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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 $331,546,586
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 97,948 $16,769,624 5.05%
2.
Ishares Trust
 IEF 35,886 $15,410,379 4.64%
3.
Vanguard Whitehall Funds
 145,935 $15,077,987 4.54%
4.
Vanguard Scottsdale Funds
 235,863 $13,585,725 4.09%
5.
Vanguard Malvern Fds
 191,537 $9,055,854 2.73%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)