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
$173B
$1.17 Billion 0.33% of portfolio
3,063
Q1 2025 Reduced 19.14%
$260B
$1.17 Billion 0.32% of portfolio
13,278
Q1 2025 Added 96.71%
$8.52B
$1.14 Billion 0.32% of portfolio
20,007
Q1 2025 Added 11.53%
$290B
$1.17 Billion 0.32% of portfolio
4,374
Q1 2025 Reduced 1.06%
$267B
$1.12 Billion 0.31% of portfolio
2,131
Q1 2025 Added 353.4%
$30.3B
$1.06 Billion 0.3% of portfolio
12,507
Q1 2025 Added 10.19%
$83.4B
$1.07 Billion 0.3% of portfolio
5,975
Q1 2025 Added 3.25%
$1.15B
$1.09 Billion 0.3% of portfolio
110,196
Q4 2024 Reduced 34.45%
$121B
$1.07 Billion 0.3% of portfolio
5,282
Q1 2025 Added 11.04%
$93B
$1.03 Billion 0.29% of portfolio
8,479
Q1 2025 Added 1.54%
$126B
$1.05 Billion 0.29% of portfolio
1,537
Q1 2025 Added 1.18%
$169B
$1.03 Billion 0.29% of portfolio
2,030
Q1 2025 Added 10.69%
$77.1B
$1.04 Billion 0.29% of portfolio
4,098
Q1 2025 Added 9.31%
$18.8B
$1.01 Billion 0.28% of portfolio
8,507
Q1 2025 Added 5.61%
$331B
$1.01 Billion 0.28% of portfolio
4,825
Q1 2025 Added 0.48%
$42.8B
$995 Million 0.28% of portfolio
12,096
Q1 2025 Added 2.6%
$452B
$969 Million 0.27% of portfolio
8,150
Q1 2025 Reduced 1.83%
$201B
$957 Million 0.27% of portfolio
6,381
Q1 2025 Reduced 58.49%
$27.4B
$971 Million 0.27% of portfolio
3,429
Q1 2025 Added 4.19%
$120B
$959 Million 0.27% of portfolio
6,857
Q1 2025 Added 1.84%
$48.7B
$978 Million 0.27% of portfolio
23,395
Q1 2025 Added 13.13%
$79.9B
$955 Million 0.27% of portfolio
3,850
Q1 2025 Added 6.35%
$122B
$951 Million 0.26% of portfolio
17,150
Q1 2025 Added 4.91%
$253B
$930 Million 0.26% of portfolio
12,686
Q1 2025 Added 2.26%
$60B
$945 Million 0.26% of portfolio
22,972
Q1 2025 Added 4.06%
$219B
$899 Million 0.25% of portfolio
6,789
Q1 2025 Reduced 72.67%
$26.3B
$891 Million 0.25% of portfolio
32,175
Q1 2025 Added 6.32%
$70.8B
$874 Million 0.24% of portfolio
5,306
Q1 2025 Added 14.03%
$38.8B
$868 Million 0.24% of portfolio
11,623
Q1 2025 Added 3.47%
$51.2B
$834 Million 0.23% of portfolio
1,586
Q1 2025 Reduced 23.31%
$1.17T
$782 Million 0.22% of portfolio
5,004
Q1 2025 Reduced 5.73%
$1.05T
$764 Million 0.21% of portfolio
2,948
Q1 2025 Added 3.0%
$185B
$740 Million 0.21% of portfolio
6,566
Q1 2025 Added 4.87%
$642B
$745 Million 0.21% of portfolio
5,331
Q1 2025 New
$19.4B
$731 Million 0.2% of portfolio
28,824
Q1 2025 New
$87.9B
$697 Million 0.19% of portfolio
10,687
Q1 2025 Added 41.23%
$49.6B
$693 Million 0.19% of portfolio
9,281
Q1 2025 Added 5.36%
$60.7B
$660 Million 0.18% of portfolio
5,347
Q1 2025 Added 5.13%
$141B
$662 Million 0.18% of portfolio
2,801
Q1 2025 Added 3.17%
$52B
$602 Million 0.17% of portfolio
8,900
Q1 2025 New
$13.6B
$619 Million 0.17% of portfolio
29,150
Q1 2025 New
$122B
$600 Million 0.17% of portfolio
6,675
Q1 2025 Added 7.4%
$61.4B
$622 Million 0.17% of portfolio
10,110
Q1 2025 Added 2.07%
$4.08B
$600 Million 0.17% of portfolio
16,440
Q1 2025 Added 0.82%
$15.3B
$627 Million 0.17% of portfolio
7,563
Q1 2025 Added 25.82%
$173B
$563 Million 0.16% of portfolio
8,707
Q1 2025 Added 4.06%
$50.4B
$551 Million 0.15% of portfolio
1,757
Q1 2025 Added 0.51%
$43.7B
$539 Million 0.15% of portfolio
3,730
Q1 2025 Added 5.01%
$293B
$522 Million 0.15% of portfolio
6,189
Q1 2025 Added 0.49%

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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