EPG Wealth Management

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

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

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Portfolio Holdings for EPG Wealth Management

EPG Wealth Management holds 384 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Whitehall Fds High Div Yld (VYM) 5.8 $14M +2% 149k 94.88
Ishares Tr Core S&p500 Etf (IVV) 5.5 $13M 37k 358.66
Vanguard Scottsdale Fds Short Term Treas (VGSH) 5.3 $13M +487% 225k 57.79
Apple (AAPL) 5.2 $13M 92k 138.20
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.7 $11M -21% 237k 48.11
Ishares Tr S&p 500 Grwt Etf (IVW) 3.0 $7.4M +17% 128k 57.85
Ishares Tr Msci Intl Qualty (IQLT) 2.8 $6.9M +14% 248k 27.78
Ishares Tr Rus 1000 Grw Etf (IWF) 2.0 $4.9M 24k 210.41
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $4.9M +12% 22k 219.25
Microsoft Corporation (MSFT) 1.8 $4.3M 19k 232.90
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $3.8M +7% 43k 87.19
Select Sector Spdr Tr Technology (XLK) 1.3 $3.2M +7% 27k 118.79
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.3 $3.0M 25k 121.10
Select Sector Spdr Tr Financial (XLF) 1.2 $2.9M +2% 95k 30.36

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Ishares Tr Rus 1000 Val Etf (IWD) 1.1 $2.7M 20k 135.97
JPMorgan Chase & Co. (JPM) 1.1 $2.6M +11% 25k 104.50
Pepsi (PEP) 1.0 $2.5M +6% 15k 163.23
Ishares Core Msci Emkt (IEMG) 1.0 $2.4M +16% 56k 42.98
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.9 $2.2M -2% 24k 90.92
Ishares Tr Core Div Grwth (DGRO) 0.9 $2.1M 48k 44.47
Select Sector Spdr Tr Energy (XLE) 0.9 $2.1M -35% 30k 72.03
Ishares Tr Ishares Biotech (IBB) 0.8 $2.0M +809% 17k 116.97
Walt Disney Company (DIS) 0.8 $1.9M 20k 94.33
Amazon (AMZN) 0.7 $1.8M +2% 16k 113.03
Home Depot (HD) 0.7 $1.8M 6.5k 276.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.7M -5% 6.5k 267.07
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.7 $1.6M +2% 38k 43.67
Boeing Company (BA) 0.7 $1.6M 14k 121.07
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.6M +2513% 17k 95.67
Accel Entertainment Com Cl A1 (ACEL) 0.6 $1.5M 198k 7.81
Deere & Company (DE) 0.6 $1.5M +27% 4.6k 333.91
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.5M 12k 128.56
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.6 $1.4M -4% 36k 38.87
Lockheed Martin Corporation (LMT) 0.6 $1.3M +3% 3.5k 386.14
Select Sector Spdr Tr Communication (XLC) 0.5 $1.3M +3% 28k 47.90
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.5 $1.3M -14% 27k 48.50
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.5 $1.3M 52k 25.33
Eli Lilly & Co. (LLY) 0.5 $1.3M +2% 4.1k 323.32
Johnson & Johnson (JNJ) 0.5 $1.3M +3% 8.1k 163.39
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $1.3M 20k 65.50
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $1.3M NEW 16k 81.19
Abbvie (ABBV) 0.5 $1.2M +6% 9.3k 134.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.2M 3.4k 357.12
Costco Wholesale Corporation (COST) 0.5 $1.2M +5% 2.6k 472.16
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $1.2M -10% 15k 79.56
Paypal Holdings (PYPL) 0.5 $1.2M +10% 14k 86.06
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.5 $1.2M +2% 27k 43.07
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.5 $1.1M -11% 37k 31.27
Genuine Parts Company (GPC) 0.5 $1.1M +8% 7.6k 149.27
Coca-Cola Company (KO) 0.5 $1.1M 20k 56.02
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.5 $1.1M -3% 15k 72.24
First Tr Value Line Divid In SHS (FVD) 0.5 $1.1M +4% 31k 35.80
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.1M +27% 8.4k 127.31
McDonald's Corporation (MCD) 0.4 $1.0M +10% 4.5k 230.75
