EPG Wealth Management LLC Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$371.5M

Holdings

319

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (319 positions)

#StockSharesValue% PortfolioType
101
MRVLMARVELL TECHNOLOGY INC
12,049$1.0M0.28%
102
GOOGALPHABET INC
3,203$1.0M0.27%
103
AZNASTRAZENECA PLC
10,933$1.0M0.27%
104
ITA*ISHARES TR
4,599$987K0.27%
105
SHELSHELL PLC
12,959$952K0.26%
106
NDQINVESCO QQQ TR
1,509$927K0.25%
107
UNHUNITEDHEALTH GROUP INC
2,760$911K0.25%
108
SNYSANOFI SA
18,644$903K0.24%
109
VTEBVANGUARD MUN BD FDS
17,832$896K0.24%
110
FMBFIRST TR EXCH TRADED FD III
17,408$890K0.24%
111
XLFSELECT SECTOR SPDR TR
16,194$886K0.24%
112
VTIPVANGUARD MALVERN FDS
17,438$862K0.23%
113
AXONAXON ENTERPRISE INC
1,508$856K0.23%
114
XOMEXXON MOBIL CORP
6,737$810K0.22%
115
IAU*ISHARES GOLD TR
9,670$784K0.21%
116
CELHCELSIUS HLDGS INC
17,092$781K0.21%
117
BABAALIBABA GROUP HLDG LTD
5,266$771K0.21%
118
PSXPHILLIPS 66
5,818$750K0.20%
119
HALHALLIBURTON CO
26,098$737K0.20%
120
CSXCSX CORP
20,121$729K0.20%
121
DUKDUKE ENERGY CORP NEW
6,161$722K0.19%
122
IBITISHARES BITCOIN TRUST ETF
14,302$710K0.19%
123
IVEISHARES TR
3,342$708K0.19%
124
FISFIDELITY NATL INFORMATION SV
10,437$693K0.19%
125
MDTMEDTRONIC PLC
7,063$678K0.18%
126
JJACOBS SOLUTIONS INC
5,122$678K0.18%
127
KRKROGER CO
10,714$669K0.18%
128
PEPPEPSICO INC
4,546$652K0.18%
129
TTETOTALENERGIES SE
9,713$635K0.17%
130
TXNTEXAS INSTRS INC
3,633$630K0.17%
131
KIMKIMCO RLTY CORP
30,771$623K0.17%
132
MUMICRON TECHNOLOGY INC
2,136$609K0.16%
133
7HPHP INC
27,236$606K0.16%
134
IJJISHARES TR
4,571$601K0.16%
135
ABBVABBVIE INC
2,566$586K0.16%
136
XLISELECT SECTOR SPDR TR
3,679$570K0.15%
137
JHMMJOHN HANCOCK EXCHANGE TRADED
8,679$568K0.15%
138
DDDUPONT DE NEMOURS INC
14,149$568K0.15%
139
TSLATESLA INC
1,255$564K0.15%
140
AQLTISHARES TR
6,148$550K0.15%
141
GILDGILEAD SCIENCES INC
4,451$546K0.15%
142
ROBTFIRST TR EXCHANGE TRADED FD
10,158$526K0.14%
143
IJRISHARES TR
4,240$509K0.14%
144
XLYSELECT SECTOR SPDR TR
4,022$480K0.13%
145
DECKDECKERS OUTDOOR CORP
4,520$468K0.13%
146
MUBISHARES TR
4,300$460K0.12%
147
RCLROYAL CARIBBEAN GROUP
1,592$444K0.12%
148
AVBAVALONBAY CMNTYS INC
2,416$438K0.12%
149
VOVANGUARD INDEX FDS
1,473$427K0.11%
150
APDAIR PRODS & CHEMS INC
1,727$426K0.11%
151
MOALTRIA GROUP INC
7,207$415K0.11%
152
TRVCCITIGROUP INC
3,460$403K0.11%
153
RBLXROBLOX CORP
4,649$376K0.10%
154
AXPAMERICAN EXPRESS CO
973$359K0.10%
155
JEPIJ P MORGAN EXCHANGE TRADED F
6,066$347K0.09%
156
BACBANK AMERICA CORP
5,830$320K0.09%
157
JPSTJ P MORGAN EXCHANGE TRADED F
6,316$319K0.09%
158
PLTRPALANTIR TECHNOLOGIES INC
1,779$316K0.09%
159
FTGCFIRST TR EXCHANGE TRAD FD VI
13,581$315K0.08%
160
ADPAUTOMATIC DATA PROCESSING IN
1,175$302K0.08%
161
VIGVANGUARD SPECIALIZED FUNDS
1,348$296K0.08%
162
KWEBKRANESHARES TRUST
8,684$295K0.08%
163
BMYBRISTOL-MYERS SQUIBB CO
5,446$293K0.08%
164
AAALCOA CORP
5,356$284K0.08%
165
UPSUNITED PARCEL SERVICE INC
2,868$284K0.08%
166
SDYSPDR SERIES TRUST
2,012$280K0.08%
167
EFAISHARES TR
2,923$280K0.08%
168
SHWSHERWIN WILLIAMS CO
864$279K0.08%
169
TTTRANE TECHNOLOGIES PLC
717$278K0.07%
170
VLUEISHARES TR
1,991$272K0.07%
171
IWBISHARES TR
720$268K0.07%
172
ALBALBEMARLE CORP
1,879$265K0.07%
173
VLOVALERO ENERGY CORP
1,614$262K0.07%
174
DWDMORGAN STANLEY
1,424$252K0.07%
175
CIONCION INVT CORP
25,156$243K0.07%
176
TAT&T INC
9,713$241K0.06%
177
SGOVISHARES TR
2,408$241K0.06%
178
SPGSIMON PPTY GROUP INC NEW
1,254$232K0.06%
179
MPCMARATHON PETE CORP
1,414$229K0.06%
180
IBBISHARES TR
1,351$228K0.06%
181
GEGE AEROSPACE
732$225K0.06%
182
IXUSISHARES TR
2,649$224K0.06%
183
AMLPALPS ETF TR
4,623$217K0.06%
184
VEAVANGUARD TAX-MANAGED FDS
3,268$204K0.05%
185
RSPINVESCO EXCHANGE TRADED FD T
1,042$199K0.05%
186
VUGVANGUARD INDEX FDS
405$197K0.05%
187
QUALISHARES TR
971$192K0.05%
188
ETENERGY TRANSFER L P
10,320$170K0.05%
189
IVOLKRANESHARES TRUST
8,398$160K0.04%
190
GBILGOLDMAN SACHS ETF TR
1,597$159K0.04%
191
HYGISHARES TR
1,838$148K0.04%
192
VTVVANGUARD INDEX FDS
770$147K0.04%
193
BILSPDR SERIES TRUST
1,598$146K0.04%
194
XLFISELECT SECTOR SPDR TR
1,750$135K0.04%
195
GDXVANECK ETF TRUST
1,551$133K0.04%
196
VHTVANGUARD WORLD FD
452$130K0.03%
197
IGSBISHARES TR
2,240$118K0.03%
198
EEMISHARES TR
2,174$118K0.03%
199
IMCBISHARES TR
1,430$118K0.03%
200
DGROISHARES TR
1,686$117K0.03%
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