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 |
|---|---|---|---|---|---|---|---|---|---|
| ELECTRONIC ARTS INC | COM | 301 | $387,999 | 3,223 | 0.00 | 0.00 | 339 | 11.75 | 09-30-2023 |
| FIRST TR EXCHNG TRADED FD VI | VEST US BUFFER | 302 | $386,696 | 10,345 | 0.00 | 0.00 | 7,500 | 263.62 | 09-30-2023 |
| SHERWIN WILLIAMS CO | COM | 303 | $385,636 | 1,512 | 0.00 | 0.00 | 3 | 0.20 | 09-30-2023 |
| ISHARES GOLD TR | ISHARES NEW | 304 | $385,030 | 11,004 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
