Epg Wealth Management LLC Top Holdings and 13F Report (2025)

About Epg Wealth Management LLC

Investment Activity

Epg Wealth Management LLC has $379.34 million in total holdings as of December 31, 2024.
Epg Wealth Management LLC owns shares of 422 different stocks, but just 101 companies or ETFs make up 80% of its holdings.
Approximately 2.90% of the portfolio was purchased this quarter.
About 8.09% of the portfolio was sold this quarter.
This quarter, Epg Wealth Management LLC has purchased 423 new stocks and bought additional shares in 114 stocks.
Epg Wealth Management LLC sold shares of 183 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

Apple: $20,493,519
iShares Core S&P 500 ETF: $19,776,060
NVIDIA: $13,809,459
Vanguard High Dividend Yield ETF: $10,272,083
iShares S&P 500 Growth ETF: $9,962,224

Largest New Holdings this Quarter

BLACKROCK INC: $2,380,186 Holding
ARISTA NETWORKS INC: $1,607,438 Holding
S&P Global: $913,563 Holding
GE HealthCare Technologies: $766,270 Holding
PALANTIR TECHNOLOGIES INC: $465,806 Holding

Largest Purchases this Quarter

BLACKROCK INC: 2,322 shares (about $2.38M)
ARISTA NETWORKS INC: 14,543 shares (about $1.61M)
Palo Alto Networks: 5,880 shares (about $1.07M)
iShares Core S&P Small-Cap ETF: 9,160 shares (about $1.06M)
S&P Global: 1,834 shares (about $913.56K)

