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Estate Planners Group

Latest statistics and disclosures from Estate Planners Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002118977

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Portfolio Holdings for Estate Planners Group

Estate Planners Group holds 477 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Guggenheim Strategic Opportu Com Sbi (GOF)	12.8	$30M	2.3M	12.88	View chart
Pimco Dynamic Income SHS (PDI)	9.9	$23M	1.3M	17.71	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	8.6	$20M	745k	26.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.9	$16M	26k	614.30	View chart
Ares Capital Corporation (ARCC)	6.0	$14M	679k	20.23	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	5.2	$12M	201k	59.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.5	$10M	15k	681.93	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	3.2	$7.3M	136k	53.86	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	2.9	$6.8M	137k	49.65	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	2.7	$6.2M	57k	109.66	View chart
Amazon (AMZN)	2.5	$5.8M	25k	230.82	View chart
Neos Etf Trust Bitcoin High Inc (BTCI)	2.4	$5.6M	127k	44.02	View chart
NVIDIA Corporation (NVDA)	2.3	$5.3M	29k	186.43	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	2.3	$5.3M	80k	65.96	View chart
Meta Platforms Cl A (META)	2.3	$5.2M	7.9k	660.06	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.0	$4.6M	39k	119.32	View chart
Microsoft Corporation (MSFT)	2.0	$4.6M	9.5k	483.63	View chart
Apple (AAPL)	1.9	$4.5M	16k	271.86	View chart
Global X Fds Artificial Etf (AIQ)	1.7	$3.9M	77k	50.86	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.5	$3.4M	9.5k	360.13	View chart
Johnson & Johnson (JNJ)	1.2	$2.7M	13k	206.95	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	1.0	$2.2M	160k	13.84	View chart
Blackrock Muniyield Insured Fund (MYI)	0.5	$1.1M	100k	10.87	View chart
Oracle Corporation (ORCL)	0.4	$923k	4.7k	194.91	View chart
Broadcom (AVGO)	0.4	$894k	2.6k	346.07	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$862k	2.2k	396.31	View chart
Blackrock Muniassets Fund (MUA)	0.4	$850k	79k	10.71	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.3	$803k	57k	14.18	View chart
Rivernorth Flexibl Mun Incm (RFM)	0.3	$786k	56k	13.97	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$733k	5.1k	143.97	View chart
Ishares Ethereum Tr SHS (ETHA)	0.3	$716k	32k	22.43	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.3	$706k	20k	36.23	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$678k	8.8k	76.92	View chart
Netflix (NFLX)	0.3	$673k	7.2k	93.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$654k	2.0k	335.33	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$644k	8.5k	76.23	View chart
Rivernorth Managed (RMM)	0.3	$597k	44k	13.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$567k	1.8k	313.75	View chart
Uber Technologies (UBER)	0.2	$559k	6.8k	81.71	View chart
Wedbush Ser Tr Dan Ives Wedbush (IVES)	0.2	$501k	16k	31.61	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$488k	3.3k	146.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$463k	1.5k	313.03	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.2	$459k	19k	24.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$373k	742.00	502.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$344k	549.00	627.34	View chart
Calamos Etf Tr Calamos Bit 80 S (CBTJ)	0.1	$340k	16k	21.88	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$334k	17k	20.24	View chart
Bristol Myers Squibb (BMY)	0.1	$329k	6.1k	53.94	View chart
Caterpillar (CAT)	0.1	$326k	568.00	573.00	View chart
Comcast Corp Cl A (CMCSA)	0.1	$319k	11k	29.89	View chart
Exxon Mobil Corporation (XOM)	0.1	$315k	2.6k	120.34	View chart
Pfizer (PFE)	0.1	$282k	11k	24.90	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$278k	3.3k	85.38	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$278k	1.4k	194.38	View chart
