David Curry

@Epg Wealth Management Llc

Latest period2024 - Q3

Reported2mo 6d ago

Managed Assets$396.396M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GSGIshares S&p Gsci Commodity- Recent Activity Exited	0%	$205,995 0 shares@ $0.0 avg price	Exited
MDYSpdr S&p Midcap 400 Etf Tr Recent Activity Exited	0%	$205,847 0 shares@ $0.0 avg price	Exited
PWVInvesco Exchange Traded Fd T Recent Activity Exited	0%	$166,002 0 shares@ $0.0 avg price	Exited
FFord Mtr Co Del Recent Activity Exited	0%	$156,134 0 shares@ $0.0 avg price	Exited
FIDFirst Tr Exchange-traded Fd Recent Activity Exited	0%	$75,990 0 shares@ $0.0 avg price	Exited
MOOVaneck Etf Trust Recent Activity Exited	0%	$61,425 0 shares@ $0.0 avg price	Exited
IUSVIshares Tr Recent Activity Exited	0%	$58,078 0 shares@ $0.0 avg price	Exited
GAUGFirst Tr Exchng Traded Fd Vi Recent Activity Exited	0%	$52,694 0 shares@ $0.0 avg price	Exited
QSQuantumscape Corp Recent Activity Exited	0%	$50,233 0 shares@ $0.0 avg price	Exited
IHIIshares Tr Recent Activity Exited	0%	$46,401 0 shares@ $0.0 avg price	Exited