Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 361 | BITW | BITWISE 10 CRYPTO INDEX ETF | Financial Services | 12 | $705.0 | — | SOLD |
| 362 | DD | DUPONT DE NEMOURS INC | Basic Materials | 17 | $687.0 | — | SOLD |
| 363 | IDGT | ISHARES TR | — | 8 | $673.0 | — | SOLD |
| 364 | PCY | INVESCO EXCH TRADED FD TR II | — | 31 | $672.0 | — | SOLD |
| 365 | Q | QNITY ELECTRONICS INC | Technology | 8 | $654.0 | — | SOLD |
| 366 | TXG | 10X GENOMICS INC | Healthcare | 40 | $652.0 | — | SOLD |
| 367 | — | BLOCK INC | — | 10 | $651.0 | — | SOLD |
| 368 | KBE | SPDR SERIES TRUST | — | 11 | $641.0 | — | SOLD |
| 369 | SOLV | SOLVENTUM CORP | Healthcare | 6 | $475.0 | — | SOLD |
| 370 | UA | UNDER ARMOUR INC | Consumer Cyclical | 92 | $442.0 | — | SOLD |
| 371 | DBC | INVESCO DB COMMDY INDX TRCK | Financial Services | 17 | $384.0 | — | SOLD |
| 372 | GTO | INVESCO ACTIVELY MANAGED EXC | — | 8 | $381.0 | — | SOLD |
| 373 | INTC | INTEL CORP | Technology | 10 | $376.0 | — | SOLD |
| 374 | DNN | DENISON MINES CORP | Energy | 125 | $333.0 | — | SOLD |
| 375 | — | GAMESTOP CORP NEW | — | 16 | $321.0 | — | SOLD |
| 376 | HYG | ISHARES TR | — | 4 | $319.0 | — | SOLD |
| 377 | FDX | FEDEX CORP | Industrials | 1 | $289.0 | — | SOLD |
| 378 | IGSB | ISHARES TR | — | 5 | $272.0 | — | SOLD |
| 379 | EMB | ISHARES TR | — | 3 | $254.0 | — | SOLD |
| 380 | EWW | ISHARES INC | — | 4 | $252.0 | — | 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%