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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

EPG Wealth Management LLC INSTITUTION : EPG Wealth Management LLC
EPG Wealth Management LLC Portfolio (reported on 2020-05-05)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES CORE S&P 500 ETF    (ETF) IVV 8,868,000 34,320 6.51%
VANGUARD HIGH DIVIDEND YIELD ETF    (ETF) VYM 7,513,000 106,193 5.51%
ISHARES S&P 500 GROWTH ETF    (ETF) IVW 6,097,000 36,941 4.47%
APPLE INC COM    (Stock) AAPL 5,144,000 20,228 3.77%
ISHARES RUSSELL 1000 GROWTH ETF    (ETF) IWF 4,099,000 27,209 3.01%
HEALTH CARE SELECT SECTOR SPDR FUND    (ETF) XLV 3,868,000 43,671 2.84%
FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND    (ETF) FDT 3,355,000 84,256 2.46%
MICROSOFT CORP COM    (Stock) MSFT 2,361,000 14,973 1.73%
ISHARES S&P SMALL-CAP FUND    (ETF) IJR 1,976,000 35,223 1.45%
ISHARES CORE DIVIDEND GROWTH ETF    (ETF) DGRO 1,964,000 60,263 1.44%
ISHARES RUSSELL 1000 VALUE ETF    (ETF) IWD 1,934,000 19,503 1.42%
TECHNOLOGY SELECT SECTOR SPDR FUND    (ETF) XLK 1,907,000 23,729 1.40%
ACCEL ENTERTAINMENT INC COM CL A1    (Stock) 1,727,000 230,325 1.26%
FIRST TRUST EMERGING MARKETS ALPHADEX FUND    (ETF) FEM 1,718,000 97,684 1.26%
SPDR GOLD SHARES    (ETF) GLD 1,653,000 11,166 1.21%
ISHARES CORE HIGH DIVIDEND ETF    (ETF) HDV 1,603,000 22,404 1.17%
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF    (ETF) ISI 1,574,000 27,516 1.15%
BOEING CO COM    (Stock) BA 1,425,000 9,552 1.04%
FIRST TRUST LARGE CAP CORE ALPHADEX FUND    (ETF) FEX 1,340,000 28,126 0.98%
DISNEY WALT CO COM DISNEY    (Stock) DIS 1,226,000 12,691 0.90%
ISHARES S&P MID-CAP 400 VALUE ETF    (ETF) IJJ 1,133,000 10,320 0.83%
ISHARES S&P MIDCAP FUND    (ETF) IJH 1,116,000 7,759 0.81%
UTILITIES SELECT SECTOR SPDR FUND    (ETF) XLU 1,093,000 19,730 0.80%
ISHARES RUSSELL MID-CAP GROWTH ETF    (ETF) IWP 1,074,000 8,835 0.78%
HOME DEPOT INC COM    (Stock) HD 1,071,000 5,734 0.78%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 1,043,000 5,704 0.76%
SPDR S&P 500 ETF    (ETF) SPY 1,042,000 4,041 0.76%
AI POWERED EQUITY ETF    (ETF) 1,022,000 45,585 0.75%
JANUS HENDERSON SHORT DURATION INCOME ETF    (ETF) 1,005,000 20,411 0.73%
PEPSICO INC COM    (Stock) PEP 1,002,000 8,343 0.73%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF    (ETF) VTIP 981,000 20,142 0.72%
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF    (ETF) 980,000 32,661 0.71%
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF    (ETF) FCOM 974,000 33,558 0.71%
SPDR S&P MIDCAP 400 ETF    (ETF) MDY 927,000 3,527 0.68%
FIRST TRUST CAPITAL STRENGTH ETF    (ETF) FDV 886,000 17,822 0.65%