Rev	0.1	$277k	4.6k	60.81	View chart
Fox Corp Cl B Com (FOX)	0.1	$273k	4.2k	64.93	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$269k	21k	12.76	View chart
eBay (EBAY)	0.1	$266k	3.0k	87.10	View chart
Guggenheim Bld Amr Bds Mng D (GBAB)	0.1	$260k	17k	14.92	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$256k	1.6k	161.66	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.1	$251k	10k	24.54	View chart
Advanced Micro Devices (AMD)	0.1	$250k	1.2k	214.15	View chart
Vontier Corporation (VNT)	0.1	$243k	6.5k	37.18	View chart
Vipshop Hldgs Sponsored Ads A (VIPS)	0.1	$239k	14k	17.69	View chart
Palantir Technologies Cl A (PLTR)	0.1	$236k	1.3k	177.75	View chart
Kroger (KR)	0.1	$232k	3.7k	62.48	View chart
Tesla Motors (TSLA)	0.1	$231k	514.00	449.98	View chart
Medpace Hldgs (MEDP)	0.1	$228k	406.00	561.65	View chart
Coinbase Global Com Cl A (COIN)	0.1	$225k	994.00	226.14	View chart
Circle Internet Group Com Cl A (CRCL)	0.1	$219k	2.8k	79.30	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$215k	5.9k	36.58	View chart
Volatility Shs Tr Solana Etf (SOLZ)	0.1	$214k	17k	12.74	View chart
Walt Disney Company (DIS)	0.1	$206k	1.8k	113.78	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$204k	4.0k	50.52	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$189k	488.00	386.85	View chart
Hca Holdings (HCA)	0.1	$184k	393.00	466.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$178k	721.00	246.14	View chart
Main Street Capital Corporation (MAIN)	0.1	$175k	2.9k	60.38	View chart
Procter & Gamble Company (PG)	0.1	$172k	1.2k	143.31	View chart
Woodward Governor Company (WWD)	0.1	$168k	555.00	302.32	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$160k	1.9k	85.78	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.1	$153k	5.6k	27.15	View chart
Union Pacific Corporation (UNP)	0.1	$151k	652.00	231.22	View chart
Public Service Enterprise (PEG)	0.1	$149k	1.9k	80.30	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$146k	576.00	253.11	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.1	$143k	650.00	220.61	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$131k	2.0k	64.42	View chart
Wal-Mart Stores (WMT)	0.1	$130k	1.2k	111.43	View chart
Healthequity (HQY)	0.1	$119k	1.3k	91.61	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.1	$118k	801.00	147.73	View chart
Series Portfolios Tr Eldridge Aaa Clo (CLOX)	0.1	$116k	4.6k	25.51	View chart
Abbvie (ABBV)	0.0	$113k	493.00	228.54	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.0	$113k	1.8k	63.84	View chart
Home Depot (HD)	0.0	$112k	326.00	343.87	View chart
JPMorgan Chase & Co. (JPM)	0.0	$108k	336.00	321.94	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$104k	523.00	198.55	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$101k	1.3k	77.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$95k	328.00	290.52	View chart
Goldman Sachs (GS)	0.0	$90k	102.00	883.26	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$88k	931.00	94.16	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.0	$86k	2.0k	42.55	View chart
Pacira Pharmaceuticals (PCRX)	0.0	$86k	3.3k	25.88	View chart
CRH Ord (CRH)	0.0	$86k	685.00	124.87	View chart
Selective Insurance (SIGI)	0.0	$84k	999.00	83.69	View chart
Ciena Corp Com New (CIEN)	0.0	$84k	357.00	233.87	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$81k	1.3k	62.15	View chart
Tempur-Pedic International (SGI)	0.0	$81k	906.00	89.26	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$80k	989.00	81.17	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$80k	1.4k	55.80	View chart
Exelixis (EXEL)	0.0	$79k	1.8k	43.83	View chart
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH)	0.0	$79k	1.2k	66.55	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$77k	1.4k	54.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$76k	347.00	219.73	View chart
Clean Harbors (CLH)	0.0	$76k	323.00	234.48	View chart
