (MRVL)	0.3	$1.0M	+8%	12k	84.07	View chart
UnitedHealth (UNH)	0.3	$996k	+20%	2.9k	345.29	View chart
Rbc Cad (RY)	0.3	$979k		6.6k	147.32	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$970k	+19%	19k	50.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$964k	+19%	19k	50.07	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$961k	-14%	4.6k	209.26	View chart
Zoetis Cl A (ZTS)	0.3	$956k	+16%	6.5k	146.31	View chart
Celsius Hldgs Com New (CELH)	0.3	$938k	+13%	16k	57.49	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$928k		25k	36.81	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$920k	-71%	18k	50.63	View chart
Hp (HPQ)	0.3	$919k	+4%	34k	27.23	View chart
Shell Spon Ads (SHEL)	0.3	$916k		13k	71.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$913k	-3%	1.5k	600.19	View chart
Sanofi Sa Sponsored Adr (SNY)	0.2	$904k	+10%	19k	47.20	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$891k	-3%	17k	53.87	View chart
Adobe Systems Incorporated (ADBE)	0.2	$864k	-24%	2.4k	352.75	View chart
Electronic Arts (EA)	0.2	$834k	+7%	4.1k	201.68	View chart
Phillips 66 (PSX)	0.2	$801k	+7%	5.9k	136.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$786k		3.2k	243.53	View chart
Duke Energy Corp Com New (DUK)	0.2	$763k	+6%	6.2k	123.76	View chart
Jacobs Engineering Group (J)	0.2	$758k	+8%	5.1k	149.86	View chart
Exxon Mobil Corporation (XOM)	0.2	$758k		6.7k	112.76	View chart
Pepsi (PEP)	0.2	$756k	-8%	5.4k	140.43	View chart
Halliburton Company (HAL)	0.2	$728k	+3%	30k	24.60	View chart
CSX Corporation (CSX)	0.2	$723k	+11%	20k	35.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$704k		9.7k	72.77	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$687k		3.3k	206.51	View chart
Fidelity National Information Services (FIS)	0.2	$686k	+9%	10k	65.94	View chart
Kroger (KR)	0.2	$681k	+11%	10k	67.41	View chart
Kimco Realty Corporation (KIM)	0.2	$661k	+4%	30k	21.85	View chart
Medtronic SHS (MDT)	0.2	$658k	+3%	6.9k	95.24	View chart
Totalenergies Se Sponsored Ads (TTE)	0.2	$596k	+11%	10k	59.69	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$590k	-4%	4.5k	129.72	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$567k	NEW	8.7k	65.00	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$561k		8.7k	64.69	View chart
Tesla Motors (TSLA)	0.2	$553k	+18%	1.2k	444.72	View chart
Abbvie (ABBV)	0.2	$552k		2.4k	231.57	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$546k	-8%	3.5k	154.23	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$536k		6.1k	87.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$525k	-19%	4.4k	118.83	View chart
Air Products & Chemicals (APD)	0.1	$523k	+6%	1.9k	272.77	View chart
Gilead Sciences (GILD)	0.1	$494k	-3%	4.4k	111.01	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$481k	-3%	2.0k	239.68	View chart
Deckers Outdoor Corporation (DECK)	0.1	$476k	+31%	4.7k	101.37	View chart
AvalonBay Communities (AVB)	0.1	$469k	+9%	2.4k	193.20	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$458k		4.3k	106.49	View chart
Altria (MO)	0.1	$454k		6.9k	66.06	View chart
Ashland (ASH)	0.1	$450k		9.4k	47.91	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.1	$435k	-7%	8.2k	52.89	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$434k	+5%	1.5k	293.83	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$376k	+46%	3.8k	99.81	View chart
Micron Technology (MU)	0.1	$360k		2.2k	167.31	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.1	$354k		8.4k	42.01	View chart
Citigroup Com New (C)	0.1	$347k	-5%	3.4k	101.49	View chart
Automatic Data Processing (ADP)	0.1	$344k		1.2k	293.41	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$334k	+5%	5.9k	57.10	View chart
Palantir Technologies Cl A (PLTR)	0.1	$326k	-17%	1.8k	182.42	View chart
American Express Company (AXP)	0.1	$323k		972.00	332.04	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$319k		6.3k	50.73	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$307k		12k	25.90	View chart
Trane Technologies SHS (TT)	0.1	$302k		716.00	422.03	View chart
Sherwin-Williams Company (SHW)	0.1	$299k	-14%	864.00	346.27	View chart
Bank of America Corporation (BAC)	0.1	$296k		5.7k	51.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$289k	-3%	1.3k	215.81	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$282k		2.0k	140.06	View chart
Valero Energy Corporation (VLO)	0.1	$280k		1.6k	170.26	View chart
At&t (T)	0.1	$272k	+3%	9.6k	28.24	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$271k	-6%	2.9k	93.36	View chart
Marathon Petroleum Corp (MPC)	0.1	$269k		1.4k	192.76	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$263k		720.00	365.48	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$248k		2.0k	125.03	View chart
Bristol Myers Squibb (BMY)	0.1	$241k		5.3k	45.10	View chart
United Parcel Service CL B (UPS)	0.1	$239k	NEW	2.9k	83.53	View chart
Simon Property (SPG)	0.1	$235k		1.3k	187.67	View chart
Cion Invt Corp (CION)	0.1	$234k		25k	9.48	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$230k	NEW	1.3k	178.75	View chart
Morgan Stanley Com New (MS)	0.1	$221k	-2%	1.4k	158.91	View chart
Ge Aerospace Com New (GE)	0.1	$220k	NEW	731.00	300.98	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$218k	-10%	2.6k	82.57	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$215k		4.6k	46.93	View chart
