• 13F History

EPG Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$379M
Signature - Title
David Curry - Principal & Co-Founder
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by EPG Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EPG Wealth Management LLC reported 422 stock holdings with total value $379M as of Q4 2024. Top holdings included AAPL, IVV, NVDA, VYM, and IVW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 422 $379M +$10.9M -$30.7M -$19.8M AAPL, IVV, NVDA, VYM, IVW 13F-HR 2/14/2025, 09:22 AM
Q3 2024 423 $396M +$396M $0 +$396M AAPL, IVV, NVDA, VYM, IVW 13F-HR 11/13/2024, 11:25 AM
Q2 2024 0 $0 $0 -$408M -$408M 13F-HR 8/13/2024, 09:06 AM
Q1 2024 445 $408M +$19.2M -$4.6M +$14.6M IVV, VYM, AAPL, NVDA, VGSH 13F-HR 5/14/2024, 03:37 PM
Q4 2023 414 $356M +$22.4M -$18.3M +$4.07M IVV, AAPL, VYM, VGSH, IQLT 13F-HR 2/14/2024, 06:18 PM
Q3 2023 437 $331M +$20.8M -$15.3M +$5.51M AAPL, IVV, VYM, VGSH, VTIP 13F-HR 11/13/2023, 05:17 PM
Q2 2023 432 $338M +$12.2M -$9.38M +$2.82M AAPL, IVV, VYM, VGSH, VTIP 13F-HR 8/15/2023, 02:27 PM
Q1 2023 411 $317M +$49.9M -$6.66M +$43.2M VYM, AAPL, IVV, VGSH, VTIP 13F-HR 5/15/2023, 01:43 PM
Q4 2022 377 $263M +$14.6M -$9.62M +$4.94M VYM, IVV, VGSH, AAPL, VTIP 13F-HR 2/14/2023, 06:12 PM
Q3 2022 373 $243M +$35.9M -$9.7M +$26.2M VYM, IVV, VGSH, AAPL, VTIP 13F-HR 11/15/2022, 02:29 PM
Q2 2022 215 $234M +$14.1M -$9.74M +$4.35M VTIP, VYM, IVV, AAPL, IQLT 13F-HR 8/15/2022, 06:05 PM
Q1 2022 392 $288M +$31.6M -$8.42M +$23.2M IVV, AAPL, VYM, VTIP, IVW 13F-HR 5/10/2022, 01:59 PM
Q4 2021 392 $284M +$19.9M -$2.87M +$17M IVV, AAPL, VYM, VTIP, IVW 13F-HR 2/14/2022, 03:22 PM
Q3 2021 372 $249M +$23.3M -$7.14M +$16.1M IVV, VYM, VTIP, AAPL, IVW 13F-HR 11/15/2021, 04:53 PM
Q2 2021 210 $236M +$26.5M -$10M +$16.5M IVV, VYM, VTIP, AAPL, IVW 13F-HR 8/9/2021, 09:27 AM
Q1 2021 188 $206M +$44M -$11.9M +$32.1M IVV, VYM, IVW, AAPL, VTIP 13F-HR 5/10/2021, 10:45 AM
Q4 2020 155 $166M +$28M -$2.23M +$25.8M IVV, VYM, IVW, AAPL, IWF 13F-HR 1/29/2021, 08:57 AM
Q3 2020 124 $135M +$15.8M -$11.2M +$4.64M IVV, VYM, IVW, AAPL, IWF 13F-HR 11/2/2020, 11:39 AM
Q2 2020 141 $141M +$17.5M -$14.4M +$3.13M IVV, VYM, IVW, AAPL, IWF 13F-HR 8/6/2020, 10:41 AM
Q1 2020 709 $133M +$42M -$14.9M +$27.2M IVV, VYM, IVW, AAPL, IWF 13F-HR 5/5/2020, 02:17 PM
Q4 2019 632 $136M VYM, IVV, IVW, AAPL, FDT 13F-HR 2/14/2020, 09:50 AM