Kraft Heinz (KHC)	0.0	$73k	3.0k	24.25	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$73k	686.00	106.65	View chart
Kimberly-Clark Corporation (KMB)	0.0	$72k	714.00	100.89	View chart
Prestige Brands Holdings (PBH)	0.0	$70k	1.1k	61.69	View chart
Stryker Corporation (SYK)	0.0	$70k	198.00	352.27	View chart
Manulife Finl Corp (MFC)	0.0	$69k	1.9k	36.28	View chart
Post Holdings Inc Common (POST)	0.0	$67k	679.00	99.05	View chart
Sprouts Fmrs Mkt (SFM)	0.0	$67k	842.00	79.67	View chart
Omega Healthcare Investors (OHI)	0.0	$65k	1.5k	44.33	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.0	$65k	5.0k	12.90	View chart
Vanguard World Health Car Etf (VHT)	0.0	$63k	220.00	287.23	View chart
Honeywell International (HON)	0.0	$62k	320.00	194.87	View chart
Norfolk Southern (NSC)	0.0	$62k	215.00	288.72	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.0	$61k	1.7k	36.61	View chart
McDonald's Corporation (MCD)	0.0	$61k	199.00	305.12	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.0	$59k	515.00	114.73	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$59k	349.00	168.77	View chart
Cohen & Steers infrastucture Fund (UTF)	0.0	$58k	2.4k	24.11	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$57k	1.3k	42.68	View chart
LKQ Corporation (LKQ)	0.0	$55k	1.8k	30.19	View chart
AutoZone (AZO)	0.0	$54k	16.00	3391.43	View chart
Bank of America Corporation (BAC)	0.0	$54k	986.00	55.00	View chart
General Dynamics Corporation (GD)	0.0	$54k	160.00	336.66	View chart
AFLAC Incorporated (AFL)	0.0	$53k	476.00	110.37	View chart
Automatic Data Processing (ADP)	0.0	$52k	202.00	257.21	View chart
Kirby Corporation (KEX)	0.0	$51k	466.00	110.18	View chart
MercadoLibre (MELI)	0.0	$48k	24.00	2014.25	View chart
Prudential Financial (PRU)	0.0	$48k	426.00	112.97	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$48k	404.00	118.75	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$48k	151.00	315.40	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$46k	123.00	373.44	View chart
Nordson Corporation (NDSN)	0.0	$45k	189.00	240.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$44k	1.6k	27.43	View chart
Pinnacle Financial Partners	0.0	$44k	464.00	95.43	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$43k	468.00	91.35	View chart
Rb Global (RBA)	0.0	$42k	409.00	102.96	View chart
FirstEnergy (FE)	0.0	$42k	933.00	44.76	View chart
RPM International (RPM)	0.0	$41k	396.00	103.93	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$40k	1.0k	40.35	View chart
Masco Corporation (MAS)	0.0	$40k	632.00	63.42	View chart
Verizon Communications (VZ)	0.0	$39k	964.00	40.74	View chart
Dell Technologies CL C (DELL)	0.0	$39k	310.00	126.00	View chart
Entergy Corporation (ETR)	0.0	$39k	422.00	92.43	View chart
Manhattan Associates (MANH)	0.0	$39k	222.00	173.31	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$38k	440.00	87.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$38k	56.00	681.34	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$38k	316.00	119.85	View chart
Lowe's Companies (LOW)	0.0	$38k	157.00	241.16	View chart
Kenvue (KVUE)	0.0	$38k	2.2k	17.25	View chart
Citizens Financial (CFG)	0.0	$38k	643.00	58.39	View chart
Harmony Biosciences Hldgs In (HRMY)	0.0	$37k	1.0k	37.42	View chart
Intuitive Surgical Com New (ISRG)	0.0	$37k	66.00	566.36	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$36k	172.00	211.09	View chart
World Fds Tr T Rex Target Etf (BTCL)	0.0	$36k	1.3k	28.92	View chart
Pimco Income Strategy Fund II (PFN)	0.0	$36k	4.7k	7.50	View chart
Cadence Design Systems (CDNS)	0.0	$35k	111.00	312.58	View chart
Adobe Systems Incorporated (ADBE)	0.0	$33k	95.00	349.99	View chart
Ge Vernova (GEV)	0.0	$32k	49.00	653.58	View chart
Dycom Industries (DY)	0.0	$32k	94.00	337.90	View chart
Brunswick Corporation (BC)	0.0	$31k	415.00	74.26	View chart
At&t (T)	0.0	$30k	1.2k	24.84	View chart
Progressive Corporation (PGR)	0.0	$30k	130.00	227.10	View chart
Starbucks Corporation (SBUX)	0.0	$29k	346.00	84.19	View chart
