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
$141B
$1.84 Billion 0.48% of portfolio
8,134
Q4 2024 Reduced 4.31%
$0
$1.78 Billion 0.47% of portfolio
10,134
Q4 2024 Reduced 0.84%
$141B
$1.8 Billion 0.47% of portfolio
24,292
Q4 2024 Reduced 5.01%
$103B
$1.76 Billion 0.47% of portfolio
9,968
Q4 2024 Reduced 2.47%
$189B
$1.75 Billion 0.46% of portfolio
43,670
Q4 2024 Reduced 3.94%
$116B
$1.74 Billion 0.46% of portfolio
3,573
Q4 2024 Reduced 2.64%
$179B
$1.68 Billion 0.44% of portfolio
3,788
Q4 2024 Reduced 1.58%
$161B
$1.68 Billion 0.44% of portfolio
1,584
Q4 2024 Reduced 4.29%
$43.5B
$1.63 Billion 0.43% of portfolio
2,320
Q4 2024 Reduced 7.2%
$0
$1.65 Billion 0.43% of portfolio
12,793
Q4 2024 Reduced 3.86%
$325B
$1.61 Billion 0.42% of portfolio
11,131
Q4 2024 Reduced 1.33%
Arista Networks Inc
-
$1.61 Billion 0.42% of portfolio
-
Q4 2024 New
$144B
$1.58 Billion 0.42% of portfolio
26,202
Q4 2024 Reduced 14.34%
$0
$1.56 Billion 0.41% of portfolio
36,000
Q4 2024 Reduced 4.0%
$30.5B
$1.57 Billion 0.41% of portfolio
29,780
Q4 2024 Reduced 0.49%
$250B
$1.52 Billion 0.4% of portfolio
25,669
Q4 2024 Reduced 1.64%
$0
$1.45 Billion 0.38% of portfolio
13,911
Q4 2024 Reduced 2.99%
$0
$1.45 Billion 0.38% of portfolio
30,091
Q4 2024 Reduced 18.86%
$164B
$1.39 Billion 0.37% of portfolio
5,332
Q4 2024 Reduced 2.34%
$219B
$1.4 Billion 0.37% of portfolio
6,361
Q4 2024 Reduced 0.36%
$99.2B
$1.4 Billion 0.37% of portfolio
16,947
Q4 2024 Reduced 1.06%
$1.38B
$1.41 Billion 0.37% of portfolio
23,306
Q4 2024 Reduced 1.71%
$172B
$1.39 Billion 0.37% of portfolio
9,076
Q4 2024 Reduced 1.76%
First Tr Exchng Traded Fd Vi
-
$1.41 Billion 0.37% of portfolio
-
Q3 2024 New
$142B
$1.4 Billion 0.37% of portfolio
15,650
Q4 2024 Reduced 3.98%
$54.4B
$1.38 Billion 0.36% of portfolio
9,846
Q4 2024 Reduced 0.65%
$96B
$1.31 Billion 0.34% of portfolio
2,295
Q4 2024 Reduced 41.35%
$51.5B
$1.28 Billion 0.34% of portfolio
2,399
Q4 2024 Reduced 3.54%
$0
$1.31 Billion 0.34% of portfolio
22,283
Q4 2024 Reduced 2.62%
$304B
$1.26 Billion 0.33% of portfolio
20,163
Q4 2024 Reduced 1.71%
$516B
$1.24 Billion 0.33% of portfolio
2,362
Q4 2024 Reduced 13.48%
$35.8B
$1.26 Billion 0.33% of portfolio
3,291
Q4 2024 Reduced 4.86%
$38B
$1.23 Billion 0.32% of portfolio
2,068
Q4 2024 Reduced 0.1%
$130B
$1.23 Billion 0.32% of portfolio
12,386
Q4 2024 Reduced 2.75%
$7.69B
$1.21 Billion 0.32% of portfolio
17,938
Q4 2024 Added 0.46%
$97.9B
$1.16 Billion 0.31% of portfolio
6,733
Q4 2024 Reduced 2.95%
$398B
$1.19 Billion 0.31% of portfolio
7,077
Q4 2024 Reduced 3.83%
$899M
$1.18 Billion 0.31% of portfolio
110,196
Q4 2024 Reduced 34.45%
$71.7B
$1.19 Billion 0.31% of portfolio
4,184
Q4 2024 Reduced 0.83%
$0
$1.17 Billion 0.31% of portfolio
4,048
Q4 2024 Added 0.15%
$0
$1.18 Billion 0.31% of portfolio
24,214
Q4 2024 Added 0.1%
$229B
$1.19 Billion 0.31% of portfolio
10,549
Q4 2024 Added 0.09%
First Tr Exchng Traded Fd Vi
-
$1.16 Billion 0.31% of portfolio
-
Q4 2024 Reduced 25.57%
$0
$1.15 Billion 0.3% of portfolio
9,056
Q4 2024 Reduced 0.04%
$832B
$1.16 Billion 0.3% of portfolio
2,862
Q4 2024 Added 5.49%
$52.9B
$1.09 Billion 0.29% of portfolio
9,905
Q4 2024 Reduced 10.37%
$428B
$1.11 Billion 0.29% of portfolio
7,664
Q4 2024 Reduced 9.26%
$0
$1.07 Billion 0.28% of portfolio
44,830
Q4 2024 Reduced 1.28%
$138B
$1.06 Billion 0.28% of portfolio
2,954
Q4 2024 Reduced 1.47%

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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