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
$0
$302 Million 0.08% of portfolio
6,707
Q1 2025 Added 0.51%
$0
$269 Million 0.07% of portfolio
1,384
Q1 2025 Reduced 3.08%
$206B
$264 Million 0.07% of portfolio
2,940
Q1 2025 Reduced 2.78%
$0
$253 Million 0.07% of portfolio
2,086
Q1 2025 Added 0.58%
$124B
$248 Million 0.07% of portfolio
2,855
Q1 2025 Added 0.11%
$0
$238 Million 0.07% of portfolio
5,000
Q1 2025 Reduced 4.31%
$0
$251 Million 0.07% of portfolio
3,077
Q4 2024 Reduced 24.25%
$203B
$262 Million 0.07% of portfolio
9,272
Q1 2025 Added 0.74%
$0
$250 Million 0.07% of portfolio
10,000
Q3 2024 New
$5.71B
$257 Million 0.07% of portfolio
4,670
Q4 2024 Added 400.0%
$514M
$240 Million 0.07% of portfolio
23,213
Q1 2025 Reduced 10.06%
First Tr Exchng Traded Fd Vi
-
$254 Million 0.07% of portfolio
-
Q4 2024 Reduced 12.5%
$97.7B
$237 Million 0.07% of portfolio
702
Q4 2024 Reduced 5.14%
$216B
$231 Million 0.06% of portfolio
2,336
Q1 2025 Reduced 3.75%
$0
$229 Million 0.06% of portfolio
3,355
Q1 2025 Added 0.09%
$0
$211 Million 0.06% of portfolio
6,398
Q1 2025 Added 2.11%
$0
$203 Million 0.06% of portfolio
2,361
Q1 2025 Reduced 1.3%
$0
$221 Million 0.06% of portfolio
720
Q1 2025 Reduced 6.37%
$81.1B
$203 Million 0.06% of portfolio
1,396
Q1 2025 New
$18.8B
$209 Million 0.06% of portfolio
1,264
Q1 2025 Reduced 5.88%
$50.9B
$217 Million 0.06% of portfolio
1,642
Q1 2025 New
$0
$225 Million 0.06% of portfolio
2,933
Q1 2025 Reduced 25.92%
$0
$217 Million 0.06% of portfolio
2,827
Q1 2025 Reduced 33.87%
-
$204 Million 0.06% of portfolio
-
Q1 2025 New
$0
$205 Million 0.06% of portfolio
2,931
Q4 2024 Added 0.24%
$52.7B
$208 Million 0.06% of portfolio
1,254
Q3 2024 New
$0
$188 Million 0.05% of portfolio
1,244
Q1 2025 Added 23.17%
$55.5B
$193 Million 0.05% of portfolio
10,386
Q1 2025 Added 1.44%
$0
$180 Million 0.05% of portfolio
1,044
Q1 2025 Reduced 9.92%
$0
$184 Million 0.05% of portfolio
1,438
Q1 2025 Reduced 4.96%
$0
$183 Million 0.05% of portfolio
1,071
Q1 2025 Added 0.09%
$0
$178 Million 0.05% of portfolio
479
Q4 2024 Reduced 53.59%
$0
$178 Million 0.05% of portfolio
10,124
Q1 2025 Reduced 47.87%
$0
$178 Million 0.05% of portfolio
2,412
Q1 2025 Added 90.22%
First Tr Exchng Traded Fd Vi
-
$193 Million 0.05% of portfolio
-
Q1 2025 Reduced 24.54%
$0
$133 Million 0.04% of portfolio
1,798
Q1 2025 Added 0.11%
$0
$132 Million 0.04% of portfolio
626
Q1 2025 Added 0.16%
$0
$131 Million 0.04% of portfolio
1,728
Q1 2025 Reduced 73.25%
$0
$131 Million 0.04% of portfolio
2,849
Q4 2024 Added 0.99%
$0
$153 Million 0.04% of portfolio
8,197
Q1 2025 Reduced 5.04%
$0
$145 Million 0.04% of portfolio
1,838
Q3 2024 New
$0
$161 Million 0.04% of portfolio
607
Q1 2025 Added 0.33%
-
$149 Million 0.04% of portfolio
-
Q1 2025 Added 0.08%
$0
$128 Million 0.04% of portfolio
2,830
Q1 2025 Reduced 94.06%
$0
$141 Million 0.04% of portfolio
2,020
Q1 2025 Reduced 4.99%
$0
$122 Million 0.03% of portfolio
2,332
Q1 2025 Reduced 5.24%
$0
$108 Million 0.03% of portfolio
3,685
Q1 2025 Reduced 44.27%
$0
$112 Million 0.03% of portfolio
3,000
Q3 2024 New
$0
$110 Million 0.03% of portfolio
3,700
Q1 2025 New

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