Epic Trust Investment Advisors, LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $84.7 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $11.4M, Invesco S&P 500 Equal Weight E with a value of $6.26M, Invesco Qqq Trust, Series 1 with a value of $4.5M, Ishares Russell 1000 Gr ETF with a value of $4.22M, and Spdr Bloomberg Short Term High with a value of $3.83M.
Examining the 13F form we can see an increase of $7.51M in the current position value, from $77.2M to 84.7M.
Below you can find more details about Epic Trust Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$84.7 Million
ETFs: $55.7 Million
Technology: $10 Million
Consumer Cyclical: $4.57 Million
Financial Services: $3.39 Million
Healthcare: $3.12 Million
Consumer Defensive: $2.59 Million
Industrials: $2.33 Million
Communication Services: $2.21 Million
Other: $832,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