First Horizon National Corporation (FHN)	0.0	$29k	1.2k	23.90	View chart
EQT Corporation (EQT)	0.0	$29k	533.00	53.64	View chart
Qualcomm (QCOM)	0.0	$28k	166.00	170.84	View chart
Chubb (CB)	0.0	$28k	90.00	312.12	View chart
Royal Caribbean Cruises (RCL)	0.0	$28k	100.00	278.92	View chart
Mccormick &co Com Non Vtg (MKC)	0.0	$28k	404.00	68.19	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$28k	283.00	97.21	View chart
Costco Wholesale Corporation (COST)	0.0	$28k	32.00	857.91	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$27k	379.00	71.46	View chart
PPL Corporation (PPL)	0.0	$26k	742.00	35.04	View chart
3M Company (MMM)	0.0	$25k	155.00	159.83	View chart
Albemarle Corporation (ALB)	0.0	$25k	175.00	141.44	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$25k	526.00	46.64	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$24k	210.00	115.10	View chart
Proshares Tr Ii Ultrashort Yen N (YCS)	0.0	$24k	472.00	50.90	View chart
Talen Energy Corp (TLN)	0.0	$24k	63.00	374.84	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$23k	342.00	68.36	View chart
Constellation Energy (CEG)	0.0	$23k	64.00	353.27	View chart
Diamondback Energy (FANG)	0.0	$22k	148.00	150.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$22k	292.00	75.42	View chart
Dt Midstream Common Stock (DTM)	0.0	$22k	184.00	119.68	View chart
Spdr Series Trust State Street Spd (XHB)	0.0	$22k	214.00	102.75	View chart
Metropcs Communications (TMUS)	0.0	$22k	108.00	203.04	View chart
Eli Lilly & Co. (LLY)	0.0	$22k	20.00	1092.70	View chart
Marathon Petroleum Corp (MPC)	0.0	$22k	133.00	162.96	View chart
Williams Companies (WMB)	0.0	$22k	358.00	60.11	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$21k	175.00	122.21	View chart
Spdr Series Trust State Street Spd (CWB)	0.0	$21k	239.00	89.20	View chart
PCM Fund (PCM)	0.0	$21k	3.5k	6.14	View chart
J Global (ZD)	0.0	$21k	600.00	35.15	View chart
Ge Aerospace Com New (GE)	0.0	$21k	68.00	308.57	View chart
American Homes 4 Rent Cl A (AMH)	0.0	$20k	632.00	32.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$20k	164.00	123.06	View chart
Sun Life Financial (SLF)	0.0	$20k	323.00	62.36	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.0	$20k	585.00	34.04	View chart
NiSource (NI)	0.0	$20k	475.00	41.76	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$20k	166.00	119.16	View chart
Ida (IDA)	0.0	$20k	154.00	126.56	View chart
Colgate-Palmolive Company (CL)	0.0	$19k	245.00	78.87	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$19k	63.00	305.37	View chart
Knight-swift Transn Hldgs In Cl A (KNX)	0.0	$19k	358.00	52.34	View chart
Raytheon Technologies Corp (RTX)	0.0	$18k	100.00	183.40	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$18k	1.3k	14.14	View chart
Cameco Corporation (CCJ)	0.0	$17k	190.00	91.49	View chart
Amgen (AMGN)	0.0	$17k	53.00	327.72	View chart
Kkr & Co (KKR)	0.0	$17k	135.00	127.76	View chart
Agnico (AEM)	0.0	$17k	100.00	169.53	View chart
Philip Morris International (PM)	0.0	$17k	105.00	160.26	View chart
Ares Coml Real Estate (ACRE)	0.0	$17k	3.5k	4.78	View chart
Acm Resh Com Cl A (ACMR)	0.0	$17k	421.00	39.45	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$17k	232.00	71.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$17k	64.00	258.36	View chart
Quanta Services (PWR)	0.0	$17k	39.00	422.05	View chart
Wisdomtree Tr Jp Smallcp Div (DFJ)	0.0	$16k	169.00	96.19	View chart
Equinix (EQIX)	0.0	$16k	21.00	766.14	View chart
Blackrock (BLK)	0.0	$16k	15.00	1070.33	View chart
American Electric Power Company (AEP)	0.0	$16k	138.00	115.47	View chart
Crown Castle Intl (CCI)	0.0	$16k	179.00	88.87	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$16k	259.00	60.79	View chart
Air Products & Chemicals (APD)	0.0	$15k	62.00	248.58	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.0	$15k	112.00	135.70	View chart
Ishares Tr Glob Utilits Etf (JXI)	0.0	$15k	191.00	78.68	View chart
I3 Verticals Com Cl A (IIIV)	0.0	$15k	591.00	25.19	View chart
