Notify me when EPG Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 319 | $371,513,557 | +$17,797,511 | -$8,202,228 | +$9,595,283 | IVV, NVDA, AAPL, VYM, IVW | 13F-HR | 28 Jan 2026, 11:54 |
| Q3 2025 | 320 | $363,020,602 | +$21,315,673 | -$14,290,606 | +$7,025,067 | IVV, NVDA, AAPL, VYM, IVW | 13F-HR | 03 Nov 2025, 10:07 |
| Q2 2025 | 310 | $333,034,303 | +$13,209,922 | -$70,415,211 | -$57,205,289 | IVV, NVDA, AAPL, IVW, VYM | 13F-HR | 05 Aug 2025, 11:52 |
| Q1 2025 | 406 | $358,705,529 | +$18,490,911 | -$26,508,677 | -$8,017,766 | IVV, AAPL, VYM, NVDA, VGSH | 13F-HR | 13 May 2025, 11:13 |
| Q4 2024 | 422 | $379,308,162 | +$10,949,890 | -$30,702,423 | -$19,752,533 | AAPL, IVV, NVDA, VYM, IVW | 13F-HR | 14 Feb 2025, 09:22 |
| Q3 2024 | 423 | $396,396,145 | +$396,396,145 | $0 | +$396,396,145 | AAPL, IVV, NVDA, VYM, IVW | 13F-HR | 13 Nov 2024, 11:25 |
| Q2 2024 | 0 | $0 | $0 | -$408,339,973 | -$408,339,973 | 13F-HR | 13 Aug 2024, 09:06 | |
| Q1 2024 | 445 | $408,339,973 | +$19,165,238 | -$4,603,883 | +$14,561,355 | IVV, VYM, AAPL, NVDA, VGSH | 13F-HR | 14 May 2024, 15:37 |
| Q4 2023 | 425 | $355,765,951 | +$22,403,501 | -$18,337,470 | +$4,066,031 | IVV, AAPL, VYM, VGSH, IQLT | 13F-HR | 14 Feb 2024, 18:18 |
| Q3 2023 | 420 | $331,546,586 | +$20,836,334 | -$15,321,988 | +$5,514,346 | AAPL, IVV, VYM, VGSH, VTIP | 13F-HR | 13 Nov 2023, 17:17 |
| Q2 2023 | 413 | $338,026,106 | +$12,201,197 | -$9,381,022 | +$2,820,175 | AAPL, IVV, VYM, VGSH, VTIP | 13F-HR | 15 Aug 2023, 13:27 |
| Q1 2023 | 412 | $317,019,200 | +$49,898,353 | -$8,274,802 | +$41,623,551 | VYM, AAPL, IVV, VGSH, VTIP | 13F-HR | 15 May 2023, 13:43 |
| Q4 2022 | 378 | $262,668,612 | +$14,557,882 | -$12,251,782 | +$2,306,100 | VYM, IVV, VGSH, AAPL, VTIP | 13F-HR | 14 Feb 2023, 19:12 |
| Q3 2022 | 380 | $243,460,000 | +$36,055,242 | -$12,522,067 | +$23,533,175 | VYM, IVV, VGSH, AAPL, VTIP | 13F-HR | 15 Nov 2022, 15:29 |
| Q2 2022 | 215 | $234,152,000 | +$14,087,999 | -$28,566,139 | -$14,478,140 | VTIP, VYM, IVV, AAPL, IQLT | 13F-HR | 15 Aug 2022, 18:05 |
| Q1 2022 | 395 | $288,966,000 | +$31,620,409 | -$16,702,474 | +$14,917,935 | IVV, AAPL, VYM, VTIP, IVW | 13F-HR | 10 May 2022, 13:59 |
| Q4 2021 | 397 | $284,301,000 | +$19,866,311 | -$3,502,244 | +$16,364,067 | IVV, AAPL, VYM, VTIP, IVW | 13F-HR | 14 Feb 2022, 16:22 |
| Q3 2021 | 373 | $249,291,000 | +$23,281,243 | -$7,143,578 | +$16,137,665 | IVV, VYM, VTIP, AAPL, IVW | 13F-HR | 15 Nov 2021, 16:53 |
| Q2 2021 | 210 | $235,757,000 | +$26,500,816 | -$10,041,818 | +$16,458,998 | IVV, VYM, VTIP, AAPL, IVW | 13F-HR | 09 Aug 2021, 09:27 |
| Q1 2021 | 188 | $205,632,000 | +$43,963,152 | -$11,907,020 | +$32,056,132 | IVV, VYM, IVW, AAPL, VTIP | 13F-HR | 10 May 2021, 10:45 |
| Q4 2020 | 156 | $166,561,000 | +$28,002,069 | -$4,684,156 | +$23,317,913 | IVV, VYM, IVW, AAPL, IWF | 13F-HR | 29 Jan 2021, 09:57 |
| Q3 2020 | 124 | $135,326,000 | +$15,817,871 | -$25,648,742 | -$9,830,871 | IVV, VYM, IVW, AAPL, IWF | 13F-HR | 02 Nov 2020, 12:39 |
| Q2 2020 | 142 | $141,049,000 | +$17,534,451 | -$34,835,333 | -$17,300,882 | IVV, VYM, IVW, AAPL, IWF | 13F-HR | 06 Aug 2020, 10:41 |
| Q1 2020 | 782 | $135,958,000 | +$42,924,232 | -$16,884,829 | +$26,039,403 | IVV, VYM, IVW, AAPL, IWF | 13F-HR | 05 May 2020, 14:17 |
| Q4 2019 | 651 | $136,523,000 | $0 | $0 | $0 | VYM, IVV, IVW, AAPL, FDT | 13F-HR | 14 Feb 2020, 10:50 |