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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, VGSH, and represent 18.23% of EPG Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VEA (+$7.9M), MSFT, BAC, GOOGL, BX, CSCO, SNOW, WMT, AZN, VST.
Started 16 new stock positions in VST, AZN, DXCM, MRK, PECO, UL, LHX, BIZD, HDV, SLV. GEV, GOVT, FCX, SNOW, EFAV, USMV.
Reduced shares in these 10 stocks: IQLT (-$7.9M), , , STX, UBER, PYPL, CAT, AstraZeneca, , IBIT.
Sold out of its positions in ACES, AA, AstraZeneca, COF, FIS, SKYY, HPQ, SPGP, SGOV, IBIT. J, PYPL, CRM, UNH, RIG.
EPG Wealth Management was a net buyer of stock by $128k.
EPG Wealth Management has $369M in assets under management (AUM), dropping by -0.60%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	4.6	$17M		26k	653.22	View chart
NVIDIA Corporation (NVDA)	4.1	$15M	-2%	88k	174.40	View chart
Apple (AAPL)	3.7	$14M		54k	253.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.0	$11M		76k	148.10	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.7	$10M		173k	58.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.7	$9.9M	+2%	88k	113.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.4	$8.8M	+18%	31k	287.56	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$8.1M	+3790%	127k	64.08	View chart
Microsoft Corporation (MSFT)	2.2	$8.1M	+37%	22k	370.17	View chart
Quanta Services (PWR)	2.1	$7.7M	-7%	14k	549.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.0	$7.5M		111k	67.53	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	1.8	$6.8M		89k	76.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.8	$6.6M		16k	426.40	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.7	$6.2M	+5%	134k	46.07	View chart
JPMorgan Chase & Co. (JPM)	1.7	$6.1M		21k	294.17	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.5	$5.5M		88k	62.56	View chart
Amazon (AMZN)	1.5	$5.5M	+5%	26k	208.27	View chart
Coca-Cola Company (KO)	1.2	$4.4M		58k	76.05	View chart
Eli Lilly & Co. (LLY)	1.2	$4.4M	-11%	4.8k	919.71	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.2	$4.3M		32k	132.90	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$4.2M		60k	69.75	View chart
Broadcom (AVGO)	1.0	$3.8M	+3%	12k	309.52	View chart
Caterpillar (CAT)	0.9	$3.3M	-23%	4.7k	708.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$3.3M	-4%	7.7k	430.32	View chart
Cisco Systems (CSCO)	0.9	$3.3M	+60%	43k	77.59	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.9	$3.2M	-13%	9.5k	337.95	View chart
Chevron Corporation (CVX)	0.8	$3.1M	+9%	15k	206.90	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$3.1M		14k	213.67	View chart
Palo Alto Networks (PANW)	0.8	$3.1M	+22%	19k	160.32	View chart
Deere & Company (DE)	0.8	$3.0M	+2%	5.4k	563.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$3.0M		6.2k	479.18	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.8	$2.9M	-33%	7.5k	391.76	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.8	$2.9M	+4%	46k	62.68	View chart
Wal-Mart Stores (WMT)	0.8	$2.9M	+66%	23k	124.28	View chart
Applied Materials (AMAT)	0.8	$2.8M		8.1k	341.79	View chart
Charles Schwab Corporation (SCHW)	0.7	$2.7M		29k	93.98	View chart
Visa Com Cl A (V)	0.7	$2.6M	+2%	8.7k	302.23	View chart
Blackrock (BLK)	0.7	$2.6M	+7%	2.7k	961.62	View chart
Meta Platforms Cl A (META)	0.7	$2.5M	+4%	4.5k	572.12	View chart
Lockheed Martin Corporation (LMT)	0.7	$2.5M		4.1k	604.37	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.7	$2.4M		28k	86.52	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.7	$2.4M	-16%	39k	61.26	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$2.4M	+148%	21k	114.99	View chart
McDonald's Corporation (MCD)	0.6	$2.3M	+2%	7.6k	310.77	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.6	$2.3M		16k	146.61	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$2.3M	-13%	28k	82.57	View chart
Amgen (AMGN)	0.6	$2.3M	+5%	6.5k	351.86	View chart
Honeywell International (HON)	0.6	$2.3M		10k	226.03	View chart
United Rentals (URI)	0.6	$2.2M	+3%	3.0k	728.61	View chart
Netflix (NFLX)	0.6	$2.0M	+5%	21k	96.15	View chart
ConocoPhillips (COP)	0.5	$2.0M	+4%	15k	132.00	View chart
Arista Networks Com Shs (ANET)	0.5	$1.9M	+3%	16k	122.78	View chart
Analog Devices (ADI)	0.5	$1.9M		5.9k	318.12	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.5	$1.8M		17k	110.86	View chart
Johnson & Johnson (JNJ)	0.5	$1.8M	+2%	7.5k	244.44	View chart
Verizon Communications (VZ)	0.5	$1.8M		36k	50.20	View chart
International Business Machines (IBM)	0.5	$1.7M		7.1k	242.38	View chart
Lowe's Companies (LOW)	0.5	$1.7M		7.2k	236.28	View chart
Bank of America Corporation (BAC)	0.5	$1.7M	+499%	35k	48.75	View chart
