Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 19 | Q2 2024 | 7.7% |
VANGUARD WHITEHALL FDS | 19 | Q2 2024 | 7.5% |
APPLE INC COM | 19 | Q2 2024 | 6.6% |
ISHARES TR | 19 | Q2 2024 | 7.0% |
ISHARES TR | 19 | Q2 2024 | 4.3% |
MICROSOFT CORP COM | 19 | Q2 2024 | 2.4% |
SELECT SECTOR SPDR TR | 19 | Q2 2024 | 3.4% |
ISHARES TR | 19 | Q2 2024 | 2.1% |
TECHNOLOGY SELECT SECTOR SPDR FUND | 19 | Q2 2024 | 2.0% |
ISHARES TR | 19 | Q2 2024 | 1.8% |
View EPG Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-26 |
13F-HR | 2024-08-13 |
13F-HR | 2024-05-14 |
13F-HR | 2024-02-15 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-15 |
13F-HR | 2022-11-15 |
13F-HR | 2022-08-15 |
View EPG Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.