Fs Kkr Capital Corp (FSK)	0.0	$15k	1.0k	14.81	View chart
Truist Financial Corp equities (TFC)	0.0	$15k	300.00	49.21	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.0	$15k	281.00	52.49	View chart
Oxford Lane Cap Corp (OXLC)	0.0	$15k	1.0k	14.64	View chart
Wec Energy Group (WEC)	0.0	$14k	133.00	105.46	View chart
Pepsi (PEP)	0.0	$14k	98.00	142.91	View chart
Merck & Co (MRK)	0.0	$14k	128.00	105.23	View chart
Verisk Analytics (VRSK)	0.0	$13k	59.00	225.22	View chart
PNC Financial Services (PNC)	0.0	$13k	63.00	207.27	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$13k	17.00	763.35	View chart
Consolidated Edison (ED)	0.0	$13k	131.00	99.05	View chart
Yum! Brands (YUM)	0.0	$13k	84.00	152.12	View chart
Ameren Corporation (AEE)	0.0	$13k	127.00	99.86	View chart
UnitedHealth (UNH)	0.0	$13k	38.00	330.11	View chart
Coca-Cola Company (KO)	0.0	$12k	178.00	69.72	View chart
AmerisourceBergen (COR)	0.0	$12k	37.00	334.92	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$12k	83.00	148.42	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$12k	38.00	323.95	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$12k	277.00	44.41	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$12k	216.00	56.81	View chart
Zimmer Holdings (ZBH)	0.0	$12k	136.00	89.98	View chart
Nextera Energy (NEE)	0.0	$12k	152.00	80.28	View chart
Sempra Energy (SRE)	0.0	$12k	138.00	88.29	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$12k	218.00	53.92	View chart
Xcel Energy (XEL)	0.0	$12k	158.00	73.86	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$12k	402.00	28.82	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.0	$12k	100.00	114.65	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$11k	118.00	95.96	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$11k	251.00	44.69	View chart
Corning Incorporated (GLW)	0.0	$11k	126.00	87.56	View chart
Global X Fds Aging Population (AGNG)	0.0	$11k	307.00	35.88	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$11k	332.00	32.80	View chart
Booking Holdings (BKNG)	0.0	$11k	2.00	5355.50	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.0	$11k	500.00	21.27	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$11k	100.00	105.69	View chart
CenterPoint Energy (CNP)	0.0	$11k	274.00	38.34	View chart
Franco-Nevada Corporation (FNV)	0.0	$10k	50.00	207.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$10k	49.00	211.33	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.0	$10k	250.00	41.32	View chart
Newmont Mining Corporation (NEM)	0.0	$10k	102.00	100.02	View chart
Volatility Shs Tr 2x Bitcoin Strat (BITX)	0.0	$10k	360.00	27.70	View chart
Digital Realty Trust (DLR)	0.0	$9.9k	64.00	154.70	View chart
McKesson Corporation (MCK)	0.0	$9.8k	12.00	815.83	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$9.7k	60.00	160.97	View chart
Sphere Entertainment Cl A (SPHR)	0.0	$9.5k	100.00	95.08	View chart
Centrus Energy Corp Cl A (LEU)	0.0	$9.2k	38.00	242.76	View chart
Palo Alto Networks (PANW)	0.0	$9.2k	50.00	184.20	View chart
Pampa Energia S A Spons Adr Lvl I (PAM)	0.0	$9.2k	104.00	88.51	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$9.1k	23.00	397.65	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.0	$9.1k	200.00	45.54	View chart
Alliant Energy Corporation (LNT)	0.0	$9.0k	138.00	65.01	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$8.9k	189.00	46.92	View chart
Acuren Corporation (TIC)	0.0	$8.8k	868.00	10.11	View chart
Lockheed Martin Corporation (LMT)	0.0	$8.6k	18.00	478.89	View chart
salesforce (CRM)	0.0	$8.5k	32.00	264.91	View chart
Sprott Fds Tr Silver Miners (SLVR)	0.0	$8.4k	150.00	55.80	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.0	$8.3k	81.00	102.90	View chart
Lululemon Athletica (LULU)	0.0	$8.3k	40.00	207.80	View chart
International Business Machines (IBM)	0.0	$8.2k	28.00	291.46	View chart
General Motors Company (GM)	0.0	$8.1k	100.00	81.32	View chart
