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CIK: 0001803058
Total reported value
$417.3M
$417.3M
406 檔
15.3%
As reported in its official Q1 2025 Form 13F filing, EPG Wealth Management LLC's tracked investment portfolio stood at $417.3M with 406 total positions.
In Q1 2025, EPG Wealth Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 406 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.14% | +0.04% | -2.13% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.43% | +0.08% | -12.48% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.89% | -0.13% | -0.14% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.74% | +0.02% | -11.58% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.60% | -0.29% | -1.12% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.55% | +0.23% | +0.49% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -0.23% | +2.44% | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 2.03% | — | +2.19% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.79% | +0.05% | -2.33% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.74% | +0.05% | +2.01% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.67% | +0.01% | +3.63% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.60% | +0.15% | -6.10% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.28% | +0.33% | -11.87% | |
| 14 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.23% | +0.25% | -23.24% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.29% | +31.79% | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.16% | -0.15% | +5.09% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.01% | +6.98% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.09% | +0.17% | -2.39% | |
| 19 | PWR | Quanta Services Inc | Stock-Industrials | 1.01% | +0.32% | +5.69% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.99% | — | -0.07% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.97% | +0.07% | +2.42% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.06% | -1.22% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.91% | -0.03% | -7.80% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.82% | -0.06% | +103.91% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.80% | -0.24% | +3.56% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-Other | 0.76% | -0.03% | -15.07% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.07% | +1.66% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.01% | +15.93% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.67% | -0.07% | -0.72% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.65% | +0.86% | +8.13% | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.65% | +0.08% | +2.77% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.64% | -0.03% | +4.01% | |
| 33 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.63% | +0.08% | +1.42% | |
| 34 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.61% | -0.06% | +3572.77% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.13% | +1.97% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.32% | +13.45% | |
| 37 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.59% | +0.02% | +2.26% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | -0.04% | -21.53% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.58% | — | +6.82% | |
| 40 | XLE | Ss Energy Select Sector | ETF-Other | 0.57% | -0.13% | +1.20% | |
| 41 | ROBT | First Trust Nasdaq Artificia | ETF-Tech | 0.56% | +0.02% | +3.22% | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.56% | -0.73% | EXIT | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.08% | -11.65% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.09% | +0.76% | |
| 45 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.52% | -0.06% | -3.16% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.02% | -2.86% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | -0.05% | +5.04% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.52% | -0.18% | -6.29% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.51% | -0.62% | EXIT | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.02% | -26.54% |
According to official SEC Form 13F filings, EPG Wealth Management LLC reported a total U.S. public equity portfolio value of $417.3M across 406 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, VYM) accounted for 15.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $18.5M
During Q1 2025, EPG Wealth Management LLC's top holdings by market value included IVV (5.1%)、AAPL (4.4%)、VYM (2.9%). The largest single position, IVV, represented 5.1% of total portfolio value.
In Q1 2025, EPG Wealth Management LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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