Tractor Supply Company (TSCO)	0.1	$209k	NEW	3.7k	56.87	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$204k		1.1k	194.41	View chart
Alcoa (AA)	0.1	$204k	NEW	6.2k	32.89	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$195k	-14%	407.00	479.76	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$195k		1.4k	144.36	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$174k	NEW	10k	17.16	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.0	$161k		8.3k	19.28	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$149k		1.8k	81.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$142k	-13%	763.00	186.50	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$136k		1.7k	78.39	View chart
Vanguard World Health Car Etf (VHT)	0.0	$133k		511.00	259.51	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$125k		1.4k	89.61	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$124k		2.3k	53.03	View chart
Cleveland-cliffs (CLF)	0.0	$122k	-7%	10k	12.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$121k	-16%	640.00	189.56	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$119k		1.4k	83.05	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$118k		1.5k	76.38	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.0	$116k		2.6k	45.46	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$116k		2.2k	53.39	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$115k	-10%	1.7k	68.10	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$107k		607.00	176.74	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.0	$105k		3.3k	31.90	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$102k		2.3k	43.30	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.0	$99k	-21%	1.1k	90.50	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.0	$90k		920.00	97.99	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$90k		1.8k	51.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$87k		361.00	241.80	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$84k		850.00	99.06	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$83k		1.7k	50.27	View chart
Spdr Series Trust S&p Biotech (XBI)	0.0	$82k		820.00	100.20	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$76k		232.00	326.36	View chart
Spdr Series Trust S&p Oilgas Exp (XOP)	0.0	$66k		500.00	132.20	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$63k	+2%	685.00	91.45	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$62k		458.00	135.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$59k		414.00	142.03	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$58k	+10%	1.0k	56.45	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$57k		210.00	271.12	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$57k		265.00	213.43	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$57k	NEW	2.4k	23.12	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$56k	+20%	647.00	87.16	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$56k		734.00	76.32	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.0	$55k		1.7k	32.41	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$54k	NEW	638.00	84.83	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$54k		180.00	297.62	View chart
Transocean Registered Shs (RIG)	0.0	$52k		17k	3.12	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$51k	NEW	539.00	95.08	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$50k		454.00	110.57	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$46k		1.2k	37.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$43k	-14%	58.00	746.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$43k		539.00	79.87	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$40k	-20%	102.00	395.90	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$40k		228.00	174.92	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$40k		690.00	57.52	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$40k	NEW	323.00	122.45	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.0	$40k		938.00	42.16	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$39k	+210%	1.2k	31.62	View chart
Spdr Series Trust S&p Metals Mng (XME)	0.0	$38k	-62%	410.00	93.19	View chart
Vanguard World Industrial Etf (VIS)	0.0	$38k		127.00	296.65	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$37k		127.00	293.79	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.0	$35k		1.4k	24.93	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$34k		687.00	49.84	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.0	$34k		1.1k	29.32	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ)	0.0	$33k		313.00	105.71	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$31k		259.00	120.50	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$30k		93.00	320.04	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.0	$29k		1.0k	28.56	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$28k		458.00	61.07	View chart