NVIDIA Corporation (NVDA) 0.4 $1.0M +8% 8.4k 121.44
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $980k +81% 20k 48.16
Lowe's Companies (LOW) 0.4 $968k +7% 5.2k 187.82
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $965k -3% 15k 66.72
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $940k 19k 50.26
ConocoPhillips (COP) 0.4 $931k +7% 9.1k 102.29
salesforce (CRM) 0.4 $930k -2% 6.5k 143.90
Honeywell International (HON) 0.4 $928k +27% 5.6k 166.91
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.4 $901k 23k 38.49
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.4 $897k +142% 18k 48.70
Verizon Communications (VZ) 0.4 $895k +5% 24k 37.95
Fidelity Covington Trust Msci Energy Idx (FENY) 0.4 $876k -49% 44k 19.87
Procter & Gamble Company (PG) 0.4 $869k +4% 6.9k 126.22
Cion Invt Corp (CION) 0.3 $848k +50% 100k 8.50
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $838k -12% 11k 78.41
Phillips Edison & Co Common Stock (PECO) 0.3 $830k -3% 30k 28.03
Exxon Mobil Corporation (XOM) 0.3 $828k 9.5k 87.30
Cisco Systems (CSCO) 0.3 $817k +5% 20k 39.99
Visa Com Cl A (V) 0.3 $801k +5% 4.5k 177.64
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUN) 0.3 $780k -4% 25k 30.98
Chevron Corporation (CVX) 0.3 $779k +6% 5.4k 143.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $772k -3% 2.9k 267.22
Qualcomm (QCOM) 0.3 $727k +9% 6.4k 112.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $699k +123% 3.9k 179.46
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.3 $697k -6% 16k 42.59
Vanguard Index Fds Growth Etf (VUG) 0.3 $686k -3% 3.2k 213.84
BlackRock (BLK) 0.3 $675k +10% 1.2k 550.12
Devon Energy Corporation (DVN) 0.3 $670k +56% 11k 60.12
Southern Company (SO) 0.3 $666k 9.8k 67.97
Pfizer (PFE) 0.3 $661k +3% 15k 43.77
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $656k 8.8k 74.82
Duke Energy Corp Com New (DUK) 0.3 $650k +5% 7.0k 93.10
Bristol Myers Squibb (BMY) 0.3 $648k 9.1k 71.09
Broadcom (AVGO) 0.3 $640k +9% 1.4k 444.14
Abbott Laboratories (ABT) 0.3 $631k +14% 6.5k 96.82
Thermo Fisher Scientific (TMO) 0.3 $622k +7% 1.2k 507.34
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $614k -17% 9.3k 66.37
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $603k -4% 4.2k 142.38
Paychex (PAYX) 0.2 $588k +26% 5.2k 112.30
Quanta Services (PWR) 0.2 $588k +52% 4.6k 127.30
Cummins (CMI) 0.2 $573k 2.8k 203.70
Automatic Data Processing (ADP) 0.2 $539k +15% 2.4k 226.09
Truist Financial Corp equities (TFC) 0.2 $523k +50% 12k 43.56
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $519k 13k 39.13
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) 0.2 $513k 15k 34.04
Citizens Holding Company (CIZN) 0.2 $511k 33k 15.29
Albemarle Corporation (ALB) 0.2 $509k 1.9k 264.14
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.2 $499k NEW 15k 33.95
Tesla Motors (TSLA) 0.2 $497k +198% 1.9k 265.49
Pioneer Natural Resources (PXD) 0.2 $488k +11% 2.3k 216.60
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $484k 7.3k 66.45
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $482k -14% 5.8k 82.82
Danaher Corporation (DHR) 0.2 $465k +45% 1.8k 258.33
Hp (HPQ) 0.2 $463k +11% 19k 24.90
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $460k -17% 9.7k 47.40
Lauder Estee Cos Cl A (EL) 0.2 $456k +142% 2.1k 215.70
United Parcel Service CL B (UPS) 0.2 $455k 2.8k 161.58
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $450k -4% 5.0k 90.00
Blackstone Group Inc Com Cl A (BX) 0.2 $449k +7% 5.4k 83.67
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $449k 28k 16.19
United Bankshares (UBSI) 0.2 $431k 12k 35.74
McKesson Corporation (MCK) 0.2 $430k +7% 1.3k 339.65
