| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF Trust | 8 | Q3 2023 | 14.7% |
| Invesco QQQ Trust | 8 | Q3 2023 | 9.8% |
| Invesco S&P 500 Equal Weight ETF | 8 | Q3 2023 | 6.5% |
| SPDR SER TR | 8 | Q3 2023 | 4.1% |
| SPDR Dow Jones Industrial Average ETF Trust | 8 | Q3 2023 | 4.4% |
| ISHARES TR | 8 | Q3 2023 | 5.3% |
| APPLE INC | 8 | Q3 2023 | 3.4% |
| ISHARES TR | 8 | Q3 2023 | 3.7% |
| VANGUARD WORLD FD | 8 | Q3 2023 | 4.7% |
| SPDR SER TR | 8 | Q3 2023 | 2.6% |
View Epic Trust Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-14 |
View Epic Trust Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.