Top 50 Epic Trust Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 12.55% | 20.9K | $11.4M | +15.66%(+2.83K) | — | 2024-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.9% | 38.1K | $6.3M | +13.36%(+4.49K) | — | 2024-06-30 | |
| QQQ | INVESCO QQQ TR | 4.96% | 9.4K | $4.5M | -14.58%(-1.60K) | — | 2024-06-30 | |
| IWF | ISHARES TR | 4.64% | 11.6K | $4.2M | +14.61%(+1.47K) | — | 2024-06-30 | |
| SJNK | SPDR SER TR | 4.22% | 153.5K | $3.8M | +36.83%(+41.32K) | — | 2024-06-30 | |
| SPYG | SPDR SER TR | 3.39% | 38.4K | $3.1M | -0.91%(-351) | — | 2024-06-30 | |
| FAPR | FIRST TR EXCHNG TRADED FD VI | 2.51% | 58.3K | $2.3M | -0.05%(-30) | — | 2024-06-30 | |
| AAPL | APPLE INC | 2.4% | 10.3K | $2.2M | +11.80%(+1.09K) | — | 2024-06-30 | |
| SMH | VANECK ETF TRUST | 2.01% | 7.0K | $1.8M | +91.51%(+3.35K) | — | 2024-06-30 | |
| GOOGL | ALPHABET INC | 1.78% | 8.9K | $1.6M | -0.22%(-20) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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