EPG Wealth Management LLC
CIK: 0001803058SEC EDGAR →
Portfolio Value
$371.5M
Holdings
319
As of
Q4 2025
New Positions
319
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 25,983 | $17.8M | 4.79% |
| 2 | NVIDIA CORPORATION | 90,522 | $16.9M | 4.54% |
| 3 | APPLE INC | 54,704 | $14.9M | 4.00% |
| 4 | VANGUARD WHITEHALL FDS | 75,089 | $10.8M | 2.90% |
| 5 | ISHARES TR | 85,749 | $10.6M | 2.84% |
| 6 | VANGUARD SCOTTSDALE FDS | 170,776 | $10.0M | 2.70% |
| 7 | ISHARES TR | 185,421 | $8.4M | 2.27% |
| 8 | ALPHABET INC | 25,802 | $8.1M | 2.17% |
| 9 | MICROSOFT CORP | 15,785 | $7.6M | 2.05% |
| 10 | ISHARES TR | 15,596 | $7.4M | 1.99% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (319)
$17.8M · 26K shares
$16.9M · 91K shares
$14.9M · 55K shares
$10.8M · 75K shares
$10.6M · 86K shares
$10.0M · 171K shares
$8.4M · 185K shares
$8.1M · 26K shares
$7.6M · 16K shares
$7.4M · 16K shares
$7.3M · 110K shares
$6.7M · 21K shares
$6.4M · 15K shares
$6.4M · 89K shares
$5.9M · 127K shares
$5.8M · 5K shares
$5.8M · 25K shares
$5.3M · 88K shares
$4.6M · 32K shares
$4.1M · 12K shares
$4.0M · 58K shares
$4.0M · 60K shares
$3.5M · 6K shares
$3.5M · 13K shares
$3.3M · 11K shares
$3.2M · 8K shares
$3.2M · 44K shares
$3.2M · 6K shares
$3.1M · 11K shares
$3.0M · 14K shares
$3.0M · 8K shares
$2.9M · 16K shares
$2.8M · 28K shares
$2.8M · 4K shares
$2.7M · 33K shares
$2.7M · 3K shares
$2.6M · 32K shares
$2.5M · 16K shares
$2.4M · 5K shares
$2.4M · 29K shares
$2.3M · 3K shares
$2.3M · 7K shares
$2.1M · 47K shares
$2.1M · 14K shares
$2.1M · 8K shares
$2.1M · 27K shares
$2.1M · 7K shares
$2.0M · 27K shares
$2.0M · 2K shares
$2.0M · 6K shares
$2.0M · 10K shares
$2.0M · 15K shares
$1.9M · 4K shares
$1.9M · 16K shares
$1.9M · 20K shares
$1.8M · 1K shares
$1.8M · 10K shares
$1.7M · 7K shares
$1.7M · 18K shares
$1.6M · 6K shares
$1.5M · 14K shares
$1.5M · 6K shares
$1.5M · 7K shares
$1.5M · 10K shares
$1.5M · 36K shares
$1.5M · 2K shares
$1.5M · 6K shares
$1.4M · 3K shares
$1.4M · 11K shares
$1.4M · 5K shares
$1.4M · 16K shares
$1.4M · 6K shares
$1.3M · 4K shares
$1.3M · 14K shares
$1.3M · 2K shares
$1.3M · 3K shares
$1.3M · 3K shares
$1.3M · 5K shares
$1.3M · 8K shares
$1.3M · 17K shares
$1.2M · 4K shares
$1.2M · 11K shares
$1.2M · 8K shares
$1.2M · 6K shares
$1.2M · 31K shares
$1.2M · 7K shares
$1.1M · 9K shares
$1.1M · 6K shares
$1.1M · 45K shares
$1.1M · 8K shares
$1.1M · 23K shares
$1.1M · 3K shares
$1.1M · 22K shares
$1.1M · 5K shares
$1.0M · 4K shares
$1.0M · 13K shares
$1.0M · 7K shares
$1.0M · 25K shares
$1.0M · 18K shares
$1.0M · 5K shares
$1.0M · 12K shares
$1.0M · 3K shares
$1.0M · 11K shares
$987K · 5K shares
$952K · 13K shares
$927K · 2K shares
$911K · 3K shares
$903K · 19K shares
$896K · 18K shares
$890K · 17K shares
$886K · 16K shares
$862K · 17K shares
$856K · 2K shares
$810K · 7K shares
$784K · 10K shares
$781K · 17K shares
$771K · 5K shares
$750K · 6K shares
$737K · 26K shares
$729K · 20K shares
$722K · 6K shares
$710K · 14K shares
$708K · 3K shares
$693K · 10K shares
$678K · 7K shares
$678K · 5K shares
$669K · 11K shares
$652K · 5K shares
$635K · 10K shares
$630K · 4K shares
$623K · 31K shares
$609K · 2K shares
$606K · 27K shares
$601K · 5K shares
$586K · 3K shares
$570K · 4K shares
$568K · 9K shares
$568K · 14K shares
$564K · 1K shares
$550K · 6K shares
$546K · 4K shares
$526K · 10K shares
$509K · 4K shares
$480K · 4K shares
$468K · 5K shares
$460K · 4K shares
