Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EPIC TRUST INVESTMENT ADVISORS LLC | 04-19-2024 | 03-31-2024 | 108 | 81,148,141 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 101 | $578,918 | 4,980 | 0.00 | 0.00 | -38 | -0.76 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 102 | $575,760 | 11,412 | 0.00 | 0.00 | -3,474 | -23.34 | 03-31-2024 |
| VISA INC | COM CL A | 103 | $572,691 | 2,052 | 0.00 | 0.00 | -110 | -5.09 | 03-31-2024 |
| THERMO FISHER SCIENTIFIC INC | COM | 104 | $563,243 | 969 | 0.00 | 0.00 | 264 | 37.45 | 03-31-2024 |
