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
$76.8B
$1.04 Billion 0.29% of portfolio
4,098
Q1 2025 Added 9.31%
$0
$1.03 Billion 0.29% of portfolio
21,050
Q1 2025 Reduced 13.07%
$17.9B
$1.01 Billion 0.28% of portfolio
8,507
Q1 2025 Added 5.61%
$335B
$1.01 Billion 0.28% of portfolio
4,825
Q1 2025 Added 0.48%
$39.6B
$995 Million 0.28% of portfolio
12,096
Q1 2025 Added 2.6%
$149B
$1.01 Billion 0.28% of portfolio
6,953
Q1 2025 Added 13.56%
$447B
$969 Million 0.27% of portfolio
8,150
Q1 2025 Reduced 1.83%
$182B
$957 Million 0.27% of portfolio
6,381
Q1 2025 Reduced 58.49%
$31.6B
$971 Million 0.27% of portfolio
3,429
Q1 2025 Added 4.19%
$101B
$959 Million 0.27% of portfolio
6,857
Q1 2025 Added 1.84%
$50.4B
$978 Million 0.27% of portfolio
23,395
Q1 2025 Added 13.13%
$76.5B
$955 Million 0.27% of portfolio
3,850
Q1 2025 Added 6.35%
$125B
$951 Million 0.26% of portfolio
17,150
Q1 2025 Added 4.91%
$242B
$930 Million 0.26% of portfolio
12,686
Q1 2025 Added 2.26%
$0
$921 Million 0.26% of portfolio
7,839
Q1 2025 Reduced 13.44%
$54B
$945 Million 0.26% of portfolio
22,972
Q1 2025 Added 4.06%
$26.4B
$891 Million 0.25% of portfolio
32,175
Q1 2025 Added 6.32%
$0
$903 Million 0.25% of portfolio
3,284
Q1 2025 Reduced 18.87%
$78.2B
$874 Million 0.24% of portfolio
5,306
Q1 2025 Added 14.03%
Ge Healthcare Technologies I
-
$853 Million 0.24% of portfolio
-
Q1 2025 Added 7.9%
$35.1B
$868 Million 0.24% of portfolio
11,623
Q1 2025 Added 3.47%
$0
$850 Million 0.24% of portfolio
5,551
Q1 2025 Reduced 2.6%
$0
$879 Million 0.24% of portfolio
19,705
Q1 2025 Reduced 19.06%
$0
$813 Million 0.23% of portfolio
16,391
Q1 2025 Added 14.68%
$55.7B
$834 Million 0.23% of portfolio
1,586
Q1 2025 Reduced 23.31%
$0
$781 Million 0.22% of portfolio
30,586
Q1 2025 Reduced 13.34%
$0
$801 Million 0.22% of portfolio
15,883
Q1 2025 Added 14.23%
$1.1T
$782 Million 0.22% of portfolio
5,004
Q1 2025 Reduced 5.73%
$0
$749 Million 0.21% of portfolio
3,932
Q1 2025 Reduced 13.62%
$1.03T
$764 Million 0.21% of portfolio
2,948
Q1 2025 Added 3.0%
$179B
$740 Million 0.21% of portfolio
6,566
Q1 2025 Added 4.87%
$0
$761 Million 0.21% of portfolio
15,250
Q3 2024 New
$4.64B
$752 Million 0.21% of portfolio
25,208
Q3 2024 New
$479B
$745 Million 0.21% of portfolio
5,331
Q1 2025 New
$19.8B
$731 Million 0.2% of portfolio
28,824
Q1 2025 New
$86.5B
$697 Million 0.19% of portfolio
10,687
Q1 2025 Added 41.23%
$49.3B
$693 Million 0.19% of portfolio
9,281
Q1 2025 Added 5.36%
First Tr Exchng Traded Fd Vi
-
$639 Million 0.18% of portfolio
-
Q1 2025 Reduced 7.46%
$57.1B
$660 Million 0.18% of portfolio
5,347
Q1 2025 Added 5.13%
$139B
$662 Million 0.18% of portfolio
2,801
Q1 2025 Added 3.17%
$0
$650 Million 0.18% of portfolio
3,294
Q1 2025 Reduced 0.63%
First Tr Exchng Traded Fd Vi
-
$632 Million 0.18% of portfolio
-
Q1 2025 Added 2.99%
$46.8B
$602 Million 0.17% of portfolio
8,900
Q1 2025 New
$13B
$619 Million 0.17% of portfolio
29,150
Q1 2025 New
$117B
$600 Million 0.17% of portfolio
6,675
Q1 2025 Added 7.4%
$58.7B
$622 Million 0.17% of portfolio
10,110
Q1 2025 Added 2.07%
$4.21B
$600 Million 0.17% of portfolio
16,440
Q1 2025 Added 0.82%
$14.9B
$627 Million 0.17% of portfolio
7,563
Q1 2025 Added 25.82%
$0
$567 Million 0.16% of portfolio
9,890
Q1 2025 Reduced 25.27%

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
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

Follow Epg Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email