Fund HoldingsEPG Wealth Management LLC

Total Portfolio Value
$331.55M
Total Bought
$26.58M
Total Sold
$23.13M
Net Transaction
+$3.45M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
NASDQ ARTFCIAL
042,073+42,07301,7040.51%+1,704
PALO ALTO NETWORKS INC(PANW)06,579+6,57901,5420.47%+1,542
SERVICENOW INC(NOW)01,576+1,57608810.27%+881
APPLIED MATLS INC06,321+6,32108750.26%+875
STRYKER CORPORATION(SYK)03,198+3,19808740.26%+874
BOSTON SCIENTIFIC CORP(BSX)016,529+16,52908730.26%+873
AMGEN INC(AMGN)03,810+3,81001,0240.31%+1,024
HOLOGIC INC011,105+11,10507710.23%+771
SELECT SECTOR SPDR TR
ST STR INDL ETF
06,277+6,27706360.19%+636
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
024,000+24,00008150.25%+815
MEDTRONIC PLC(MDT)06,745+6,74505290.16%+529
NVIDIA CORPORATION(NVDA)13,32914,055+7265,6386,1141.84%+475
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
05,443+5,44304190.13%+419
FIDELITY NATL INFORMATION SV(FIS)07,564+7,56404180.13%+418
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
06,000+6,00004070.12%+407
ALPHABET INC(GOOG)23,51724,603+1,0862,8153,2200.97%+405
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
010,725+10,72504110.12%+411
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
014,115+14,11504670.14%+467
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
012,000+12,00003550.11%+355
ISHARES TR05,607+5,60705750.17%+575
ELI LILLY & CO(LLY)6,1545,970-1842,8863,2060.97%+320
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
06,401+6,40103160.10%+316
SELECT SECTOR SPDR TR
ST STR ENERG ETF
29,26529,742+4772,3752,6880.81%+313
QUANTA SVCS INC10,02112,197+2,1761,9692,2820.69%+313
SIMPLIFY EXCHANGE TRADED FUN
VOLATILITY PREM
013,566+13,56603050.09%+305
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
06,600+6,60002920.09%+292
PEPSICO INC(PEP)17,84321,203+3,3603,3053,5931.08%+288
CHEVRON CORP NEW(CVX)9,27810,349+1,0711,4601,7450.53%+285
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
010,345+10,34503870.12%+387
GLOBAL X FDS
RBTCS ARTFL INTE
024,309+24,30906010.18%+601
TJX COS INC NEW(TJX)02,790+2,79002480.07%+248
ADOBE INC(ADBE)2,9853,308+3231,4601,6870.51%+227
ISHARES S&P GSCI COMMODITY-(GSG)09,800+9,80002210.07%+221
VALERO ENERGY CORP(VLO)01,552+1,55202200.07%+220
OLD DOMINION FREIGHT LINE IN(ODFL)2,8923,113+2211,0691,2740.38%+204
MARATHON PETE CORP(MPC)01,344+1,34402030.06%+203
FEDEX CORP(FDX)0761+76102020.06%+202
PIONEER NAT RES CO4,2804,711+4318871,0820.33%+195
META PLATFORMS INC(META)4,2024,589+3871,2061,3780.42%+172
ARISTA NETWORKS INC04,266+4,26607850.24%+785
MCKESSON CORP(MCK)3,3193,645+3261,4181,5850.48%+167
BERKSHIRE HATHAWAY INC DEL7,1137,379+2662,4252,5850.78%+159
BLACKSTONE INC(BX)07,773+7,77308330.25%+833
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
03,000+3,00001400.04%+140
CONOCOPHILLIPS(COP)14,03413,268-7661,4541,5890.48%+135
ABBVIE INC(ABBV)7,1337,330+1979611,0930.33%+132
