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 |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 201 | $663,064 | 10,245 | 0.00 | 0.00 | 29 | 0.28 | 09-30-2023 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 202 | $662,717 | 9,001 | 0.00 | 0.00 | -10 | -0.11 | 09-30-2023 |
| MICROCHIP TECHNOLOGY INC. | COM | 203 | $655,830 | 8,403 | 0.00 | 0.00 | 860 | 11.40 | 09-30-2023 |
| SELECT SECTOR SPDR TR | INDL | 204 | $636,378 | 6,277 | 0.00 | 6,277 | +Inf | 09-30-2023 |
