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
$124B
$360 Million 0.11% of portfolio
1,168
Q2 2025 Added 0.95%
$3.03B
$369 Million 0.11% of portfolio
3,584
Q2 2025 New
$161B
$370 Million 0.11% of portfolio
681
Q1 2025 Added 27.77%
$0
$317 Million 0.1% of portfolio
6,245
Q2 2025 Added 0.58%
$1.16T
$332 Million 0.1% of portfolio
1,045
Q2 2025 Reduced 64.55%
$95.5B
$348 Million 0.1% of portfolio
1,014
Q2 2025 Added 1.5%
$0
$283 Million 0.09% of portfolio
1,384
Q1 2025 Reduced 3.08%
$323B
$295 Million 0.09% of portfolio
2,163
Q2 2025 Reduced 65.05%
$246B
$310 Million 0.09% of portfolio
970
Q2 2025 Reduced 28.73%
$0
$297 Million 0.09% of portfolio
12,049
Q2 2025 Reduced 60.61%
$0
$290 Million 0.09% of portfolio
8,436
Q2 2025 Reduced 13.35%
$191B
$307 Million 0.09% of portfolio
3,605
Q2 2025 Reduced 21.39%
$0
$314 Million 0.09% of portfolio
5,526
Q2 2025 Reduced 23.09%
$96.1B
$313 Million 0.09% of portfolio
716
Q2 2025 Added 1.99%
$164B
$265 Million 0.08% of portfolio
2,148
Q2 2025 Reduced 24.76%
$210B
$270 Million 0.08% of portfolio
9,335
Q2 2025 Added 0.68%
$0
$277 Million 0.08% of portfolio
3,102
Q2 2025 Added 0.81%
$0
$273 Million 0.08% of portfolio
2,012
Q2 2025 Reduced 33.02%
$0
$244 Million 0.07% of portfolio
720
Q1 2025 Reduced 6.37%
Fidelity Wise Origin Bitcoin
-
$242 Million 0.07% of portfolio
-
Q2 2025 New
$90.9B
$232 Million 0.07% of portfolio
1,397
Q2 2025 Added 0.07%
$60.8B
$221 Million 0.07% of portfolio
1,642
Q1 2025 New
$0
$222 Million 0.07% of portfolio
4,549
Q2 2025 Reduced 16.72%
$101B
$245 Million 0.07% of portfolio
5,287
Q2 2025 Reduced 0.56%
$567M
$232 Million 0.07% of portfolio
24,195
Q2 2025 Added 4.23%
$0
$224 Million 0.07% of portfolio
1,977
Q2 2025 Added 0.41%
$3.05B
$219 Million 0.07% of portfolio
541
Q2 2025 New
$0
$227 Million 0.07% of portfolio
2,938
Q2 2025 Added 0.24%
$0
$201 Million 0.06% of portfolio
3,525
Q2 2025 New
$93.1B
$207 Million 0.06% of portfolio
406
Q2 2025 New
$16.7B
$200 Million 0.06% of portfolio
1,233
Q2 2025 Reduced 2.45%
$0
$209 Million 0.06% of portfolio
476
Q2 2025 Reduced 0.63%
$265B
$202 Million 0.06% of portfolio
1,435
Q2 2025 New
$0
$196 Million 0.06% of portfolio
1,071
Q1 2025 Added 0.09%
$60.2B
$202 Million 0.06% of portfolio
1,254
Q3 2024 New
$0
$162 Million 0.05% of portfolio
8,263
Q2 2025 Added 0.81%
$0
$155 Million 0.05% of portfolio
879
Q2 2025 Reduced 15.8%
$0
$172 Million 0.05% of portfolio
1,361
Q2 2025 Reduced 5.35%
$0
$125 Million 0.04% of portfolio
1,419
Q2 2025 Reduced 39.9%
$0
$148 Million 0.04% of portfolio
1,838
Q3 2024 New
$0
$120 Million 0.04% of portfolio
1,877
Q2 2025 Reduced 93.28%
$0
$140 Million 0.04% of portfolio
771
Q2 2025 Reduced 88.56%
$0
$123 Million 0.04% of portfolio
2,333
Q2 2025 Added 0.04%
$0
$140 Million 0.04% of portfolio
1,733
Q2 2025 Reduced 72.91%
$0
$127 Million 0.04% of portfolio
510
Q2 2025 Reduced 15.98%
$0
$89.5 Million 0.03% of portfolio
920
Q3 2024 New
$0
$95.3 Million 0.03% of portfolio
604
Q2 2025 Reduced 51.45%
$0
$112 Million 0.03% of portfolio
2,494
Q2 2025 Reduced 11.87%
$0
$114 Million 0.03% of portfolio
1,380
Q2 2025 Reduced 51.19%

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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