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Name: |
Epic Trust Investment Advisors LLC |
City: |
RICHLAND |
State: |
WA |
Zip: |
99352 |
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Holdings
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
BOXX |
Alpha Architect 1-3 Month B... |
45 |
New |
$0.00 |
$443,000 |
4,164 |
0.55% |
443,000 |
4,164 |
0.143 |
N/A |
|
GSY |
Invesco Ultra Short Duratio... |
46 |
New |
$49.83 |
$441,000 |
8,840 |
0.54% |
441,000 |
8,840 |
0.015 |
N/A |
|
FB |
Meta Platforms Inc |
88 |
New |
$464.63 |
$253,000 |
520 |
0.31% |
253,000 |
520 |
0 |
Internet Service Prov... |
|
JPM |
JP Morgan Chase & Co |
92 |
New |
$199.52 |
$247,000 |
1,234 |
0.3% |
247,000 |
1,234 |
0.008 |
Domestic Money Center... |
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MARW |
Allianzim Us Large Cap Buff... |
95 |
New |
$0.00 |
$244,000 |
8,500 |
0.3% |
244,000 |
8,500 |
0.094 |
N/A |
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LRCX |
Lam Research Corp |
97 |
New |
$964.00 |
$235,000 |
242 |
0.29% |
235,000 |
242 |
0 |
Semiconductor Equipme... |
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TSCO |
Tractor Supply Co |
99 |
New |
$285.68 |
$231,000 |
884 |
0.28% |
231,000 |
884 |
0.001 |
Specialty Retail, Other |
|
CL |
Colgate Palmolive Co |
103 |
New |
$95.17 |
$225,000 |
2,494 |
0.28% |
225,000 |
2,494 |
0 |
Personal Products |
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PAYX |
Paychex Inc |
105 |
New |
$125.90 |
$210,000 |
1,710 |
0.26% |
210,000 |
1,710 |
0 |
Staffing & Outsourcin... |
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