Epg Wealth Management LLC Options Holdings

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
GOOG
Alphabet Inc.

Communication Services
CALL
$109 Million
700
Q1 2025
New holding
First Tr Exchng Traded Fd Vi
CALL
$57.6 Million
800
Q1 2025
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$76.1 Million
400
Q1 2025
New holding
IYH
Ishares Tr

ETFs
CALL
$69.1 Million
1.4K
Q1 2025
New holding
MSFT
Microsoft Corp

Technology
CALL
$37.6 Million
100
Q1 2025
New holding
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
CALL
$23.7 Million
1K
Q1 2025
New holding
AA
Alcoa Corp

Basic Materials
CALL
$21.4 Million
700
Q1 2025
New holding
RIG
Transocean Ltd.

Energy
CALL
$19 Million
6K
Q1 2025
New holding
CRM
Salesforce, Inc.

Technology
CALL
$27 Million
100
Q1 2025
New holding
DAPR
First Ex Tr Fd Ft Cboe Vest Us
CALL
$38.2 Million
1.8K
Q1 2025
Added 80.0%

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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