David Curry
@Epg Wealth Management Llc
Latest period2024 - Q3ReportedManaged Assets$396.396MTotal holdings423
Assets growth rate-7.51%Assets growth rate (2-Q avg)-1.27%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Epg Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 423 positions.
Assets under management
The assets under management (AUM) of Epg Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 396.396M in assets, with a quarterly growth rate of -7.51% and a 2-quarter average growth rate of -1.27%. The portfolio is managed by David Curry, and others.
Portfolio holdings
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