JPMORGAN CHASE & CO COM    (Stock) JPM 884,000 9,818 0.64%
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF    (ETF) FTEC 864,000 13,787 0.63%
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF    (ETF) 843,000 16,859 0.61%
FIDELITY MSCI INDUSTRIALS INDEX ETF    (ETF) FIDU 817,000 26,843 0.60%
AMAZON COM INC COM    (Stock) AMZN 793,000 407 0.58%
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND    (ETF) XLY 790,000 8,051 0.58%
PAYPAL HLDGS INC COM    (Stock) PYPL 786,000 8,212 0.57%
VANGUARD SHORT-TERM BOND INDEX FUND    (ETF) BSV 763,000 9,285 0.56%
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF    (ETF) 744,000 28,887 0.54%
PROCTER & GAMBLE CO COM    (Stock) PG 732,000 6,650 0.53%
VISA INC COM CL A    (Stock) V 692,000 4,296 0.50%
ISHARES S&P 500 VALUE ETF    (ETF) IVE 659,000 6,846 0.48%
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF    (ETF) LMBS 649,000 12,735 0.47%
FINANCIAL SELECT SECTOR SPDR FUND    (ETF) XLF 649,000 31,155 0.47%
SALESFORCE COM INC COM    (Stock) CRM 646,000 4,487 0.47%
JOHNSON & JOHNSON COM    (Stock) JNJ 610,000 4,655 0.44%
LOCKHEED MARTIN CORP COM    (Stock) LMT 559,000 1,648 0.41%
COCA COLA CO COM    (Stock) KO 548,000 12,384 0.40%
JOHN HANCOCK MULTIFACTOR MID CAP ETF    (ETF) 546,000 19,205 0.40%
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND    (ETF) RDVY 521,000 20,331 0.38%
CISCO SYS INC COM    (Stock) CSCO 518,000 13,178 0.38%
JPMORGAN ULTRA-SHORT INCOME ETF    (ETF) 509,000 10,256 0.37%
DUKE ENERGY CORP NEW COM NEW    (Stock) DUK 507,000 6,270 0.37%
COSTCO WHSL CORP NEW COM    (Stock) COST 505,000 1,771 0.37%
CONSUMER STAPLES SELECT SECTOR SPDR FUND    (ETF) XLP 492,000 9,039 0.36%
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND    (ETF) MINT 460,000 4,650 0.33%
INVESCO DWA MOMENTUM ETF    (ETF) 456,000 8,458 0.33%
JPMORGAN ULTRA-SHORT INCOME ETF    (ETF) 453,000 9,114 0.33%
AT&T INC COM    (Stock) T 445,000 15,252 0.32%
INVESCO QQQ TRUST    (ETF) 444,000 2,330 0.32%
DOMINION ENERGY INC COM    (Stock) D 414,000 5,730 0.30%
FIRST TRUST LARGE CAP GROWTH OPPORTUNITIES ALPHADEX FUND    (ETF) FTC 409,000 6,828 0.30%
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND    (ETF) FVD 409,000 14,770 0.30%
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF    (ETF) FPE 401,000 24,454 0.29%
ISHARES PREFERRED AND INCOME SECURITIES ETF    (ETF) PFF 377,000 11,848 0.27%
INVESCO S&P MIDCAP LOW VOLATILITY ETF    (ETF) 376,000 9,449 0.27%
ALPHABET INC CAP STK CL A    (Stock) GOOGL 373,000 321 0.27%
VERIZON COMMUNICATIONS INC COM    (Stock) VZ 372,000 6,915 0.27%
APPLE INC COM    (Stock) AAPL 369,000 1,453 0.27%
