Epg Wealth Management LLC Top Holdings and 13F Report (2026)

About Epg Wealth Management LLC

Investment Activity

Epg Wealth Management LLC has $368.70 million in total holdings as of March 31, 2026.
Epg Wealth Management LLC owns shares of 320 different stocks, but just 80 companies or ETFs make up 80% of its holdings.
Approximately 7.92% of the portfolio was purchased this quarter.
About 7.95% of the portfolio was sold this quarter.
This quarter, Epg Wealth Management LLC has purchased 319 new stocks and bought additional shares in 147 stocks.
Epg Wealth Management LLC sold shares of 59 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $17,002,010
NVIDIA: $15,316,772
Apple: $13,665,149
Vanguard High Dividend Yield ETF: $11,255,240
Vanguard Short-Term Treasury ETF: $10,097,002

Largest New Holdings this Quarter

833445109 - Snowflake: $1,207,465 Holding
G0593M107 - AstraZeneca: $1,087,471 Holding
92840M102 - Vistra: $766,493 Holding
904767803 - UNILEVER PLC: $733,660 Holding
252131107 - DexCom: $689,167 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF: 123,864 shares (about $7.94M)
Microsoft: 5,968 shares (about $2.21M)
Bank of America: 29,130 shares (about $1.42M)
Alphabet: 4,897 shares (about $1.41M)
Blackstone: 12,242 shares (about $1.41M)

Largest Sales this Quarter

iShares MSCI Intl Quality Factor ETF: 170,778 shares (about $7.90M)
Seagate Technology: 3,682 shares (about $1.44M)
Uber Technologies: 16,880 shares (about $1.21M)
Caterpillar: 1,444 shares (about $1.02M)
Quanta Services: 1,180 shares (about $647.86K)

