Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MAIN | MAIN STR CAP CORP | Financial Services | 2,894 | $175K | 0.08% | SOLD |
| 22 | WWD | WOODWARD INC | Industrials | 555 | $168K | 0.07% | SOLD |
| 23 | GDX | VANECK ETF TRUST | — | 1,865 | $160K | 0.07% | SOLD |
| 24 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 5,639 | $153K | 0.07% | SOLD |
| 25 | UNP | UNION PAC CORP | Industrials | 652 | $151K | 0.07% | SOLD |
| 26 | PEG | PUBLIC SVC ENTERPRISE GRP IN | Utilities | 1,858 | $149K | 0.07% | SOLD |
| 27 | QQQM | INVESCO EXCH TRADED FD TR II | — | 576 | $146K | 0.06% | SOLD |
| 28 | SPXL | DIREXION SHS ETF TR | — | 650 | $143K | 0.06% | SOLD |
| 29 | SLV | ISHARES SILVER TR | Financial Services | 2,030 | $131K | 0.06% | SOLD |
| 30 | WMT | WALMART INC | Consumer Defensive | 1,164 | $130K | 0.06% | SOLD |
| 31 | ARKW | ARK ETF TR | — | 801 | $118K | 0.05% | SOLD |
| 32 | ABBV | ABBVIE INC | Healthcare | 493 | $113K | 0.05% | SOLD |
| 33 | UFOX | ETF SER SOLUTIONS | — | 1,762 | $112K | 0.05% | SOLD |
| 34 | HD | HOME DEPOT INC | Consumer Cyclical | 326 | $112K | 0.05% | SOLD |
| 35 | JPM | JPMORGAN CHASE &CO. | Financial Services | 336 | $108K | 0.05% | SOLD |
| 36 | QUAL | ISHARES TR | — | 523 | $104K | 0.04% | SOLD |
| 37 | XLP | SELECT SECTOR SPDR TR | — | 1,297 | $101K | 0.04% | SOLD |
| 38 | VO | VANGUARD INDEX FDS | — | 328 | $95K | 0.04% | SOLD |
| 39 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 102 | $90K | 0.04% | SOLD |
| 40 | USMV | ISHARES TR | — | 931 | $88K | 0.04% | 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%