FIRST TRUST LARGE CAP VALUE OPPORTUNITIES ALPHADEX FUND    (ETF) FTA 367,000 9,984 0.26%
VANGUARD GROWTH INDEX FUND    (ETF) VUG 363,000 2,317 0.26%
INVESCO S&P MIDCAP MOMENTUM ETF    (ETF) 362,000 7,372 0.26%
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF    (ETF) TOTL 340,000 7,092 0.24%
INTEL CORP COM    (Stock) INTC 335,000 6,194 0.24%
INVESCO S&P 500 LOW VOLATILITY ETF    (ETF) 335,000 7,138 0.24%
FLAHERTY & CRUMRIN PFD & INM S COM    (CEF) FFC 333,000 19,954 0.24%
GLOBAL X LONGEVITY THEMATIC ETF    (ETF) 323,000 16,051 0.23%
NVIDIA CORP COM    (Stock) NVDA 320,000 1,214 0.23%
SCHWAB US DIVIDEND EQUITY ETF    (ETF) SCHD 315,000 6,992 0.23%
PIMCO DYNAMIC INCOME FD SHS    (CEF) PDI 314,000 14,212 0.23%
FIDELITY MSCI FINANCIALS INDEX ETF    (ETF) FNCL 313,000 10,669 0.22%
WISDOMTREE FLOATING RATE TREASURY FUND    (ETF) USFR 309,000 12,292 0.22%
BLACKSTONE GROUP INC COM CL A    (Stock) 301,000 6,595 0.22%
NUVEEN PFD & INCM SECURTIES FD COM    (CEF) JPS 283,000 38,991 0.20%
FACEBOOK INC CL A    (Stock) FB 280,000 1,679 0.20%
VANGUARD FTSE EMERGING MARKETS ETF    (ETF) VWO 279,000 8,316 0.20%
GENUINE PARTS CO COM    (Stock) GPC 274,000 4,070 0.20%
GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF    (ETF) 269,000 7,058 0.19%
SPDR PORTFOLIO SHORT TERM TREASURY ETF    (ETF) SST 263,000 8,547 0.19%
BLACKROCK SCIENCE & TECHNOLOGY SHS    (CEF) BST 260,000 9,062 0.19%
INVESCO VARIABLE RATE INVESTMENT GRADE ETF    (ETF) 259,000 11,377 0.19%
WALMART INC COM    (Stock) WMT 258,000 2,272 0.18%
SPDR S&P DIVIDEND ETF    (ETF) SDY 258,000 3,236 0.18%
BLACKROCK INC COM    (Stock) BLK 255,000 579 0.18%
ABBVIE INC COM    (Stock) ABBV 253,000 3,314 0.18%
ISHARES CALIFORNIA MUNI BOND ETF    (ETF) CMF 249,000 4,112 0.18%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF    (ETF) DIA 246,000 1,120 0.18%
LOWES COS INC COM    (Stock) LOW 240,000 2,793 0.17%
FIDELITY MSCI CONSUMER STAPLES INDEX ETF    (ETF) FSTA 231,000 7,148 0.16%
SOUTHERN CO COM    (Stock) SO 230,000 4,243 0.16%
ISHARES RUSSELL TOP 200 GROWTH ETF    (ETF) IWY 229,000 2,725 0.16%
COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND    (ETF) 228,000 5,149 0.16%
ISHARES SELECT DIVIDEND ETF    (ETF) DVY 225,000 3,061 0.16%
AMGEN INC COM    (Stock) AMGN 223,000 1,098 0.16%
ABBOTT LABS COM    (Stock) ABT 220,000 2,783 0.16%
UNITED PARCEL SERVICE INC CL B    (Stock) UPS 218,000 2,339 0.16%
MASTERCARD INC CL A    (Stock) MA 217,000 899 0.15%
MCDONALDS CORP COM    (Stock) MCD 216,000 1,304 0.15%
VANGUARD SMALL-CAP VALUE INDEX FUND    (ETF) VBR 216,000 2,427 0.15%
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF    (ETF) 216,000 4,766 0.15%
MERCK & CO. INC COM    (Stock) MRK 214,000 2,787 0.15%
