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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$545 Million 0.15% of portfolio
5,455
Q1 2025 Added 0.06%
$0
$523 Million 0.15% of portfolio
6,398
Q1 2025 Reduced 37.26%
$0
$496 Million 0.14% of portfolio
4,363
Q1 2025 Added 0.21%
$0
$490 Million 0.14% of portfolio
3,737
Q1 2025 Added 1.55%
$0
$453 Million 0.13% of portfolio
4,300
Q1 2025 Reduced 6.91%
$0
$472 Million 0.13% of portfolio
3,589
Q1 2025 Reduced 0.94%
$0
$472 Million 0.13% of portfolio
6,234
Q4 2024 Reduced 18.04%
$0
$408 Million 0.11% of portfolio
3,004
Q1 2025 Added 0.2%
$0
$411 Million 0.11% of portfolio
7,185
Q1 2025 Reduced 22.02%
$0
$387 Million 0.11% of portfolio
7,695
Q1 2025 Reduced 27.1%
$0
$360 Million 0.1% of portfolio
6,184
Q1 2025 Added 0.18%
$0
$361 Million 0.1% of portfolio
1,397
Q3 2024 New
$0
$308 Million 0.09% of portfolio
4,119
Q1 2025 Added 0.44%
$0
$332 Million 0.09% of portfolio
3,706
Q1 2025 Reduced 58.22%
$0
$314 Million 0.09% of portfolio
6,209
Q1 2025 Reduced 11.21%
$0
$340 Million 0.09% of portfolio
9,736
Q1 2025 Added 11.45%
$0
$281 Million 0.08% of portfolio
5,555
Q1 2025 Added 13.69%
$0
$284 Million 0.08% of portfolio
5,462
Q1 2025 Reduced 1.74%
$0
$301 Million 0.08% of portfolio
1,507
Q1 2025 Reduced 6.16%
$0
$302 Million 0.08% of portfolio
6,707
Q1 2025 Added 0.51%
$0
$269 Million 0.07% of portfolio
1,384
Q1 2025 Reduced 3.08%
$0
$253 Million 0.07% of portfolio
2,086
Q1 2025 Added 0.58%
$0
$238 Million 0.07% of portfolio
5,000
Q1 2025 Reduced 4.31%
$0
$251 Million 0.07% of portfolio
3,077
Q4 2024 Reduced 24.25%
$0
$250 Million 0.07% of portfolio
10,000
Q3 2024 New
$0
$229 Million 0.06% of portfolio
3,355
Q1 2025 Added 0.09%
$0
$210 Million 0.06% of portfolio
1,969
Q1 2025 Reduced 4.0%
$0
$203 Million 0.06% of portfolio
2,361
Q1 2025 Reduced 1.3%
$0
$221 Million 0.06% of portfolio
720
Q1 2025 Reduced 6.37%
$0
$225 Million 0.06% of portfolio
2,933
Q1 2025 Reduced 25.92%
$0
$217 Million 0.06% of portfolio
2,827
Q1 2025 Reduced 33.87%
$0
$205 Million 0.06% of portfolio
2,931
Q4 2024 Added 0.24%
$0
$188 Million 0.05% of portfolio
1,244
Q1 2025 Added 23.17%
$0
$180 Million 0.05% of portfolio
1,044
Q1 2025 Reduced 9.92%
$0
$184 Million 0.05% of portfolio
1,438
Q1 2025 Reduced 4.96%
$0
$183 Million 0.05% of portfolio
1,071
Q1 2025 Added 0.09%
$0
$178 Million 0.05% of portfolio
479
Q4 2024 Reduced 53.59%
$0
$178 Million 0.05% of portfolio
10,124
Q1 2025 Reduced 47.87%
$0
$178 Million 0.05% of portfolio
2,412
Q1 2025 Added 90.22%
$0
$133 Million 0.04% of portfolio
1,798
Q1 2025 Added 0.11%
$0
$132 Million 0.04% of portfolio
626
Q1 2025 Added 0.16%
$0
$131 Million 0.04% of portfolio
1,728
Q1 2025 Reduced 73.25%
$0
$131 Million 0.04% of portfolio
2,849
Q4 2024 Added 0.99%
$0
$153 Million 0.04% of portfolio
8,197
Q1 2025 Reduced 5.04%
$0
$145 Million 0.04% of portfolio
1,838
Q3 2024 New
$0
$161 Million 0.04% of portfolio
607
Q1 2025 Added 0.33%
$0
$128 Million 0.04% of portfolio
2,830
Q1 2025 Reduced 94.06%
$0
$141 Million 0.04% of portfolio
2,020
Q1 2025 Reduced 4.99%
$0
$122 Million 0.03% of portfolio
2,332
Q1 2025 Reduced 5.24%

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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