Ishares Tr Core Msci Eafe (IEFA) 0.2 $424k -3% 8.0k 52.70
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $418k -9% 4.9k 85.48
Bank of America Corporation (BAC) 0.2 $416k +10% 14k 30.17
Spdr Gold Tr Gold Shs (GLD) 0.2 $408k -71% 2.6k 154.72
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $403k 3.6k 111.39
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.2 $401k 25k 15.91
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $399k +16% 7.8k 51.27
Capital One Financial (COF) 0.2 $398k +37% 4.3k 92.24
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $396k +33% 7.9k 50.11
Public Service Enterprise (PEG) 0.2 $395k +11% 7.0k 56.16
Illinois Tool Works (ITW) 0.2 $390k +11% 2.2k 180.56
Target Corporation (TGT) 0.2 $384k +4% 2.6k 148.55
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $375k +13% 7.0k 53.29
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.2 $375k -7% 7.0k 53.31
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.2 $374k -14% 8.6k 43.73
Intel Corporation (INTC) 0.2 $372k +3% 14k 25.80
DTE Energy Company (DTE) 0.2 $371k +13% 3.2k 114.93
Mastercard Incorporated Cl A (MA) 0.2 $370k +4% 1.3k 284.18
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.2 $369k 5.3k 69.71
Alphabet Cap Stk Cl C (GOOG) 0.2 $367k +1839% 3.8k 96.07
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.1 $365k 5.4k 67.51
Zoetis Cl A (ZTS) 0.1 $359k +7% 2.4k 148.41
Citigroup Com New (C) 0.1 $351k +5% 8.4k 41.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $347k +8% 9.5k 36.51
Ishares Gold Tr Ishares New (IAU) 0.1 $347k 11k 31.53
Ameriprise Financial (AMP) 0.1 $345k +31% 1.4k 251.64
Invesco Exchange Traded Fd T Dynmc Lrg Gwth (PWB) 0.1 $342k 6.0k 57.00
PNC Financial Services (PNC) 0.1 $337k +11% 2.3k 149.51
Chipotle Mexican Grill (CMG) 0.1 $336k +8% 224.00 1500.00
Rbc Cad (RY) 0.1 $332k +13% 3.7k 89.92
Sherwin-Williams Company (SHW) 0.1 $329k NEW 1.6k 204.47
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.1 $329k 15k 22.16
International Business Machines (IBM) 0.1 $321k +42% 2.7k 118.84
Adobe Systems Incorporated (ADBE) 0.1 $312k -14% 1.1k 275.13
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $310k -9% 4.6k 68.06
Metropcs Communications (TMUS) 0.1 $308k +24% 2.3k 134.09
Ashland (ASH) 0.1 $299k +12% 3.2k 94.83
Ishares Tr Select Divid Etf (DVY) 0.1 $296k 2.8k 107.36
Lululemon Athletica (LULU) 0.1 $296k +4% 1.1k 279.51
Global X Fds Aging Population (AGNG) 0.1 $296k 13k 23.48
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $294k -12% 2.8k 103.85
Etf Managers Tr Ai Powered Eqt (AIEQ) 0.1 $292k 10k 28.96
Altria (MO) 0.1 $291k 7.2k 40.38
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $287k 2.1k 135.31
Old Dominion Freight Line (ODFL) 0.1 $286k +13% 1.2k 248.70
Goldman Sachs (GS) 0.1 $278k 947.00 293.56
Wal-Mart Stores (WMT) 0.1 $277k 2.1k 129.62
Ishares Tr Core Msci Total (IXUS) 0.1 $277k -24% 5.4k 50.84
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $276k 6.3k 43.98
Ishares Tr Msci Usa Value (VLUE) 0.1 $272k 3.3k 81.73
J.B. Hunt Transport Services (JBHT) 0.1 $269k NEW 1.7k 156.30
Unilever Spon Adr New (UL) 0.1 $263k +12% 6.0k 43.78
Dominion Resources (D) 0.1 $262k -22% 3.8k 69.13
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.1 $261k -23% 6.2k 41.87
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $261k 1.4k 187.77
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $260k 16k 16.69
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $256k 5.1k 50.09
Vanguard World Fds Health Car Etf (VHT) 0.1 $254k 1.1k 223.99
GSK Sponsored Adr (GSK) 0.1 $253k NEW 8.6k 29.38
Union Pacific Corporation (UNP) 0.1 $250k -18% 1.3k 195.01