Monster Beverage Corp (MNST)	0.5	$1.7M	-13%	23k	72.46	View chart
Costco Wholesale Corporation (COST)	0.4	$1.6M	-3%	1.6k	996.35	View chart
SLB Com Stk (SLB)	0.4	$1.6M		31k	51.39	View chart
McKesson Corporation (MCK)	0.4	$1.5M	-27%	1.8k	865.22	View chart
Kla Corp Com New (KLAC)	0.4	$1.5M	-28%	1.0k	1472.41	View chart
Southern Company (SO)	0.4	$1.5M		16k	96.52	View chart
Ecolab (ECL)	0.4	$1.4M		5.4k	266.04	View chart
Procter & Gamble Company (PG)	0.4	$1.4M	+24%	9.7k	144.44	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$1.3M		6.4k	208.03	View chart
TJX Companies (TJX)	0.4	$1.3M	+2%	8.3k	159.71	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$1.3M		2.0k	650.26	View chart
Home Depot (HD)	0.3	$1.3M		3.9k	328.90	View chart
Ameriprise Financial (AMP)	0.3	$1.2M	+3%	2.8k	444.35	View chart
Qualcomm (QCOM)	0.3	$1.2M	-5%	9.7k	128.78	View chart
Shell Spon Ads (SHEL)	0.3	$1.2M	+2%	13k	93.00	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.2M		2.5k	499.71	View chart
Marvell Technology (MRVL)	0.3	$1.2M	+2%	12k	99.05	View chart
Boston Scientific Corporation (BSX)	0.3	$1.2M	+8%	19k	62.75	View chart
Boeing Company (BA)	0.3	$1.2M	-3%	6.1k	199.01	View chart
Snowflake Com Shs (SNOW)	0.3	$1.2M	NEW	8.0k	150.82	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.3	$1.2M	-21%	36k	34.02	View chart
Uber Technologies (UBER)	0.3	$1.2M	-50%	17k	71.93	View chart
Rbc Cad (RY)	0.3	$1.2M	+3%	7.2k	161.78	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.3	$1.2M		17k	68.12	View chart
Stryker Corporation (SYK)	0.3	$1.2M		3.6k	328.60	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.2M		6.1k	192.89	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.1M		6.8k	169.65	View chart
Illinois Tool Works (ITW)	0.3	$1.1M	+2%	4.4k	260.31	View chart
Metropcs Communications (TMUS)	0.3	$1.1M	+3%	5.4k	210.01	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$1.1M		25k	44.62	View chart
Arthur J. Gallagher & Co. (AJG)	0.3	$1.1M		5.1k	216.60	View chart
Pepsi (PEP)	0.3	$1.1M	+56%	7.1k	155.30	View chart
Public Service Enterprise (PEG)	0.3	$1.1M	+3%	13k	80.95	View chart
Astrazeneca Ord (AZN)	0.3	$1.1M	NEW	5.5k	197.22	View chart
Phillips 66 (PSX)	0.3	$1.1M	+2%	5.9k	182.18	View chart
Abbott Laboratories (ABT)	0.3	$1.1M	-7%	11k	102.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.1M	+2%	3.4k	320.84	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$1.1M		22k	48.86	View chart
Servicenow (NOW)	0.3	$1.0M	+3%	10k	104.55	View chart
S&p Global (SPGI)	0.3	$1.0M	-2%	2.5k	425.27	View chart
Halliburton Company (HAL)	0.3	$1.0M		27k	38.99	View chart
Oracle Corporation (ORCL)	0.3	$1.0M	+11%	6.9k	147.11	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$1.0M		4.6k	218.76	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.0M		7.0k	142.44	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$967k	+11%	19k	49.95	View chart
Paychex (PAYX)	0.3	$962k	-5%	10k	92.12	View chart
Truist Financial Corp equities (TFC)	0.3	$959k	-8%	21k	45.97	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$929k	+4%	19k	49.89	View chart
Totalenergies Se Act (TTE)	0.3	$927k	+4%	10k	90.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$919k		3.2k	286.84	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$907k	+2%	18k	50.66	View chart
Sanofi Sa Sponsored Adr (SNY)	0.2	$903k		19k	48.18	View chart
Genuine Parts Company (GPC)	0.2	$902k	-7%	8.5k	105.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$876k		1.5k	577.36	View chart
Duke Energy Corp Com New (DUK)	0.2	$854k	+5%	6.5k	130.95	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$853k		9.7k	88.16	View chart
CSX Corporation (CSX)	0.2	$832k		20k	41.05	View chart
Texas Instruments Incorporated (TXN)	0.2	$825k	+16%	4.2k	194.13	View chart
Kroger (KR)	0.2	$805k	+3%	11k	72.36	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$797k		16k	49.37	View chart
Vistra Energy (VST)	0.2	$767k	NEW	5.1k	150.32	View chart
Micron Technology (MU)	0.2	$734k		2.2k	337.89	View chart
Unilever Spon Adr New (UL)	0.2	$734k	NEW	13k	56.97	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$708k		3.4k	211.12	View chart
Doordash Cl A (DASH)	0.2	$699k	+2%	4.7k	150.15	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$697k	+5%	5.6k	125.46	View chart
Dupont De Nemours (DD)	0.2	$693k	+6%	15k	45.80	View chart
Dex (DXCM)	0.2	$689k	NEW	11k	62.80	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$677k	-92%	15k	46.23	View chart
L3harris Technologies (LHX)	0.2	$648k	NEW	1.9k	345.22	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$646k	+8%	4.0k	161.73	View chart
