HoldingsChannel.com
EPG Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD HIGH DIVIDEND YIELD ETF (VYM) 108,824 +108,824 $10,198
     VYM108,824+108,824$10,198
ISHARES CORE S&P 500 ETF (IVV) 29,563 +29,563 $9,556
     IVV29,563+29,563$9,556
ISHARES S&P 500 GROWTH ETF (IVW) 36,433 +36,433 $7,055
     IVW36,433+36,433$7,055
APPLE INC COM 18,537 +18,537 $5,444
     AAPL18,537+18,537$5,444
FIRST TRUST DEVELOPED MARKETS EX US ALPHADEX FUND (FDT) 80,686 +80,686 $4,489
     FDT80,686+80,686$4,489
ISHARES RUSSELL 1000 VALUE ETF (IWD) 28,926 +28,926 $3,948
     IWD28,926+28,926$3,948
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 18,749 +18,749 $3,298
     IWF18,749+18,749$3,298
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF (LMBS) 61,923 +61,923 $3,208
     LMBS61,923+61,923$3,208
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 59,332 +59,332 $2,992
     JPST59,332+59,332$2,992
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) 36,817 +36,817 $2,676
     ITOT36,817+36,817$2,676
HEALTH CARE SELECT SECTOR SPDR FUND (XLV) 24,906 +24,906 $2,537
     XLV24,906+24,906$2,537
BOEING CO COM 7,649 +7,649 $2,492
     BA7,649+7,649$2,492
FIRST TRUST EMERGING MARKETS ALPHADEX FUND (FEM) 92,776 +92,776 $2,462
     FEM92,776+92,776$2,462
ISHARES S&P SMALL CAP FUND (IJR) 28,559 +28,559 $2,395
     IJR28,559+28,559$2,395
MICROSOFT CORP COM 14,118 +14,118 $2,226
     MSFT14,118+14,118$2,226
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND (MINT) 20,645 +20,645 $2,097
     MINT20,645+20,645$2,097
SPDR GOLD SHARES (GLD) 13,769 +13,769 $1,968
     GLD13,769+13,769$1,968
ISHARES S&P MID CAP 400 VALUE ETF (IJJ) 10,425 +10,425 $1,780
     IJJ10,425+10,425$1,780
BERKSHIRE HATHAWAY INC DEL CL B NEW      $1,745
     BRK.B7,702+7,702$1,745
FIRST TRUST LARGE CAP CORE ALPHADEX FUND (FEX) 24,860 +24,860 $1,622
     FEX24,860+24,860$1,622
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY) 12,170 +12,170 $1,526
     XLY12,170+12,170$1,526
ISHARES S&P MIDCAP FUND (IJH) 7,351 +7,351 $1,513
     IJH7,351+7,351$1,513
CONSUMER STAPLES SELECT SECTOR SPDR FUND (XLP) 23,217 +23,217 $1,462
     XLP23,217+23,217$1,462
SPDR S&P MIDCAP 400 ETF (MDY) 3,730 +3,730 $1,400
     MDY3,730+3,730$1,400
DISNEY WALT CO COM DISNEY 9,570 +9,570 $1,384
     DIS9,570+9,570$1,384
DOMINION ENERGY INC COM 16,421 +16,421 $1,360
     D16,421+16,421$1,360
JPMORGAN CHASE & CO COM 9,390 +9,390 $1,309
     JPM9,390+9,390$1,309
TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) 12,867 +12,867 $1,180
     XLK12,867+12,867$1,180
FIDELITY MSCI CONSUMER STAPLES INDEX ETF (FSTA) 29,196 +29,196 $1,100
     FSTA29,196+29,196$1,100
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) 15,150 +15,150 $1,098
     FTEC15,150+15,150$1,098
VANGUARD SHORT TERM INFLATION PROTECTED SECURITIES ETF (VTIP) 20,420 +20,420 $1,006
     VTIP20,420+20,420$1,006
PEPSICO INC COM 7,320 +7,320 $1,000
     PEP7,320+7,320$1,000
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF (FCOM) 27,793 +27,793 $994
     FCOM27,793+27,793$994
HOME DEPOT INC COM 4,502 +4,502 $983
     HD4,502+4,502$983
JANUS HENDERSON SHORT DURATION INCOME ETF (VNLA) 19,385 +19,385 $961
     VNLA19,385+19,385$961
PAYPAL HLDGS INC COM 8,665 +8,665 $937
     PYPL8,665+8,665$937
ISHARES S&P 500 VALUE ETF (IVE) 6,311 +6,311 $821
     IVE6,311+6,311$821
FINANCIAL SELECT SECTOR SPDR FUND (XLF) 25,301 +25,301 $779
     XLF25,301+25,301$779
PROCTER & GAMBLE CO COM 6,214 +6,214 $776
     PG6,214+6,214$776
SALESFORCE COM INC COM 4,712 +4,712 $766
     CRM4,712+4,712$766
JOHN HANCOCK MULTIFACTOR MID CAP ETF (JHMM) 18,676 +18,676 $731
     JHMM18,676+18,676$731
SPDR S&P 500 ETF (SPY) 2,047 +2,047 $659
     SPY2,047+2,047$659
LOCKHEED MARTIN CORP COM 1,690 +1,690 $658
     LMT1,690+1,690$658
CISCO SYS INC COM 12,580 +12,580 $603
     CSCO12,580+12,580$603
AMAZON COM INC COM 315 +315 $582
     AMZN315+315$582
VISA INC COM CL A 2,906 +2,906 $546
     V2,906+2,906$546
VANGUARD SMALL CAP VALUE INDEX FUND (VBR) 3,752 +3,752 $514
     VBR3,752+3,752$514
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 10,821 +10,821 $481
     VWO10,821+10,821$481
JOHNSON & JOHNSON COM 3,244 +3,244 $473
     JNJ3,244+3,244$473
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 2,879 +2,879 $471
     VTI2,879+2,879$471

See Full List: All Stocks Held By EPG Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By EPG Wealth Management LLC

Size ($ in 1000's)
At 12/31/2019: $136,548
At 09/30/2019: $0

EPG Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from EPG Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

EPG Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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