Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | APA | APA CORPORATION | Energy | 226 | $6K | 0.00% | SOLD |
| 262 | AIT | APPLIED INDL TECHNOLOGIES IN | Industrials | 21 | $5K | 0.00% | SOLD |
| 263 | — | MADISON SQUARE GARDEN ENTMT | — | 100 | $5K | 0.00% | SOLD |
| 264 | PPG | PPG INDS INC | Basic Materials | 52 | $5K | 0.00% | SOLD |
| 265 | MSTR | STRATEGY INC | Technology | 35 | $5K | 0.00% | SOLD |
| 266 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 100 | $5K | 0.00% | SOLD |
| 267 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 15 | $5K | 0.00% | SOLD |
| 268 | ARKG | ARK ETF TR | — | 181 | $5K | 0.00% | SOLD |
| 269 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 103 | $5K | 0.00% | SOLD |
| 270 | NFBK | NORTHFIELD BANCORP INC DEL | Financial Services | 454 | $5K | 0.00% | SOLD |
| 271 | HAS | HASBRO INC | Consumer Cyclical | 63 | $5K | 0.00% | SOLD |
| 272 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 11 | $5K | 0.00% | SOLD |
| 273 | DSL | DOUBLELINE INCOME SOLUTIONS | Financial Services | 456 | $5K | 0.00% | SOLD |
| 274 | NVO | NOVO-NORDISK A S | Healthcare | 99 | $5K | 0.00% | SOLD |
| 275 | CVS | CVS HEALTH CORP | Healthcare | 61 | $5K | 0.00% | SOLD |
| 276 | IWN | ISHARES TR | — | 26 | $5K | 0.00% | SOLD |
| 277 | ABNB | AIRBNB INC | Consumer Cyclical | 34 | $5K | 0.00% | SOLD |
| 278 | CTAS | CINTAS CORP | Industrials | 24 | $5K | 0.00% | SOLD |
| 279 | DAL | DELTA AIR LINES INC DEL | Industrials | 66 | $5K | 0.00% | SOLD |
| 280 | V | VISA INC | Financial Services | 13 | $5K | 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%