Largest Sales this Quarter

iShares MSCI Intl Quality Factor ETF: 66,070 shares (about $2.45M)
Apple: 5,710 shares (about $1.43M)
Vanguard High Dividend Yield ETF: 10,715 shares (about $1.37M)
iShares S&P 500 Growth ETF: 9,579 shares (about $972.56K)
McKesson: 1,618 shares (about $922.08K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$20,493,519	$1,429,891 ▼	-6.5%	81,837	5.4%	Computer and Technology
IVV iShares Core S&P 500 ETF	$19,776,060	$602,807 ▼	-3.0%	33,594	5.2%	ETF
NVDA NVIDIA	$13,809,459	$706,769 ▼	-4.9%	102,833	3.6%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$10,272,083	$1,367,119 ▼	-11.7%	80,509	2.7%	ETF
IVW iShares S&P 500 Growth ETF	$9,962,224	$972,556 ▼	-8.9%	98,121	2.6%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$9,358,534	$668,895 ▼	-6.7%	160,855	2.5%	ETF
MSFT Microsoft	$8,597,358	$202,732 ▼	-2.3%	20,398	2.3%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$7,310,899	$24,497 ▼	-0.3%	18,205	1.9%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$6,676,196	$2,452,510 ▼	-26.9%	179,855	1.8%	ETF
IJH iShares Core S&P Mid-Cap ETF	$6,536,250	$602,973 ▼	-8.4%	104,899	1.7%	ETF
IJR iShares Core S&P Small-Cap ETF	$6,384,011	$1,055,418 ▲	19.8%	55,407	1.7%	ETF
JPM JPMorgan Chase & Co.	$5,989,070	$426,215 ▼	-6.6%	24,984	1.6%	Finance
XLK Technology Select Sector SPDR Fund	$5,865,263	$249,734 ▼	-4.1%	25,224	1.5%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$5,773,613	$430,570 ▼	-6.9%	90,995	1.5%	Manufacturing
AMZN Amazon.com	$4,483,251	$313,071 ▼	-6.5%	20,435	1.2%	Retail/Wholesale
PWR Quanta Services	$4,268,493	$260,104 ▼	-5.7%	13,506	1.1%	Construction
COWZ Pacer US Cash Cows 100 ETF	$4,097,031	$8,077 ▲	0.2%	72,539	1.1%	ETF
GOOGL Alphabet	$3,942,055	$178,513 ▼	-4.3%	20,824	1.0%	Computer and Technology
LLY Eli Lilly and Company	$3,740,019	$366,669 ▼	-8.9%	4,845	1.0%	Medical
AVGO Broadcom	$3,684,441	$135,628 ▼	-3.6%	15,892	1.0%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$3,490,673	$5,184 ▲	0.1%	18,855	0.9%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$3,458,277	$562,644 ▼	-14.0%	71,422	0.9%	Manufacturing
IEMG iShares Core MSCI Emerging Markets ETF	$3,278,707	$266,742 ▼	-7.5%	62,786	0.9%	ETF
XLV Health Care Select Sector SPDR Fund	$3,041,353	$26,413 ▼	-0.9%	22,108	0.8%	ETF
BRK.B Berkshire Hathaway	$2,963,558	$137,344 ▼	-4.4%	6,538	0.8%	Finance
RTX RTX	$2,874,456	$146,847 ▼	-4.9%	24,840	0.8%	Aerospace
QQQ Invesco QQQ	$2,714,021	$4,602 ▼	-0.2%	5,308	0.7%	Finance
FTEC Fidelity MSCI Information Technology Index ETF	$2,575,949	$167,121 ▼	-6.1%	13,934	0.7%	ETF
DGRO iShares Core Dividend Growth ETF	$2,572,551	$42,938 ▲	1.7%	41,939	0.7%	ETF
META Meta Platforms	$2,571,279	$66,155 ▼	-2.5%	4,392	0.7%	Computer and Technology
CRM Salesforce	$2,425,003	$148,115 ▼	-5.8%	7,253	0.6%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$2,403,680	$43,204 ▲	1.8%	29,320	0.6%	Manufacturing
BLACKROCK INC	$2,380,186	$2,380,186 ▲	New Holding	2,322	0.6%	COM
PEP PepsiCo	$2,337,838	$122,108 ▼	-5.0%	15,374	0.6%	Consumer Staples
GLD SPDR Gold Shares	$2,331,157	$175,781 ▼	-7.0%	9,628	0.6%	Finance
PANW Palo Alto Networks	$2,316,351	$1,069,925 ▲	85.8%	12,730	0.6%	Computer and Technology
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF	$2,167,228	$60,083 ▼	-2.7%	48,118	0.6%	Manufacturing
RDVY First Trust NASDAQ Rising Dividend Achievers	$2,155,960	$144,598 ▼	-6.3%	36,455	0.6%	Manufacturing
NFLX Netflix	$2,118,668	$87,349 ▼	-4.0%	2,377	0.6%	Consumer Discretionary
FIDU Fidelity MSCI Industrials Index ETF	$2,113,109	$103,145 ▼	-4.7%	30,054	0.6%	ETF
JMBS Janus Henderson Mortgage-Backed Securities ETF	$2,104,123	$245,195 ▼	-10.4%	47,627	0.6%	ETF
HD Home Depot	$2,055,034	$342,700 ▼	-14.3%	5,283	0.5%	Retail/Wholesale
DE Deere & Company	$2,047,968	$8,897 ▼	-0.4%	4,834	0.5%	Industrials
MCD McDonald's	$1,975,310	$98,563 ▼	-4.8%	6,814	0.5%	Retail/Wholesale
V Visa	$1,974,588	$142,848 ▼	-6.7%	6,248	0.5%	Business Services
XLC Communication Services Select Sector SPDR Fund	$1,951,866	$219,563 ▼	-10.1%	20,162	0.5%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,924,575	$132,913 ▼	-6.5%	9,745	0.5%	Computer and Technology
LOW Lowe's Companies	$1,881,408	$51,336 ▼	-2.7%	7,623	0.5%	Retail/Wholesale
XLE Energy Select Sector SPDR Fund	$1,856,268	$215,351 ▼	-10.4%	21,670	0.5%	ETF
