Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Epic Trust Investment Advisors LLC
  City: RICHLAND
  State: WA
  Zip: 99352
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $81,145,000
  Total Value Change : $6,522,000
  Securities Held Change : 7
   
All Securities Held : 108
  New Positions : 9
  Closed Positions : 2
  Increased Positions : 44
  Unchanged Positions : 22
  Decreased Positions : 33

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
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)1 Year Chart         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)1 Year Chart         GSY Invesco Ultra Short Duratio... 46 New $49.83 $441,000 8,840 0.54% 441,000 8,840 0.015    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc 88 New $464.63 $253,000 520 0.31% 253,000 520 0    Internet Service Prov...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 92 New $199.52 $247,000 1,234 0.3% 247,000 1,234 0.008    Domestic Money Center...
   (MARW)1 Year Chart         MARW Allianzim Us Large Cap Buff... 95 New $0.00 $244,000 8,500 0.3% 244,000 8,500 0.094    N/A
   (LRCX)1 Year Chart         LRCX Lam Research Corp 97 New $964.00 $235,000 242 0.29% 235,000 242 0    Semiconductor Equipme...
   (TSCO)1 Year Chart         TSCO Tractor Supply Co 99 New $285.68 $231,000 884 0.28% 231,000 884 0.001    Specialty Retail, Other
   (CL)1 Year Chart         CL Colgate Palmolive Co 103 New $95.17 $225,000 2,494 0.28% 225,000 2,494 0    Personal Products
   (PAYX)1 Year Chart         PAYX Paychex Inc 105 New $125.90 $210,000 1,710 0.26% 210,000 1,710 0    Staffing & Outsourcin...

      9 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results