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 |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 51 | $1,024,744 | 1,134 | 0.00 | 0.00 | -402 | -26.17 | 03-31-2024 |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 JAN | 52 | $982,158 | 31,244 | 0.00 | 0.00 | 600 | 1.96 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 53 | $980,141 | 3,420 | 0.00 | 0.00 | -731 | -17.61 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO AGRGTE | 54 | $908,456 | 35,936 | 0.00 | 0.00 | 27,137 | 308.41 | 03-31-2024 |