HON Honeywell International	$1,837,519	$82,682 ▼	-4.3%	8,134	0.5%	Multi-Sector Conglomerates
COST Costco Wholesale	$1,815,807	$292,251 ▼	-13.9%	1,982	0.5%	Retail/Wholesale
SCHW Charles Schwab	$1,797,877	$94,882 ▼	-5.0%	24,292	0.5%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$1,775,788	$15,070 ▼	-0.8%	10,134	0.5%	ETF
BA Boeing	$1,764,207	$44,601 ▼	-2.5%	9,968	0.5%	Aerospace
VZ Verizon Communications	$1,746,396	$71,703 ▼	-3.9%	43,670	0.5%	Computer and Technology
LMT Lockheed Martin	$1,736,256	$47,136 ▼	-2.6%	3,573	0.5%	Aerospace
ADBE Adobe	$1,684,448	$27,125 ▼	-1.6%	3,788	0.4%	Computer and Technology
NOW ServiceNow	$1,679,230	$75,269 ▼	-4.3%	1,584	0.4%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,645,426	$66,110 ▼	-3.9%	12,793	0.4%	ETF
URI United Rentals	$1,634,067	$126,781 ▼	-7.2%	2,320	0.4%	Construction
CVX Chevron	$1,612,201	$21,726 ▼	-1.3%	11,131	0.4%	Energy
ARISTA NETWORKS INC	$1,607,438	$1,607,438 ▲	New Holding	14,543	0.4%	COM SHS
UBER Uber Technologies	$1,580,507	$264,564 ▼	-14.3%	26,202	0.4%	Computer and Technology
MNST Monster Beverage	$1,565,237	$7,674 ▼	-0.5%	29,780	0.4%	Consumer Staples
DJUN FT Vest U.S. Equity Deep Buffer ETF - June	$1,558,087	$64,920 ▼	-4.0%	36,000	0.4%	Manufacturing
CSCO Cisco Systems	$1,519,600	$25,338 ▼	-1.6%	25,669	0.4%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$1,465,233	$8,791 ▼	-0.6%	2,500	0.4%	Finance
XLF Financial Select Sector SPDR Fund	$1,454,285	$337,969 ▼	-18.9%	30,091	0.4%	ETF
FEX First Trust Large Cap Core AlphaDEX Fund	$1,450,880	$44,744 ▼	-3.0%	13,911	0.4%	ETF
GJUN FT Cboe Vest U.S. Equity Moderate Buffer ETF - June	$1,414,800		0.0%	39,300	0.4%	ETF
CMG Chipotle Mexican Grill	$1,405,358	$24,482 ▼	-1.7%	23,306	0.4%	Retail/Wholesale
IBM International Business Machines	$1,398,448	$5,056 ▼	-0.4%	6,361	0.4%	Computer and Technology
BSX Boston Scientific	$1,397,858	$57,969 ▼	-4.0%	15,650	0.4%	Medical
SO Southern	$1,395,094	$14,982 ▼	-1.1%	16,947	0.4%	Utilities
QCOM QUALCOMM	$1,394,200	$25,039 ▼	-1.8%	9,076	0.4%	Computer and Technology
AMGN Amgen	$1,389,620	$33,359 ▼	-2.3%	5,332	0.4%	Medical
PAYX Paychex	$1,380,533	$8,974 ▼	-0.6%	9,846	0.4%	Business Services
FCOM Fidelity MSCI Communication Services Index ETF	$1,307,981	$35,219 ▼	-2.6%	22,283	0.3%	ETF
MCK McKesson	$1,307,893	$922,079 ▼	-41.3%	2,295	0.3%	Medical
AMP Ameriprise Financial	$1,277,354	$46,856 ▼	-3.5%	2,399	0.3%	Finance
LULU Lululemon Athletica	$1,258,511	$64,245 ▼	-4.9%	3,291	0.3%	Consumer Discretionary
KO Coca-Cola	$1,255,318	$21,853 ▼	-1.7%	20,163	0.3%	Consumer Staples
MA Mastercard	$1,243,509	$193,739 ▼	-13.5%	2,362	0.3%	Business Services
AXON Axon Enterprise	$1,229,054	$1,189 ▼	-0.1%	2,068	0.3%	Aerospace
COP ConocoPhillips	$1,228,356	$34,711 ▼	-2.7%	12,386	0.3%	Energy
SKX Skechers U.S.A.	$1,206,151	$5,581 ▲	0.5%	17,938	0.3%	Consumer Discretionary
ABT Abbott Laboratories	$1,193,182	$1,131 ▲	0.1%	10,549	0.3%	Medical
AJG Arthur J. Gallagher & Co.	$1,187,711	$9,935 ▼	-0.8%	4,184	0.3%	Finance
PG Procter & Gamble	$1,186,435	$47,276 ▼	-3.8%	7,077	0.3%	Consumer Staples
VNLA Janus Henderson Short Duration Income ETF	$1,184,298	$1,223 ▲	0.1%	24,214	0.3%	ETF
ACEL Accel Entertainment	$1,176,893	$618,425 ▼	-34.4%	110,196	0.3%	Consumer Discretionary
VTI Vanguard Total Stock Market ETF	$1,173,148	$1,739 ▲	0.1%	4,048	0.3%	ETF
GMAR FT Cboe Vest U.S. Equity Moderate Buffer ETF - March	$1,161,285	$398,995 ▼	-25.6%	31,000	0.3%	ETF
BX Blackstone	$1,160,881	$35,345 ▼	-3.0%	6,733	0.3%	Finance
TSLA Tesla	$1,155,790	$60,172 ▲	5.5%	2,862	0.3%	Auto/Tires/Trucks
IWP iShares Russell Mid-Cap Growth ETF	$1,147,905	$507 ▼	0.0%	9,056	0.3%	ETF
JNJ Johnson & Johnson	$1,108,335	$113,090 ▼	-9.3%	7,664	0.3%	Medical
MRVL Marvell Technology	$1,093,988	$126,573 ▼	-10.4%	9,905	0.3%	Computer and Technology
FENY Fidelity MSCI Energy Index ETF	$1,068,766	$13,875 ▼	-1.3%	44,830	0.3%	ETF
SYK Stryker	$1,063,726	$15,844 ▼	-1.5%	2,954	0.3%	Medical

Showing largest 100 holdings. View all holdings.

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Epg Wealth Management LLC Top Holdings and 13F Report (2025)

About Epg Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Epg Wealth Management LLC Top Holdings and 13F Report (2025)

About Epg Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEpg Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools