Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Epic Trust Investment Advisors, Llc > Profile

Instuitional Investor - Epic Trust Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Epic Trust Investment Advisors, Llc
Portfolio Value $90,785,464
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 20,943 $11,397,613 12.55%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 38,123 $6,262,876 6.9%
3.
Invesco Qqq Tr
 9,392 $4,500,024 4.96%
4.
Ishares Trust
 IEF 11,565 $4,215,385 4.64%
5.
Spdr Ser Tr
 153,494 $3,832,754 4.22%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)