Epg Wealth Management LLC Portfolio Holdings

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

Epg Wealth Management LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $379 Billion distributed in 555 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.5B, Ishares Core S&P 500 ETF with a value of $19.8B, Nvidia Corp with a value of $13.8B, Vanguard Whitehall Fds (Vangua with a value of $10.3B, and Ishares S&P 500 Growth ETF with a value of $9.96B.

Examining the 13F form we can see an decrease of $17.1B in the current position value, from $396B to 379B.

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 $379 Billion
ETFs: $174 Billion
Technology: $70.5 Billion
Financial Services: $24.2 Billion
Industrials: $22 Billion
Consumer Cyclical: $18.6 Billion
Healthcare: $15.7 Billion
Communication Services: $13.9 Billion
Consumer Defensive: $9.43 Billion
Other: $15.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.21T
$20.5 Billion 5.4% of portfolio
81,837
Q4 2024 Reduced 6.52%
$246B
$13.8 Billion 3.64% of portfolio
102,833
Q4 2024 Reduced 4.87%
$2.73T
$8.6 Billion 2.27% of portfolio
20,398
Q4 2024 Reduced 2.3%
$691B
$5.99 Billion 1.58% of portfolio
24,984
Q4 2024 Reduced 6.64%
$1.76T
$4.48 Billion 1.18% of portfolio
20,435
Q4 2024 Reduced 6.53%
$37.5B
$4.27 Billion 1.13% of portfolio
13,506
Q4 2024 Reduced 5.74%
$905B
$3.94 Billion 1.04% of portfolio
20,824
Q4 2024 Reduced 4.33%
$786B
$3.74 Billion 0.99% of portfolio
4,845
Q4 2024 Reduced 8.93%
$68.7B
$3.68 Billion 0.97% of portfolio
15,892
Q4 2024 Reduced 3.55%
$685B
$2.96 Billion 0.78% of portfolio
6,538
Q4 2024 Reduced 4.43%
$167B
$2.87 Billion 0.76% of portfolio
24,840
Q4 2024 Reduced 4.86%
$1.12T
$2.57 Billion 0.68% of portfolio
4,392
Q4 2024 Reduced 2.51%
$243B
$2.43 Billion 0.64% of portfolio
7,253
Q4 2024 Reduced 5.76%
$198B
$2.34 Billion 0.62% of portfolio
15,374
Q4 2024 Reduced 4.96%
$49B
$2.32 Billion 0.61% of portfolio
12,730
Q4 2024 Added 85.84%
$463B
$2.12 Billion 0.56% of portfolio
2,377
Q4 2024 Reduced 3.96%
$137B
$2.05 Billion 0.54% of portfolio
4,834
Q4 2024 Reduced 0.43%
$542B
$1.97 Billion 0.52% of portfolio
6,248
Q4 2024 Reduced 6.75%
$235B
$1.98 Billion 0.52% of portfolio
6,814
Q4 2024 Reduced 4.75%
$785B
$1.92 Billion 0.51% of portfolio
9,745
Q4 2024 Reduced 6.46%
$136B
$1.88 Billion 0.5% of portfolio
7,623
Q4 2024 Reduced 2.66%
$433B
$1.82 Billion 0.48% of portfolio
1,982
Q4 2024 Reduced 13.86%
$133B
$1.84 Billion 0.48% of portfolio
8,134
Q4 2024 Reduced 4.31%
$139B
$1.8 Billion 0.47% of portfolio
24,292
Q4 2024 Reduced 5.01%
$96.9B
$1.76 Billion 0.47% of portfolio
9,968
Q4 2024 Reduced 2.47%
$181B
$1.75 Billion 0.46% of portfolio
43,670
Q4 2024 Reduced 3.94%
$121B
$1.74 Billion 0.46% of portfolio
3,573
Q4 2024 Reduced 2.64%
$163B
$1.68 Billion 0.44% of portfolio
3,788
Q4 2024 Reduced 1.58%
$155B
$1.68 Billion 0.44% of portfolio
1,584
Q4 2024 Reduced 4.29%
$39.8B
$1.63 Billion 0.43% of portfolio
2,320
Q4 2024 Reduced 7.2%
$269B
$1.61 Billion 0.42% of portfolio
11,131
Q4 2024 Reduced 1.33%
$147B
$1.58 Billion 0.42% of portfolio
26,202
Q4 2024 Reduced 14.34%
$31.2B
$1.57 Billion 0.41% of portfolio
29,780
Q4 2024 Reduced 0.49%
$226B
$1.52 Billion 0.4% of portfolio
25,669
Q4 2024 Reduced 1.64%
$149B
$1.39 Billion 0.37% of portfolio
5,332
Q4 2024 Reduced 2.34%
$216B
$1.4 Billion 0.37% of portfolio
6,361
Q4 2024 Reduced 0.36%
$100B
$1.4 Billion 0.37% of portfolio
16,947
Q4 2024 Reduced 1.06%
$1.31B
$1.41 Billion 0.37% of portfolio
23,306
Q4 2024 Reduced 1.71%
$156B
$1.39 Billion 0.37% of portfolio
9,076
Q4 2024 Reduced 1.76%
$136B
$1.4 Billion 0.37% of portfolio
15,650
Q4 2024 Reduced 3.98%
$51.6B
$1.38 Billion 0.36% of portfolio
9,846
Q4 2024 Reduced 0.65%
$99.9B
$1.31 Billion 0.34% of portfolio
2,295
Q4 2024 Reduced 41.35%
$49.9B
$1.28 Billion 0.34% of portfolio
2,399
Q4 2024 Reduced 3.54%
$320B
$1.26 Billion 0.33% of portfolio
20,163
Q4 2024 Reduced 1.71%
$503B
$1.24 Billion 0.33% of portfolio
2,362
Q4 2024 Reduced 13.48%
$32B
$1.26 Billion 0.33% of portfolio
3,291
Q4 2024 Reduced 4.86%
$39.5B
$1.23 Billion 0.32% of portfolio
2,068
Q4 2024 Reduced 0.1%
$114B
$1.23 Billion 0.32% of portfolio
12,386
Q4 2024 Reduced 2.75%
$6.48B
$1.21 Billion 0.32% of portfolio
17,938
Q4 2024 Added 0.46%

Summary

  • Portfolio
  • No. of Stocks 555
  • Current Value $379 Billion
  • Prior Value $396 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 112 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 183 stocks
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