Epg Wealth Management LLC Portfolio Holdings

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

Epg Wealth Management LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $379 Billion distributed in 555 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.5B, Ishares Core S&P 500 ETF with a value of $19.8B, Nvidia Corp with a value of $13.8B, Vanguard Whitehall Fds (Vangua with a value of $10.3B, and Ishares S&P 500 Growth ETF with a value of $9.96B.

Examining the 13F form we can see an decrease of $17.1B in the current position value, from $396B to 379B.

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 $379 Billion
ETFs: $174 Billion
Technology: $70.5 Billion
Financial Services: $24.2 Billion
Industrials: $22 Billion
Consumer Cyclical: $18.6 Billion
Healthcare: $15.7 Billion
Communication Services: $13.9 Billion
Consumer Defensive: $9.43 Billion
Other: $15.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.2B
$1.16 Billion 0.31% of portfolio
6,733
Q4 2024 Reduced 2.95%
$382B
$1.19 Billion 0.31% of portfolio
7,077
Q4 2024 Reduced 3.83%
$1B
$1.18 Billion 0.31% of portfolio
110,196
Q4 2024 Reduced 34.45%
$67.8B
$1.19 Billion 0.31% of portfolio
4,184
Q4 2024 Reduced 0.83%
$226B
$1.19 Billion 0.31% of portfolio
10,549
Q4 2024 Added 0.09%
$900B
$1.16 Billion 0.3% of portfolio
2,862
Q4 2024 Added 5.49%
$50.2B
$1.09 Billion 0.29% of portfolio
9,905
Q4 2024 Reduced 10.37%
$404B
$1.11 Billion 0.29% of portfolio
7,664
Q4 2024 Reduced 9.26%
$138B
$1.06 Billion 0.28% of portfolio
2,954
Q4 2024 Reduced 1.47%
$70.1B
$1.03 Billion 0.27% of portfolio
5,787
Q4 2024 Reduced 0.77%
$100B
$1.01 Billion 0.27% of portfolio
4,757
Q4 2024 Added 0.89%
$997B
$1.01 Billion 0.27% of portfolio
5,308
Q4 2024 Reduced 10.23%
$130B
$996 Million 0.26% of portfolio
6,123
Q4 2024 Reduced 2.16%
$17.1B
$980 Million 0.26% of portfolio
11,350
Q4 2024 Reduced 0.88%
$40.4B
$996 Million 0.26% of portfolio
11,790
Q4 2024 Reduced 0.91%
$26.1B
$987 Million 0.26% of portfolio
30,261
Q4 2024 Reduced 0.6%
$98.4B
$957 Million 0.25% of portfolio
1,519
Q3 2024 New
$16.5B
$940 Million 0.25% of portfolio
8,055
Q4 2024 Reduced 17.1%
$50B
$958 Million 0.25% of portfolio
22,075
Q4 2024 Reduced 0.86%
$73.6B
$918 Million 0.24% of portfolio
3,620
Q4 2024 Reduced 0.93%
$156B
$914 Million 0.24% of portfolio
1,834
Q4 2024 New
$92.3B
$900 Million 0.24% of portfolio
8,350
Q4 2024 Reduced 0.82%
$452B
$893 Million 0.24% of portfolio
8,302
Q4 2024 Reduced 26.34%
$67.9B
$878 Million 0.23% of portfolio
3,749
Q4 2024 Reduced 1.21%
$32.9B
$857 Million 0.23% of portfolio
11,233
Q4 2024 Reduced 2.02%
$329B
$853 Million 0.22% of portfolio
4,802
Q4 2024 Reduced 19.9%
$131B
$788 Million 0.21% of portfolio
16,347
Q4 2024 Reduced 4.0%
$48.9B
$793 Million 0.21% of portfolio
20,679
Q4 2024 Added 0.51%
$164B
$755 Million 0.2% of portfolio
6,261
Q4 2024 Reduced 0.78%
$234B
$777 Million 0.2% of portfolio
12,406
Q4 2024 Reduced 0.72%
$71.8B
$758 Million 0.2% of portfolio
4,653
Q4 2024 Reduced 1.44%
$48.2B
$711 Million 0.19% of portfolio
8,809
Q4 2024 Reduced 3.88%
$26.1B
$668 Million 0.18% of portfolio
5,534
Q4 2024 Added 1.26%
$75.6B
$646 Million 0.17% of portfolio
7,567
Q4 2024 Added 22.38%
$258B
$610 Million 0.16% of portfolio
6,750
Q4 2024 Reduced 2.32%
$4.09B
$611 Million 0.16% of portfolio
16,306
Q4 2024 Reduced 13.78%
$41.3B
$609 Million 0.16% of portfolio
1,748
Q4 2024 Reduced 12.34%
$131B
$619 Million 0.16% of portfolio
2,715
Q4 2024 Reduced 2.2%
$50B
$579 Million 0.15% of portfolio
5,086
Q4 2024 Added 3.9%
$15.3B
$517 Million 0.14% of portfolio
6,011
Q4 2024 Reduced 0.68%
$40.8B
$520 Million 0.14% of portfolio
3,552
Q4 2024 Reduced 4.59%
$186B
$488 Million 0.13% of portfolio
853
Q4 2024 Added 0.59%
$59.2B
$499 Million 0.13% of portfolio
1,721
Q4 2024 Added 0.12%
$112B
$496 Million 0.13% of portfolio
6,215
Q4 2024 Reduced 0.61%
$72.6B
$498 Million 0.13% of portfolio
6,586
Q4 2024 Reduced 4.51%
$28.8B
$459 Million 0.12% of portfolio
2,088
Q4 2024 Reduced 4.48%
$221B
$466 Million 0.12% of portfolio
6,159
Q4 2024 New
$173B
$456 Million 0.12% of portfolio
8,367
Q4 2024 Added 1.25%
$129B
$429 Million 0.11% of portfolio
4,643
Q4 2024 Added 0.61%

Summary

  • Portfolio
  • No. of Stocks 555
  • Current Value $379 Billion
  • Prior Value $396 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 183 stocks
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email