EPG Wealth Management LLC
Top Portfolio Positions
132 positions ·
$226,827,818 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
87,826 | $15,316,854 | 6.75% | |
| AAPL |
Apple Inc.
Technology
|
53,844 | $13,665,068 | 6.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,699 | $8,827,804 | 3.89% | |
| MSFT |
Microsoft Corp
Technology
|
21,753 | $8,052,308 | 3.55% | |
| PWR |
Quanta Services, Inc.
Industrials
|
13,993 | $7,682,436 | 3.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
20,813 | $6,122,352 | 2.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,418 | $5,502,076 | 2.43% | |
| KO |
Coca Cola Co
Consumer Defensive
|
58,056 | $4,415,158 | 1.95% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,792 | $4,407,537 | 1.94% | |
| AVGO |
Broadcom Inc.
Technology
|
12,320 | $3,813,163 | 1.68% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CION
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $173,127 | 25,311 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $243,258 | 25,156 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $233,928 | 24,676 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $231,546 | 24,195 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $240,254 | 23,213 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $294,211 | 25,808 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $361,462 | 30,375 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $333,718 | 30,338 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $266,621 | 23,574 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $242,031 | 22,898 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $367,804 | 35,434 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $388,966 | 39,409 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $371,904 | 38,144 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $848,461 | 99,819 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $578,410 | 66,484 | Shares | Sole | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||