Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 32 | $27K | 0.01% | SOLD |
| 122 | SPLV | INVESCO EXCH TRADED FD TR II | — | 379 | $27K | 0.01% | SOLD |
| 123 | PPL | PPL CORP | Utilities | 742 | $26K | 0.01% | SOLD |
| 124 | MMM | 3M CO | Industrials | 155 | $25K | 0.01% | SOLD |
| 125 | ALB | ALBEMARLE CORP | Basic Materials | 175 | $25K | 0.01% | SOLD |
| 126 | RPG | INVESCO EXCHANGE TRADED FD T | — | 526 | $25K | 0.01% | SOLD |
| 127 | BOXX | EA SERIES TRUST | — | 210 | $24K | 0.01% | SOLD |
| 128 | YCS | PROSHARES TR II | Financial Services | 472 | $24K | 0.01% | SOLD |
| 129 | TLN | TALEN ENERGY CORP | Utilities | 63 | $24K | 0.01% | SOLD |
| 130 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 342 | $23K | 0.01% | SOLD |
| 131 | CEG | CONSTELLATION ENERGY CORP | Utilities | 64 | $23K | 0.01% | SOLD |
| 132 | FANG | DIAMONDBACK ENERGY INC | Energy | 148 | $22K | 0.01% | SOLD |
| 133 | VXUS | VANGUARD STAR FDS | — | 292 | $22K | 0.01% | SOLD |
| 134 | DTM | DT MIDSTREAM INC | Energy | 184 | $22K | 0.01% | SOLD |
| 135 | XHB | SPDR SERIES TRUST | — | 214 | $22K | 0.01% | SOLD |
| 136 | TMUS | T-MOBILE US INC | Communication Services | 108 | $22K | 0.01% | SOLD |
| 137 | LLY | ELI LILLY &CO | Healthcare | 20 | $22K | 0.01% | SOLD |
| 138 | MPC | MARATHON PETE CORP | Energy | 133 | $22K | 0.01% | SOLD |
| 139 | WMB | WILLIAMS COS INC | Energy | 358 | $22K | 0.01% | SOLD |
| 140 | XBI | SPDR SERIES TRUST | — | 175 | $21K | 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%