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 $379,343,978
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 81,837 $20,493,519 5.4%
2.
Ishares Trust
 IEF 33,594 $19,776,060 5.21%
3.
Nvidia Corp
 NVDA 102,833 $13,809,459 3.64%
4.
Vanguard Whitehall Funds
 80,509 $10,272,083 2.7%
5.
Ishares Trust
 IEF 98,121 $9,962,224 2.62%
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%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)