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 |
|---|---|---|---|---|---|---|---|---|---|
| TJX COS INC NEW | COM | 401 | $247,940 | 2,790 | 0.00 | 2,790 | +Inf | 09-30-2023 | |
| INVESCO LTD | SHS | 402 | $246,612 | 16,984 | 0.00 | 0.00 | 1,662 | 10.85 | 09-30-2023 |
| ALPS ETF TR | ALERIAN MLP | 403 | $244,898 | 5,803 | 0.00 | 0.00 | 66 | 1.15 | 09-30-2023 |
| THERMO FISHER SCIENTIFIC INC | COM | 404 | $244,441 | 483 | 0.00 | 0.00 | -1,866 | -79.44 | 09-30-2023 |