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
107,244109,806+2,5624,8704,9881.50%+119
SCHWAB CHARLES CORP(SCHW)20,05222,848+2,7961,1371,2540.38%+118
JACOBS SOLUTIONS INC(J)03,846+3,84605250.16%+525
GALLAGHER ARTHUR J & CO(AJG)03,805+3,80508670.26%+867
EXXON MOBIL CORP9,5349,641+1071,0231,1340.34%+111
FIDELITY COVINGTON TRUST45,51144,484-1,0271,0091,1080.33%+100
UNITED RENTALS INC(URI)2,3642,579+2151,0531,1470.35%+94
DUPONT DE NEMOURS INC(DD)09,921+9,92107400.22%+740
WALMART INC(WMT)02,348+2,34803750.11%+375
MASTERCARD INCORPORATED(MA)2,4092,612+2039471,0340.31%+87
AMAZON COM INC(AMZN)19,01220,106+1,0942,4782,5560.77%+77
LULULEMON ATHLETICA INC(LULU)01,802+1,80206950.21%+695
ZOETIS INC(ZTS)04,032+4,03207020.21%+702
AMERIPRISE FINL INC(AMP)02,123+2,12307000.21%+700
HALLIBURTON CO(HAL)018,483+18,48307490.23%+749
AUTODESK INC02,693+2,69305570.17%+557
ALCOA CORP(AA)09,217+9,21702680.08%+268
TIDAL ETF TR II
YIELDMAX NVDA
02,602+2,6020570.02%+57
TIDAL ETF TR II
YIELDMAX GOOGL
02,840+2,8400560.02%+56
VISA INC(V)5,9596,389+4301,4151,4690.44%+54
TIDAL ETF TR II
YIELDMAX AAPL
02,833+2,8330530.02%+53
TIDAL ETF TR II
YIELD AMZN ETF
02,554+2,5540510.02%+51
ALPHABET INC(GOOG)04,440+4,44005850.18%+585
KRANESHARES TR03,061+3,0610840.03%+84
UNION PAC CORP(UNP)02,405+2,40504900.15%+490
UBER TECHNOLOGIES INC(UBER)010,298+10,29804740.14%+474
PRUDENTIAL FINL INC(PFH)02,689+2,68902550.08%+255
ISHARES TR
MSCI EAFE MIN VL
0760+7600500.01%+50
SELECT SECTOR SPDR TR
ST STR SVC ETF
29,72230,083+3611,9341,9730.59%+38
T-MOBILE US INC(TMUS)04,213+4,21305900.18%+590
INVESCO QQQ TR4,4294,663+2341,6361,6710.50%+34
SPDR SER TR
ST NUVE HIGH ETF
01,421+1,4210340.01%+34
DUKE ENERGY CORP NEW(DUK)09,052+9,05207990.24%+799
SPDR SER TR
SP O&G EXPL PRO
0350+3500520.02%+52
SKECHERS U S A INC015,889+15,88907780.23%+778
ACCENTURE PLC IRELAND
SHS CLASS A
01,825+1,82505610.17%+561
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT BASC
0375+3750290.01%+29
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
38,69440,252+1,5581,8221,8500.56%+27
CISCO SYS INC(CSCO)27,23226,668-5641,4091,4340.43%+25
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
016,985+16,98502540.08%+254
AUTOMATIC DATA PROCESSING IN01,187+1,18702850.09%+285
ISHARES TR0200+2000210.01%+21
UNITEDHEALTH GROUP INC(UNH)0615+61503100.09%+310
EXPEDIA GROUP INC(EXPE)02,156+2,15602220.07%+222
ALPS ETF TR
ALERIAN MLP
05,803+5,80302450.07%+245
SPDR SER TR
ST STR SP BIOT
0460+4600340.01%+34
WISDOMTREE TR(WT)01,000+1,0000170.01%+17
MARVELL TECHNOLOGY INC(MRVL)011,173+11,17306050.18%+605
ELECTRONIC ARTS INC(EA)03,223+3,22303880.12%+388
ISHARES TR
0-5 YR TIPS ETF
0113+1130110.00%+11
JPMORGAN CHASE & CO(JPM)31,13531,292+1574,5284,5381.37%+10
SELECT SECTOR SPDR TR
ST STR TECHN ETF
27,97729,729+1,7524,8644,8741.47%+9
ANALOG DEVICES INC(ADI)04,550+4,55007970.24%+797
S&P GLOBAL INC(SPGI)01,935+1,93507070.21%+707
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