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
$11.6 Million 0.0% of portfolio
250
Q3 2024 New
$0
$18.4 Million 0.0% of portfolio
858
Q3 2024 New
$0
$6.23 Million 0.0% of portfolio
284
Q3 2024 New
$0
$4.82 Million 0.0% of portfolio
143
Q3 2024 New
$0
$5.94 Million 0.0% of portfolio
45
Q3 2024 New
-
$560,000 0.0% of portfolio
-
Q3 2024 New
$0
$2.91 Million 0.0% of portfolio
43
Q3 2024 New
$0
$8.34 Million 0.0% of portfolio
85
Q3 2024 New
$0
$3.85 Million 0.0% of portfolio
38
Q3 2024 New
$0
$602,000 0.0% of portfolio
17
Q3 2024 New
$0
$1.77 Million 0.0% of portfolio
26
Q3 2024 New
$0
$10.1 Million 0.0% of portfolio
188
Q3 2024 New
$0
$244,000 0.0% of portfolio
4
Q3 2024 New
$0
$13.2 Million 0.0% of portfolio
200
Q3 2024 New
$0
$7.37 Million 0.0% of portfolio
28
Q3 2024 New
$0
$967,000 0.0% of portfolio
16
Q3 2024 New
$0
$2.21 Million 0.0% of portfolio
38
Q3 2024 New
$0
$12.7 Million 0.0% of portfolio
200
Q3 2024 New
$0
$5.19 Million 0.0% of portfolio
62
Q3 2024 New
$0
$1.87 Million 0.0% of portfolio
37
Q3 2024 New
$0
$11.2 Million 0.0% of portfolio
110
Q3 2024 New
$0
$17.6 Million 0.0% of portfolio
179
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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