Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | CWB | SPDR SERIES TRUST | — | 239 | $21K | 0.01% | SOLD |
| 142 | PCM | PCM FD INC | Financial Services | 3,460 | $21K | 0.01% | SOLD |
| 143 | ZD | ZIFF DAVIS INC | Communication Services | 600 | $21K | 0.01% | SOLD |
| 144 | GE | GE AEROSPACE | Industrials | 68 | $21K | 0.01% | SOLD |
| 145 | AMH | AMERICAN HOMES 4 RENT | Real Estate | 632 | $20K | 0.01% | SOLD |
| 146 | IVW | ISHARES TR | — | 164 | $20K | 0.01% | SOLD |
| 147 | SLF | SUN LIFE FINANCIAL INC. | Financial Services | 323 | $20K | 0.01% | SOLD |
| 148 | KWEB | KRANESHARES TRUST | — | 585 | $20K | 0.01% | SOLD |
| 149 | NI | NISOURCE INC | Utilities | 475 | $20K | 0.01% | SOLD |
| 150 | XLY | SELECT SECTOR SPDR TR | — | 166 | $20K | 0.01% | SOLD |
| 151 | IDA | IDACORP INC | Utilities | 154 | $19K | 0.01% | SOLD |
| 152 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 245 | $19K | 0.01% | SOLD |
| 153 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 63 | $19K | 0.01% | SOLD |
| 154 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | Industrials | 358 | $19K | 0.01% | SOLD |
| 155 | RTX | RTX CORPORATION | Industrials | 100 | $18K | 0.01% | SOLD |
| 156 | — | FS SPECIALTY LENDING FD | — | 1,280 | $18K | 0.01% | SOLD |
| 157 | CCJ | CAMECO CORP | Energy | 190 | $17K | 0.01% | SOLD |
| 158 | AMGN | AMGEN INC | Healthcare | 53 | $17K | 0.01% | SOLD |
| 159 | KKR | KKR &CO INC | Financial Services | 135 | $17K | 0.01% | SOLD |
| 160 | AEM | AGNICO EAGLE MINES LTD | Basic Materials | 100 | $17K | 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%