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 |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 251 | $506,151 | 15,259 | 0.00 | 0.00 | 30 | 0.20 | 09-30-2023 |
| BRISTOL-MYERS SQUIBB CO | COM | 252 | $493,080 | 8,496 | 0.00 | 0.00 | -93 | -1.08 | 09-30-2023 |
| UNION PAC CORP | COM | 253 | $489,782 | 2,405 | 0.00 | 0.00 | 244 | 11.29 | 09-30-2023 |
| TESLA INC | COM | 254 | $488,680 | 1,953 | 0.00 | 0.00 | 92 | 4.94 | 09-30-2023 |
