Epg Wealth Management LLC Portfolio Holdings

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025

Epg Wealth Management LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $359 Billion distributed in 539 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 $18.5B, Apple Inc. with a value of $15.9B, Vanguard Whitehall Fds (Vangua with a value of $10.4B, Nvidia Corp with a value of $9.85B, and Vanguard with a value of $9.34B.

Examining the 13F form we can see an decrease of $20.2B in the current position value, from $379B to 359B.

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 $359 Billion
ETFs: $158 Billion
Technology: $59.1 Billion
Financial Services: $25.5 Billion
Industrials: $20.2 Billion
Healthcare: $18.6 Billion
Consumer Cyclical: $17.3 Billion
Communication Services: $14.3 Billion
Consumer Defensive: $11.5 Billion
Other: $18.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.5 Billion 5.14% of portfolio
32,878
Q1 2025 Reduced 2.13%
$3.26T
$15.9 Billion 4.43% of portfolio
71,623
Q1 2025 Reduced 12.48%
$0
$10.4 Billion 2.89% of portfolio
80,397
Q1 2025 Reduced 0.14%
$359B
$9.85 Billion 2.74% of portfolio
90,925
Q1 2025 Reduced 11.58%
$0
$9.34 Billion 2.6% of portfolio
159,058
Q1 2025 Reduced 1.12%
$0
$9.15 Billion 2.55% of portfolio
98,606
Q1 2025 Added 0.49%
$3.51T
$7.81 Billion 2.17% of portfolio
20,795
Q1 2025 Added 1.95%
$0
$7.29 Billion 2.03% of portfolio
183,794
Q1 2025 Added 2.19%
$0
$6.42 Billion 1.79% of portfolio
17,781
Q1 2025 Reduced 2.33%
$0
$6.24 Billion 1.74% of portfolio
107,007
Q1 2025 Added 2.01%
$0
$6 Billion 1.67% of portfolio
57,420
Q1 2025 Added 3.63%
$788B
$5.75 Billion 1.6% of portfolio
23,461
Q1 2025 Reduced 6.1%
$0
$4.59 Billion 1.28% of portfolio
22,229
Q1 2025 Reduced 11.87%
$0
$4.4 Billion 1.23% of portfolio
69,852
Q1 2025 Reduced 23.24%
$993B
$4.24 Billion 1.18% of portfolio
27,444
Q1 2025 Added 31.79%
$0
$4.17 Billion 1.16% of portfolio
76,232
Q1 2025 Added 5.09%
$767B
$3.91 Billion 1.09% of portfolio
4,729
Q1 2025 Reduced 2.39%
$49.9B
$3.63 Billion 1.01% of portfolio
14,275
Q1 2025 Added 5.69%
$0
$3.55 Billion 0.99% of portfolio
18,842
Q1 2025 Reduced 0.07%
$0
$3.47 Billion 0.97% of portfolio
64,303
Q1 2025 Added 2.42%
$648B
$3.44 Billion 0.96% of portfolio
6,458
Q1 2025 Reduced 1.22%
$0
$3.29 Billion 0.91% of portfolio
65,853
Q1 2025 Reduced 7.8%
$313B
$2.94 Billion 0.82% of portfolio
41,114
Q1 2025 Added 103.91%
$106B
$2.87 Billion 0.8% of portfolio
9,971
Q1 2025 Added 3.56%
$0
$2.74 Billion 0.76% of portfolio
18,777
Q1 2025 Reduced 15.07%
$1.5T
$2.57 Billion 0.72% of portfolio
4,465
Q1 2025 Added 1.66%
$606B
$2.54 Billion 0.71% of portfolio
7,243
Q1 2025 Added 15.93%
$0
$2.41 Billion 0.67% of portfolio
29,109
Q1 2025 Reduced 0.72%
$58.6B
$2.35 Billion 0.65% of portfolio
13,765
Q1 2025 Added 8.13%
$156B
$2.33 Billion 0.65% of portfolio
4,968
Q1 2025 Added 2.77%
Blackrock Inc
-
$2.29 Billion 0.64% of portfolio
-
Q1 2025 Added 4.01%
$0
$2.28 Billion 0.63% of portfolio
14,132
Q1 2025 Added 1.42%
$0
$2.2 Billion 0.61% of portfolio
47,746
Q1 2025 Added 3,572.77%
$221B
$2.17 Billion 0.6% of portfolio
6,948
Q1 2025 Added 1.97%
$0
$2.1 Billion 0.59% of portfolio
30,732
Q1 2025 Added 2.26%
$281B
$2.11 Billion 0.59% of portfolio
12,628
Q1 2025 Added 13.45%
$99.1B
$2.09 Billion 0.58% of portfolio
12,471
Q1 2025 Reduced 21.53%
$268B
$2.05 Billion 0.57% of portfolio
7,648
Q1 2025 Added 5.45%
$0
$2.05 Billion 0.57% of portfolio
21,929
Q1 2025 Added 1.2%
$160B
$2.02 Billion 0.56% of portfolio
25,778
Q1 2025 Added 6.12%
$0
$2.02 Billion 0.56% of portfolio
49,666
Q1 2025 Added 3.22%
$536B
$1.96 Billion 0.55% of portfolio
2,100
Q1 2025 Reduced 11.65%
$446B
$1.89 Billion 0.53% of portfolio
1,997
Q1 2025 Added 0.76%
$377B
$1.88 Billion 0.52% of portfolio
5,132
Q1 2025 Reduced 2.86%
$185B
$1.86 Billion 0.52% of portfolio
40,922
Q1 2025 Reduced 6.29%
$0
$1.88 Billion 0.52% of portfolio
19,525
Q1 2025 Reduced 3.16%
$140B
$1.87 Billion 0.52% of portfolio
8,007
Q1 2025 Added 5.04%
$152B
$1.84 Billion 0.51% of portfolio
8,709
Q1 2025 Added 7.07%
$0
$1.83 Billion 0.51% of portfolio
3,899
Q1 2025 Reduced 26.54%

Summary

  • Portfolio
  • No. of Stocks 539
  • Current Value $359 Billion
  • Prior Value $379 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 171 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 stocks
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