Portfolio (Quarterly)
Guide ↗
Estate Planners Group, LLC
· CIK 0002118977| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 105 | $17K | 0.01% | SOLD |
| 162 | ACRE | ARES COML REAL ESTATE CORP | Real Estate | 3,500 | $17K | 0.01% | SOLD |
| 163 | ACMR | ACM RESH INC | Technology | 421 | $17K | 0.01% | SOLD |
| 164 | EFV | ISHARES TR | — | 232 | $17K | 0.01% | SOLD |
| 165 | VB | VANGUARD INDEX FDS | — | 64 | $17K | 0.01% | SOLD |
| 166 | PWR | QUANTA SVCS INC | Industrials | 39 | $16K | 0.01% | SOLD |
| 167 | DFJ | WISDOMTREE TR | — | 169 | $16K | 0.01% | SOLD |
| 168 | EQIX | EQUINIX INC | Real Estate | 21 | $16K | 0.01% | SOLD |
| 169 | BLK | BLACKROCK INC | Financial Services | 15 | $16K | 0.01% | SOLD |
| 170 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 138 | $16K | 0.01% | SOLD |
| 171 | CCI | CROWN CASTLE INC | Real Estate | 179 | $16K | 0.01% | SOLD |
| 172 | DYNF | BLACKROCK ETF TRUST | — | 259 | $16K | 0.01% | SOLD |
| 173 | APD | AIR PRODS &CHEMS INC | Basic Materials | 62 | $15K | 0.01% | SOLD |
| 174 | IAK | ISHARES TR | — | 112 | $15K | 0.01% | SOLD |
| 175 | JXI | ISHARES TR | — | 191 | $15K | 0.01% | SOLD |
| 176 | IIIV | I3 VERTICALS INC | Technology | 591 | $15K | 0.01% | SOLD |
| 177 | FSK | FS KKR CAP CORP | Financial Services | 1,000 | $15K | 0.01% | SOLD |
| 178 | TFC | TRUIST FINL CORP | Financial Services | 300 | $15K | 0.01% | SOLD |
| 179 | RFG | INVESCO EXCHANGE TRADED FD T | — | 281 | $15K | 0.01% | SOLD |
| 180 | OXLC | OXFORD LANE CAP CORP | Financial Services | 1,000 | $15K | 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%