Epg Wealth Management LLC Portfolio Holdings

Epg Wealth Management LLC

  • $363 Billion
  • Q3 2025

Epg Wealth Management LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $363 Billion distributed in 320 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 $17.4B, Nvidia Corp with a value of $16.8B, Apple Inc. with a value of $13.9B, Vanguard Whitehall Fds (Vangua with a value of $10.4B, and Ishares S&P 500 Growth ETF with a value of $10.3B.

Examining the 13F form we can see an increase of $30B in the current position value, from $333B to 363B.

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 $363 Billion
ETFs: $140 Billion
Technology: $75.5 Billion
Financial Services: $27.7 Billion
Industrials: $25.7 Billion
Healthcare: $18.4 Billion
Communication Services: $17.3 Billion
Consumer Cyclical: $16 Billion
Consumer Defensive: $12.6 Billion
Other: $17.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$98.5 Million 0.03% of portfolio
1,088
Q3 2025 Reduced 21.16%
$0
$105 Million 0.03% of portfolio
3,303
Q3 2025 Added 0.58%
$0
$124 Million 0.03% of portfolio
2,334
Q3 2025 Added 0.04%
$0
$121 Million 0.03% of portfolio
640
Q3 2025 Reduced 16.99%
$0
$118 Million 0.03% of portfolio
1,544
Q2 2025 Reduced 45.81%
$0
$89.7 Million 0.02% of portfolio
1,757
Q3 2025 Added 0.63%
$0
$90.2 Million 0.02% of portfolio
920
Q3 2024 New
$0
$56.5 Million 0.02% of portfolio
2,445
Q3 2025 New
$0
$75.7 Million 0.02% of portfolio
232
Q1 2025 Reduced 1.69%
$0
$56 Million 0.02% of portfolio
734
Q3 2025 Added 0.14%
$0
$87.3 Million 0.02% of portfolio
361
Q3 2025 Added 0.28%
$0
$66.1 Million 0.02% of portfolio
500
Q3 2024 New
$0
$54.6 Million 0.02% of portfolio
1,684
Q3 2024 New
$0
$56.6 Million 0.02% of portfolio
265
Q2 2025 Added 0.38%
$0
$82.2 Million 0.02% of portfolio
820
Q3 2025 Added 1.36%
$0
$57.9 Million 0.02% of portfolio
1,026
Q3 2025 Added 10.2%
$0
$56.9 Million 0.02% of portfolio
210
Q3 2024 New
$0
$62.2 Million 0.02% of portfolio
458
Q4 2024 Added 0.66%
$0
$84.2 Million 0.02% of portfolio
850
Q4 2024 Added 0.59%
$0
$58.8 Million 0.02% of portfolio
414
Q3 2025 Added 0.24%
$0
$83.3 Million 0.02% of portfolio
1,658
Q3 2025 Added 1.1%
$0
$62.6 Million 0.02% of portfolio
685
Q3 2025 Added 2.39%
$0
$26.4 Million 0.01% of portfolio
604
Q3 2025 Added 0.33%
$0
$37.7 Million 0.01% of portfolio
127
Q1 2025 Added 0.79%
$0
$26.5 Million 0.01% of portfolio
312
Q3 2025 Added 91.41%
$0
$18.6 Million 0.01% of portfolio
277
Q3 2025 Added 0.36%
$0
$50.2 Million 0.01% of portfolio
454
Q3 2024 New
$0
$40.4 Million 0.01% of portfolio
102
Q3 2025 Reduced 20.93%
$0
$39.6 Million 0.01% of portfolio
323
Q3 2025 New
$0
$43.3 Million 0.01% of portfolio
58
Q3 2025 Reduced 14.71%
$0
$39.7 Million 0.01% of portfolio
690
Q1 2025 Reduced 67.11%
$0
$53.6 Million 0.01% of portfolio
180
Q3 2024 New
$0
$28 Million 0.01% of portfolio
458
Q2 2025 Added 1.78%
$0
$39.6 Million 0.01% of portfolio
938
Q3 2024 New
$0
$37.3 Million 0.01% of portfolio
127
Q3 2024 New
$0
$51.2 Million 0.01% of portfolio
539
Q3 2025 New
$0
$54.1 Million 0.01% of portfolio
638
Q3 2025 New
Fidelity Covington Trust
-
$27.7 Million 0.01% of portfolio
-
Q3 2024 New
$0
$31.2 Million 0.01% of portfolio
259
Q3 2024 New
$0
$20.3 Million 0.01% of portfolio
179
Q2 2025 Added 0.56%
$0
$35.4 Million 0.01% of portfolio
1,421
Q3 2024 New
$0
$21.3 Million 0.01% of portfolio
191
Q1 2025 Reduced 3.05%
$0
$39.9 Million 0.01% of portfolio
228
Q4 2024 Added 0.44%
$3.17B
$51.8 Million 0.01% of portfolio
16,601
Q3 2025 Reduced 1.78%
$0
$24.7 Million 0.01% of portfolio
126
Q3 2024 New
$0
$26.5 Million 0.01% of portfolio
580
Q3 2025 Reduced 76.74%
$0
$34.2 Million 0.01% of portfolio
687
Q3 2025 Added 0.29%
$0
$19.7 Million 0.01% of portfolio
77
Q3 2024 New
$0
$33.6 Million 0.01% of portfolio
1,145
Q3 2025 Added 0.97%

Summary

  • Portfolio
  • No. of Stocks 320
  • Current Value $363 Billion
  • Prior Value $333 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 151 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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