Marvell Technology (MRVL) 0.1 $242k +14% 5.6k 42.89
Raytheon Technologies Corp (RTX) 0.1 $237k 2.9k 81.92
Accenture Plc Ireland Shs Class A (ACN) 0.1 $236k +8% 919.00 256.80
Analog Devices (ADI) 0.1 $236k +17% 1.7k 139.15
UnitedHealth (UNH) 0.1 $235k 465.00 505.38
United States Steel Corporation (X) 0.1 $235k 13k 18.14
Invesco Exchange Traded Fd T Dwa Technology (PTF) 0.1 $234k 2.2k 106.36
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $233k 4.3k 54.30
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL) 0.1 $228k 7.7k 29.61
Ishares Tr Rus 1000 Etf (IWB) 0.1 $228k 1.2k 197.57
Merck & Co (MRK) 0.1 $227k +6% 2.6k 86.25
Digital Realty Trust (DLR) 0.1 $227k +13% 2.3k 99.13
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $226k 3.9k 57.90
Blackrock Science & Technolo SHS (BST) 0.1 $226k -3% 7.7k 29.37
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $223k NEW 3.9k 57.70
Kla Corp Com New (KLAC) 0.1 $223k NEW 738.00 302.17
Cleveland-cliffs (CLF) 0.1 $216k +6% 16k 13.49
First Tr Exchange Traded Utilities Alph (FXU) 0.1 $215k 7.0k 30.60
Palo Alto Networks (PANW) 0.1 $212k +177% 1.3k 163.96
Shell Spon Ads (SHEL) 0.1 $211k 4.2k 49.73
Amgen (AMGN) 0.1 $205k 911.00 225.03
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.1 $202k -2% 9.8k 20.61
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $201k 2.0k 98.87
Vanguard Index Fds Value Etf (VTV) 0.1 $200k -56% 1.6k 123.46
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $200k NEW 5.5k 36.52
Ishares Tr Core High Dv Etf (HDV) 0.1 $197k 2.2k 91.25
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $195k 1.5k 128.80
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.1 $191k 10k 19.10
Ishares Tr Msci Eafe Etf (EFA) 0.1 $191k NEW 3.4k 56.01
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.1 $180k NEW 5.4k 33.33
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $179k NEW 4.5k 40.17
Invesco SHS (IVZ) 0.1 $177k NEW 13k 13.70
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.1 $174k NEW 8.7k 20.05
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.1 $172k NEW 5.3k 32.45
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $163k NEW 2.6k 63.42
Ford Motor Company (F) 0.1 $155k 14k 11.21
Global X Fds Lithium Btry Etf (LIT) 0.1 $153k NEW 2.3k 66.06
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $152k NEW 4.8k 31.59
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 0.1 $141k NEW 2.9k 48.98
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $138k NEW 5.6k 24.69
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $137k -70% 7.4k 18.51
Wisdomtree Tr Intk Mltifactr (DWMF) 0.1 $134k NEW 6.2k 21.73
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $134k NEW 3.9k 34.78
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $130k NEW 4.0k 32.61
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $127k NEW 2.4k 52.18
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $126k NEW 1.0k 126.00
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.1 $125k NEW 3.0k 41.67
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $114k 10k 11.02
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.0 $104k -54% 2.4k 43.41
Vanguard Index Fds Small Cp Etf (VB) 0.0 $102k NEW 599.00 170.28
First Tr Exchange-traded Multi Asset Di (MDIV) 0.0 $100k NEW 6.9k 14.47
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $100k NEW 2.0k 50.10
Cohn Robbins Holdings Corp Com Cl A 0.0 $99k 10k 9.90
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $95k NEW 2.6k 35.88
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) 0.0 $93k NEW 2.8k 32.69
Quantumscape Corp Com Cl A (QS) 0.0 $88k +3% 11k 8.42
