Epg Wealth Management LLC Portfolio Holdings
Epg Wealth Management LLC
- $363 Billion
- Q3 2025
Epg Wealth Management LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $363 Billion distributed in 320 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 $17.4B, Nvidia Corp with a value of $16.8B, Apple Inc. with a value of $13.9B, Vanguard Whitehall Fds (Vangua with a value of $10.4B, and Ishares S&P 500 Growth ETF with a value of $10.3B.
Examining the 13F form we can see an increase of $30B in the current position value, from $333B to 363B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 320
- Current Value $363 Billion
- Prior Value $333 Billion
- Filing
- Period Q3 2025
- Filing Date November 03, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 19 stocks
- Additional Purchases 151 stocks
- Sold out of 0 stocks
- Reduced holdings in 66 stocks