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
IVV iShares Core S&P 500 ETF	$17,002,010	$29,395 â–²	0.2%	26,028	4.6%	ETF
NVDA NVIDIA	$15,316,772	$470,180 â–¼	-3.0%	87,826	4.2%	Computer and Technology
AAPL Apple	$13,665,149	$218,261 â–¼	-1.6%	53,844	3.7%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$11,255,240	$134,622 â–²	1.2%	75,998	3.1%	Financial Services
VGSH Vanguard Short-Term Treasury ETF	$10,097,002	$99,752 â–²	1.0%	172,480	2.7%	ETF
IVW iShares S&P 500 Growth ETF	$9,945,174	$246,127 â–²	2.5%	87,925	2.7%	ETF
GOOGL Alphabet	$8,827,818	$1,408,183 â–²	19.0%	30,699	2.4%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$8,146,595	$7,937,182 â–²	3,790.2%	127,132	2.2%	ETF
MSFT Microsoft	$8,052,206	$2,209,147 â–²	37.8%	21,753	2.2%	Computer and Technology
PWR Quanta Services	$7,682,686	$647,865 â–¼	-7.8%	13,993	2.1%	Construction
IJH iShares Core S&P Mid-Cap ETF	$7,485,954	$59,629 â–²	0.8%	110,854	2.0%	ETF
XSMO Invesco S&P SmallCap Momentum ETF	$6,757,167	$17,180 â–²	0.3%	88,887	1.8%	ETF
IWF iShares Russell 1000 Growth ETF	$6,633,116	$17,056 â–¼	-0.3%	15,556	1.8%	ETF
JPIE JPMorgan Income ETF	$6,157,606	$325,806 â–²	5.6%	133,658	1.7%	ETF
JPM JPMorgan Chase & Co.	$6,122,456	$45,596 â–²	0.8%	20,813	1.7%	Finance
COWZ Pacer US Cash Cows 100 ETF	$5,502,719	$18,080 â–²	0.3%	87,959	1.5%	ETF
AMZN Amazon.com	$5,502,023	$279,704 â–²	5.4%	26,418	1.5%	Retail/Wholesale
KO CocaCola	$4,415,189	$13,993 â–²	0.3%	58,056	1.2%	Consumer Staples
LLY Eli Lilly and Company	$4,407,251	$558,264 â–¼	-11.2%	4,792	1.2%	Medical
XLK Technology Select Sector SPDR Fund	$4,297,205	$34,953 â–²	0.8%	32,334	1.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$4,202,164	$6,905 â–²	0.2%	60,246	1.1%	ETF
AVGO Broadcom	$3,813,283	$123,189 â–²	3.3%	12,320	1.0%	Computer and Technology
CAT Caterpillar	$3,328,148	$1,022,956 â–¼	-23.5%	4,698	0.9%	Industrials
GLD SPDR Gold Shares	$3,321,176	$148,889 â–¼	-4.3%	7,718	0.9%	Finance
TSM Taiwan Semiconductor Manufacturing	$3,195,678	$507,605 â–¼	-13.7%	9,456	0.9%	Computer and Technology
CVX Chevron	$3,082,832	$256,972 â–²	9.1%	14,900	0.8%	Energy
IWD iShares Russell 1000 Value ETF	$3,082,547	$3,205 â–²	0.1%	14,427	0.8%	ETF
PANW Palo Alto Networks	$3,056,501	$558,555 â–²	22.4%	19,065	0.8%	Computer and Technology
DE Deere & Company	$3,021,792	$78,869 â–²	2.7%	5,364	0.8%	Industrials
BRK.B Berkshire Hathaway	$2,970,910	$44,564 â–¼	-1.5%	6,200	0.8%	Finance
STX Seagate Technology	$2,928,382	$1,442,448 â–¼	-33.0%	7,475	0.8%	Computer and Technology
CIBR First Trust Nasdaq Cybersecurity ETF	$2,904,691	$127,991 â–²	4.6%	46,342	0.8%	Manufacturing
WALMART INC	$2,871,715	$1,149,954 â–²	66.8%	23,107	0.8%	COM
AMAT Applied Materials	$2,784,254	$21,191 â–²	0.8%	8,146	0.8%	Computer and Technology
SCHW Charles Schwab	$2,703,058	$44,453 â–²	1.7%	28,762	0.7%	Finance
CSCO Cisco Systems	$2,697,606	$1,012,498 â–²	60.1%	42,517	0.7%	Computer and Technology
V Visa	$2,622,164	$58,331 â–²	2.3%	8,676	0.7%	Business Services
BLACKROCK INC	$2,605,027	$180,784 â–²	7.5%	2,709	0.7%	COM
META Meta Platforms	$2,545,928	$105,270 â–²	4.3%	4,450	0.7%	Computer and Technology
LMT Lockheed Martin	$2,467,033	$36,866 â–²	1.5%	4,082	0.7%	Aerospace
FIDU Fidelity MSCI Industrials Index ETF	$2,449,946	$25,696 â–¼	-1.0%	28,317	0.7%	ETF
XLE Energy Select Sector SPDR Fund	$2,400,642	$474,333 â–¼	-16.5%	39,188	0.7%	ETF
BX Blackstone	$2,355,435	$1,407,696 â–²	148.5%	20,484	0.6%	Finance
MCD McDonald's	$2,347,254	$57,182 â–²	2.5%	7,553	0.6%	Retail/Wholesale
XLV Health Care Select Sector SPDR Fund	$2,319,126	$3,372 â–¼	-0.1%	15,818	0.6%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$2,295,998	$344,561 â–¼	-13.0%	27,807	0.6%	Manufacturing
AMGN Amgen	$2,288,148	$125,966 â–²	5.8%	6,503	0.6%	Medical
HON Honeywell International	$2,284,682	$13,336 â–²	0.6%	10,108	0.6%	Multi-Sector Conglomerates
URI United Rentals	$2,165,427	$79,418 â–²	3.8%	2,972	0.6%	Construction
NFLX Netflix	$2,043,668	$104,515 â–²	5.4%	21,255	0.6%	Consumer Discretionary