Transportadora De Gas Sur Sponsored Ads B (TGS)	0.0	$8.1k	259.00	31.10	View chart
Uranium Royalty Corp (UROY)	0.0	$8.0k	2.3k	3.54	View chart
Arista Networks Com Shs (ANET)	0.0	$7.7k	59.00	131.03	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$7.7k	13.00	590.92	View chart
Ishares Tr Msci India Sm Cp (SMIN)	0.0	$7.5k	108.00	69.77	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$7.5k	249.00	30.07	View chart
Vistra Energy (VST)	0.0	$7.4k	46.00	161.33	View chart
Blackrock Capital Allocation Trust (BCAT)	0.0	$7.1k	500.00	14.16	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$7.0k	35.00	200.00	View chart
Amarin Corp Sponsored Adr (AMRN)	0.0	$7.0k	500.00	13.96	View chart
ACCO Brands Corporation (ACCO)	0.0	$6.8k	1.8k	3.73	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	0.0	$6.7k	208.00	32.29	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$6.7k	75.00	88.95	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$6.5k	34.00	191.32	View chart
Hillenbrand (HI)	0.0	$6.4k	203.00	31.74	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.0	$6.4k	3.00	2146.33	View chart
Mitek Sys Com New (MITK)	0.0	$6.3k	600.00	10.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$6.3k	96.00	65.79	View chart
Key (KEY)	0.0	$6.2k	300.00	20.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$6.1k	68.00	89.03	View chart
First Commonwealth Financial (FCF)	0.0	$5.9k	347.00	16.88	View chart
Micron Technology (MU)	0.0	$5.7k	20.00	286.65	View chart
Ark Etf Tr Blockchain &fin (ARKF)	0.0	$5.7k	120.00	47.63	View chart
Chevron Corporation (CVX)	0.0	$5.6k	37.00	151.35	View chart
Cisco Systems (CSCO)	0.0	$5.6k	72.00	77.39	View chart
Apa Corporation (APA)	0.0	$5.5k	226.00	24.46	View chart
Applied Industrial Technologies (AIT)	0.0	$5.5k	21.00	261.05	View chart
Madison Square Garden Entmt Com Cl A (MSGE)	0.0	$5.4k	100.00	53.89	View chart
PPG Industries (PPG)	0.0	$5.4k	52.00	103.13	View chart
Strategy Cl A New (MSTR)	0.0	$5.3k	35.00	151.94	View chart
Carrier Global Corporation (CARR)	0.0	$5.3k	100.00	52.84	View chart
Anthem (ELV)	0.0	$5.3k	15.00	350.53	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$5.2k	181.00	28.97	View chart
Freeport-mcmoran CL B (FCX)	0.0	$5.2k	103.00	50.76	View chart
Northfield Bancorp (NFBK)	0.0	$5.2k	454.00	11.43	View chart
Hasbro (HAS)	0.0	$5.2k	63.00	82.06	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$5.2k	11.00	470.00	View chart
Doubleline Income Solutions (DSL)	0.0	$5.1k	456.00	11.26	View chart
Novo-nordisk A S Adr (NVO)	0.0	$5.0k	99.00	50.64	View chart
CVS Caremark Corporation (CVS)	0.0	$4.9k	61.00	79.75	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$4.7k	26.00	181.77	View chart
Airbnb Com Cl A (ABNB)	0.0	$4.6k	34.00	135.71	View chart
Cintas Corporation (CTAS)	0.0	$4.6k	24.00	191.62	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$4.6k	66.00	69.39	View chart
Visa Com Cl A (V)	0.0	$4.6k	13.00	350.69	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$4.5k	88.00	51.22	View chart
Shell Spon Ads (SHEL)	0.0	$4.4k	60.00	73.58	View chart
Snowflake Com Shs (SNOW)	0.0	$4.4k	20.00	219.35	View chart
Cbre Clarion Global Real Estat re (IGR)	0.0	$4.4k	1.0k	4.38	View chart
Xylem (XYL)	0.0	$4.3k	32.00	135.25	View chart
Global X Fds Global X Uranium (URA)	0.0	$4.3k	100.00	42.73	View chart
Marvell Technology (MRVL)	0.0	$4.2k	50.00	84.98	View chart
Novartis Sponsored Adr (NVS)	0.0	$4.1k	30.00	137.87	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$4.1k	50.00	82.02	View chart
Paychex (PAYX)	0.0	$4.0k	36.00	111.72	View chart
Southwest Airlines (LUV)	0.0	$4.0k	96.00	41.33	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$3.8k	70.00	54.71	View chart
Volatility Shs Tr 2x Solana Etf	0.0	$3.8k	600.00	6.38	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$3.8k	78.00	48.58	View chart
Icahn Enterprises Depositary Unit (IEP)	0.0	$3.8k	500.00	7.55	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$3.8k	45.00	83.73	View chart
