Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
EPG WEALTH MANAGEMENT LLC 11-13-2023 09-30-2023 420 331,546,586
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $16,769,624 97,948 0.01 0.01 2,717 2.85 09-30-2023
ISHARES TR CORE S&P500 ETF 2 $15,410,379 35,886 0.00 0.00 -44 -0.12 09-30-2023
VANGUARD WHITEHALL FDS HIGH DIV YLD 3 $15,077,987 145,935 0.00 0.00 -204 -0.14 09-30-2023
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 4 $13,585,725 235,863 0.00 0.00 -2,321 -0.97 09-30-2023
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