Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | ACWV | ISHARES INC | — | 404 | $48K | 0.02% | SOLD |
| 82 | VV | VANGUARD INDEX FDS | — | 151 | $48K | 0.02% | SOLD |
| 83 | IWB | ISHARES TR | — | 123 | $46K | 0.02% | SOLD |
| 84 | NDSN | NORDSON CORP | Industrials | 189 | $45K | 0.02% | SOLD |
| 85 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 464 | $44K | 0.02% | SOLD |
| 86 | BIL | SPDR SERIES TRUST | — | 468 | $43K | 0.02% | SOLD |
| 87 | — | RB GLOBAL INC | — | 409 | $42K | 0.02% | SOLD |
| 88 | FE | FIRSTENERGY CORP | Utilities | 933 | $42K | 0.02% | SOLD |
| 89 | RPM | RPM INTL INC | Basic Materials | 396 | $41K | 0.02% | SOLD |
| 90 | XLRE | SELECT SECTOR SPDR TR | — | 1,000 | $40K | 0.02% | SOLD |
| 91 | MAS | MASCO CORP | Industrials | 632 | $40K | 0.02% | SOLD |
| 92 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 964 | $39K | 0.02% | SOLD |
| 93 | DELL | DELL TECHNOLOGIES INC | Technology | 310 | $39K | 0.02% | SOLD |
| 94 | — | ENTERGY CORP NEW | — | 422 | $39K | 0.02% | SOLD |
| 95 | MANH | MANHATTAN ASSOCIATES INC | Technology | 222 | $38K | 0.02% | SOLD |
| 96 | TLT | ISHARES TR | — | 440 | $38K | 0.02% | SOLD |
| 97 | JCI | JOHNSON CTLS INTL PLC | Industrials | 316 | $38K | 0.02% | SOLD |
| 98 | LOW | LOWES COS INC | Consumer Cyclical | 157 | $38K | 0.02% | SOLD |
| 99 | KVUE | KENVUE INC | Consumer Defensive | 2,192 | $38K | 0.02% | SOLD |
| 100 | CFG | CITIZENS FINL GROUP INC | Financial Services | 643 | $38K | 0.02% | 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%