Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | HRMY | HARMONY BIOSCIENCES HLDGS IN | Healthcare | 1,000 | $37K | 0.02% | SOLD |
| 102 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 66 | $37K | 0.02% | SOLD |
| 103 | VDC | VANGUARD WORLD FD | — | 172 | $36K | 0.02% | SOLD |
| 104 | — | WORLD FDS TR | — | 1,250 | $36K | 0.02% | SOLD |
| 105 | PFN | PIMCO INCOME STRATEGY FD II | Financial Services | 4,744 | $36K | 0.01% | SOLD |
| 106 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 111 | $35K | 0.01% | SOLD |
| 107 | ADBE | ADOBE INC | Technology | 95 | $33K | 0.01% | SOLD |
| 108 | GEV | GE VERNOVA INC | Utilities | 49 | $32K | 0.01% | SOLD |
| 109 | DY | DYCOM INDS INC | Industrials | 94 | $32K | 0.01% | SOLD |
| 110 | BC | BRUNSWICK CORP | Consumer Cyclical | 415 | $31K | 0.01% | SOLD |
| 111 | T | AT&T INC | Communication Services | 1,205 | $30K | 0.01% | SOLD |
| 112 | PGR | PROGRESSIVE CORP | Financial Services | 130 | $30K | 0.01% | SOLD |
| 113 | SBUX | STARBUCKS CORP | Consumer Cyclical | 346 | $29K | 0.01% | SOLD |
| 114 | FHN | FIRST HORIZON CORPORATION | Financial Services | 1,213 | $29K | 0.01% | SOLD |
| 115 | EQT | EQT CORP | Energy | 533 | $29K | 0.01% | SOLD |
| 116 | QCOM | QUALCOMM INC | Technology | 166 | $28K | 0.01% | SOLD |
| 117 | CB | CHUBB LIMITED | Financial Services | 90 | $28K | 0.01% | SOLD |
| 118 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 100 | $28K | 0.01% | SOLD |
| 119 | MKC | MCCORMICK &CO INC | Consumer Defensive | 404 | $28K | 0.01% | SOLD |
| 120 | JNK | SPDR SERIES TRUST | — | 283 | $28K | 0.01% | 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%