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
$4.22 Million 0.0% of portfolio
268
Q1 2025 Reduced 50.0%
$0
$1.21 Million 0.0% of portfolio
19
Q3 2024 New
$0
$11.8 Million 0.0% of portfolio
161
Q1 2025 Added 1.26%
$0
$3.98 Million 0.0% of portfolio
111
Q3 2024 New
$0
$14.8 Million 0.0% of portfolio
355
Q1 2025 Added 0.85%
$0
$7.44 Million 0.0% of portfolio
105
Q3 2024 New
$0
$4.57 Million 0.0% of portfolio
75
Q3 2024 New
$0
$3.52 Million 0.0% of portfolio
62
Q3 2024 New
$101M
$13.3 Million 0.0% of portfolio
11,552
Q3 2024 New
$0
$6.49 Million 0.0% of portfolio
117
Q3 2024 New
$0
$10.7 Million 0.0% of portfolio
424
Q3 2024 New
$0
$3.43 Million 0.0% of portfolio
48
Q3 2024 New
First Tr Exchng Traded Fd Vi
-
$10 Million 0.0% of portfolio
-
Q4 2024 New
$0
$17.7 Million 0.0% of portfolio
126
Q3 2024 New
$0
$5.69 Million 0.0% of portfolio
137
Q3 2024 New
$0
$7.22 Million 0.0% of portfolio
28
Q3 2024 New
$0
$15.6 Million 0.0% of portfolio
77
Q3 2024 New
$0
$1.86 Million 0.0% of portfolio
37
Q3 2024 New
$0
$950,000 0.0% of portfolio
16
Q3 2024 New
$0
$14.4 Million 0.0% of portfolio
245
Q3 2024 New
-
$11.3 Million 0.0% of portfolio
-
Q3 2024 New
$0
$220,000 0.0% of portfolio
4
Q3 2024 New
$0
$11.7 Million 0.0% of portfolio
99
Q1 2025 Reduced 43.75%
$0
$17.8 Million 0.0% of portfolio
178
Q3 2024 New
$0
$5.37 Million 0.0% of portfolio
57
Q4 2024 Added 1.79%
$0
$718,000 0.0% of portfolio
43
Q3 2024 New
$0
$8.38 Million 0.0% of portfolio
181
Q1 2025 Reduced 34.89%
$0
$13.2 Million 0.0% of portfolio
190
Q4 2024 Added 0.53%
$0
$13 Million 0.0% of portfolio
318
Q1 2025 Added 0.32%
$0
$13.6 Million 0.0% of portfolio
199
Q1 2025 Added 0.51%
$0
$3.73 Million 0.0% of portfolio
44
Q3 2024 New
$0
$13.7 Million 0.0% of portfolio
74
Q1 2025 Added 1.37%
$0
$2.21 Million 0.0% of portfolio
38
Q3 2024 New
$0
$15.2 Million 0.0% of portfolio
122
Q4 2024 Reduced 45.54%
$0
$2.79 Million 0.0% of portfolio
44
Q4 2024 Added 2.33%
$0
$8.11 Million 0.0% of portfolio
85
Q3 2024 New
$0
$3.78 Million 0.0% of portfolio
38
Q3 2024 New
$0
$14.6 Million 0.0% of portfolio
160
Q4 2024 Reduced 10.61%
$0
$9.47 Million 0.0% of portfolio
144
Q1 2025 Added 2.13%
$0
$4.18 Million 0.0% of portfolio
126
Q1 2025 Reduced 13.1%
$0
$4.87 Million 0.0% of portfolio
50
Q3 2024 New
$0
$6 Million 0.0% of portfolio
72
Q3 2024 New
$0
$5.62 Million 0.0% of portfolio
122
Q3 2024 New
$0
$14.1 Million 0.0% of portfolio
265
Q1 2025 Added 0.38%
$0
$12.3 Million 0.0% of portfolio
103
Q3 2024 New
$0
$4.38 Million 0.0% of portfolio
170
Q1 2025 New
$0
$617,000 0.0% of portfolio
17
Q3 2024 New
$0
$5.07 Million 0.0% of portfolio
62
Q3 2024 New
$0
$10.5 Million 0.0% of portfolio
110
Q3 2024 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
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