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 |
|---|---|---|---|---|---|---|---|---|---|
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 101 | $1,274,334 | 26,565 | 0.00 | 0.00 | -844 | -3.08 | 09-30-2023 |
| OLD DOMINION FREIGHT LINE IN | COM | 102 | $1,273,631 | 3,113 | 0.00 | 0.00 | 221 | 7.64 | 09-30-2023 |
| SCHWAB CHARLES CORP | COM | 103 | $1,254,337 | 22,848 | 0.00 | 0.00 | 2,796 | 13.94 | 09-30-2023 |
| FIRST TR LRGE CP CORE ALPHA | COM SHS | 104 | $1,222,817 | 15,078 | 0.00 | 0.00 | 108 | 0.72 | 09-30-2023 |
