EPG Wealth Management LLC
CIK: 0001803058SEC EDGAR →
Portfolio Value
$371.5B
Holdings
319
As of
Q4 2025
New Positions
319
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 25,983 | $17.8B | 4.79% |
| 2 | NVIDIA CORPORATION | 90,522 | $16.9B | 4.54% |
| 3 | APPLE INC | 54,704 | $14.9B | 4.00% |
| 4 | VANGUARD WHITEHALL FDS | 75,089 | $10.8B | 2.90% |
| 5 | ISHARES TR | 85,749 | $10.6B | 2.84% |
| 6 | VANGUARD SCOTTSDALE FDS | 170,776 | $10.0B | 2.70% |
| 7 | ISHARES TR | 185,421 | $8.4B | 2.27% |
| 8 | ALPHABET INC | 25,802 | $8.1B | 2.17% |
| 9 | MICROSOFT CORP | 15,785 | $7.6B | 2.05% |
| 10 | ISHARES TR | 15,596 | $7.4B | 1.99% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (319)
$17.8B · 26K shares
$16.9B · 91K shares
$14.9B · 55K shares
$10.8B · 75K shares
$10.6B · 86K shares
$10.0B · 171K shares
$8.4B · 185K shares
$8.1B · 26K shares
$7.6B · 16K shares
$7.4B · 16K shares
$7.3B · 110K shares
$6.7B · 21K shares
$6.4B · 15K shares
$6.4B · 89K shares
$5.9B · 127K shares
$5.8B · 5K shares
$5.8B · 25K shares
$5.3B · 88K shares
$4.6B · 32K shares
$4.1B · 12K shares
$4.0B · 58K shares
$4.0B · 60K shares
$3.5B · 6K shares
$3.5B · 13K shares
$3.3B · 11K shares
$3.2B · 8K shares
$3.2B · 44K shares
$3.2B · 6K shares
$3.1B · 11K shares
$3.0B · 14K shares
$3.0B · 8K shares
$2.9B · 16K shares
$2.8B · 28K shares
$2.8B · 4K shares
$2.7B · 33K shares
$2.7B · 3K shares
$2.6B · 32K shares
$2.5B · 16K shares
$2.4B · 5K shares
$2.4B · 29K shares
$2.3B · 3K shares
$2.3B · 7K shares
$2.1B · 47K shares
$2.1B · 14K shares
$2.1B · 8K shares
$2.1B · 27K shares
$2.1B · 7K shares
$2.0B · 27K shares
$2.0B · 2K shares
$2.0B · 6K shares
$2.0B · 10K shares
$2.0B · 15K shares
$1.9B · 4K shares
$1.9B · 16K shares
$1.9B · 20K shares
$1.8B · 1K shares
$1.8B · 10K shares
$1.7B · 7K shares
$1.7B · 18K shares
$1.6B · 6K shares
$1.5B · 14K shares
$1.5B · 6K shares
$1.5B · 7K shares
$1.5B · 10K shares
$1.5B · 36K shares
$1.5B · 2K shares
$1.5B · 6K shares
$1.4B · 3K shares
$1.4B · 11K shares
$1.4B · 5K shares
$1.4B · 16K shares
$1.4B · 6K shares
$1.3B · 4K shares
$1.3B · 14K shares
$1.3B · 2K shares
$1.3B · 3K shares
$1.3B · 3K shares
$1.3B · 5K shares
$1.3B · 8K shares
$1.3B · 17K shares
$1.2B · 4K shares
$1.2B · 11K shares
$1.2B · 8K shares
$1.2B · 6K shares
$1.2B · 31K shares
$1.2B · 7K shares
$1.1B · 9K shares
$1.1B · 6K shares
$1.1B · 45K shares
$1.1B · 8K shares
$1.1B · 23K shares
$1.1B · 3K shares
$1.1B · 22K shares
$1.1B · 5K shares
$1.0B · 4K shares
$1.0B · 13K shares
$1.0B · 7K shares
$1.0B · 25K shares
$1.0B · 18K shares
$1.0B · 5K shares
$1.0B · 12K shares
$1.0B · 3K shares
$1.0B · 11K shares
$987.0M · 5K shares
$952.0M · 13K shares
$927.0M · 2K shares
$911.0M · 3K shares
$903.0M · 19K shares
$896.0M · 18K shares
$890.0M · 17K shares
$886.0M · 16K shares
$862.0M · 17K shares
$856.0M · 2K shares
$810.0M · 7K shares
$784.0M · 10K shares
$781.0M · 17K shares
$771.0M · 5K shares
$750.0M · 6K shares
$737.0M · 26K shares
$729.0M · 20K shares
$722.0M · 6K shares
$710.0M · 14K shares
$708.0M · 3K shares
$693.0M · 10K shares
$678.0M · 7K shares
$678.0M · 5K shares
$669.0M · 11K shares
$652.0M · 5K shares
$635.0M · 10K shares
$630.0M · 4K shares
$623.0M · 31K shares
$609.0M · 2K shares
$606.0M · 27K shares
$601.0M · 5K shares
$586.0M · 3K shares
$570.0M · 4K shares
$568.0M · 9K shares
$568.0M · 14K shares
$564.0M · 1K shares
$550.0M · 6K shares
$546.0M · 4K shares
$526.0M · 10K shares
$509.0M · 4K shares
$480.0M · 4K shares
$468.0M · 5K shares
$460.0M · 4K shares
$444.0M · 2K shares
$438.0M · 2K shares
$427.0M · 1K shares
$426.0M · 2K shares
$415.0M · 7K shares
$403.0M · 3K shares
$376.0M · 5K shares
$359.0M · 973 shares
$347.0M · 6K shares
