Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 301 | TXN | TEXAS INSTRS INC | Technology | 20 | $4K | 0.00% | SOLD |
| 302 | KMI | KINDER MORGAN INC DEL | Energy | 127 | $3K | 0.00% | SOLD |
| 303 | RSG | REPUBLIC SVCS INC | Industrials | 16 | $3K | 0.00% | SOLD |
| 304 | XLB | SELECT SECTOR SPDR TR | — | 76 | $3K | 0.00% | SOLD |
| 305 | DFH | DREAM FINDERS HOMES INC | Consumer Cyclical | 193 | $3K | 0.00% | SOLD |
| 306 | BSOL | BITWISE SOLANA STAKING ETF | Financial Services | 200 | $3K | 0.00% | SOLD |
| 307 | IJS | ISHARES TR | — | 29 | $3K | 0.00% | SOLD |
| 308 | ONDS | ONDAS HLDGS INC | Technology | 330 | $3K | 0.00% | SOLD |
| 309 | AGG | ISHARES TR | — | 32 | $3K | 0.00% | SOLD |
| 310 | ZROZ | PIMCO ETF TR | — | 50 | $3K | 0.00% | SOLD |
| 311 | IJT | ISHARES TR | — | 22 | $3K | 0.00% | SOLD |
| 312 | IWC | ISHARES TR | — | 19 | $3K | 0.00% | SOLD |
| 313 | UEC | URANIUM ENERGY CORP | Energy | 250 | $3K | 0.00% | SOLD |
| 314 | VOD | VODAFONE GROUP PLC NEW | Communication Services | 221 | $3K | 0.00% | SOLD |
| 315 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 5 | $3K | 0.00% | SOLD |
| 316 | CSQ | CALAMOS STRATEGIC TOTAL RETU | Financial Services | 150 | $3K | 0.00% | SOLD |
| 317 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 10 | $3K | 0.00% | SOLD |
| 318 | SMR | NUSCALE PWR CORP | Utilities | 200 | $3K | 0.00% | SOLD |
| 319 | FISV | FISERV INC | Technology | 42 | $3K | 0.00% | SOLD |
| 320 | VCR | VANGUARD WORLD FD | — | 7 | $3K | 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%