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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | INF TECH ETF | 601 | $28,213 | 68 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ISHARES TR | RUSSELL 3000 ETF | 602 | $28,182 | 115 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 603 | $27,955 | 847 | 0.00 | 0.00 | 678 | 401.18 | 09-30-2023 |
| SPDR SER TR | S&P KENSHO CLEAN | 604 | $26,982 | 400 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
