Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | JMST | J P MORGAN EXCHANGE TRADED F | — | 88 | $5K | 0.00% | SOLD |
| 282 | SHEL | SHELL PLC | Energy | 60 | $4K | 0.00% | SOLD |
| 283 | SNOW | SNOWFLAKE INC | Technology | 20 | $4K | 0.00% | SOLD |
| 284 | IGR | CBRE GBL REAL ESTATE INC FD | Financial Services | 1,000 | $4K | 0.00% | SOLD |
| 285 | XYL | XYLEM INC | Industrials | 32 | $4K | 0.00% | SOLD |
| 286 | URA | GLOBAL X FDS | — | 100 | $4K | 0.00% | SOLD |
| 287 | MRVL | MARVELL TECHNOLOGY INC | Technology | 50 | $4K | 0.00% | SOLD |
| 288 | NVS | NOVARTIS AG | Healthcare | 30 | $4K | 0.00% | SOLD |
| 289 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 50 | $4K | 0.00% | SOLD |
| 290 | PAYX | PAYCHEX INC | Industrials | 36 | $4K | 0.00% | SOLD |
| 291 | LUV | SOUTHWEST AIRLS CO | Industrials | 96 | $4K | 0.00% | SOLD |
| 292 | EEM | ISHARES TR | — | 70 | $4K | 0.00% | SOLD |
| 293 | — | VOLATILITY SHS TR | — | 600 | $4K | 0.00% | SOLD |
| 294 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 78 | $4K | 0.00% | SOLD |
| 295 | IEP | ICAHN ENTERPRISES LP | Industrials | 500 | $4K | 0.00% | SOLD |
| 296 | VCIT | VANGUARD SCOTTSDALE FDS | — | 45 | $4K | 0.00% | SOLD |
| 297 | YUMC | YUM CHINA HLDGS INC | Consumer Cyclical | 78 | $4K | 0.00% | SOLD |
| 298 | TDC | TERADATA CORP DEL | Technology | 122 | $4K | 0.00% | SOLD |
| 299 | BLSH | BULLISH | Technology | 95 | $4K | 0.00% | SOLD |
| 300 | CDE | COEUR MNG INC | Basic Materials | 200 | $4K | 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%