Invesco Db Multi-sector Comm Energy Fd (DBE) 0.0 $88k NEW 3.9k 22.73
Vaneck Etf Trust Agribusiness Etf (MOO) 0.0 $87k NEW 1.1k 80.86
First Tr Exchng Traded Fd Vi Cboe Vest Us Dep (DAPR) 0.0 $86k NEW 3.0k 28.67
Fidelity Covington Trust Msci Utils Index (FUTY) 0.0 $82k NEW 1.9k 42.14
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $79k NEW 828.00 95.41
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $77k NEW 2.7k 28.11
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $76k NEW 942.00 80.68
Nuveen Quality Pref. Inc. Fund II (JPS) 0.0 $75k -80% 11k 6.57
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.0 $73k NEW 1.4k 53.99
Ishares Tr Russell 2000 Etf (IWM) 0.0 $73k NEW 445.00 164.04
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $71k -76% 1.8k 40.30
Ishares Tr Tips Bd Etf (TIP) 0.0 $69k NEW 656.00 105.18
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $67k NEW 1.0k 67.00
First Tr Exchange-traded S&p Intl Divid (FID) 0.0 $66k NEW 4.8k 13.65
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $66k NEW 1.7k 38.53
Vaneck Etf Trust Vaneck Shrt Muni (SMB) 0.0 $63k NEW 3.8k 16.62
First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) 0.0 $60k NEW 2.0k 30.00
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $59k NEW 2.0k 29.11
Wisdomtree Tr Us High Dividend (DHS) 0.0 $54k NEW 709.00 76.16
Ishares Tr Eafe Value Etf (EFV) 0.0 $53k NEW 1.4k 38.35
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $51k NEW 875.00 58.29
Ishares Tr Short Treas Bd (SHV) 0.0 $50k NEW 454.00 110.13
First Tr Exchange-traded Lunt Us Factor (FCTR) 0.0 $49k NEW 1.9k 26.08
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $49k NEW 976.00 50.20
Global X Fds Cybrscurty Etf (BUG) 0.0 $48k NEW 2.0k 24.00
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $47k NEW 808.00 58.17
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $47k NEW 2.0k 24.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $46k NEW 611.00 75.29
Vanguard World Fds Consum Stp Etf (VDC) 0.0 $45k NEW 259.00 173.75
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $44k NEW 599.00 73.46
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $44k NEW 1.0k 41.94
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $43k NEW 419.00 102.63
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $43k NEW 252.00 170.63
First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $42k NEW 700.00 60.00
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $42k NEW 851.00 49.35
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $42k NEW 1.6k 26.23
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $42k NEW 344.00 122.09
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $41k NEW 659.00 62.22
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $41k NEW 864.00 47.45
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $40k NEW 701.00 57.06
Ring Energy (REI) 0.0 $39k NEW 17k 2.33
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $39k NEW 553.00 70.52
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $37k NEW 426.00 86.85
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.0 $36k NEW 596.00 60.40
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.0 $34k NEW 400.00 85.00
John Hancock Exchange Traded Multifactor Fi 0.0 $34k NEW 825.00 41.21
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $33k NEW 679.00 48.60
Alps Etf Tr Alerian Energy (ENFR) 0.0 $33k NEW 1.7k 19.86
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $33k NEW 1.7k 19.13
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $32k NEW 334.00 95.81
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.0 $32k NEW 318.00 100.63
