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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.2B
$492 Million 0.12% of portfolio
2,186
Q3 2024 New
$199B
$420 Million 0.11% of portfolio
848
Q3 2024 New
$83.8B
$442 Million 0.11% of portfolio
18,855
Q3 2024 New
-
$384 Million 0.1% of portfolio
-
Q3 2024 New
$118B
$387 Million 0.1% of portfolio
4,615
Q3 2024 New
$89.8B
$381 Million 0.1% of portfolio
999
Q3 2024 New
$252B
$346 Million 0.09% of portfolio
3,045
Q3 2024 New
$656M
$361 Million 0.09% of portfolio
30,375
Q3 2024 New
$95.8B
$344 Million 0.09% of portfolio
6,733
Q3 2024 New
$6.95B
$358 Million 0.09% of portfolio
9,278
Q3 2024 New
$78.8B
$369 Million 0.09% of portfolio
820
Q3 2024 New
$2.07B
$353 Million 0.09% of portfolio
11,270
Q3 2024 New
$227B
$354 Million 0.09% of portfolio
1,305
Q3 2024 New
$123B
$347 Million 0.09% of portfolio
1,255
Q3 2024 New
$143B
$328 Million 0.08% of portfolio
2,788
Q3 2024 New
$356B
$305 Million 0.08% of portfolio
7,686
Q3 2024 New
$8.07B
$317 Million 0.08% of portfolio
18,051
Q3 2024 New
$473B
$292 Million 0.07% of portfolio
499
Q3 2024 New
$97.1B
$296 Million 0.07% of portfolio
2,850
Q3 2024 New
$56.1B
$273 Million 0.07% of portfolio
5,477
Q3 2024 New
$205B
$267 Million 0.07% of portfolio
2,779
Q3 2024 New
$138B
$296 Million 0.07% of portfolio
4,726
Q3 2024 New
$123B
$277 Million 0.07% of portfolio
5,351
Q3 2024 New
$88B
$287 Million 0.07% of portfolio
740
Q3 2024 New
$6.05B
$272 Million 0.07% of portfolio
934
Q3 2024 New
$190B
$256 Million 0.06% of portfolio
521
Q3 2024 New
$194B
$221 Million 0.06% of portfolio
564
Q3 2024 New
$67.5B
$227 Million 0.06% of portfolio
1,395
Q3 2024 New
$4.87B
$211 Million 0.05% of portfolio
16,511
Q3 2024 New
$0
$218 Million 0.05% of portfolio
6,139
Q3 2024 New
$0
$212 Million 0.05% of portfolio
10,738
Q3 2024 New
$56.7B
$212 Million 0.05% of portfolio
1,254
Q3 2024 New
-
$156 Million 0.04% of portfolio
-
Q3 2024 New
-
$157 Million 0.04% of portfolio
-
Q3 2024 New
$60.5B
$162 Million 0.04% of portfolio
10,068
Q3 2024 New
$2.64B
$82.7 Million 0.02% of portfolio
19,455
Q3 2024 New
-
$19.7 Million 0.0% of portfolio
-
Q3 2024 New
$168M
$18.5 Million 0.0% of portfolio
11,552
Q3 2024 New
-
$560,000 0.0% of portfolio
-
Q3 2024 New
-
$12.9 Million 0.0% of portfolio
-
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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