Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | LEU | CENTRUS ENERGY CORP | Energy | 38 | $9K | 0.00% | SOLD |
| 222 | PANW | PALO ALTO NETWORKS INC | Technology | 50 | $9K | 0.00% | SOLD |
| 223 | PAM | PAMPA ENERGIA S A | Utilities | 104 | $9K | 0.00% | SOLD |
| 224 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 23 | $9K | 0.00% | SOLD |
| 225 | TNA | DIREXION SHS ETF TR | — | 200 | $9K | 0.00% | SOLD |
| 226 | LNT | ALLIANT ENERGY CORP | Utilities | 138 | $9K | 0.00% | SOLD |
| 227 | PRF | INVESCO EXCHANGE TRADED FD T | — | 189 | $9K | 0.00% | SOLD |
| 228 | TIC | TIC SOLUTIONS INC | Industrials | 868 | $9K | 0.00% | SOLD |
| 229 | LMT | LOCKHEED MARTIN CORP | Industrials | 18 | $9K | 0.00% | SOLD |
| 230 | CRM | SALESFORCE INC | Technology | 32 | $8K | 0.00% | SOLD |
| 231 | SLVR | SPROTT FDS TR | — | 150 | $8K | 0.00% | SOLD |
| 232 | RPV | INVESCO EXCHANGE TRADED FD T | — | 81 | $8K | 0.00% | SOLD |
| 233 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 40 | $8K | 0.00% | SOLD |
| 234 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 28 | $8K | 0.00% | SOLD |
| 235 | GM | GENERAL MTRS CO | Consumer Cyclical | 100 | $8K | 0.00% | SOLD |
| 236 | TGS | TRANSPORTADORA DE GAS SUR | Energy | 259 | $8K | 0.00% | SOLD |
| 237 | UROY | URANIUM RTY CORP | Energy | 2,250 | $8K | 0.00% | SOLD |
| 238 | ANET | ARISTA NETWORKS INC | Technology | 59 | $8K | 0.00% | SOLD |
| 239 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 13 | $8K | 0.00% | SOLD |
| 240 | SMIN | ISHARES TR | — | 108 | $8K | 0.00% | 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%