Epic Trust Investment Advisors, LLC Incresed Positions in Q2 2024

Epic Trust Investment Advisors, LLC

  • $84.7 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.84K
+ 15.66%
$495.16 - $548.49 $1.4M - $1.55M
20.9K $11.4M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
22.4K
+ 253.18%
$49.77 - $50.09 $1.11M - $1.12M
31.2K $1.56M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.35K
+ 91.51%
$199.21 - $276.76 $668K - $927K
7.01K $1.83M
SJNK
Spdr Bloomberg Short Term High

ETFs
41.3K
+ 36.83%
$24.69 - $25.06 $1.02M - $1.04M
153K $3.83M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.47K
+ 14.61%
$316.15 - $367.33 $466K - $541K
11.6K $4.22M
AAPL
Apple Inc.

Technology
1.09K
+ 11.8%
$165.0 - $216.67 $180K - $236K
10.3K $2.18M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.49K
+ 13.36%
$159.21 - $168.37 $715K - $757K
38.1K $6.26M
NVDA
Nvidia Corp

Technology
10.9K
+ 958.47%
$118.11 - $1224.4 $1.28M - $13.3M
12K $1.48M
AMZN
Amazon Com Inc

Consumer Cyclical
986
+ 25.38%
$173.67 - $197.85 $171K - $195K
4.87K $941K
ADBE
Adobe Inc.

Technology
229
+ 14.96%
$439.02 - $555.54 $101K - $127K
1.76K $977K
WMT
Walmart Inc.

Consumer Defensive
1.22K
+ 20.11%
$58.85 - $68.9 $71.6K - $83.9K
7.27K $492K
NSSC
Napco Security Technologies, Inc

Industrials
279
+ 2.97%
$38.77 - $53.0 $10.8K - $14.8K
9.68K $502K
UNH
Unitedhealth Group Inc

Healthcare
178
+ 8.29%
$439.2 - $524.63 $78.2K - $93.4K
2.33K $1.18M
META
Meta Platforms, Inc.

Communication Services
194
+ 37.31%
$430.17 - $527.34 $83.5K - $102K
714 $360K
COST
Costco Wholesale Corp

Consumer Defensive
41
+ 7.47%
$704.88 - $870.75 $28.9K - $35.7K
590 $501K
AMGN
Amgen Inc

Healthcare
127
+ 10.35%
$262.75 - $319.31 $33.4K - $40.6K
1.35K $423K
LRCX
Lam Research Corp

Technology
42
+ 17.36%
$868.07 - $1089.58 $36.5K - $45.8K
284 $302K
CL
Colgate Palmolive CO

Consumer Defensive
490
+ 19.65%
$85.85 - $98.99 $42.1K - $48.5K
2.98K $289K
PG
Procter & Gamble CO

Consumer Defensive
354
+ 18.91%
$155.33 - $168.56 $55K - $59.7K
2.23K $367K
TJX
Tjx Companies Inc

Consumer Cyclical
177
+ 4.08%
$92.66 - $111.05 $16.4K - $19.7K
4.52K $497K
TSCO
Tractor Supply CO

Consumer Cyclical
157
+ 17.76%
$241.97 - $289.98 $38K - $45.5K
1.04K $281K
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 0.28%
$142.05 - $197.88 $852 - $1.19K
2.13K $420K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 4.3%
$3414.82 - $4014.38 $13.7K - $16.1K
97 $384K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
262
+ 8.52%
$138.56 - $148.14 $36.3K - $38.8K
3.34K $492K
FISV
Fiserv Inc

Technology
363
+ 11.17%
N/A
3.61K $452K
ICE
Intercontinental Exchange, Inc.

Financial Services
321
+ 17.11%
$126.54 - $138.72 $40.6K - $44.5K
2.2K $300K
PAYX
Paychex Inc

Industrials
372
+ 21.75%
$117.39 - $126.98 $43.7K - $47.2K
2.08K $246K
JPM
Jpmorgan Chase & CO

Financial Services
164
+ 13.29%
$180.08 - $204.79 $29.5K - $33.6K
1.4K $282K
SPGI
S&P Global Inc.

Financial Services
32
+ 3.91%
$408.56 - $448.91 $13.1K - $14.4K
850 $379K
ADP
Automatic Data Processing Inc

Industrials
161
+ 17.63%
$237.3 - $254.02 $38.2K - $40.9K
1.07K $256K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
304
+ 3.35%
$35.3 - $38.79 $10.7K - $11.8K
9.37K $352K
PEP
Pepsico Inc

Consumer Defensive
297
+ 12.69%
$163.33 - $183.11 $48.5K - $54.4K
2.64K $434K
MKL
Markel Corp

Financial Services
8
+ 4.62%
$1423.66 - $1663.21 $11.4K - $13.3K
181 $285K
TMO
Thermo Fisher Scientific Inc.

Healthcare
85
+ 8.77%
$541.52 - $599.02 $46K - $50.9K
1.05K $582K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
795
+ 4.23%
$34.2 - $36.64 $27.2K - $29.1K
19.6K $687K
ZBRA
Zebra Technologies Corp

Technology
28
+ 3.59%
$268.07 - $327.0 $7.51K - $9.16K
808 $249K
HD
Home Depot, Inc.

Consumer Cyclical
121
+ 16.62%
$325.1 - $368.03 $39.3K - $44.5K
849 $292K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.24%
$447.57 - $471.51 $895 - $943
830 $387K
AZO
Autozone Inc

Consumer Cyclical
11
+ 8.8%
$2739.1 - $3170.04 $30.1K - $34.9K
136 $403K
DG
Dollar General Corp

Consumer Defensive
358
+ 19.34%
$124.12 - $159.55 $44.4K - $57.1K
2.21K $292K
ADSK
Autodesk, Inc.

Technology
74
+ 5.44%
$199.93 - $259.44 $14.8K - $19.2K
1.43K $354K
Ea Series Trust
10.5K
+ 252.52%
N/A
14.7K $0
Corpay Inc
39
+ 4.07%
N/A
998 $0
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
240
+ 1.74%
$7.18 - $7.7 $1.72K - $1.85K
14K $105K
XOM
Exxon Mobil Corp

Energy
26
+ 0.52%
$108.36 - $122.2 $2.82K - $3.18K
5.01K $576K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1
+ 0.03%
$95.11 - $97.92 $95.1 - $97.9
3.58K $347K
IEFA
Ishares Tr

ETFs
1
+ 0.03%
$70.77 - $76.19 $70.8 - $76.2
3.38K $245K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
32
+ 0.09%
$24.54 - $25.28 $785 - $809
36K $902K
CPRT
Copart Inc

Consumer Cyclical
255
+ 4.12%
$52.14 - $58.07 $13.3K - $14.8K
6.44K $348K
Activity Summary
Buys All Purchases 67 New Holdings 10 Increased Positions 57 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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