$320.0M · 6K shares
$319.0M · 6K shares
$316.0M · 2K shares
$315.0M · 14K shares
$302.0M · 1K shares
$296.0M · 1K shares
$295.0M · 9K shares
$293.0M · 5K shares
$284.0M · 5K shares
$284.0M · 3K shares
$280.0M · 2K shares
$280.0M · 3K shares
$279.0M · 864 shares
$278.0M · 717 shares
$272.0M · 2K shares
$268.0M · 720 shares
$265.0M · 2K shares
$262.0M · 2K shares
$252.0M · 1K shares
$243.0M · 25K shares
$241.0M · 10K shares
$241.0M · 2K shares
$232.0M · 1K shares
$229.0M · 1K shares
$228.0M · 1K shares
$225.0M · 732 shares
$224.0M · 3K shares
$217.0M · 5K shares
$204.0M · 3K shares
$199.0M · 1K shares
$197.0M · 405 shares
$192.0M · 971 shares
$170.0M · 10K shares
$160.0M · 8K shares
$159.0M · 2K shares
$148.0M · 2K shares
$147.0M · 770 shares
$146.0M · 2K shares
$135.0M · 2K shares
$133.0M · 2K shares
$130.0M · 452 shares
$118.0M · 1K shares
$118.0M · 2K shares
$118.0M · 2K shares
$117.0M · 2K shares
$115.0M · 3K shares
$110.0M · 3K shares
$110.0M · 610 shares
$108.0M · 3K shares
$105.0M · 2K shares
$100.0M · 822 shares
$100.0M · 2K shares
$97.0M · 1K shares
$90.0M · 2K shares
$89.0M · 920 shares
$89.0M · 362 shares
$88.0M · 854 shares
$84.0M · 2K shares
$83.0M · 232 shares
$80.0M · 128 shares
$78.0M · 2K shares
$63.0M · 210 shares
$63.0M · 500 shares
$58.0M · 415 shares
$58.0M · 470 shares
$57.0M · 734 shares
$56.0M · 1K shares
$55.0M · 622 shares
$53.0M · 176 shares
$52.0M · 2K shares
$52.0M · 13K shares
$50.0M · 454 shares
$46.0M · 1K shares
$43.0M · 547 shares
$43.0M · 58 shares
$41.0M · 938 shares
$41.0M · 195 shares
$40.0M · 102 shares
$40.0M · 690 shares
$38.0M · 128 shares
$35.0M · 1K shares
$33.0M · 119 shares
$33.0M · 679 shares
$33.0M · 1K shares
$31.0M · 503 shares
$31.0M · 201 shares
$31.0M · 259 shares
$30.0M · 93 shares
$29.0M · 1K shares
$29.0M · 165 shares
$28.0M · 465 shares
$28.0M · 316 shares
$28.0M · 847 shares
$26.0M · 203 shares
$26.0M · 604 shares
$26.0M · 586 shares
$25.0M · 126 shares
$24.0M · 447 shares
$23.0M · 213 shares
$22.0M · 205 shares
$21.0M · 307 shares
$20.0M · 179 shares
$17.0M · 245 shares
$17.0M · 179 shares
$17.0M · 71 shares
$16.0M · 194 shares
$15.0M · 322 shares
$15.0M · 108 shares
$15.0M · 145 shares
$14.0M · 201 shares
$14.0M · 625 shares
$13.0M · 103 shares
$13.0M · 53 shares
$12.0M · 406 shares
$12.0M · 154 shares
$12.0M · 142 shares
$11.0M · 698 shares
$11.0M · 99 shares
$10.0M · 12K shares
$10.0M · 110 shares
$10.0M · 150 shares
$10.0M · 409 shares
$10.0M · 111 shares
$9.0M · 107 shares
$8.0M · 85 shares
$8.0M · 28 shares
$8.0M · 83 shares
$8.0M · 331 shares
$7.0M · 117 shares
$7.0M · 163 shares
$7.0M · 45 shares
$6.0M · 61 shares
$6.0M · 66 shares
$6.0M · 72 shares
$6.0M · 129 shares
$5.0M · 59 shares
$5.0M · 172 shares
$5.0M · 50 shares
$5.0M · 48 shares
$5.0M · 98 shares
$4.0M · 133 shares
$4.0M · 75 shares
$4.0M · 44 shares
$4.0M · 111 shares
$3.0M · 193 shares
$3.0M · 45 shares
$3.0M · 134 shares
$3.0M · 45 shares
$3.0M · 40 shares
$3.0M · 48 shares
$2.0M · 43 shares
$2.0M · 38 shares
$2.0M · 16 shares
$1.0M · 10 shares
$1.0M · 41 shares
$1.0M · 37 shares
$1.0M · 33 shares
$1.0M · 34 shares
$0 · 4 shares
$0 · 17 shares
$0 · 6 shares
$0 · 8 shares
$0 · 7 shares
$0 · 10 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 200 | $171.5B | 46.2% |
| Technology | 24 | $78.6B | 21.2% |
| Industrials | 17 | $26.7B | 7.2% |
| Healthcare | 14 | $20.6B | 5.6% |
| Communication Services | 7 | $16.1B | 4.3% |
| Consumer Cyclical | 10 | $15.7B | 4.2% |
| Consumer Defensive | 9 | $12.7B | 3.4% |
| Unknown | 14 | $12.4B | 3.3% |
| Energy | 12 | $9.2B | 2.5% |
| Basic Materials | 6 | $3.2B | 0.9% |
| Utilities | 3 | $3.1B | 0.8% |
| Real Estate | 3 | $1.3B | 0.3% |