FIDELITY TOTAL BOND ETF    (ETF) FBND 209,000 4,032 0.15%
VANGUARD VALUE INDEX FUND    (ETF) VTV 209,000 2,345 0.15%
MATERIALS SELECT SECTOR SPDR FUND    (ETF) XLB 204,000 4,538 0.14%
BERKSHIRE HATHAWAY INC DEL CL B NEW    (Stock) BRK/B 204,000 1,114 0.14%
ISHARES EDGE MSCI USA QUALITY FACTOR ETF    (ETF) QUAL 202,000 2,495 0.14%
ISHARES RUSSELL 2000 ETF    (ETF) IWM 198,000 1,734 0.14%
ALTRIA GROUP INC COM    (Stock) MO 197,000 5,100 0.14%
COCA COLA CO COM    (Stock) KO 194,000 4,374 0.14%
INVESCO DB AGRICULTURE FUND    (ETF) 192,000 13,615 0.14%
ADOBE INC COM    (Stock) ADBE 190,000 596 0.13%
ALPHABET INC CAP STK CL C    (Stock) GOOG 188,000 162 0.13%
AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF    (ETF) 187,000 6,500 0.13%
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND    (ETF) FDL 181,000 8,107 0.13%
WISDOMTREE U.S. LARGECAP FUND    (ETF) EPS 174,000 6,189 0.12%
MOTOROLA SOLUTIONS INC COM NEW    (Stock) MSI 171,000 1,286 0.12%
CHEVRON CORP NEW COM    (Stock) CVX 170,000 2,351 0.12%
HONEYWELL INTL INC COM    (Stock) HON 169,000 1,260 0.12%
CVS HEALTH CORP COM    (Stock) CVS 169,000 2,850 0.12%
VANGUARD DIVIDEND APPRECIATION INDEX FUND    (ETF) VIG 168,000 1,626 0.12%
MICRON TECHNOLOGY INC COM    (Stock) MU 168,000 3,996 0.12%
PEPSICO INC COM    (Stock) PEP 165,000 1,371 0.12%
ISHARES GLOBAL INFRASTRUCTURE ETF    (ETF) IGF 164,000 4,815 0.12%
ISHARES RUSSELL 1000 ETF    (ETF) IWB 163,000 1,154 0.11%
LOCKHEED MARTIN CORP COM    (Stock) LMT 158,000 467 0.11%
PHILIP MORRIS INTL INC COM    (Stock) PM 156,000 2,136 0.11%
CANOPY GROWTH CORP COM    (Stock) 154,000 10,685 0.11%
ISHARES RUSSELL 2000 VALUE ETF    (ETF) IWN 151,000 1,840 0.11%
VANGUARD HEALTH CARE INDEX FUND    (ETF) VHT 150,000 902 0.11%
AMERICAN EXPRESS CO COM    (Stock) AXP 144,000 1,686 0.10%
ISHARES 20 YEAR TREASURY BOND ETF    (ETF) TLT 143,000 870 0.10%
BK OF AMERICA CORP COM    (Stock) BAC 143,000 6,755 0.10%
MICROSOFT CORP COM    (Stock) MSFT 139,000 880 0.10%
DEERE & CO COM    (Stock) DE 139,000 1,004 0.10%
JANUS SMALL/MID CAP GROWTH ALPHA ETF    (ETF) 138,000 3,850 0.10%
RAYTHEON TECHNOLOGIES CORP COM    (Stock) 135,000 1,428 0.09%
TELADOC HEALTH INC COM    (Stock) 134,000 865 0.09%
EXXON MOBIL CORP COM    (Stock) XOM 133,000 3,503 0.09%
NUVEEN MUN HIGH INCOME OPPORTU COM    (CEF) NMZ 132,000 10,576 0.09%
ISHARES MSCI EAFE ETF    (ETF) EFA 131,000 2,459 0.09%
ISHARES RUSSELL MID-CAP VALUE ETF    (ETF) IWS 131,000 2,050 0.09%
ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND    (ETF) IBB 131,000 1,220 0.09%
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF    (ETF) 129,000 5,581 0.09%
GENERAL DYNAMICS CORP COM    (Stock) GD 128,000 965 0.09%
