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
$53.2B
$570 Million 0.16% of portfolio
9,670
Q4 2024 Reduced 10.42%
$173B
$563 Million 0.16% of portfolio
8,707
Q1 2025 Added 4.06%
$0
$566 Million 0.16% of portfolio
4,728
Q1 2025 Added 1.07%
$46.1B
$551 Million 0.15% of portfolio
1,757
Q1 2025 Added 0.51%
$40.9B
$539 Million 0.15% of portfolio
3,730
Q1 2025 Added 5.01%
$261B
$522 Million 0.15% of portfolio
6,189
Q1 2025 Added 0.49%
Jacobs Solutions Inc
-
$544 Million 0.15% of portfolio
-
Q1 2025 Added 7.53%
$0
$532 Million 0.15% of portfolio
13,000
Q3 2024 New
$2.81B
$554 Million 0.15% of portfolio
9,346
Q1 2025 Added 61.17%
$62.5B
$543 Million 0.15% of portfolio
1,842
Q1 2025 Added 7.03%
$0
$545 Million 0.15% of portfolio
5,455
Q1 2025 Added 0.06%
$0
$523 Million 0.15% of portfolio
6,398
Q1 2025 Reduced 37.26%
$0
$496 Million 0.14% of portfolio
4,363
Q1 2025 Added 0.21%
$138B
$509 Million 0.14% of portfolio
4,538
Q1 2025 Reduced 2.26%
$3.2B
$504 Million 0.14% of portfolio
14,143
Q1 2025 Added 21.41%
$0
$490 Million 0.14% of portfolio
3,737
Q1 2025 Added 1.55%
$0
$453 Million 0.13% of portfolio
4,300
Q1 2025 Reduced 6.91%
$210B
$468 Million 0.13% of portfolio
857
Q1 2025 Added 0.47%
$0
$472 Million 0.13% of portfolio
3,589
Q1 2025 Reduced 0.94%
$0
$472 Million 0.13% of portfolio
6,234
Q4 2024 Reduced 18.04%
$0
$408 Million 0.11% of portfolio
3,004
Q1 2025 Added 0.2%
$0
$411 Million 0.11% of portfolio
7,185
Q1 2025 Reduced 22.02%
$0
$387 Million 0.11% of portfolio
7,695
Q1 2025 Reduced 27.1%
$105B
$409 Million 0.11% of portfolio
6,819
Q1 2025 Added 0.32%
-
$385 Million 0.11% of portfolio
-
Q3 2024 New
$80.5B
$413 Million 0.11% of portfolio
6,500
Q1 2025 Reduced 1.31%
$93.5B
$349 Million 0.1% of portfolio
999
Q3 2024 New
$0
$360 Million 0.1% of portfolio
6,184
Q1 2025 Added 0.18%
$131B
$353 Million 0.1% of portfolio
1,157
Q1 2025 Added 0.7%
$224B
$366 Million 0.1% of portfolio
1,361
Q1 2025 Added 9.76%
$0
$361 Million 0.1% of portfolio
1,397
Q3 2024 New
Global X Fds
-
$370 Million 0.1% of portfolio
-
Q1 2025 Added 0.42%
First Tr Exchng Traded Fd Vi
-
$374 Million 0.1% of portfolio
-
Q4 2024 New
$68.8B
$360 Million 0.1% of portfolio
823
Q1 2025 Added 0.12%
$0
$308 Million 0.09% of portfolio
4,119
Q1 2025 Added 0.44%
$0
$332 Million 0.09% of portfolio
3,706
Q1 2025 Reduced 58.22%
$0
$314 Million 0.09% of portfolio
6,209
Q1 2025 Reduced 11.21%
$151B
$326 Million 0.09% of portfolio
4,586
Q1 2025 Reduced 3.88%
$0
$340 Million 0.09% of portfolio
9,736
Q1 2025 Added 11.45%
$146B
$323 Million 0.09% of portfolio
2,655
Q4 2024 Reduced 4.77%
$187B
$337 Million 0.09% of portfolio
681
Q1 2025 Added 27.77%
$106B
$324 Million 0.09% of portfolio
5,317
Q1 2025 Reduced 2.94%
$5.17B
$284 Million 0.08% of portfolio
9,320
Q1 2025 Added 0.34%
$6.74B
$275 Million 0.08% of portfolio
18,127
Q1 2025 Added 2.38%
$0
$274 Million 0.08% of portfolio
9,615
Q1 2025 Reduced 46.39%
$0
$281 Million 0.08% of portfolio
5,555
Q1 2025 Added 13.69%
$362B
$287 Million 0.08% of portfolio
6,886
Q1 2025 Added 0.23%
$0
$284 Million 0.08% of portfolio
5,462
Q1 2025 Reduced 1.74%
$0
$301 Million 0.08% of portfolio
1,507
Q1 2025 Reduced 6.16%

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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