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 Market Cap. of $10 Billions to $200 Billions