Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ARKK | ARK ETF TR | — | 8,817 | $678K | 0.29% | SOLD |
| 2 | — | BERKSHIRE HATHAWAY INC DEL | — | 742 | $373K | 0.16% | SOLD |
| 3 | — | CALAMOS ETF TR | — | 15,521 | $340K | 0.15% | SOLD |
| 4 | CMCSA | COMCAST CORP NEW | Communication Services | 10,661 | $319K | 0.14% | SOLD |
| 5 | JBHT | HUNT J B TRANS SVCS INC | Industrials | 1,428 | $278K | 0.12% | SOLD |
| 6 | — | REV GROUP INC | — | 4,553 | $277K | 0.12% | SOLD |
| 7 | FOX | FOX CORP | Communication Services | 4,203 | $273K | 0.12% | SOLD |
| 8 | EBAY | EBAY INC. | Consumer Cyclical | 3,049 | $266K | 0.12% | SOLD |
| 9 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 1,581 | $256K | 0.11% | SOLD |
| 10 | ETHE | GRAYSCALE ETHEREUM TRUST ETF | Financial Services | 10,238 | $251K | 0.11% | SOLD |
| 11 | VNT | VONTIER CORPORATION | Technology | 6,531 | $243K | 0.10% | SOLD |
| 12 | VIPS | VIPSHOP HLDGS LTD | Consumer Cyclical | 13,483 | $239K | 0.10% | SOLD |
| 13 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,326 | $236K | 0.10% | SOLD |
| 14 | KR | KROGER CO | Consumer Defensive | 3,711 | $232K | 0.10% | SOLD |
| 15 | MEDP | MEDPACE HLDGS INC | Healthcare | 406 | $228K | 0.10% | SOLD |
| 16 | COIN | COINBASE GLOBAL INC | Financial Services | 994 | $225K | 0.10% | SOLD |
| 17 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 2,764 | $219K | 0.10% | SOLD |
| 18 | DIS | DISNEY WALT CO | Communication Services | 1,806 | $205K | 0.09% | SOLD |
| 19 | MP | MP MATERIALS CORP | Basic Materials | 4,040 | $204K | 0.09% | SOLD |
| 20 | HCA | HCA HEALTHCARE INC | Healthcare | 393 | $183K | 0.08% | SOLD |
Sector Allocation
Financial Services
78.9%
Technology
10.1%
Consumer Cyclical
4.4%
Healthcare
3.6%
Communication Services
1.9%
Consumer Defensive
0.4%
Industrials
0.4%
Energy
0.2%