Fund HoldingsEPG Wealth Management LLC

Total Portfolio Value
$396.40M
Total Bought
$54.91M
Total Sold
$0
Net Transaction
+$54.91M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
PACER FDS TR
US CASH COWS 100
072,396+72,39604,1871.06%+4,187
SOUTHERN CO(SO)017,129+17,1297841,5450.39%+760
INTERNATIONAL BUSINESS MACHS(IBM)06,384+6,38401,4110.36%+1,411
SPDR GOLD TR(GLD)010,354+10,3542,1252,5170.63%+392
ISHARES TR034,618+34,61819,58119,9685.04%+387
QUANTA SVCS INC014,329+14,3293,9184,2721.08%+354
CELSIUS HLDGS INC(CELH)011,270+11,27003530.09%+353
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
06,955+6,95503530.09%+353
INVESCO EXCH TRADED FD TR II07,875+7,87505650.14%+565
INTUITIVE SURGICAL INC0521+52102560.06%+256
AXON ENTERPRISE INC(AXON)02,070+2,0705738270.21%+254
ISHARES TR046,247+46,24705,4091.36%+5,409
LULULEMON ATHLETICA INC(LULU)03,459+3,45909390.24%+939
BERKSHIRE HATHAWAY INC DEL06,841+6,84103,1490.79%+3,149
NIKE INC(NKE)06,897+6,89706100.15%+610
ACCEL ENTERTAINMENT INC(ACEL)0168,101+168,10101,9530.49%+1,953
DOXIMITY INC(DOCS)014,000+14,00006100.15%+610
UNITED RENTALS INC(URI)02,500+2,50002,0250.51%+2,025
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
06,000+6,00002160.05%+216
SIMON PPTY GROUP INC NEW(SPG)01,254+1,25402120.05%+212
LOCKHEED MARTIN CORP(LMT)03,670+3,6701,9512,1450.54%+194
MCDONALDS CORP(MCD)07,154+7,15402,1790.55%+2,179
SELECT SECTOR SPDR TR
ST STR FINL ETF
037,084+37,08401,6810.42%+1,681
MSCI INC(MSCI)01,632+1,63209510.24%+951
LOWES COS INC(LOW)07,831+7,83102,1210.54%+2,121
ENERGY TRANSFER L P(ET)010,068+10,06801620.04%+162
FIRST TR EXCHANGE TRADED FD05,003+5,00301560.04%+156
TESLA INC(TSLA)02,713+2,7135597100.18%+150
HOME DEPOT INC(HD)06,164+6,16402,4980.63%+2,498
VANGUARD INDEX FDS04,042+4,04201,1450.29%+1,145
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
05,000+5,00001170.03%+117
META PLATFORMS INC(META)04,505+4,5052,4642,5790.65%+115
ISHARES TR018,827+18,82703,5730.90%+3,573
PAYPAL HLDGS INC(PYPL)06,183+6,18304820.12%+482
ISHARES TR07,282+7,28201,0900.27%+1,090
OMNICOM GROUP INC(OMC)06,052+6,0525356260.16%+91
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD 100
04,000+4,0000820.02%+82
ISHARES TR01,600+1,60003530.09%+353
ETFS GOLD TR(SGOL)025,208+25,20806330.16%+633
PUBLIC SVC ENTERPRISE GRP IN(PEG)011,898+11,8989901,0610.27%+72
FIRST TR VALUE LINE DIVID IN
SHS
024,771+24,77101,1270.28%+1,127
CUMMINS INC(CMI)01,994+1,99406460.16%+646
CISCO SYS INC(CSCO)026,097+26,09701,3890.35%+1,389
FIRST TR EXCHANGE-TRADED FD09,117+9,11708280.21%+828
SERVICENOW INC(NOW)01,655+1,6551,4221,4800.37%+58
SANOFI(SNY)017,029+17,0299279810.25%+54
KRANESHARES TRUST08,460+8,46002880.07%+288
ISHARES GOLD TR(IAU)010,795+10,79505370.14%+537
MOTOROLA SOLUTIONS INC(MSI)0820+82003690.09%+369
ROYAL BK CDA(RY)06,310+6,3107347870.20%+53
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