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.0 $32k NEW 660.00 48.48
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $31k NEW 564.00 54.96
Fidelity Covington Trust Msci Matls Index (FMAT) 0.0 $30k NEW 794.00 37.78
Invesco Exch Traded Fd Tr Ii S&p Smlcp Stap (PSCC) 0.0 $30k NEW 325.00 92.31
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $30k NEW 126.00 238.10
Etf Managers Tr Prime Cybr Scrty (HACK) 0.0 $30k NEW 700.00 42.86
John Hancock Exchange Traded Mltfactr Indls 0.0 $30k NEW 696.00 43.10
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $29k NEW 332.00 87.35
Ishares Tr Us Aer Def Etf (ITA) 0.0 $29k NEW 317.00 91.48
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.0 $29k NEW 1.7k 17.31
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $28k NEW 311.00 90.03
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $28k NEW 640.00 43.75
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $27k NEW 332.00 81.33
Spdr Ser Tr S&p Metals Mng (XME) 0.0 $27k NEW 633.00 42.65
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $27k NEW 938.00 28.78
Invesco Exchange Traded Fd T Dwa Basic Matl (PYZ) 0.0 $26k NEW 375.00 69.33
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $25k NEW 1.4k 17.86
Ishares Tr Russell 3000 Etf (IWV) 0.0 $24k NEW 115.00 208.70
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $24k NEW 167.00 143.71
Wisdomtree Tr Us Smallcap Fund (EES) 0.0 $24k NEW 613.00 39.15
Etf Managers Tr Etfmg Altr Hrvst (MJ) 0.0 $24k NEW 5.2k 4.57
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $23k NEW 570.00 40.35
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $21k NEW 68.00 308.82
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $21k NEW 430.00 48.84
Ishares Tr Us Consum Discre (IYC) 0.0 $21k NEW 368.00 57.07
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $20k NEW 331.00 60.42
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $20k NEW 194.00 103.09
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $20k NEW 338.00 59.17
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $20k NEW 443.00 45.15
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.0 $19k NEW 150.00 126.67
Kraneshares Tr Csi Chi Internet (KWEB) 0.0 $19k NEW 760.00 25.00
Vanguard World Fds Industrial Etf (VIS) 0.0 $19k NEW 122.00 155.74
Global X Fds Russell 2000 (RYLD) 0.0 $18k NEW 952.00 18.91
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $18k NEW 310.00 58.06
Global X Fds S&p 500 Covered (XYLD) 0.0 $18k NEW 460.00 39.13
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $17k NEW 1.1k 15.45
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $15k NEW 906.00 16.56
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $15k NEW 1.0k 14.81
Ishares Tr Global Tech Etf (IXN) 0.0 $15k NEW 348.00 43.10
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.0 $13k NEW 305.00 42.62
First Tr Exchange Traded Finls Alphadex (FXO) 0.0 $13k NEW 344.00 37.79
First Tr Exchange-traded Nasdaq Bk Etf (FTXO) 0.0 $13k NEW 518.00 25.10
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $12k NEW 162.00 74.07
Ishares Tr Latn Amer 40 Etf (ILF) 0.0 $12k NEW 500.00 24.00
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $12k NEW 149.00 80.54
Ishares Tr Global Mater Etf (MXI) 0.0 $12k NEW 175.00 68.57
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.0 $11k NEW 146.00 75.34
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $11k NEW 317.00 34.70
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $10k NEW 48.00 208.33
First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $10k NEW 102.00 98.04
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $9.0k NEW 71.00 126.76
