Epg Wealth Management LLC Portfolio Holdings

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

Epg Wealth Management LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $396 Billion distributed in 507 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.4B, Ishares Core S&P 500 ETF with a value of $20B, Nvidia Corp with a value of $13.1B, Vanguard Whitehall Fds (Vangua with a value of $11.7B, and Ishares S&P 500 Growth ETF with a value of $10.3B.

Examining the 13F form we can see an increase of $396B in the current position value, from $0 to 396B.

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 $396 Billion
ETFs: $186 Billion
Technology: $72.2 Billion
Financial Services: $23.6 Billion
Industrials: $22.5 Billion
Consumer Cyclical: $19.6 Billion
Healthcare: $19.2 Billion
Communication Services: $13.4 Billion
Consumer Defensive: $10.9 Billion
Other: $17.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.2 Million 0.01% of portfolio
858
Q3 2024 New
$0
$57.4 Million 0.01% of portfolio
242
Q3 2024 New
$0
$24.5 Million 0.01% of portfolio
450
Q3 2024 New
$0
$47.6 Million 0.01% of portfolio
457
Q3 2024 New
$0
$30 Million 0.01% of portfolio
313
Q3 2024 New
$0
$22.3 Million 0.01% of portfolio
197
Q3 2024 New
$0
$35.7 Million 0.01% of portfolio
858
Q3 2024 New
$0
$34.5 Million 0.01% of portfolio
938
Q3 2024 New
$0
$20.1 Million 0.01% of portfolio
334
Q3 2024 New
$0
$34.4 Million 0.01% of portfolio
653
Q3 2024 New
$0
$21.1 Million 0.01% of portfolio
176
Q3 2024 New
$0
$35.5 Million 0.01% of portfolio
600
Q3 2024 New
$0
$52.2 Million 0.01% of portfolio
1,774
Q3 2024 New
$0
$43.6 Million 0.01% of portfolio
128
Q3 2024 New
$0
$41 Million 0.01% of portfolio
516
Q3 2024 New
$0
$47.6 Million 0.01% of portfolio
1,684
Q3 2024 New
$0
$31.3 Million 0.01% of portfolio
224
Q3 2024 New
$0
$48.5 Million 0.01% of portfolio
532
Q3 2024 New
$0
$32.3 Million 0.01% of portfolio
1,099
Q3 2024 New
$0
$22.7 Million 0.01% of portfolio
201
Q3 2024 New
First Tr Exchng Traded Fd Vi
-
$41.9 Million 0.01% of portfolio
-
Q3 2024 New
$0
$31.9 Million 0.01% of portfolio
846
Q3 2024 New
$0
$48.9 Million 0.01% of portfolio
638
Q3 2024 New
$0
$32.6 Million 0.01% of portfolio
125
Q3 2024 New
$0
$30.9 Million 0.01% of portfolio
127
Q3 2024 New
$0
$31.1 Million 0.01% of portfolio
110
Q3 2024 New
$0
$38 Million 0.01% of portfolio
455
Q3 2024 New
$0
$19.9 Million 0.01% of portfolio
1,000
Q3 2024 New
Fidelity Covington Trust
-
$48.6 Million 0.01% of portfolio
-
Q3 2024 New
$0
$57.3 Million 0.01% of portfolio
678
Q3 2024 New
Fidelity Covington Trust
-
$22.9 Million 0.01% of portfolio
-
Q3 2024 New
$0
$59.4 Million 0.01% of portfolio
428
Q3 2024 New
$0
$37.3 Million 0.01% of portfolio
1,421
Q3 2024 New
$0
$50.3 Million 0.01% of portfolio
454
Q3 2024 New
$0
$48.1 Million 0.01% of portfolio
180
Q3 2024 New
$0
$27.5 Million 0.01% of portfolio
450
Q3 2024 New
$0
$34.1 Million 0.01% of portfolio
668
Q3 2024 New
$0
$33 Million 0.01% of portfolio
1,151
Q3 2024 New
$0
$30.2 Million 0.01% of portfolio
2,056
Q3 2024 New
$0
$25 Million 0.01% of portfolio
259
Q3 2024 New
$0
$37 Million 0.01% of portfolio
633
Q3 2024 New
$0
$48.4 Million 0.01% of portfolio
210
Q3 2024 New
Tidal Tr Ii
-
$58.6 Million 0.01% of portfolio
-
Q3 2024 New
$0
$6.62 Million 0.0% of portfolio
72
Q3 2024 New
$0
$8.99 Million 0.0% of portfolio
171
Q3 2024 New
$0
$9.52 Million 0.0% of portfolio
141
Q3 2024 New
$0
$16.1 Million 0.0% of portfolio
804
Q3 2024 New
$0
$1.09 Million 0.0% of portfolio
6
Q3 2024 New
$0
$5.75 Million 0.0% of portfolio
122
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 507
  • Current Value $396 Billion
  • Prior Value $0
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 423 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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