Epg Wealth Management LLC Portfolio Holdings

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

Epg Wealth Management LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $396 Billion distributed in 507 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.4B, Ishares Core S&P 500 ETF with a value of $20B, Nvidia Corp with a value of $13.1B, Vanguard Whitehall Fds (Vangua with a value of $11.7B, and Ishares S&P 500 Growth ETF with a value of $10.3B.

Examining the 13F form we can see an increase of $396B in the current position value, from $0 to 396B.

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 $396 Billion
ETFs: $186 Billion
Technology: $72.2 Billion
Financial Services: $23.6 Billion
Industrials: $22.5 Billion
Consumer Cyclical: $19.6 Billion
Healthcare: $19.2 Billion
Communication Services: $13.4 Billion
Consumer Defensive: $10.9 Billion
Other: $17.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$20.4 Billion 5.15% of portfolio
87,547
Q3 2024 New
$354B
$13.1 Billion 3.31% of portfolio
108,096
Q3 2024 New
$3.09T
$8.98 Billion 2.27% of portfolio
20,879
Q3 2024 New
$720B
$5.64 Billion 1.42% of portfolio
26,762
Q3 2024 New
$709B
$4.71 Billion 1.19% of portfolio
5,320
Q3 2024 New
$46.2B
$4.27 Billion 1.08% of portfolio
14,329
Q3 2024 New
$2.06T
$4.07 Billion 1.03% of portfolio
21,862
Q3 2024 New
$1.03T
$3.61 Billion 0.91% of portfolio
21,767
Q3 2024 New
$174B
$3.16 Billion 0.8% of portfolio
26,109
Q3 2024 New
$612B
$3.15 Billion 0.79% of portfolio
6,841
Q3 2024 New
$66.8B
$2.84 Billion 0.72% of portfolio
16,477
Q3 2024 New
$219B
$2.75 Billion 0.69% of portfolio
16,177
Q3 2024 New
$1.25T
$2.58 Billion 0.65% of portfolio
4,505
Q3 2024 New
$418B
$2.5 Billion 0.63% of portfolio
6,164
Q3 2024 New
$116B
$2.34 Billion 0.59% of portfolio
6,850
Q3 2024 New
$145B
$2.3 Billion 0.58% of portfolio
30,588
Q3 2024 New
$140B
$2.15 Billion 0.54% of portfolio
3,670
Q3 2024 New
$167B
$2.12 Billion 0.54% of portfolio
7,831
Q3 2024 New
$325B
$2.11 Billion 0.53% of portfolio
7,696
Q3 2024 New
$175B
$2.04 Billion 0.52% of portfolio
45,463
Q3 2024 New
$57.9B
$2.02 Billion 0.51% of portfolio
2,500
Q3 2024 New
$401B
$2.04 Billion 0.51% of portfolio
2,301
Q3 2024 New
$120B
$2.03 Billion 0.51% of portfolio
4,855
Q3 2024 New
$234B
$1.99 Billion 0.5% of portfolio
3,849
Q3 2024 New
$1.04B
$1.95 Billion 0.49% of portfolio
168,101
Q3 2024 New
$87.1B
$1.93 Billion 0.49% of portfolio
3,913
Q3 2024 New
$115B
$1.88 Billion 0.48% of portfolio
4,908
Q3 2024 New
$965B
$1.81 Billion 0.46% of portfolio
10,418
Q3 2024 New
$506B
$1.84 Billion 0.46% of portfolio
6,700
Q3 2024 New
$154B
$1.76 Billion 0.44% of portfolio
8,500
Q3 2024 New
$152B
$1.76 Billion 0.44% of portfolio
5,460
Q3 2024 New
$367B
$1.76 Billion 0.44% of portfolio
2,475
Q3 2024 New
$316B
$1.66 Billion 0.42% of portfolio
11,281
Q3 2024 New
$147B
$1.66 Billion 0.42% of portfolio
25,574
Q3 2024 New
$180B
$1.57 Billion 0.4% of portfolio
9,239
Q3 2024 New
$83.6B
$1.55 Billion 0.39% of portfolio
10,220
Q3 2024 New
$27.4B
$1.56 Billion 0.39% of portfolio
29,926
Q3 2024 New
$95.7B
$1.54 Billion 0.39% of portfolio
17,129
Q3 2024 New
$267B
$1.47 Billion 0.37% of portfolio
20,514
Q3 2024 New
$204B
$1.48 Billion 0.37% of portfolio
1,655
Q3 2024 New
$184B
$1.41 Billion 0.36% of portfolio
6,384
Q3 2024 New
$236B
$1.39 Billion 0.35% of portfolio
26,097
Q3 2024 New
$403B
$1.37 Billion 0.35% of portfolio
8,446
Q3 2024 New
$17.3B
$1.36 Billion 0.34% of portfolio
9,717
Q3 2024 New
$498B
$1.35 Billion 0.34% of portfolio
2,730
Q3 2024 New
$51.5B
$1.33 Billion 0.34% of portfolio
9,910
Q3 2024 New
$1.63B
$1.37 Billion 0.34% of portfolio
23,712
Q3 2024 New
$125B
$1.37 Billion 0.34% of portfolio
16,299
Q3 2024 New
$143B
$1.34 Billion 0.34% of portfolio
12,736
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 507
  • Current Value $396 Billion
  • Prior Value $0
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 423 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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