Epg Wealth Management LLC Portfolio Holdings

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025

Epg Wealth Management LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $359 Billion distributed in 539 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 $18.5B, Apple Inc. with a value of $15.9B, Vanguard Whitehall Fds (Vangua with a value of $10.4B, Nvidia Corp with a value of $9.85B, and Vanguard with a value of $9.34B.

Examining the 13F form we can see an decrease of $20.2B in the current position value, from $379B to 359B.

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 $359 Billion
ETFs: $158 Billion
Technology: $59.1 Billion
Financial Services: $25.5 Billion
Industrials: $20.2 Billion
Healthcare: $18.6 Billion
Consumer Cyclical: $17.3 Billion
Communication Services: $14.3 Billion
Consumer Defensive: $11.5 Billion
Other: $18.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$157B
$1.79 Billion 0.5% of portfolio
5,736
Q1 2025 Added 7.58%
$171B
$1.76 Billion 0.49% of portfolio
24,157
Q1 2025 Reduced 7.8%
$33.2B
$1.74 Billion 0.49% of portfolio
29,780
Q4 2024 Reduced 0.49%
$0
$1.73 Billion 0.48% of portfolio
27,933
Q1 2025 Reduced 33.4%
$125B
$1.69 Billion 0.47% of portfolio
3,774
Q1 2025 Added 5.63%
$142B
$1.64 Billion 0.46% of portfolio
16,224
Q1 2025 Added 3.67%
$248B
$1.65 Billion 0.46% of portfolio
6,632
Q1 2025 Added 4.26%
$56B
$1.64 Billion 0.46% of portfolio
10,608
Q1 2025 Added 7.74%
$1.1T
$1.62 Billion 0.45% of portfolio
9,788
Q1 2025 Added 0.44%
$268B
$1.6 Billion 0.45% of portfolio
25,968
Q1 2025 Added 1.16%
$49.6B
$1.58 Billion 0.44% of portfolio
2,520
Q1 2025 Added 8.62%
$97.2B
$1.59 Billion 0.44% of portfolio
17,311
Q1 2025 Added 2.15%
$66.1B
$1.55 Billion 0.43% of portfolio
4,498
Q1 2025 Added 7.5%
$0
$1.51 Billion 0.42% of portfolio
36,000
Q4 2024 Reduced 4.0%
$129B
$1.52 Billion 0.42% of portfolio
8,930
Q1 2025 Reduced 10.41%
$179B
$1.51 Billion 0.42% of portfolio
9,824
Q1 2025 Added 8.24%
$101B
$1.52 Billion 0.42% of portfolio
2,252
Q1 2025 Reduced 1.87%
$0
$1.51 Billion 0.42% of portfolio
2,705
Q1 2025 Added 8.2%
$235B
$1.39 Billion 0.39% of portfolio
10,455
Q1 2025 Reduced 0.89%
$116B
$1.39 Billion 0.39% of portfolio
13,202
Q1 2025 Added 6.59%
$0
$1.39 Billion 0.39% of portfolio
27,822
Q1 2025 Reduced 7.54%
$562B
$1.35 Billion 0.38% of portfolio
2,469
Q1 2025 Added 4.53%
$0
$1.35 Billion 0.38% of portfolio
11,099
Q1 2025 Reduced 13.24%
First Tr Exchng Traded Fd Vi
-
$1.38 Billion 0.38% of portfolio
-
Q3 2024 New
$204B
$1.35 Billion 0.38% of portfolio
1,696
Q1 2025 Added 7.07%
$1.4B
$1.28 Billion 0.36% of portfolio
25,504
Q1 2025 Added 9.43%
$189B
$1.29 Billion 0.36% of portfolio
3,921
Q1 2025 Added 592.76%
$386B
$1.31 Billion 0.36% of portfolio
7,681
Q1 2025 Added 8.53%
$0
$1.31 Billion 0.36% of portfolio
12,786
Q1 2025 Reduced 8.09%
$0
$1.27 Billion 0.35% of portfolio
22,568
Q1 2025 Added 1.28%
$409B
$1.17 Billion 0.33% of portfolio
7,057
Q1 2025 Reduced 7.92%
$0
$1.2 Billion 0.33% of portfolio
46,831
Q1 2025 Added 4.46%
$146B
$1.18 Billion 0.33% of portfolio
3,178
Q1 2025 Added 7.58%
$55.1B
$1.18 Billion 0.33% of portfolio
2,439
Q1 2025 Added 1.67%
$193B
$1.17 Billion 0.33% of portfolio
3,063
Q1 2025 Reduced 19.14%
Arista Networks Inc
-
$1.19 Billion 0.33% of portfolio
-
Q1 2025 Added 5.27%
$0
$1.17 Billion 0.33% of portfolio
6,742
Q1 2025 Reduced 33.47%
$264B
$1.17 Billion 0.32% of portfolio
13,278
Q1 2025 Added 96.71%
$8.38B
$1.14 Billion 0.32% of portfolio
20,007
Q1 2025 Added 11.53%
$295B
$1.17 Billion 0.32% of portfolio
4,374
Q1 2025 Reduced 1.06%
$284B
$1.12 Billion 0.31% of portfolio
2,131
Q1 2025 Added 353.4%
$26.4B
$1.06 Billion 0.3% of portfolio
12,507
Q1 2025 Added 10.19%
First Tr Exchng Traded Fd Vi
-
$1.08 Billion 0.3% of portfolio
-
Q1 2025 Reduced 6.45%
$77.1B
$1.07 Billion 0.3% of portfolio
5,975
Q1 2025 Added 3.25%
$1B
$1.09 Billion 0.3% of portfolio
110,196
Q4 2024 Reduced 34.45%
$120B
$1.07 Billion 0.3% of portfolio
5,282
Q1 2025 Added 11.04%
$89.6B
$1.03 Billion 0.29% of portfolio
8,479
Q1 2025 Added 1.54%
$121B
$1.05 Billion 0.29% of portfolio
1,537
Q1 2025 Added 1.18%
$167B
$1.03 Billion 0.29% of portfolio
2,030
Q1 2025 Added 10.69%

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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