Celsius Hldgs Com New (CELH)	0.2	$646k	+6%	18k	35.48	View chart
Medtronic SHS (MDT)	0.2	$626k	+2%	7.2k	86.65	View chart
Axon Enterprise (AXON)	0.2	$619k	-3%	1.5k	424.69	View chart
Roblox Corp Cl A (RBLX)	0.2	$614k	+133%	11k	56.56	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$607k		4.6k	132.50	View chart
Kimco Realty Corporation (KIM)	0.2	$606k	-12%	27k	22.47	View chart
Gilead Sciences (GILD)	0.2	$597k	-3%	4.3k	139.36	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$583k		8.7k	67.12	View chart
Air Products & Chemicals (APD)	0.2	$575k	+14%	2.0k	290.44	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$556k		6.1k	90.53	View chart
Abbvie (ABBV)	0.1	$536k	-3%	2.5k	217.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$517k		4.2k	124.32	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.1	$510k	+8%	11k	46.16	View chart
Altria (MO)	0.1	$477k		7.2k	65.99	View chart
Deckers Outdoor Corporation (DECK)	0.1	$463k	+2%	4.6k	100.09	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$456k		4.3k	106.15	View chart
Royal Caribbean Cruises (RCL)	0.1	$447k	+2%	1.6k	275.21	View chart
Tesla Motors (TSLA)	0.1	$441k	-5%	1.2k	371.75	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$439k		4.0k	108.97	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$423k		1.5k	287.19	View chart
Citigroup Com New (C)	0.1	$423k	+7%	3.7k	113.40	View chart
AvalonBay Communities (AVB)	0.1	$409k	+3%	2.5k	163.38	View chart
Valero Energy Corporation (VLO)	0.1	$399k		1.6k	247.08	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$375k	-3%	13k	28.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$356k	+3%	6.3k	56.68	View chart
Marathon Petroleum Corp (MPC)	0.1	$345k		1.4k	244.19	View chart
Bristol Myers Squibb (BMY)	0.1	$327k		5.4k	60.65	View chart
Albemarle Corporation (ALB)	0.1	$325k	-3%	1.8k	179.56	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$321k		6.4k	50.61	View chart
Sherwin-Williams Company (SHW)	0.1	$301k	+8%	939.00	320.62	View chart
Trane Technologies SHS (TT)	0.1	$299k		717.00	416.96	View chart
American Express Company (AXP)	0.1	$295k		974.00	302.35	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$294k		2.0k	145.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$291k		1.4k	215.03	View chart
United Parcel Svcs CL B (UPS)	0.1	$287k		2.9k	98.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$284k		2.9k	97.14	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$284k		2.0k	142.16	View chart
At&t (T)	0.1	$283k		9.8k	28.99	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$257k		720.00	356.56	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.1	$247k		8.7k	28.43	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$247k	+7%	2.8k	86.63	View chart
Morgan Stanley Com New (MS)	0.1	$235k		1.4k	164.56	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$235k	-3%	4.5k	52.64	View chart
Simon Property (SPG)	0.1	$234k		1.3k	186.53	View chart
Palantir Technologies Cl A (PLTR)	0.1	$227k	-12%	1.6k	146.28	View chart
Automatic Data Processing (ADP)	0.1	$219k	-8%	1.1k	203.16	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$217k	NEW	3.2k	68.14	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$214k	NEW	5.7k	37.42	View chart
Ge Vernova (GEV)	0.1	$209k	NEW	239.00	874.32	View chart
Ge Aerospace Com New (GE)	0.1	$208k		732.00	283.95	View chart
Merck & Co (MRK)	0.1	$206k	NEW	1.7k	120.31	View chart
Freeport Mcmoran CL B (FCX)	0.1	$205k	NEW	3.5k	58.78	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$202k		11k	19.30	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$199k	+12%	455.00	437.13	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$198k	-13%	1.2k	168.80	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$186k		971.00	191.90	View chart
Cion Invt Corp (CION)	0.0	$173k		25k	6.84	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.0	$158k		8.5k	18.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$152k		773.00	196.31	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$146k		1.8k	79.56	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$144k		1.8k	81.99	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.0	$128k		2.6k	49.59	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$123k		2.2k	56.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$123k	-38%	643.00	191.85	View chart
