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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 351 | $310,032 | 615 | 0.00 | 0.00 | 13 | 2.16 | 09-30-2023 |
| SPDR SER TR | PRTFLO S&P500 GW | 352 | $306,160 | 5,165 | 0.00 | 0.00 | 13 | 0.25 | 09-30-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | 353 | $305,434 | 1,467 | 0.00 | 0.00 | 2 | 0.14 | 09-30-2023 |
| SIMPLIFY EXCHANGE TRADED FUN | VOLATILITY PREM | 354 | $305,366 | 13,566 | 0.00 | 13,566 | +Inf | 09-30-2023 |
