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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$15.9 Billion 4.43% of portfolio
71,623
Q1 2025 Reduced 12.48%
$416B
$9.85 Billion 2.74% of portfolio
90,925
Q1 2025 Reduced 11.58%
$3.77T
$7.81 Billion 2.17% of portfolio
20,795
Q1 2025 Added 1.95%
$855B
$5.75 Billion 1.6% of portfolio
23,461
Q1 2025 Reduced 6.1%
$1.14T
$4.24 Billion 1.18% of portfolio
27,444
Q1 2025 Added 31.79%
$2.32T
$4.08 Billion 1.14% of portfolio
21,461
Q1 2025 Added 5.02%
$738B
$3.91 Billion 1.09% of portfolio
4,729
Q1 2025 Reduced 2.39%
$56.5B
$3.63 Billion 1.01% of portfolio
14,275
Q1 2025 Added 5.69%
$622B
$3.44 Billion 0.96% of portfolio
6,458
Q1 2025 Reduced 1.22%
$301B
$2.94 Billion 0.82% of portfolio
41,114
Q1 2025 Added 103.91%
$1.58T
$2.57 Billion 0.72% of portfolio
4,465
Q1 2025 Added 1.66%
$575B
$2.54 Billion 0.71% of portfolio
7,243
Q1 2025 Added 15.93%
$58.9B
$2.35 Billion 0.65% of portfolio
13,765
Q1 2025 Added 8.13%
$153B
$2.33 Billion 0.65% of portfolio
4,968
Q1 2025 Added 2.77%
$220B
$2.17 Billion 0.6% of portfolio
6,948
Q1 2025 Added 1.97%
$294B
$2.11 Billion 0.59% of portfolio
12,628
Q1 2025 Added 13.45%
$264B
$2.05 Billion 0.57% of portfolio
7,648
Q1 2025 Added 5.45%
$173B
$2.02 Billion 0.56% of portfolio
25,778
Q1 2025 Added 6.12%
$530B
$1.96 Billion 0.55% of portfolio
2,100
Q1 2025 Reduced 11.65%
$417B
$1.89 Billion 0.53% of portfolio
1,997
Q1 2025 Added 0.76%
$380B
$1.88 Billion 0.52% of portfolio
5,132
Q1 2025 Reduced 2.86%
$180B
$1.86 Billion 0.52% of portfolio
40,922
Q1 2025 Reduced 6.29%
$141B
$1.87 Billion 0.52% of portfolio
8,007
Q1 2025 Added 5.04%
$159B
$1.84 Billion 0.51% of portfolio
8,709
Q1 2025 Added 7.07%
$164B
$1.79 Billion 0.5% of portfolio
5,736
Q1 2025 Added 7.58%
$182B
$1.76 Billion 0.49% of portfolio
24,157
Q1 2025 Reduced 7.8%
$31.4B
$1.74 Billion 0.49% of portfolio
29,780
Q4 2024 Reduced 0.49%
$108B
$1.69 Billion 0.47% of portfolio
3,774
Q1 2025 Added 5.63%
$148B
$1.64 Billion 0.46% of portfolio
16,224
Q1 2025 Added 3.67%
$253B
$1.65 Billion 0.46% of portfolio
6,632
Q1 2025 Added 4.26%
$52.1B
$1.64 Billion 0.46% of portfolio
10,608
Q1 2025 Added 7.74%
$1.22T
$1.62 Billion 0.45% of portfolio
9,788
Q1 2025 Added 0.44%
$280B
$1.6 Billion 0.45% of portfolio
25,968
Q1 2025 Added 1.16%
$54.8B
$1.58 Billion 0.44% of portfolio
2,520
Q1 2025 Added 8.62%
$104B
$1.59 Billion 0.44% of portfolio
17,311
Q1 2025 Added 2.15%
$65.7B
$1.55 Billion 0.43% of portfolio
4,498
Q1 2025 Added 7.5%
$136B
$1.52 Billion 0.42% of portfolio
8,930
Q1 2025 Reduced 10.41%
$177B
$1.51 Billion 0.42% of portfolio
9,824
Q1 2025 Added 8.24%
$102B
$1.52 Billion 0.42% of portfolio
2,252
Q1 2025 Reduced 1.87%
$220B
$1.39 Billion 0.39% of portfolio
10,455
Q1 2025 Reduced 0.89%
$118B
$1.39 Billion 0.39% of portfolio
13,202
Q1 2025 Added 6.59%
$533B
$1.35 Billion 0.38% of portfolio
2,469
Q1 2025 Added 4.53%
$194B
$1.35 Billion 0.38% of portfolio
1,696
Q1 2025 Added 7.07%
$1.45B
$1.28 Billion 0.36% of portfolio
25,504
Q1 2025 Added 9.43%
$220B
$1.29 Billion 0.36% of portfolio
3,921
Q1 2025 Added 592.76%
$375B
$1.31 Billion 0.36% of portfolio
7,681
Q1 2025 Added 8.53%
$439B
$1.17 Billion 0.33% of portfolio
7,057
Q1 2025 Reduced 7.92%
$149B
$1.18 Billion 0.33% of portfolio
3,178
Q1 2025 Added 7.58%
$57.3B
$1.18 Billion 0.33% of portfolio
2,439
Q1 2025 Added 1.67%

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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