Epg-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GDX",
  null,
  "MU",
  null,
  null,
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "VONG",
  "GOOGL",
  "VDE",
  "RIG",
  "AXP",
  null,
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "BST",
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "COF",
  "CMI",
  "DUK",
  "PECO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CION",
  null,
  null,
  null,
  "GILD",
  null,
  null,
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
  "QCOM",
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  "EMXC",
  "ITW",
  null,
  "GSIE",
  "AMAT",
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  "HEFA",
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  "REI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWS",
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "PWR",
  "MRVL",
  null,
  "MA",
  "MDT",
  null,
  "MSFT",
  "TMUS",
  null,
  "FIS",
  "GPC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "OMC",
  "ODFL",
  null,
  "BX",
  "AMP",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "PAYX",
  "VGIT",
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "VGSH",
  "IEMG",
  "IJK",
  null,
  null,
  "IVV",
  null,
  null,
  null,
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "NVDA",
  "GS",
  "GEHC",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  null,
  "IEFA",
  "SPGI",
  "RY",
  null,
  null,
  "NOW",
  "SHW",
  "SLB",
  "SPG",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  null,
  "IBM",
  null,
  "SYK",
  "TJX",
  "TFC",
  "UBER",
  "VNQ",
  "VO",
  "AA",
  "VXF",
  "ASH",
  "VV",
  "VOE",
  "SCHW",
  "MNST",
  null,
  null,
  null,
  null,
  null,
  null,
  "ACEL",
  "VCIT",
  "VIG",
  null,
  "TTE",
  null,
  "TSCO",
  null,
  null,
  "IWO",
  "XLB",
  "SKX",
  null,
  "IWN",
  "SNY",
  "IEF",
  null,
  "TSM",
  null,
  null,
  null,
  null,
  "VYM",
  null,
  "DD",
  "EA",
  "TT",
  "HAL",
  "AXON",
  "AVB",
  "SDY",
  "AJG",
  "IWP",
  "GSLC",
  "SGOL",
  null,
  null,
  null,
  null,
  null,
  "PEG",
  "AMZN",
  "MSI",
  null,
  "CLF",
  null,
  "IVE",
  null,
  null,
  null,
  "IVZ",
  null,
  null,
  null,
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VLO",
  "VFH",
  "VYMI",
  null,
  "VBK",
  "VTEB",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  null,
  "IUSG",
  null,
  null,
  null,
  null,
  null,
  "ET",
  null,
  "DVY",
  null,
  "KIM",
  null,
  "SO",
  null,
  "PSX",
  "CRM",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  null,
  "DGRO",
  "MCK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LULU",
  "ADP",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "CELH",
  "CVX",
  "CMG",
  "CSCO",
  "C",
  "KO",
  "COP",
  "COST",
  "DE",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "USMV",
  "IWB",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 529
Total Value: 346839493
Accession Number: 0001398344-25-009249
Form Type: 13F-HR
CIK: epg-wealth-management
Manager Name: Epg-Wealth-Management

Data Enrichment

56% identified

296 identified233 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

529 positions • $346.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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922908652

VXF|922908652

Shares:6

Value:$1.0K

% of Portfolio:0.0% ($1.0K/$346.8M)

92206C706

VGIT|92206C706

Shares:16

Value:$950

% of Portfolio:0.0% ($950/$346.8M)

46138E594

Shares:43

Value:$718

% of Portfolio:0.0% ($718/$346.8M)

46434V803

HEFA|46434V803

Shares:17

Value:$617

% of Portfolio:0.0% ($617/$346.8M)

33738R811

Shares:6

Value:$454

% of Portfolio:0.0% ($454/$346.8M)

46434G764

EMXC|46434G764

Shares:4

Value:$220

% of Portfolio:0.0% ($220/$346.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VXFcusip922908652)	6	QoQ 0.00% (-0) YoY NEW(+6)	All Managers (Combined)	$1.0K	0.0% ($1.0K/$346.8M)	QoQ -9.29% (-$106) YoY NEW(+$1.0K)
(VGITcusip92206C706)	16	QoQ 0.00% (+0) YoY NEW(+16)	All Managers (Combined)	$950	0.0% ($950/$346.8M)	QoQ +2.37% (+$22) YoY NEW(+$950)
(cusip46138E594)✕	43	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$718	0.0% ($718/$346.8M)	QoQ -6.75% (-$52) YoY -7.47% (-$58)
(HEFAcusip46434V803)	17	QoQ 0.00% (+0) YoY NEW(+17)	All Managers (Combined)	$617	0.0% ($617/$346.8M)	QoQ +4.39% (+$26) YoY NEW(+$617)
(cusip33738R811)✕	6	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$454	0.0% ($454/$346.8M)	QoQ -13.35% (-$70) YoY -16.39% (-$89)
(EMXCcusip46434G764)	4	QoQ 0.00% (-0) YoY NEW(+4)	All Managers (Combined)	$220	0.0% ($220/$346.8M)	QoQ -0.90% (-$2) YoY NEW(+$220)