Vanguard World Health Car Etf (VHT)	0.0	$123k		453.00	272.19	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.0	$119k		1.4k	83.43	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$119k		1.7k	70.17	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$118k		2.2k	52.55	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$117k		2.3k	49.97	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$116k	+38%	2.5k	45.89	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$116k		612.00	189.58	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.0	$112k		3.3k	33.69	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$112k		2.6k	43.13	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$109k	-23%	1.2k	91.81	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$104k		811.00	127.75	View chart
Spdr Series Trust State Street Spd (CWB)	0.0	$100k		1.1k	91.52	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$99k		2.3k	42.31	View chart
Spdr Series Trust State Street Spd (XOP)	0.0	$91k		500.00	181.83	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$90k		362.00	248.08	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$89k		232.00	383.40	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$88k		920.00	95.72	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$86k	-5%	1.7k	50.99	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$85k		1.7k	50.34	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$83k		854.00	96.73	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$80k	-49%	799.00	100.19	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$73k	-50%	799.00	91.64	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$69k		210.00	328.66	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.0	$64k		1.7k	38.21	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$63k		415.00	151.41	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$63k		470.00	133.10	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$61k		1.0k	59.07	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$58k	NEW	638.00	91.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$54k		614.00	88.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$53k		176.00	302.25	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$52k		736.00	70.19	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$51k	NEW	4.0k	12.80	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$51k	NEW	2.2k	22.91	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$50k		454.00	110.47	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$50k	NEW	539.00	92.82	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$45k		1.2k	36.28	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$44k	NEW	323.00	135.72	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$44k		195.00	224.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$44k		551.00	79.20	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.0	$41k		938.00	43.70	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$41k		58.00	697.72	View chart
Vanguard World Industrial Etf (VIS)	0.0	$40k		128.00	311.77	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$38k		690.00	54.55	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$37k		102.00	360.18	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$36k		682.00	52.35	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$35k		1.4k	24.80	View chart
Spdr Series Trust State Street Spd (SPTS)	0.0	$34k		1.2k	29.19	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$33k		201.00	165.70	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.0	$31k		465.00	67.02	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$31k		119.00	257.35	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$31k		166.00	183.87	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$30k		318.00	94.27	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$29k		93.00	313.81	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$28k		259.00	109.69	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.0	$28k		1.0k	28.23	View chart
Fidelity Covington Trust Disruptive Autom (FBOT)	0.0	$28k		847.00	33.09	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$27k		607.00	44.86	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.0	$27k		586.00	45.17	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$26k		204.00	124.97	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Basc (PYZ)	0.0	$26k		213.00	119.55	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$24k		449.00	53.18	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$23k	+9%	336.00	68.19	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$23k		126.00	181.42	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$23k		205.00	110.51	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$20k		179.00	111.43	View chart
