Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | Financial Services | 2,017 | $86K | 0.04% | SOLD |
| 42 | PCRX | PACIRA BIOSCIENCES INC | Healthcare | 3,310 | $86K | 0.04% | SOLD |
| 43 | — | CRH PLC | — | 685 | $86K | 0.04% | SOLD |
| 44 | SIGI | SELECTIVE INS GROUP INC | Financial Services | 999 | $84K | 0.04% | SOLD |
| 45 | CIEN | CIENA CORP | Technology | 357 | $83K | 0.04% | SOLD |
| 46 | IHI | ISHARES TR | — | 1,302 | $81K | 0.04% | SOLD |
| 47 | — | SOMNIGROUP INTERNATIONAL INC | — | 906 | $81K | 0.04% | SOLD |
| 48 | IAU | ISHARES GOLD TR | Financial Services | 989 | $80K | 0.04% | SOLD |
| 49 | VGLT | VANGUARD SCOTTSDALE FDS | — | 1,434 | $80K | 0.04% | SOLD |
| 50 | XLF | SELECT SECTOR SPDR TR | — | 1,399 | $77K | 0.03% | SOLD |
| 51 | VIG | VANGUARD SPECIALIZED FUNDS | — | 347 | $76K | 0.03% | SOLD |
| 52 | CLH | CLEAN HARBORS INC | Industrials | 323 | $76K | 0.03% | SOLD |
| 53 | KHC | KRAFT HEINZ CO | Consumer Defensive | 3,018 | $73K | 0.03% | SOLD |
| 54 | SPYG | SPDR SERIES TRUST | — | 686 | $73K | 0.03% | SOLD |
| 55 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 714 | $72K | 0.03% | SOLD |
| 56 | PBH | PRESTIGE CONSMR HEALTHCARE I | Healthcare | 1,135 | $70K | 0.03% | SOLD |
| 57 | SYK | STRYKER CORPORATION | Healthcare | 198 | $70K | 0.03% | SOLD |
| 58 | MFC | MANULIFE FINL CORP | Financial Services | 1,894 | $69K | 0.03% | SOLD |
| 59 | POST | POST HLDGS INC | Consumer Defensive | 679 | $67K | 0.03% | SOLD |
| 60 | SFM | SPROUTS FMRS MKT INC | Consumer Defensive | 842 | $67K | 0.03% | 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%