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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$48.1B
$652 Million 0.2% of portfolio
9,089
Q2 2025 Added 2.12%
$47.2B
$612 Million 0.18% of portfolio
3,835
Q2 2025 Added 2.82%
$20.3B
$584 Million 0.18% of portfolio
28,639
Q2 2025 Reduced 0.64%
$69.1B
$594 Million 0.18% of portfolio
18,211
Q2 2025 New
$13.9B
$608 Million 0.18% of portfolio
28,934
Q2 2025 Reduced 0.74%
$125B
$582 Million 0.17% of portfolio
6,678
Q2 2025 Added 0.04%
$15.9B
$557 Million 0.17% of portfolio
7,738
Q2 2025 Added 2.31%
$173B
$551 Million 0.17% of portfolio
8,973
Q2 2025 Added 3.06%
$65.3B
$511 Million 0.15% of portfolio
1,810
Q2 2025 Reduced 1.74%
$148B
$513 Million 0.15% of portfolio
4,627
Q2 2025 Added 1.96%
$27.5B
$453 Million 0.14% of portfolio
2,227
Q2 2025 Added 3.34%
$119B
$402 Million 0.12% of portfolio
6,851
Q2 2025 Added 0.47%
$124B
$360 Million 0.11% of portfolio
1,168
Q2 2025 Added 0.95%
$161B
$370 Million 0.11% of portfolio
681
Q1 2025 Added 27.77%
$95.5B
$348 Million 0.1% of portfolio
1,014
Q2 2025 Added 1.5%
$191B
$307 Million 0.09% of portfolio
3,605
Q2 2025 Reduced 21.39%
$164B
$265 Million 0.08% of portfolio
2,148
Q2 2025 Reduced 24.76%
$90.9B
$232 Million 0.07% of portfolio
1,397
Q2 2025 Added 0.07%
$60.8B
$221 Million 0.07% of portfolio
1,642
Q1 2025 New
$101B
$245 Million 0.07% of portfolio
5,287
Q2 2025 Reduced 0.56%
$93.1B
$207 Million 0.06% of portfolio
406
Q2 2025 New
$16.7B
$200 Million 0.06% of portfolio
1,233
Q2 2025 Reduced 2.45%
$60.2B
$202 Million 0.06% of portfolio
1,254
Q3 2024 New

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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