Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $359,184,444
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 32,878 $18,474,377 5.14%
2.
Apple Inc.
 AAPL 71,623 $15,909,692 4.43%
3.
Vanguard Whitehall Funds
 80,397 $10,368,071 2.89%
4.
Nvidia Corp
 NVDA 90,925 $9,854,491 2.74%
5.
Vanguard Scottsdale Funds
 159,058 $9,335,126 2.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)