Epg Wealth Management LLC Portfolio Holdings

Epg Wealth Management LLC

  • $333 Billion
  • Q2 2025

Epg Wealth Management LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $333 Billion distributed in 310 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 $16.1B, Nvidia Corp with a value of $15.2B, Apple Inc. with a value of $11B, Ishares S&P 500 Growth ETF with a value of $10.7B, and Vanguard Whitehall Fds (Vangua with a value of $10.1B.

Examining the 13F form we can see an decrease of $26.2B in the current position value, from $359B to 333B.

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 $333 Billion
ETFs: $136 Billion
Technology: $64.9 Billion
Financial Services: $26.2 Billion
Industrials: $23.2 Billion
Healthcare: $17.3 Billion
Communication Services: $15 Billion
Consumer Cyclical: $14.5 Billion
Consumer Defensive: $12 Billion
Other: $15.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$310B
$1.78 Billion 0.53% of portfolio
12,428
Q2 2025 Reduced 1.58%
$185B
$1.78 Billion 0.53% of portfolio
41,175
Q2 2025 Added 0.62%
$103B
$1.68 Billion 0.5% of portfolio
2,290
Q2 2025 Added 1.69%
$187B
$1.66 Billion 0.5% of portfolio
17,750
Q2 2025 Reduced 26.52%
$33.6B
$1.68 Billion 0.5% of portfolio
26,780
Q2 2025 Reduced 10.07%
Arista Networks Inc
-
$1.64 Billion 0.49% of portfolio
-
Q2 2025 Added 4.47%
$427B
$1.59 Billion 0.48% of portfolio
1,611
Q2 2025 Reduced 19.33%
$181B
$1.59 Billion 0.48% of portfolio
9,965
Q2 2025 Added 1.44%
$151B
$1.57 Billion 0.47% of portfolio
5,606
Q2 2025 Reduced 2.27%
$169B
$1.5 Billion 0.45% of portfolio
6,769
Q2 2025 Reduced 15.46%
$40.6B
$1.5 Billion 0.45% of portfolio
10,390
Q2 2025 Reduced 16.93%
$1.08B
$1.45 Billion 0.44% of portfolio
25,810
Q2 2025 Added 1.2%
$63.2B
$1.47 Billion 0.44% of portfolio
4,602
Q2 2025 Added 2.31%
$100B
$1.46 Billion 0.44% of portfolio
15,920
Q2 2025 Reduced 8.04%
$48.8B
$1.47 Billion 0.44% of portfolio
10,087
Q2 2025 Reduced 4.91%
$433B
$1.43 Billion 0.43% of portfolio
3,893
Q2 2025 Reduced 24.14%
$0
$1.4 Billion 0.42% of portfolio
2,261
Q2 2025 Reduced 16.41%
$53.1B
$1.36 Billion 0.41% of portfolio
1,647
Q2 2025 Added 3.85%
$562B
$1.35 Billion 0.41% of portfolio
2,410
Q2 2025 Reduced 2.39%
$0
$1.36 Billion 0.41% of portfolio
6,913
Q2 2025 Reduced 51.08%
$53.5B
$1.34 Billion 0.4% of portfolio
2,506
Q2 2025 Added 2.75%
$8.52B
$1.34 Billion 0.4% of portfolio
21,226
Q2 2025 Added 6.09%
$128B
$1.32 Billion 0.4% of portfolio
5,535
Q2 2025 Added 4.79%
$136B
$1.32 Billion 0.4% of portfolio
1,475
Q2 2025 Reduced 4.03%
$146B
$1.34 Billion 0.4% of portfolio
7,318
Q2 2025 Added 5.25%
$147B
$1.29 Billion 0.39% of portfolio
3,262
Q2 2025 Added 2.64%
$163B
$1.26 Billion 0.38% of portfolio
3,255
Q2 2025 Added 6.27%
$0
$1.26 Billion 0.38% of portfolio
19,458
Q2 2025 Reduced 13.78%
$131B
$1.25 Billion 0.38% of portfolio
5,987
Q2 2025 Reduced 32.96%
$86.1B
$1.28 Billion 0.38% of portfolio
6,022
Q2 2025 Added 0.79%
$376B
$1.23 Billion 0.37% of portfolio
7,703
Q2 2025 Added 0.29%
$279B
$1.22 Billion 0.37% of portfolio
12,450
Q2 2025 Reduced 6.24%
$120B
$1.19 Billion 0.36% of portfolio
13,295
Q2 2025 Added 0.7%
$78.3B
$1.15 Billion 0.35% of portfolio
4,272
Q2 2025 Added 4.25%
$830B
$1.15 Billion 0.34% of portfolio
5,245
Q2 2025 Reduced 1.61%
$179B
$1.14 Billion 0.34% of portfolio
2,159
Q2 2025 Added 6.35%
$300B
$1.14 Billion 0.34% of portfolio
4,767
Q2 2025 Added 8.98%
$77.8B
$1.14 Billion 0.34% of portfolio
15,322
Q2 2025 Added 43.37%
$0
$1.07 Billion 0.32% of portfolio
45,532
Q2 2025 Reduced 2.77%
$130B
$1.06 Billion 0.32% of portfolio
7,117
Q2 2025 Added 3.79%
$467B
$1.08 Billion 0.32% of portfolio
7,072
Q2 2025 Added 0.21%
$0
$1.03 Billion 0.31% of portfolio
21,006
Q2 2025 Reduced 0.21%
$40.9B
$1.03 Billion 0.31% of portfolio
12,201
Q2 2025 Added 0.87%
$20.2B
$1.05 Billion 0.31% of portfolio
8,623
Q2 2025 Added 1.36%
$0
$1.01 Billion 0.3% of portfolio
5,353
Q2 2025 Reduced 3.57%
$60.1B
$957 Million 0.29% of portfolio
22,262
Q2 2025 Reduced 3.09%
$81.8B
$963 Million 0.29% of portfolio
3,893
Q2 2025 Added 1.12%
$0
$938 Million 0.28% of portfolio
6,945
Q2 2025 Reduced 37.43%
$232B
$921 Million 0.28% of portfolio
6,307
Q2 2025 Reduced 7.1%

Summary

  • Portfolio
  • No. of Stocks 310
  • Current Value $333 Billion
  • Prior Value $359 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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