COP ConocoPhillips	$1,958,875	$77,616 â–²	4.1%	14,840	0.5%	Energy
ARISTA NETWORKS INC	$1,897,565	$65,319 â–²	3.6%	15,455	0.5%	COM SHS
ADI Analog Devices	$1,872,744	$12,406 â–¼	-0.7%	5,887	0.5%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$1,843,820	$35,475 â–²	2.0%	16,632	0.5%	ETF
JNJ Johnson & Johnson	$1,824,963	$46,687 â–²	2.6%	7,466	0.5%	Medical
VZ Verizon Communications	$1,801,360	$11,696 â–²	0.7%	35,884	0.5%	Computer and Technology
IBM International Business Machines	$1,710,752	$31,025 â–²	1.8%	7,058	0.5%	Computer and Technology
LOW Lowe's Companies	$1,708,520	$16,539 â–²	1.0%	7,231	0.5%	Retail/Wholesale
BAC Bank of America	$1,704,301	$1,420,088 â–²	499.7%	34,960	0.5%	Finance
MNST Monster Beverage	$1,676,362	$268,102 â–¼	-13.8%	23,135	0.5%	Consumer Staples
COST Costco Wholesale	$1,621,068	$57,789 â–¼	-3.4%	1,627	0.4%	Retail/Wholesale
SLB SLB	$1,607,780	$1,747 â–²	0.1%	31,286	0.4%	Energy
MCK McKesson	$1,540,086	$597,000 â–¼	-27.9%	1,780	0.4%	Medical
KLAC KLA	$1,538,665	$609,576 â–¼	-28.4%	1,045	0.4%	Computer and Technology
SO Southern	$1,524,505	$13,802 â–²	0.9%	15,795	0.4%	Utilities
ECL Ecolab	$1,439,786	$8,513 â–²	0.6%	5,412	0.4%	Basic Materials
PG Procter & Gamble	$1,408,097	$280,493 â–²	24.9%	9,749	0.4%	Consumer Staples
FTEC Fidelity MSCI Information Technology Index ETF	$1,335,997	$8,529 â–¼	-0.6%	6,422	0.4%	ETF
TJX TJX Companies	$1,320,786	$30,345 â–²	2.4%	8,270	0.4%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$1,290,775	$18,858 â–²	1.5%	1,985	0.4%	Finance
HD Home Depot	$1,290,614	$2,302 â–²	0.2%	3,924	0.4%	Retail/Wholesale
AMP Ameriprise Financial	$1,244,182	$38,214 â–²	3.2%	2,800	0.3%	Finance
QCOM Qualcomm	$1,243,131	$78,686 â–¼	-6.0%	9,653	0.3%	Computer and Technology
SHEL Shell	$1,231,238	$26,040 â–²	2.2%	13,239	0.3%	Energy
MA Mastercard	$1,229,284	$21,487 â–¼	-1.7%	2,460	0.3%	Business Services
MRVL Marvell Technology	$1,221,428	$27,933 â–²	2.3%	12,331	0.3%	Computer and Technology
BSX Boston Scientific	$1,218,731	$90,674 â–²	8.0%	19,422	0.3%	Medical
BA Boeing	$1,212,989	$37,614 â–¼	-3.0%	6,095	0.3%	Aerospace
SNOW Snowflake	$1,207,465	$1,207,465 â–²	New Holding	8,006	0.3%	Computer and Technology
FENY Fidelity MSCI Energy Index ETF	$1,206,145	$330,708 â–¼	-21.5%	35,454	0.3%	ETF
UBER Uber Technologies	$1,193,391	$1,214,179 â–¼	-50.4%	16,591	0.3%	Computer and Technology
RY Royal Bank Of Canada	$1,170,837	$37,534 â–²	3.3%	7,237	0.3%	Finance
FCOM Fidelity MSCI Communication Services Index ETF	$1,170,050	$3,474 â–¼	-0.3%	17,176	0.3%	ETF
SYK Stryker	$1,169,828	$4,272 â–²	0.4%	3,560	0.3%	Medical
RTX RTX	$1,167,366	$21,604 â–¼	-1.8%	6,052	0.3%	Aerospace
XOM ExxonMobil	$1,145,658	$2,714 â–²	0.2%	6,753	0.3%	Energy
ITW Illinois Tool Works	$1,135,229	$29,936 â–²	2.7%	4,361	0.3%	Industrials
TMUS T-Mobile US	$1,130,492	$41,792 â–²	3.8%	5,383	0.3%	Computer and Technology
SGOL abrdn Physical Gold Shares ETF	$1,124,781		0.0%	25,208	0.3%	ETF
AJG Arthur J. Gallagher & Co.	$1,108,563	$9,097 â–²	0.8%	5,118	0.3%	Finance
PEP PepsiCo	$1,101,519	$395,541 â–²	56.0%	7,093	0.3%	Consumer Staples
PEG Public Service Enterprise Group	$1,088,338	$37,317 â–²	3.6%	13,445	0.3%	Utilities
AZNCF AstraZeneca	$1,087,471	$1,087,471 â–²	New Holding	5,514	0.3%	Medical
PSX Phillips 66	$1,083,236	$23,319 â–²	2.2%	5,946	0.3%	Energy
ABT Abbott Laboratories	$1,080,067	$81,621 â–¼	-7.0%	10,520	0.3%	Medical
VTI Vanguard Total Stock Market ETF	$1,079,628	$30,480 â–²	2.9%	3,365	0.3%	ETF
VNLA Janus Henderson Short Duration Income ETF	$1,063,427	$8,062 â–²	0.8%	21,765	0.3%	ETF
NOW ServiceNow	$1,045,395	$36,488 â–²	3.6%	9,999	0.3%	Computer and Technology
SPGI S&P Global	$1,041,918	$31,045 â–¼	-2.9%	2,450	0.3%	Finance
HAL Halliburton	$1,033,878	$16,298 â–²	1.6%	26,516	0.3%	Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Epg Wealth Management LLC Top Holdings and 13F Report (2026)

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Epg Wealth Management LLC Top Holdings and 13F Report (2026)

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