Epg Wealth Management LLC Portfolio Holdings

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

Epg Wealth Management LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $379 Billion distributed in 555 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.5B, Ishares Core S&P 500 ETF with a value of $19.8B, Nvidia Corp with a value of $13.8B, Vanguard Whitehall Fds (Vangua with a value of $10.3B, and Ishares S&P 500 Growth ETF with a value of $9.96B.

Examining the 13F form we can see an decrease of $17.1B in the current position value, from $396B to 379B.

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 $379 Billion
ETFs: $174 Billion
Technology: $70.5 Billion
Financial Services: $24.2 Billion
Industrials: $22 Billion
Consumer Cyclical: $18.6 Billion
Healthcare: $15.7 Billion
Communication Services: $13.9 Billion
Consumer Defensive: $9.43 Billion
Other: $15.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$20.5 Billion 5.4% of portfolio
81,837
Q4 2024 Reduced 6.52%
$0
$19.8 Billion 5.21% of portfolio
33,594
Q4 2024 Reduced 2.96%
$346B
$13.8 Billion 3.64% of portfolio
102,833
Q4 2024 Reduced 4.87%
$0
$10.3 Billion 2.71% of portfolio
80,509
Q4 2024 Reduced 11.75%
$0
$9.96 Billion 2.63% of portfolio
98,121
Q4 2024 Reduced 8.89%
$0
$9.36 Billion 2.47% of portfolio
160,855
Q4 2024 Reduced 6.67%
$3.04T
$8.6 Billion 2.27% of portfolio
20,398
Q4 2024 Reduced 2.3%
$0
$7.31 Billion 1.93% of portfolio
18,205
Q4 2024 Reduced 0.33%
$0
$6.68 Billion 1.76% of portfolio
179,855
Q4 2024 Reduced 26.87%
$0
$6.54 Billion 1.72% of portfolio
104,899
Q4 2024 Reduced 8.45%
$0
$6.38 Billion 1.68% of portfolio
55,407
Q4 2024 Added 19.81%
$811B
$5.99 Billion 1.58% of portfolio
24,984
Q4 2024 Reduced 6.64%
$0
$5.87 Billion 1.55% of portfolio
25,224
Q4 2024 Reduced 4.08%
$0
$5.77 Billion 1.52% of portfolio
90,995
Q4 2024 Reduced 6.94%
$2.33T
$4.48 Billion 1.18% of portfolio
20,435
Q4 2024 Reduced 6.53%
$40.8B
$4.27 Billion 1.13% of portfolio
13,506
Q4 2024 Reduced 5.74%
$1.11T
$3.94 Billion 1.04% of portfolio
20,824
Q4 2024 Reduced 4.33%
$802B
$3.74 Billion 0.99% of portfolio
4,845
Q4 2024 Reduced 8.93%
$94.4B
$3.68 Billion 0.97% of portfolio
15,892
Q4 2024 Reduced 3.55%
$0
$3.49 Billion 0.92% of portfolio
18,855
Q4 2024 Added 0.15%
$0
$3.46 Billion 0.91% of portfolio
71,422
Q4 2024 Reduced 13.99%
$0
$3.28 Billion 0.86% of portfolio
62,786
Q4 2024 Reduced 7.52%
$0
$3.04 Billion 0.8% of portfolio
22,108
Q4 2024 Reduced 0.86%
$624B
$2.96 Billion 0.78% of portfolio
6,538
Q4 2024 Reduced 4.43%
$180B
$2.87 Billion 0.76% of portfolio
24,840
Q4 2024 Reduced 4.86%
$0
$2.71 Billion 0.72% of portfolio
5,308
Q4 2024 Reduced 0.17%
$0
$2.58 Billion 0.68% of portfolio
13,934
Q4 2024 Reduced 6.09%
$1.66T
$2.57 Billion 0.68% of portfolio
4,392
Q4 2024 Reduced 2.51%
$0
$2.57 Billion 0.68% of portfolio
41,939
Q4 2024 Added 1.7%
$327B
$2.43 Billion 0.64% of portfolio
7,253
Q4 2024 Reduced 5.76%
Blackrock Inc
-
$2.38 Billion 0.63% of portfolio
-
Q4 2024 New
$0
$2.4 Billion 0.63% of portfolio
29,320
Q4 2024 Added 1.83%
$198B
$2.34 Billion 0.62% of portfolio
15,374
Q4 2024 Reduced 4.96%
$91.9B
$2.33 Billion 0.61% of portfolio
9,628
Q4 2024 Reduced 7.01%
$59.9B
$2.32 Billion 0.61% of portfolio
12,730
Q4 2024 Added 85.84%
$0
$2.17 Billion 0.57% of portfolio
48,118
Q4 2024 Reduced 2.7%
$0
$2.16 Billion 0.57% of portfolio
36,455
Q4 2024 Reduced 6.29%
$0
$2.11 Billion 0.56% of portfolio
30,054
Q4 2024 Reduced 4.65%
$471B
$2.12 Billion 0.56% of portfolio
2,377
Q4 2024 Reduced 3.96%
$0
$2.1 Billion 0.55% of portfolio
47,627
Q4 2024 Reduced 10.44%
$419B
$2.06 Billion 0.54% of portfolio
5,283
Q4 2024 Reduced 14.29%
$145B
$2.05 Billion 0.54% of portfolio
4,834
Q4 2024 Reduced 0.43%
$578B
$1.97 Billion 0.52% of portfolio
6,248
Q4 2024 Reduced 6.75%
$227B
$1.98 Billion 0.52% of portfolio
6,814
Q4 2024 Reduced 4.75%
$1.06T
$1.92 Billion 0.51% of portfolio
9,745
Q4 2024 Reduced 6.46%
$0
$1.95 Billion 0.51% of portfolio
20,162
Q4 2024 Reduced 10.11%
$156B
$1.88 Billion 0.5% of portfolio
7,623
Q4 2024 Reduced 2.66%
$0
$1.86 Billion 0.49% of portfolio
21,670
Q4 2024 Reduced 10.4%
$474B
$1.82 Billion 0.48% of portfolio
1,982
Q4 2024 Reduced 13.86%

Summary

  • Portfolio
  • No. of Stocks 555
  • Current Value $379 Billion
  • Prior Value $396 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 183 stocks
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