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
$164B
$931 Million 0.28% of portfolio
7,539
Q2 2025 Added 183.95%
$0
$893 Million 0.27% of portfolio
17,046
Q2 2025 Reduced 38.73%
$256B
$895 Million 0.27% of portfolio
12,711
Q2 2025 Added 0.2%
$0
$906 Million 0.27% of portfolio
2,981
Q2 2025 Reduced 9.23%
$0
$866 Million 0.26% of portfolio
1,570
Q2 2025 Reduced 59.73%
$56.8B
$856 Million 0.26% of portfolio
11,054
Q2 2025 Added 9.34%
$70.5B
$872 Million 0.26% of portfolio
5,590
Q2 2025 Added 5.35%
$202B
$869 Million 0.26% of portfolio
6,609
Q2 2025 Added 0.65%
$120B
$837 Million 0.25% of portfolio
17,319
Q2 2025 Added 0.99%
Ge Healthcare Technologies I
-
$837 Million 0.25% of portfolio
-
Q2 2025 Added 6.87%
$51.1B
$839 Million 0.25% of portfolio
24,824
Q2 2025 Added 6.11%
$39.1B
$827 Million 0.25% of portfolio
12,056
Q2 2025 Added 3.73%
$0
$797 Million 0.24% of portfolio
15,994
Q2 2025 Added 0.7%
$0
$789 Million 0.24% of portfolio
16,099
Q2 2025 Reduced 1.78%
$5.03B
$795 Million 0.24% of portfolio
25,208
Q3 2024 New
$29.3B
$792 Million 0.24% of portfolio
32,381
Q2 2025 Added 0.64%
$41.2B
$774 Million 0.23% of portfolio
9,512
Q2 2025 Added 2.49%
$467B
$731 Million 0.22% of portfolio
6,777
Q2 2025 Reduced 16.85%
$331B
$746 Million 0.22% of portfolio
2,390
Q2 2025 Added 12.15%
$94B
$685 Million 0.21% of portfolio
5,805
Q2 2025 Reduced 31.54%
$63.7B
$650 Million 0.2% of portfolio
5,452
Q2 2025 Added 1.96%
$48.1B
$652 Million 0.2% of portfolio
9,089
Q2 2025 Added 2.12%
$4.25B
$664 Million 0.2% of portfolio
14,315
Q2 2025 Added 1.22%
$0
$648 Million 0.19% of portfolio
3,314
Q2 2025 Reduced 15.72%
$47.2B
$612 Million 0.18% of portfolio
3,835
Q2 2025 Added 2.82%
Jacobs Solutions Inc
-
$614 Million 0.18% of portfolio
-
Q2 2025 Added 3.76%
$0
$586 Million 0.18% of portfolio
4,744
Q2 2025 Added 0.34%
$0
$601 Million 0.18% of portfolio
5,500
Q2 2025 Reduced 90.42%
$20.3B
$584 Million 0.18% of portfolio
28,639
Q2 2025 Reduced 0.64%
$69.1B
$594 Million 0.18% of portfolio
18,211
Q2 2025 New
$13.9B
$608 Million 0.18% of portfolio
28,934
Q2 2025 Reduced 0.74%
$58.1B
$603 Million 0.18% of portfolio
9,670
Q4 2024 Reduced 10.42%
$1.47T
$578 Million 0.17% of portfolio
3,260
Q2 2025 Reduced 34.85%
$125B
$582 Million 0.17% of portfolio
6,678
Q2 2025 Added 0.04%
$0
$573 Million 0.17% of portfolio
3,882
Q2 2025 Added 3.88%
$15.9B
$557 Million 0.17% of portfolio
7,738
Q2 2025 Added 2.31%
$173B
$551 Million 0.17% of portfolio
8,973
Q2 2025 Added 3.06%
$0
$521 Million 0.16% of portfolio
6,240
Q2 2025 Added 0.1%
$0
$530 Million 0.16% of portfolio
8,676
Q2 2025 Reduced 12.28%
$65.3B
$511 Million 0.15% of portfolio
1,810
Q2 2025 Reduced 1.74%
$148B
$513 Million 0.15% of portfolio
4,627
Q2 2025 Added 1.96%
$0
$452 Million 0.14% of portfolio
2,078
Q2 2025 Reduced 36.92%
$27.5B
$453 Million 0.14% of portfolio
2,227
Q2 2025 Added 3.34%
$2.87B
$464 Million 0.14% of portfolio
9,223
Q2 2025 Reduced 1.32%
$389B
$443 Million 0.13% of portfolio
2,386
Q2 2025 Reduced 50.55%
$0
$431 Million 0.13% of portfolio
8,915
Q2 2025 Reduced 82.05%
$0
$449 Million 0.13% of portfolio
4,300
Q1 2025 Reduced 6.91%
$119B
$402 Million 0.12% of portfolio
6,851
Q2 2025 Added 0.47%
$0
$391 Million 0.12% of portfolio
1,397
Q3 2024 New

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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