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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 0-5 YR TIPS ETF | 651 | $10,952 | 113 | 0.00 | 113 | +Inf | 09-30-2023 | |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 652 | $10,787 | 188 | 0.00 | 0.00 | 1 | 0.53 | 09-30-2023 |
| ISHARES TR | MSCI USA MMENTM | 653 | $10,757 | 77 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| ISHARES TR | US INDUSTRIALS | 654 | $10,089 | 100 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