Fidelity Covington Trust Disruptive Autom (FBOT)	0.0	$28k		847.00	32.74	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.0	$27k	-76%	580.00	45.67	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$27k	+91%	312.00	84.79	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$26k		604.00	43.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$25k		126.00	195.86	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$24k		444.00	54.14	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$23k		203.00	111.23	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$21k		191.00	111.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$20k		179.00	113.60	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$20k		77.00	256.45	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$19k		277.00	67.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$17k	-75%	28.00	612.39	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$17k		245.00	67.83	View chart
Ishares Tr Global Mater Etf (MXI)	0.0	$16k		178.00	92.26	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$16k		194.00	84.11	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$15k	-11%	108.00	141.50	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$15k		321.00	46.29	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$14k		160.00	89.37	View chart
Spdr Series Trust Port Mtg Bk Etf (SPMB)	0.0	$14k		625.00	22.44	View chart
Vanguard World Financials Etf (VFH)	0.0	$14k		103.00	131.24	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$13k		200.00	66.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$13k	-78%	53.00	251.98	View chart
Ring Energy (REI)	0.0	$13k		12k	1.09	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.0	$12k		154.00	78.34	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$12k		99.00	119.51	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.0	$11k		409.00	26.95	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$11k		150.00	73.41	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.0	$11k		424.00	25.60	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$11k		698.00	15.47	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$11k		111.00	97.08	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$11k		110.00	95.19	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$8.7k	+90%	211.00	41.14	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$8.7k		28.00	309.86	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$8.5k		181.00	46.96	View chart
Spdr Series Trust Dj Reit Etf (RWR)	0.0	$8.2k		82.00	100.35	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$8.2k		85.00	96.46	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.0	$7.7k		106.00	72.83	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$7.6k		117.00	65.01	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$7.6k		66.00	115.02	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$7.4k		45.00	164.53	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$6.9k		72.00	95.89	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$6.5k		61.00	106.79	View chart
Spdr Series Trust S&p Kensho Smart (HAIL)	0.0	$6.1k		170.00	35.61	View chart
Ishares Tr Core Total Usd (IUSB)	0.0	$6.0k	+5%	129.00	46.73	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$5.7k		109.00	52.22	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$5.5k		58.00	95.41	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$5.5k		50.00	110.60	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$4.6k		44.00	103.50	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$4.4k		75.00	58.72	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.0	$4.0k		133.00	30.29	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$4.0k		48.00	82.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$3.9k		39.00	100.26	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.0	$3.8k		113.00	34.02	View chart
Kraneshares Trust Kraneshares Valu (KVLE)	0.0	$3.7k		134.00	27.58	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$3.4k		45.00	75.93	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.0	$3.4k		193.00	17.48	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$3.1k		45.00	68.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$2.5k		12.00	208.75	View chart
Ishares Tr Europe Etf (IEV)	0.0	$2.5k		38.00	65.47	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$2.2k	NEW	16.00	134.44	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.0	$2.1k	NEW	20.00	104.50	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$1.9k		37.00	50.84	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$1.9k	NEW	41.00	45.22	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$1.7k	+6%	34.00	50.79	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$1.6k		33.00	48.18	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$1.3k	NEW	23.00	55.57	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$672.999400		17.00	39.59	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.0	$673.000200		6.00	112.17	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.0	$645.000000	NEW	8.00	80.62	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.0	$572.000000	NEW	10.00	57.20	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$270.000000		4.00	67.50	View chart
Alps Etf Tr Clean Energy (ACES)	0.0	$224.000000	NEW	7.00	32.00	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 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
EPG Wealth Management 2021 Q4 filed Feb. 14, 2022

View all past filings

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