QUALCOMM INC COM    (Stock) QCOM 128,000 1,890 0.09%
LULULEMON ATHLETICA INC COM    (Stock) LULU 123,000 647 0.09%
PFIZER INC COM    (Stock) PFE 123,000 3,775 0.09%
HOME DEPOT INC COM    (Stock) HD 123,000 661 0.09%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADR) BABA 122,000 628 0.08%
BRISTOL-MYERS SQUIBB CO COM    (Stock) BMY 122,000 2,191 0.08%
CALAMOS LNG SHR EQT DYNAMIC TR COM    (CEF) 121,000 8,380 0.08%
NEXTERA ENERGY INC COM    (Stock) NEE 119,000 494 0.08%
GOLDMAN SACHS GROUP INC COM    (Stock) GS 115,000 742 0.08%
AUTOMATIC DATA PROCESSING INC COM    (Stock) ADP 112,000 820 0.08%
ARK GENOMIC REVOLUTION ETF    (ETF) ARKG 109,000 3,491 0.08%
BK OF AMERICA CORP COM    (Stock) BAC 107,000 5,042 0.07%
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF    (ETF) LQD 107,000 869 0.07%
ETFMG ALTERNATIVE HARVEST ETF    (ETF) 106,000 9,322 0.07%
CERNER CORP COM    (Stock) CERN 104,000 1,647 0.07%
REAL ESTATE SELECT SECTOR SPDR FUND    (ETF) 103,000 3,332 0.07%
CARDINAL HEALTH INC COM    (Stock) CAH 102,000 2,118 0.07%
JOHNSON & JOHNSON COM    (Stock) JNJ 101,000 770 0.07%
NOVARTIS A G SPONSORED ADR    (ADR) NVS 99,000 1,200 0.07%
ISHARES 1-3 YEAR TREASURY BOND ETF    (ETF) SHY 97,000 1,123 0.07%
TRUIST FINL CORP COM    (Stock) 97,000 3,135 0.07%
GLOBAL X FINTECH THEMATIC ETF    (ETF) 97,000 4,004 0.07%
EMERGENT BIOSOLUTIONS INC COM    (Stock) EBS 94,000 1,629 0.06%
CATERPILLAR INC DEL COM    (Stock) CAT 94,000 807 0.06%
BECTON DICKINSON & CO COM    (Stock) BDX 93,000 403 0.06%
ORACLE CORP COM    (Stock) ORCL 93,000 1,933 0.06%
CLOROX CO DEL COM    (Stock) CLX 93,000 536 0.06%
BROADCOM INC COM    (Stock) 93,000 392 0.06%
CHIPOTLE MEXICAN GRILL INC COM    (Stock) CMG 92,000 141 0.06%
THERMO FISHER SCIENTIFIC INC COM    (Stock) TMO 91,000 322 0.06%
FIDELITY MSCI UTILITIES INDEX ETF    (ETF) FUTY 91,000 2,536 0.06%
FIRST TRUST DOW JONES INTERNET INDEX FUND    (ETF) FDN 90,000 729 0.06%
SOUTHERN CO COM    (Stock) SO 89,000 1,637 0.06%
NETFLIX INC COM    (Stock) NFLX 89,000 238 0.06%
ZOOM VIDEO COMMUNICATIONS INC CL A    (Stock) 88,000 600 0.06%
WISDOMTREE INTERNATIONAL MULTIFACTOR FUND    (ETF) 88,000 4,209 0.06%
STRYKER CORP COM    (Stock) SYK 87,000 523 0.06%
ILLINOIS TOOL WKS INC COM    (Stock) ITW 87,000 609 0.06%
SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF    (ETF) CWB 87,000 1,826 0.06%
VIASAT INC COM    (Stock) VSAT 87,000 2,417 0.06%
LILLY ELI & CO COM    (Stock) LLY 86,000 619 0.06%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2020-03-31: 136,164,000 SEC FILING
* Portfolios do not reflect changes after reporting
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