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
$11.8 Million 0.0% of portfolio
99
Q1 2025 Reduced 43.75%
$0
$645,000 0.0% of portfolio
8
Q3 2025 New
$0
$6.05 Million 0.0% of portfolio
170
Q1 2025 New
-
$673,000 0.0% of portfolio
-
Q3 2024 New
$0
$1.59 Million 0.0% of portfolio
33
Q2 2025 New
$0
$6.03 Million 0.0% of portfolio
129
Q3 2025 Added 5.74%
$136M
$12.6 Million 0.0% of portfolio
11,552
Q3 2024 New
$0
$2.49 Million 0.0% of portfolio
38
Q3 2024 New
$0
$6.9 Million 0.0% of portfolio
72
Q3 2024 New
$0
$5.53 Million 0.0% of portfolio
50
Q3 2024 New
$0
$6.51 Million 0.0% of portfolio
61
Q3 2024 New
$0
$12.1 Million 0.0% of portfolio
154
Q2 2025 Added 6.94%
$0
$14.3 Million 0.0% of portfolio
160
Q4 2024 Reduced 10.61%
$0
$3.91 Million 0.0% of portfolio
39
Q2 2025 Added 2.63%
$0
$8.2 Million 0.0% of portfolio
85
Q3 2024 New
$0
$3.42 Million 0.0% of portfolio
45
Q2 2025 Added 2.27%
$0
$7.4 Million 0.0% of portfolio
45
Q3 2024 New
$0
$14.9 Million 0.0% of portfolio
321
Q3 2025 Added 0.31%
$0
$4.03 Million 0.0% of portfolio
133
Q2 2025 New

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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