Epg Wealth Management LLC Portfolio Holdings

Epg Wealth Management LLC

  • $333 Billion
  • Q2 2025

Epg Wealth Management LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $333 Billion distributed in 310 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 $16.1B, Nvidia Corp with a value of $15.2B, Apple Inc. with a value of $11B, Ishares S&P 500 Growth ETF with a value of $10.7B, and Vanguard Whitehall Fds (Vangua with a value of $10.1B.

Examining the 13F form we can see an decrease of $26.2B in the current position value, from $359B to 333B.

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 $333 Billion
ETFs: $136 Billion
Technology: $64.9 Billion
Financial Services: $26.2 Billion
Industrials: $23.2 Billion
Healthcare: $17.3 Billion
Communication Services: $15 Billion
Consumer Cyclical: $14.5 Billion
Consumer Defensive: $12 Billion
Other: $15.5 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.1 Billion 4.84% of portfolio
25,948
Q2 2025 Reduced 21.08%
$0
$10.7 Billion 3.21% of portfolio
97,018
Q2 2025 Reduced 1.61%
$0
$10.1 Billion 3.03% of portfolio
75,803
Q2 2025 Reduced 5.71%
$0
$9.29 Billion 2.79% of portfolio
157,964
Q2 2025 Reduced 0.69%
$0
$8 Billion 2.4% of portfolio
185,045
Q2 2025 Added 0.68%
$0
$6.96 Billion 2.09% of portfolio
16,381
Q2 2025 Reduced 7.87%
$0
$6.64 Billion 1.99% of portfolio
107,083
Q2 2025 Added 0.07%
$0
$5.29 Billion 1.59% of portfolio
77,780
Q2 2025 New
$0
$4.22 Billion 1.27% of portfolio
16,657
Q2 2025 Reduced 25.07%
$0
$4.24 Billion 1.27% of portfolio
76,898
Q2 2025 Added 0.87%
$0
$3.88 Billion 1.16% of portfolio
64,567
Q2 2025 Added 0.41%
$0
$3.72 Billion 1.12% of portfolio
49,215
Q2 2025 Reduced 29.54%
$0
$3.19 Billion 0.96% of portfolio
63,527
Q2 2025 Reduced 3.53%
$0
$2.92 Billion 0.88% of portfolio
15,059
Q2 2025 Reduced 20.08%
$116B
$2.63 Billion 0.79% of portfolio
8,629
Q2 2025 Reduced 13.46%
$0
$2.38 Billion 0.71% of portfolio
28,702
Q2 2025 Reduced 1.4%
$0
$2.25 Billion 0.68% of portfolio
48,625
Q2 2025 Added 1.84%
$0
$2.2 Billion 0.66% of portfolio
16,289
Q2 2025 Reduced 13.25%
$0
$2.08 Billion 0.63% of portfolio
19,192
Q2 2025 Reduced 1.71%
$0
$1.89 Billion 0.57% of portfolio
22,324
Q2 2025 Added 1.8%
$0
$1.4 Billion 0.42% of portfolio
2,261
Q2 2025 Reduced 16.41%
$0
$1.36 Billion 0.41% of portfolio
6,913
Q2 2025 Reduced 51.08%
$0
$1.26 Billion 0.38% of portfolio
19,458
Q2 2025 Reduced 13.78%
$0
$1.07 Billion 0.32% of portfolio
45,532
Q2 2025 Reduced 2.77%
$0
$1.03 Billion 0.31% of portfolio
21,006
Q2 2025 Reduced 0.21%
$0
$1.01 Billion 0.3% of portfolio
5,353
Q2 2025 Reduced 3.57%
$0
$938 Million 0.28% of portfolio
6,945
Q2 2025 Reduced 37.43%
$0
$893 Million 0.27% of portfolio
17,046
Q2 2025 Reduced 38.73%
$0
$906 Million 0.27% of portfolio
2,981
Q2 2025 Reduced 9.23%
$0
$866 Million 0.26% of portfolio
1,570
Q2 2025 Reduced 59.73%
$0
$797 Million 0.24% of portfolio
15,994
Q2 2025 Added 0.7%
$0
$789 Million 0.24% of portfolio
16,099
Q2 2025 Reduced 1.78%
$5.03B
$795 Million 0.24% of portfolio
25,208
Q3 2024 New
$0
$648 Million 0.19% of portfolio
3,314
Q2 2025 Reduced 15.72%
$0
$586 Million 0.18% of portfolio
4,744
Q2 2025 Added 0.34%
$0
$601 Million 0.18% of portfolio
5,500
Q2 2025 Reduced 90.42%
$58.1B
$603 Million 0.18% of portfolio
9,670
Q4 2024 Reduced 10.42%
$0
$573 Million 0.17% of portfolio
3,882
Q2 2025 Added 3.88%
$0
$521 Million 0.16% of portfolio
6,240
Q2 2025 Added 0.1%
$0
$530 Million 0.16% of portfolio
8,676
Q2 2025 Reduced 12.28%
$0
$452 Million 0.14% of portfolio
2,078
Q2 2025 Reduced 36.92%
$0
$431 Million 0.13% of portfolio
8,915
Q2 2025 Reduced 82.05%
$0
$449 Million 0.13% of portfolio
4,300
Q1 2025 Reduced 6.91%
$0
$391 Million 0.12% of portfolio
1,397
Q3 2024 New
$0
$317 Million 0.1% of portfolio
6,245
Q2 2025 Added 0.58%
$0
$283 Million 0.09% of portfolio
1,384
Q1 2025 Reduced 3.08%
$0
$297 Million 0.09% of portfolio
12,049
Q2 2025 Reduced 60.61%
$0
$290 Million 0.09% of portfolio
8,436
Q2 2025 Reduced 13.35%
$0
$314 Million 0.09% of portfolio
5,526
Q2 2025 Reduced 23.09%

Summary

  • Portfolio
  • No. of Stocks 310
  • Current Value $333 Billion
  • Prior Value $359 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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