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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWVIshares Tr
Recent Activity
Exited
0%
$35,497
0 shares@ $0.0 avg price
IYCIshares Tr
Recent Activity
Exited
0%
$29,911
0 shares@ $0.0 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Exited
0%
$22,387
0 shares@ $0.0 avg price
VOXVanguard World Fd
Recent Activity
Exited
0%
$19,901
0 shares@ $0.0 avg price
KBWBInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$18,993
0 shares@ $0.0 avg price
IYJIshares Tr
Recent Activity
Exited
0%
$11,944
0 shares@ $0.0 avg price
VPUVanguard World Fd
Recent Activity
Exited
0%
$11,834
0 shares@ $0.0 avg price
IXJIshares Tr
Recent Activity
Exited
0%
$9,284
0 shares@ $0.0 avg price
ILFIshares Tr
Recent Activity
Exited
0%
$6,359
0 shares@ $0.0 avg price
CNYAIshares Tr
Recent Activity
Exited
0%
$5,699
0 shares@ $0.0 avg price