Yum China Holdings (YUMC)	0.0	$3.7k	78.00	48.04	View chart
Teradata Corporation (TDC)	0.0	$3.7k	122.00	30.44	View chart
Bullish Ord Shs (BLSH)	0.0	$3.6k	95.00	37.87	View chart
Coeur Mng Com New (CDE)	0.0	$3.6k	200.00	17.83	View chart
Texas Instruments Incorporated (TXN)	0.0	$3.6k	20.00	177.60	View chart
Kinder Morgan (KMI)	0.0	$3.5k	127.00	27.49	View chart
Republic Services (RSG)	0.0	$3.5k	16.00	216.62	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$3.4k	76.00	45.25	View chart
Dream Finders Homes Com Cl A (DFH)	0.0	$3.3k	193.00	17.10	View chart
Bitwise Solana Staking Etf Com Shs Of Benef (BSOL)	0.0	$3.3k	200.00	16.40	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$3.3k	29.00	112.59	View chart
Ondas Hldgs Com New (ONDS)	0.0	$3.2k	330.00	9.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$3.2k	32.00	100.44	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.0	$3.2k	50.00	64.26	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$3.1k	22.00	138.64	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$2.9k	19.00	154.47	View chart
Uranium Energy (UEC)	0.0	$2.9k	250.00	11.68	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$2.9k	221.00	13.21	View chart
Thermo Fisher Scientific (TMO)	0.0	$2.9k	5.00	582.60	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$2.9k	150.00	19.20	View chart
Hilton Worldwide Holdings (HLT)	0.0	$2.9k	10.00	287.30	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$2.8k	200.00	14.17	View chart
Fiserv (FI)	0.0	$2.8k	42.00	67.17	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$2.8k	7.00	397.00	View chart
Unisys Corp Com New (UIS)	0.0	$2.8k	1.0k	2.76	View chart
Ishares Tr Future Exponenti (XT)	0.0	$2.7k	39.00	69.74	View chart
Brookfield Renewable Partner Partnership Unit (BEP)	0.0	$2.7k	100.00	26.97	View chart
Orla Mining LTD New F (ORLA)	0.0	$2.7k	200.00	13.47	View chart
Digital World Acquisition Co Class A (DJT)	0.0	$2.6k	200.00	13.24	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$2.6k	28.00	93.79	View chart
Gilead Sciences (GILD)	0.0	$2.6k	21.00	122.76	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$2.6k	52.00	49.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$2.5k	39.00	62.90	View chart
Fomento Economico Mexicano S Spon Adr Units (FMX)	0.0	$2.4k	24.00	102.08	View chart
Morgan Stanley Pathway Fds Large Cap Eqty (MSLC)	0.0	$2.4k	44.00	54.93	View chart
Kinsale Cap Group (KNSL)	0.0	$2.4k	6.00	392.33	View chart
Ncr Atleos Corporation Com Shs (NATL)	0.0	$2.3k	61.00	38.11	View chart
Kraneshares Trust Quadratic Deflai (BNDD)	0.0	$2.3k	24.00	96.62	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$2.2k	58.00	38.72	View chart
Golub Capital BDC (GBDC)	0.0	$2.2k	165.00	13.61	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$2.2k	106.00	20.89	View chart
Markel Corporation (MKL)	0.0	$2.2k	1.00	2150.00	View chart
Spdr Series Trust State Street Spd (KRE)	0.0	$2.1k	33.00	63.94	View chart
Paypal Holdings (PYPL)	0.0	$2.0k	35.00	58.37	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$1.9k	13.00	149.62	View chart
Eastman Kodak Com New (KODK)	0.0	$1.8k	214.00	8.46	View chart
Nike CL B (NKE)	0.0	$1.8k	28.00	63.71	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$1.7k	18.00	94.06	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$1.5k	60.00	25.65	View chart
L3harris Technologies (LHX)	0.0	$1.5k	5.00	305.40	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$1.5k	49.00	30.55	View chart
Roundhill Etf Trust Bitcoin Covered (YBTC)	0.0	$1.5k	51.00	28.71	View chart
American Airls (AAL)	0.0	$1.3k	86.00	15.24	View chart
Anfield Energy Com New (AEC)	0.0	$1.3k	250.00	5.13	View chart
NCR Corporation (VYX)	0.0	$1.2k	122.00	10.20	View chart
Ford Motor Company (F)	0.0	$1.2k	92.00	13.14	View chart
Tcw Etf Trust Artificial Intel (AIFD)	0.0	$1.1k	30.00	37.57	View chart
Corteva (CTVA)	0.0	$1.1k	17.00	65.41	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.0	$1.1k	10.00	109.00	View chart
