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Home > Institutional Investor > Epg Wealth Management Llc > Profile

Instuitional Investor - Epg Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Epg Wealth Management Llc
Portfolio Value $333,034,303
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 25,948 $16,111,346 4.84%
2.
Nvidia Corp
 NVDA 95,983 $15,164,408 4.55%
3.
Apple Inc.
 AAPL 53,644 $11,006,147 3.3%
4.
Ishares Trust
 IEF 97,018 $10,681,638 3.21%
5.
Vanguard Whitehall Funds
 75,803 $10,105,278 3.03%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)