Epg Wealth Management LLC Portfolio Holdings by Sector

Epg Wealth Management LLC

$359 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV VYM VGSH IVW IQLT IWF IJH IJR 231 stocks	$157 Million 45.73% of portfolio	74	72	6	-	2 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM QCOM ADI MRVL MU 7 stocks	$17 Million 4.97% of portfolio	5	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$15.9 Million 4.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW ADBE ORCL PLTR MSFT 6 stocks	$12.6 Million 3.69% of portfolio	5	1	2	-	1 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY AMGN JNJ ABBV SNY GILD BMY MRK 8 stocks	$9.92 Million 2.9% of portfolio	3	5	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG GOOG 4 stocks	$7.71 Million 2.25% of portfolio	3	1	1	-	1 Calls 0 Puts
Banks—Diversified \| Financial Services JPM RY C BAC 4 stocks	$7.11 Million 2.08% of portfolio	2	2	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO MNST PEP CELH 4 stocks	$6.15 Million 1.8% of portfolio	2	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA COF PYPL AXP 5 stocks	$6.03 Million 1.76% of portfolio	5	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM UBER NOW CRM 4 stocks	$5.19 Million 1.52% of portfolio	3	1	1	-	1 Calls 0 Puts
Aerospace & Defense \| Industrials LMT BA RTX AXON 4 stocks	$4.94 Million 1.44% of portfolio	1	3	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX ABT SYK MDT 4 stocks	$4.81 Million 1.4% of portfolio	3	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM SHEL TTE 4 stocks	$4.57 Million 1.34% of portfolio	3	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN AMZN 2 stocks	$4.16 Million 1.21% of portfolio	2	-	1	-	1 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$3.75 Million 1.09% of portfolio	1	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$3.63 Million 1.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT 2 stocks	$3.62 Million 1.06% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO DUK PEG 3 stocks	$3.62 Million 1.06% of portfolio	3	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG 2 stocks	$3.45 Million 1.01% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$3.44 Million 1.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL DD ASH APD SHW 5 stocks	$3.35 Million 0.98% of portfolio	4	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ TMUS T 3 stocks	$3.29 Million 0.96% of portfolio	1	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$3.05 Million 0.89% of portfolio	2	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services AMP BX IVZ CION BST 5 stocks	$2.87 Million 0.84% of portfolio	4	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW GS 2 stocks	$2.49 Million 0.73% of portfolio	2	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM FIS 2 stocks	$2.34 Million 0.68% of portfolio	2	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$2.19 Million 0.64% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC AMAT 2 stocks	$2.05 Million 0.6% of portfolio	2	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX ADP 2 stocks	$1.99 Million 0.58% of portfolio	2	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO MSI 2 stocks	$1.96 Million 0.57% of portfolio	2	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology STX HPQ 2 stocks	$1.95 Million 0.57% of portfolio	2	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$1.84 Million 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB HAL 2 stocks	$1.71 Million 0.5% of portfolio	2	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$1.58 Million 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG 1 stocks	$1.55 Million 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical SKX NKE 2 stocks	$1.55 Million 0.45% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$1.52 Million 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW CMI 2 stocks	$1.51 Million 0.44% of portfolio	2	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate KIM PECO SPG 3 stocks	$1.43 Million 0.42% of portfolio	2	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP REI 2 stocks	$1.4 Million 0.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1.31 Million 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU TJX 2 stocks	$1.29 Million 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GPC TSCO 2 stocks	$1.27 Million 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1.12 Million 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical ACEL 1 stocks	$1.09 Million 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX VLO MPC 3 stocks	$1.08 Million 0.32% of portfolio	3	-	2	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$1.03 Million 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC 1 stocks	$945,286 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYR RWR 3 stocks	$921,076 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$873,693 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$764,004 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$661,820 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$627,049 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$602,465 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$538,992 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AVB 1 stocks	$462,522 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$409,268 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$337,279 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Aluminum \| Basic Materials AA AA 2 stocks	$305,610 0.09% of portfolio	2	-	1	-	1 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$236,518 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Trucking \| Industrials ODFL 1 stocks	$209,179 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET 1 stocks	$193,077 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$114,432 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials CLF 1 stocks	$105,189 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy RIG RIG 2 stocks	$73,914 0.02% of portfolio	1	1	1	-	1 Calls 0 Puts

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Epg Wealth Management LLC Portfolio Holdings by Sector

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