Epg Wealth Management LLC Portfolio Holdings

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

Epg Wealth Management LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $396 Billion distributed in 507 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.4B, Ishares Core S&P 500 ETF with a value of $20B, Nvidia Corp with a value of $13.1B, Vanguard Whitehall Fds (Vangua with a value of $11.7B, and Ishares S&P 500 Growth ETF with a value of $10.3B.

Examining the 13F form we can see an increase of $396B in the current position value, from $0 to 396B.

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 $396 Billion
ETFs: $186 Billion
Technology: $72.2 Billion
Financial Services: $23.6 Billion
Industrials: $22.5 Billion
Consumer Cyclical: $19.6 Billion
Healthcare: $19.2 Billion
Communication Services: $13.4 Billion
Consumer Defensive: $10.9 Billion
Other: $17.6 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.19B
$1.19 Billion 0.3% of portfolio
17,855
Q3 2024 New
$4.55B
$713 Million 0.18% of portfolio
18,912
Q3 2024 New
$5.46B
$610 Million 0.15% of portfolio
14,000
Q3 2024 New
$4.17B
$503 Million 0.13% of portfolio
5,780
Q3 2024 New
$7.92B
$358 Million 0.09% of portfolio
9,278
Q3 2024 New
$8.04B
$317 Million 0.08% of portfolio
18,051
Q3 2024 New
$5.69B
$211 Million 0.05% of portfolio
16,511
Q3 2024 New
$3.16B
$82.7 Million 0.02% of portfolio
19,455
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 507
  • Current Value $396 Billion
  • Prior Value $0
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 423 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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