$444K · 2K shares
$438K · 2K shares
$427K · 1K shares
$426K · 2K shares
$415K · 7K shares
$403K · 3K shares
$376K · 5K shares
$359K · 973 shares
$347K · 6K shares
$320K · 6K shares
$319K · 6K shares
$316K · 2K shares
$315K · 14K shares
$302K · 1K shares
$296K · 1K shares
$295K · 9K shares
$293K · 5K shares
$284K · 5K shares
$284K · 3K shares
$280K · 2K shares
$280K · 3K shares
$279K · 864 shares
$278K · 717 shares
$272K · 2K shares
$268K · 720 shares
$265K · 2K shares
$262K · 2K shares
$252K · 1K shares
$243K · 25K shares
$241K · 10K shares
$241K · 2K shares
$232K · 1K shares
$229K · 1K shares
$228K · 1K shares
$225K · 732 shares
$224K · 3K shares
$217K · 5K shares
$204K · 3K shares
$199K · 1K shares
$197K · 405 shares
$192K · 971 shares
$170K · 10K shares
$160K · 8K shares
$159K · 2K shares
$148K · 2K shares
$147K · 770 shares
$146K · 2K shares
$135K · 2K shares
$133K · 2K shares
$130K · 452 shares
$118K · 1K shares
$118K · 2K shares
$118K · 2K shares
$117K · 2K shares
$115K · 3K shares
$110K · 3K shares
$110K · 610 shares
$108K · 3K shares
$105K · 2K shares
$100K · 822 shares
$100K · 2K shares
$97K · 1K shares
$90K · 2K shares
$89K · 920 shares
$89K · 362 shares
$88K · 854 shares
$84K · 2K shares
$83K · 232 shares
$80K · 128 shares
$78K · 2K shares
$63K · 210 shares
$63K · 500 shares
$58K · 415 shares
$58K · 470 shares
$57K · 734 shares
$56K · 1K shares
$55K · 622 shares
$53K · 176 shares
$52K · 2K shares
$52K · 13K shares
$50K · 454 shares
$46K · 1K shares
$43K · 547 shares
$43K · 58 shares
$41K · 938 shares
$41K · 195 shares
$40K · 102 shares
$40K · 690 shares
$38K · 128 shares
$35K · 1K shares
$33K · 119 shares
$33K · 679 shares
$33K · 1K shares
$31K · 503 shares
$31K · 201 shares
$31K · 259 shares
$30K · 93 shares
$29K · 1K shares
$29K · 165 shares
$28K · 465 shares
$28K · 316 shares
$28K · 847 shares
$26K · 203 shares
$26K · 604 shares
$26K · 586 shares
$25K · 126 shares
$24K · 447 shares
$23K · 213 shares
$22K · 205 shares
$21K · 307 shares
$20K · 179 shares
$17K · 245 shares
$17K · 179 shares
$17K · 71 shares
$16K · 194 shares
$15K · 322 shares
$15K · 108 shares
$15K · 145 shares
$14K · 201 shares
$14K · 625 shares
$13K · 103 shares
$13K · 53 shares
$12K · 406 shares
$12K · 154 shares
$12K · 142 shares
$11K · 698 shares
$11K · 99 shares
$10K · 12K shares
$10K · 110 shares
$10K · 150 shares
$10K · 409 shares
$10K · 111 shares
$9K · 107 shares
$8K · 85 shares
$8K · 28 shares
$8K · 83 shares
$8K · 331 shares
$7K · 117 shares
$7K · 163 shares
$7K · 45 shares
$6K · 61 shares
$6K · 66 shares
$6K · 72 shares
$6K · 129 shares
$5K · 59 shares
$5K · 172 shares
$5K · 50 shares
$5K · 48 shares
$5K · 98 shares
$4K · 133 shares
$4K · 75 shares
$4K · 44 shares
$4K · 111 shares
$3K · 193 shares
$3K · 45 shares
$3K · 134 shares
$3K · 45 shares
$3K · 40 shares
$3K · 48 shares
$2K · 43 shares
$2K · 38 shares
$2K · 16 shares
$1K · 10 shares
$1K · 41 shares
$1K · 37 shares
$1K · 33 shares
$1K · 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 | $171.5M | 46.2% |
| Technology | 24 | $78.6M | 21.2% |
| Industrials | 17 | $26.7M | 7.2% |
| Healthcare | 14 | $20.6M | 5.6% |
| Communication Services | 7 | $16.1M | 4.3% |
| Consumer Cyclical | 10 | $15.7M | 4.2% |
| Consumer Defensive | 9 | $12.7M | 3.4% |
| Unknown | 14 | $12.4M | 3.3% |
| Energy | 12 | $9.2M | 2.5% |
| Basic Materials | 6 | $3.2M | 0.9% |
| Utilities | 3 | $3.1M | 0.8% |
| Real Estate | 3 | $1.3M | 0.3% |