Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | WEC | WEC ENERGY GROUP INC | Utilities | 133 | $14K | 0.01% | SOLD |
| 182 | PEP | PEPSICO INC | Consumer Defensive | 98 | $14K | 0.01% | SOLD |
| 183 | VRSK | VERISK ANALYTICS INC | Industrials | 59 | $13K | 0.01% | SOLD |
| 184 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 63 | $13K | 0.01% | SOLD |
| 185 | VGT | VANGUARD WORLD FD | — | 17 | $13K | 0.01% | SOLD |
| 186 | ED | CONSOLIDATED EDISON INC | Utilities | 131 | $13K | 0.01% | SOLD |
| 187 | YUM | YUM BRANDS INC | Consumer Cyclical | 84 | $13K | 0.01% | SOLD |
| 188 | AEE | AMEREN CORP | Utilities | 127 | $13K | 0.01% | SOLD |
| 189 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 38 | $13K | 0.01% | SOLD |
| 190 | KO | COCA COLA CO | Consumer Defensive | 178 | $12K | 0.01% | SOLD |
| 191 | — | CENCORA INC | — | 37 | $12K | 0.01% | SOLD |
| 192 | ITOT | ISHARES TR | — | 83 | $12K | 0.01% | SOLD |
| 193 | IWO | ISHARES TR | — | 38 | $12K | 0.01% | SOLD |
| 194 | SPDW | SPDR INDEX SHS FDS | — | 277 | $12K | 0.01% | SOLD |
| 195 | SPYV | SPDR SERIES TRUST | — | 216 | $12K | 0.01% | SOLD |
| 196 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 136 | $12K | 0.01% | SOLD |
| 197 | NEE | NEXTERA ENERGY INC | Utilities | 152 | $12K | 0.01% | SOLD |
| 198 | SRE | SEMPRA | Utilities | 138 | $12K | 0.01% | SOLD |
| 199 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 218 | $12K | 0.01% | SOLD |
| 200 | XEL | XCEL ENERGY INC | Utilities | 158 | $12K | 0.01% | 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%