Target Corporation (TGT)	0.0	$978.000000	10.00	97.80	View chart
Marriott Intl Cl A (MAR)	0.0	$935.000100	3.00	311.67	View chart
Microvision Inc Del Com New (MVIS)	0.0	$828.000000	1.0k	0.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$816.000000	15.00	54.40	View chart
Designer Brands Cl A (DBI)	0.0	$706.002000	95.00	7.43	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.0	$705.000000	12.00	58.75	View chart
Dupont De Nemours (DD)	0.0	$687.000600	17.00	40.41	View chart
Ishares Tr Us Digital Infra (IDGT)	0.0	$673.000000	8.00	84.12	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.0	$671.999400	31.00	21.68	View chart
Qnity Electronics Common Stock (Q)	0.0	$654.000000	8.00	81.75	View chart
10x Genomics Cl A Com (TXG)	0.0	$652.000000	40.00	16.30	View chart
Block Cl A (XYZ)	0.0	$651.000000	10.00	65.10	View chart
Spdr Series Trust State Street Spd (KBE)	0.0	$640.999700	11.00	58.27	View chart
Solventum Corp Com Shs (SOLV)	0.0	$475.000200	6.00	79.17	View chart
Under Armour CL C (UA)	0.0	$441.995600	92.00	4.80	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.0	$383.999400	17.00	22.59	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$381.000000	8.00	47.62	View chart
Intel Corporation (INTC)	0.0	$376.000000	10.00	37.60	View chart
Denison Mines Corp (DNN)	0.0	$333.000000	125.00	2.66	View chart
Gamestop Corp Cl A (GME)	0.0	$321.000000	16.00	20.06	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$319.000000	4.00	79.75	View chart
FedEx Corporation (FDX)	0.0	$289.000000	1.00	289.00	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$272.000000	5.00	54.40	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$254.000100	3.00	84.67	View chart
Ishares Msci Mexico Etf (EWW)	0.0	$252.000000	4.00	63.00	View chart
MetLife (MET)	0.0	$251.000100	3.00	83.67	View chart
Wabtec Corporation (WAB)	0.0	$213.000000	1.00	213.00	View chart
Under Armour Cl A (UAA)	0.0	$209.000400	42.00	4.98	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$165.000000	3.00	55.00	View chart
Procap Finl Call	0.0	$160.000000	8.00	20.00	View chart
Public Storage (PSA)	0.0	$136.000000	1.00	136.00	View chart
Rocket Cos Com Cl A (RKT)	0.0	$136.000200	7.00	19.43	View chart
Ishares Tr Msci Indonia Etf (EIDO)	0.0	$129.999800	7.00	18.57	View chart
Viatris (VTRS)	0.0	$125.000000	10.00	12.50	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$107.000000	1.00	107.00	View chart
Resideo Technologies (REZI)	0.0	$105.000000	3.00	35.00	View chart
Werner Enterprises (WERN)	0.0	$90.000000	3.00	30.00	View chart
Ishares Msci Mly Etf New (EWM)	0.0	$81.999900	3.00	27.33	View chart
Advisorshares Tr Call	0.0	$80.000000	10.00	8.00	View chart
Mattel (MAT)	0.0	$40.000000	2.00	20.00	View chart
Advance Auto Parts (AAP)	0.0	$39.000000	1.00	39.00	View chart
Garrett Motion (GTX)	0.0	$17.000000	1.00	17.00	View chart
Ginkgo Bioworks Holdings Cl A New (DNA)	0.0	$17.000000	2.00	8.50	View chart
Auddia (AUUD)	0.0	$16.000000	16.00	1.00	View chart
Bed Bath &beyond *w Exp 10/07/202 (BBBY.WS)	0.0	$13.000000	20.00	0.65	View chart
Amc Entmt Hldgs Cl A New (AMC)	0.0	$3.000000	2.00	1.50	View chart
Gamestop Corp *w Exp 10/30/202 (GME.WS)	0.0	$3.000000	1.00	3.00	View chart
SLB Com Stk (SLB)	0.0	$0	0	0.00	View chart
Canadian Natural Resources (CNQ)	0.0	$0	0	0.00	View chart
Jabil Circuit (JBL)	0.0	$0	0	0.00	View chart
Lithia Motors (LAD)	0.0	$0	0	0.00	View chart
Skyworks Solutions (SWKS)	0.0	$0	0	0.00	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$0	0	0.00	View chart
Nxp Semiconductors N V (NXPI)	0.0	$0	0	0.00	View chart
Adams Express Company (ADX)	0.0	$0	0	0.00	View chart
Spdr Series Trust State Street Spd (XES)	0.0	$0	0	0.00	View chart
Bluerock Pvt Real Estate (BPRE)	0.0	$0	0	0.00	View chart

Past Filings by Estate Planners Group

SEC 13F filings are viewable for Estate Planners Group going back to 2025

Estate Planners Group 2025 Q4 filed April 7, 2026

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