039,300+39,3001,3411,3920.35%+51
ISHARES TR04,659+4,65905760.15%+576
GILEAD SCIENCES INC(GILD)04,615+4,61503870.10%+387
MASTERCARD INCORPORATED(MA)02,730+2,73001,3480.34%+1,348
TRANE TECHNOLOGIES PLC(TT)0740+7402432870.07%+44
T-MOBILE US INC(TMUS)04,699+4,6999279700.24%+43
ISHARES TR
CORE MSCI TOTAL
02,924+2,9241702120.05%+43
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
037,500+37,5001,5541,5960.40%+42
GOLDMAN SACHS ETF TR06,442+6,44204990.13%+499
DUPONT DE NEMOURS INC(DD)011,464+11,4649831,0220.26%+39
VANECK ETF TRUST
URANI NUCLE ETF
0455+4550380.01%+38
AMGEN INC(AMGN)05,460+5,4601,7211,7590.44%+38
GALLAGHER ARTHUR J & CO(AJG)04,219+4,2191,1491,1870.30%+38
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
010,432+10,43206210.16%+621
DEERE & CO(DE)04,855+4,85502,0260.51%+2,026
GLOBAL X FDS
AGING POPUL ETF
012,286+12,28604030.10%+403
PAYCHEX INC(PAYX)09,910+9,91001,3300.34%+1,330
AMERIPRISE FINL INC(AMP)02,487+2,48701,1690.29%+1,169
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
06,465+6,46503520.09%+352
WALMART INC(WMT)06,910+6,9105265580.14%+32
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
038,900+38,90002,3030.58%+2,303
VANGUARD INDEX FDS01,397+1,39703690.09%+369
INVESCO LTD(IVZ)018,051+18,05103170.08%+317
AMERICAN EXPRESS CO(AXP)01,305+1,30503540.09%+354
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
05,446+5,44605620.14%+562
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
05,096+5,09601960.05%+196
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
04,350+4,35005230.13%+523
PHILLIPS EDISON & CO INC(PECO)018,912+18,91207130.18%+713
SHERWIN WILLIAMS CO(SHW)0999+99903810.10%+381
SELECT SECTOR SPDR TR
ST STR CARE ETF
022,300+22,30003,4350.87%+3,435
AUTOMATIC DATA PROCESSING IN01,255+1,2553223470.09%+25
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
0259+2590250.01%+25
VANGUARD INDEX FDS01,600+1,60002790.07%+279
DTE ENERGY CO(DTB)05,465+5,46507020.18%+702
AIR PRODS & CHEMS INC01,719+1,7194885120.13%+23
FIRST TR LRGE CP CORE ALPHA
COM SHS
014,340+14,34001,4940.38%+1,494
FREEPORT-MCMORAN INC(FCX)05,477+5,47702730.07%+273
FIRST TR LRG CP VL ALPHADEX
COM SHS
03,944+3,94403120.08%+312
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
041,651+41,6511,5081,5290.39%+21
ILLINOIS TOOL WKS INC(ITW)03,654+3,65409580.24%+958
FIDELITY NATL INFORMATION SV(FIS)09,165+9,16507680.19%+768
TJX COS INC NEW(TJX)02,788+2,78803280.08%+328
FIRST TR EXCH TRADED FD III019,144+19,14403470.09%+347
ISHARES TR
CORE HIGH DV ETF
02,057+2,05702420.06%+242
SPDR SER TR
ST STR CONV ETF
04,255+4,25503260.08%+326
CATERPILLAR INC(CAT)0564+56402210.06%+221
TRACTOR SUPPLY CO(TSCO)0934+93402720.07%+272
ISHARES TR01,203+1,20301620.04%+162
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
06,356+6,3564945100.13%+17
VANECK ETF TRUST
GOLD MINERS ETF
02,821+2,82101120.03%+112
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