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 |
|---|---|---|---|---|---|---|---|---|---|
| LOCKHEED MARTIN CORP | COM | 151 | $376,852 | 828 | 0.00 | 0.00 | -425 | -33.92 | 03-31-2024 |
| TESLA INC | COM | 152 | $372,851 | 2,121 | 0.00 | 0.00 | 285 | 15.52 | 03-31-2024 |
| WALMART INC | COM | 153 | $364,146 | 6,052 | 0.00 | 6,052 | +Inf | 03-31-2024 | |
| COPART INC | COM | 154 | $358,409 | 6,188 | 0.00 | 0.00 | -114 | -1.81 | 03-31-2024 |