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $9.0k NEW 110.00 81.82
First Tr Exchange Traded Indls Prod Dur (FXR) 0.0 $9.0k NEW 186.00 48.39
Spdr Ser Tr S&p Homebuild (XHB) 0.0 $9.0k NEW 161.00 55.90
Ishares Tr Msci China Etf (MCHI) 0.0 $9.0k NEW 201.00 44.78
Spdr Ser Tr Hlth Care Svcs (XHS) 0.0 $9.0k NEW 103.00 87.38
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $8.0k NEW 144.00 55.56
Ishares Tr Us Industrials (IYJ) 0.0 $8.0k NEW 100.00 80.00
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $8.0k NEW 100.00 80.00
Vanguard World Fds Financials Etf (VFH) 0.0 $8.0k NEW 103.00 77.67
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $8.0k NEW 158.00 50.63
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $8.0k NEW 85.00 94.12
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $8.0k NEW 189.00 42.33
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $7.0k NEW 80.00 87.50
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) 0.0 $7.0k NEW 225.00 31.11
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $7.0k NEW 120.00 58.33
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $7.0k NEW 281.00 24.91
Ishares Tr China Sm-cap Etf (ECNS) 0.0 $6.0k NEW 204.00 29.41
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $6.0k NEW 146.00 41.10
Ishares Tr U.s. Pharma Etf (IHE) 0.0 $6.0k NEW 35.00 171.43
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $5.0k NEW 80.00 62.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $5.0k NEW 15.00 333.33
Vanguard Index Fds Large Cap Etf (VV) 0.0 $5.0k NEW 28.00 178.57
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $5.0k NEW 117.00 42.73
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.0 $5.0k NEW 284.00 17.61
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $4.0k NEW 15.00 266.67
Ishares Tr Mbs Etf (MBB) 0.0 $4.0k NEW 40.00 100.00
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $4.0k NEW 50.00 80.00
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $4.0k NEW 132.00 30.30
Ishares Tr Us Consm Staples (IYK) 0.0 $3.0k NEW 15.00 200.00
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.0 $3.0k NEW 44.00 68.18
Ishares Tr China Lg-cap Etf (FXI) 0.0 $3.0k NEW 111.00 27.03
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $3.0k NEW 65.00 46.15
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $3.0k NEW 117.00 25.64
Pimco Etf Tr 0-5 High Yield (HYS) 0.0 $2.0k NEW 19.00 105.26
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) 0.0 $2.0k NEW 133.00 15.04
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $2.0k NEW 100.00 20.00
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $2.0k NEW 69.00 28.99
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $2.0k NEW 43.00 46.51
Wisdomtree Tr Yield Enhanced (SHAG) 0.0 $2.0k NEW 54.00 37.04
Invesco Exchange Traded Fd T S&p500 Eql Rel (EWRE) 0.0 $2.0k NEW 67.00 29.85
Spdr Ser Tr Oilgas Equip (XES) 0.0 $1.0k NEW 24.00 41.67
Ishares Tr Europe Etf (IEV) 0.0 $1.0k NEW 38.00 26.32
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $1.0k NEW 38.00 26.32
Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $999.999900 NEW 9.00 111.11
Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) 0.0 $999.999400 NEW 43.00 23.26
Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $999.999000 NEW 26.00 38.46
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $0 NEW 4.00 0.00
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $0 NEW 21.00 0.00
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $0 NEW 6.00 0.00
First Tr Exchange-traded Nasdq Semcndtr (FTXL) 0.0 $0 NEW 6.00 0.00

Past Filings by EPG Wealth Management

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