Ishares Tr Global Mater Etf (MXI)	0.0	$19k		179.00	106.16	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$18k	+658%	326.00	56.58	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$18k		245.00	74.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$18k	-76%	30.00	597.97	View chart
Ring Energy (REI)	0.0	$18k		12k	1.53	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$17k		71.00	239.99	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$16k		194.00	82.75	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$16k		145.00	108.99	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$16k		323.00	48.39	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$16k		108.00	144.71	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$15k	-49%	252.00	60.44	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$14k		202.00	70.26	View chart
Spdr Series Trust State Street Spd (SPMB)	0.0	$14k		625.00	22.39	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$14k		53.00	260.89	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$13k		698.00	18.28	View chart
Vanguard World Financials Etf (VFH)	0.0	$12k		103.00	120.81	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$12k		409.00	30.30	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$12k	+4%	161.00	76.54	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$12k		142.00	86.69	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$12k		99.00	118.60	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$12k	+147%	119.00	97.91	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$11k		409.00	26.30	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$11k		150.00	70.95	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$10k		110.00	94.56	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$10k		110.00	93.93	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.0	$9.3k		107.00	87.07	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$8.5k		28.00	303.29	View chart
Spdr Series Trust State Street Spd (RWR)	0.0	$8.4k		84.00	100.45	View chart
Spdr Series Trust State Street Spd (SJNK)	0.0	$8.3k		331.00	24.98	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$8.1k		85.00	95.44	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$8.0k		117.00	68.47	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$7.7k		163.00	46.95	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$7.2k		72.00	100.62	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$7.0k		45.00	155.11	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$6.5k		61.00	106.51	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$5.9k		50.00	118.46	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$5.6k	-5%	122.00	46.19	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$5.6k		59.00	95.14	View chart
Spdr Series Trust State Street Spd (HAIL)	0.0	$5.6k		173.00	32.41	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$5.3k		66.00	80.05	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$5.0k		98.00	51.23	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$4.6k		75.00	61.64	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$4.1k		44.00	94.18	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$4.0k		133.00	30.07	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$4.0k		111.00	35.90	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$3.9k		40.00	98.70	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$3.8k		48.00	78.77	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$3.6k		45.00	79.11	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.0	$3.4k		193.00	17.44	View chart
Kraneshares Trust Kraneshares Valu (KVLE)	0.0	$3.3k		134.00	24.88	View chart
Ishares Tr Us Consm Staples (IYK)	0.0	$3.2k		45.00	70.02	View chart
Ishares Tr Europe Etf (IEV)	0.0	$2.6k		38.00	67.95	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$1.9k		41.00	47.54	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$1.9k		37.00	50.49	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$1.7k		34.00	50.38	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$1.5k		33.00	46.61	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.0	$888.000000		6.00	148.00	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$722.000200		17.00	42.47	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$632.000000		8.00	79.00	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$592.000000		10.00	59.20	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$315.000000		4.00	78.75	View chart

Past Filings by EPG Wealth Management

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

EPG Wealth Management 2026 Q1 filed May 7, 2026
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

View all past filings

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