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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US LARGECAP FUND | 551 | $61,878 | 1,353 | 0.00 | 0.00 | -373 | -21.61 | 09-30-2023 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 552 | $58,238 | 941 | 0.00 | 0.00 | 2 | 0.21 | 09-30-2023 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 553 | $57,716 | 895 | 0.00 | 0.00 | 5 | 0.56 | 09-30-2023 |
| TIDAL ETF TR II | YIELDMAX NVDA | 554 | $56,988 | 2,602 | 0.00 | 2,602 | +Inf | 09-30-2023 |
