Epg Wealth Management LLC Portfolio Holdings

Epg Wealth Management LLC

  • $333 Billion
  • Q2 2025

Epg Wealth Management LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $333 Billion distributed in 310 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $16.1B, Nvidia Corp with a value of $15.2B, Apple Inc. with a value of $11B, Ishares S&P 500 Growth ETF with a value of $10.7B, and Vanguard Whitehall Fds (Vangua with a value of $10.1B.

Examining the 13F form we can see an decrease of $26.2B in the current position value, from $359B to 333B.

Epg Wealth Management LLC is based out at Atlanta, GA

Below you can find more details about Epg Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $333 Billion
ETFs: $136 Billion
Technology: $64.9 Billion
Financial Services: $26.2 Billion
Industrials: $23.2 Billion
Healthcare: $17.3 Billion
Communication Services: $15 Billion
Consumer Cyclical: $14.5 Billion
Consumer Defensive: $12 Billion
Other: $15.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.1 Billion 4.84% of portfolio
25,948
Q2 2025 Reduced 21.08%
$442B
$15.2 Billion 4.55% of portfolio
95,983
Q2 2025 Added 5.56%
$3.7T
$11 Billion 3.3% of portfolio
53,644
Q2 2025 Reduced 25.1%
$0
$10.7 Billion 3.21% of portfolio
97,018
Q2 2025 Reduced 1.61%
$0
$10.1 Billion 3.03% of portfolio
75,803
Q2 2025 Reduced 5.71%
$0
$9.29 Billion 2.79% of portfolio
157,964
Q2 2025 Reduced 0.69%
$0
$8 Billion 2.4% of portfolio
185,045
Q2 2025 Added 0.68%
$3.73T
$7.84 Billion 2.36% of portfolio
15,769
Q2 2025 Reduced 24.17%
$0
$6.96 Billion 2.09% of portfolio
16,381
Q2 2025 Reduced 7.87%
$0
$6.64 Billion 1.99% of portfolio
107,083
Q2 2025 Added 0.07%
$896B
$6.07 Billion 1.82% of portfolio
20,946
Q2 2025 Reduced 10.72%
$55.8B
$5.53 Billion 1.66% of portfolio
14,637
Q2 2025 Added 2.54%
$0
$5.29 Billion 1.59% of portfolio
77,780
Q2 2025 New
$0
$4.22 Billion 1.27% of portfolio
16,657
Q2 2025 Reduced 25.07%
$0
$4.24 Billion 1.27% of portfolio
76,898
Q2 2025 Added 0.87%
$2.34T
$4.17 Billion 1.25% of portfolio
19,011
Q2 2025 Reduced 11.42%
$0
$3.88 Billion 1.16% of portfolio
64,567
Q2 2025 Added 0.41%
$719B
$3.84 Billion 1.15% of portfolio
4,932
Q2 2025 Added 4.29%
$292B
$3.78 Billion 1.13% of portfolio
53,401
Q2 2025 Added 29.89%
$0
$3.72 Billion 1.12% of portfolio
49,215
Q2 2025 Reduced 29.54%
$146B
$3.47 Billion 1.04% of portfolio
12,578
Q2 2025 Added 0.86%
$1.69T
$3.44 Billion 1.03% of portfolio
4,663
Q2 2025 Added 4.43%
$0
$3.19 Billion 0.96% of portfolio
63,527
Q2 2025 Reduced 3.53%
$637B
$3.13 Billion 0.94% of portfolio
6,439
Q2 2025 Reduced 0.29%
$0
$2.92 Billion 0.88% of portfolio
15,059
Q2 2025 Reduced 20.08%
$59.3B
$2.92 Billion 0.88% of portfolio
14,264
Q2 2025 Added 3.63%
$116B
$2.63 Billion 0.79% of portfolio
8,629
Q2 2025 Reduced 13.46%
$562B
$2.65 Billion 0.79% of portfolio
7,456
Q2 2025 Added 2.94%
$144B
$2.54 Billion 0.76% of portfolio
5,005
Q2 2025 Added 0.74%
Blackrock Inc
-
$2.51 Billion 0.75% of portfolio
-
Q2 2025 Reduced 0.83%
$536B
$2.5 Billion 0.75% of portfolio
1,868
Q2 2025 Reduced 11.05%
$171B
$2.39 Billion 0.72% of portfolio
26,187
Q2 2025 Added 1.59%
$0
$2.38 Billion 0.71% of portfolio
28,702
Q2 2025 Reduced 1.4%
$0
$2.37 Billion 0.71% of portfolio
30,506
Q2 2025 Reduced 0.74%
$1.34T
$2.27 Billion 0.68% of portfolio
10,014
Q2 2025 Added 2.31%
$0
$2.25 Billion 0.68% of portfolio
48,625
Q2 2025 Added 1.84%
$0
$2.2 Billion 0.66% of portfolio
16,289
Q2 2025 Reduced 13.25%
$145B
$2.14 Billion 0.64% of portfolio
9,205
Q2 2025 Added 5.7%
$246B
$2.12 Billion 0.64% of portfolio
7,770
Q2 2025 Added 1.6%
$0
$2.08 Billion 0.63% of portfolio
19,192
Q2 2025 Reduced 1.71%
$66.5B
$2.02 Billion 0.61% of portfolio
2,680
Q2 2025 Added 6.35%
$230B
$1.98 Billion 0.59% of portfolio
6,722
Q2 2025 Added 1.36%
$227B
$1.98 Billion 0.59% of portfolio
6,782
Q2 2025 Reduced 2.39%
$0
$1.89 Billion 0.57% of portfolio
22,324
Q2 2025 Added 1.8%
$149B
$1.83 Billion 0.55% of portfolio
17,038
Q2 2025 Added 5.02%
$190B
$1.83 Billion 0.55% of portfolio
1,778
Q2 2025 Added 4.83%
$278B
$1.81 Billion 0.54% of portfolio
26,150
Q2 2025 Added 0.7%
$228B
$1.81 Billion 0.54% of portfolio
4,661
Q2 2025 Added 18.87%
$123B
$1.76 Billion 0.53% of portfolio
3,800
Q2 2025 Added 0.69%

Summary

  • Portfolio
  • No. of Stocks 310
  • Current Value $333 Billion
  • Prior Value $359 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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