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The Analysis of Estate Planners Group, LLC's Holdings & P&L

Currently, Estate Planners Group, LLC holds 73 types of securities in its portfolio with a total value $208.1M. In the most recent quarter, they have increased their positions in GOF (+77.8K shares, valued at $857.8K), N/A (+1.1K shares, valued at $607.2K), VT (+3.8K shares, valued at $531.8K); decreased their positions in SPMO (-2.1K shares, valued at $237.9K), SPY (-211 shares, valued at $137.2K), PDO (-8.7K shares, valued at $112.1K); initiated new positions in VT (+3.8K shares, valued at $531.8K), EXPE (+1.3K shares, valued at $301.9K), CAH (+1.4K shares, valued at $296.7K).

1M P&L

-759.8K-0.51%

3M P&L

+4.7M+3.22%

HY P&L

+481.7K+0.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A142.9M

75.3%

2Asset Management12.8M

6.8%

3Internet Retail6.1M

3.2%

Top Industries by Stock Count

1N/A38 stocks

56.7%

2Semiconductors3 stocks

4.5%

3Drug Manufacturers - General3 stocks

4.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOF GUGGENHEIM STRATEGIC OPPORTU2.4M shares3.39%2026-03-312026-05-11

PDI PIMCO DYNAMIC INCOME FD1.3M shares1.22%2026-03-312026-05-11

CLOZ SERIES PORTFOLIOS TR756.2K shares1.50%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR27.0K shares4.05%2026-03-312026-05-11

ARCC ARES CAPITAL CORP679.4K shares0.09%2026-03-312026-05-11

XLG INVESCO EXCHANGE TRADED FD T204.4K shares1.64%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T15.0K shares-1.39%2026-03-312026-05-11

QQQI NEOS ETF TRUST140.9K shares3.29%2026-03-312026-05-11

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QTUM ETF SER SOLUTIONS58.1K shares2.78%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF145.7K shares6.39%2026-03-312026-05-11

AMZN AMAZON COM INC26.0K shares4.15%2026-03-312026-05-11

NVDA NVIDIA CORPORATION29.7K shares3.67%2026-03-312026-05-11

MAGS LISTED FDS TR83.7K shares4.62%2026-03-312026-05-11

META META PLATFORMS INC8.3K shares4.20%2026-03-312026-05-11

BTCI NEOS ETF TRUST135.5K shares7.01%2026-03-312026-05-11

AAPL APPLE INC16.2K shares-1.10%2026-03-312026-05-11

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SPMO INVESCO EXCH TRADED FD TR II36.4K shares-5.51%2026-03-312026-05-11

SMH VANECK ETF TRUST9.9K shares4.55%2026-03-312026-05-11

AIQ GLOBAL X FDS79.0K shares3.01%2026-03-312026-05-11

MSFT MICROSOFT CORP9.9K shares4.51%2026-03-312026-05-11

JNJ JOHNSON &JOHNSON13.0K shares0.02%2026-03-312026-05-11

PDO PIMCO DYNAMIC INCOME OPRNTS151.2K shares-5.42%2026-03-312026-05-11

MYI BLACKROCK MUNIYIELD QUALITY99.4K shares-0.34%2026-03-312026-05-11

GLD SPDR GOLD TR2.2K shares2.53%2026-03-312026-05-11

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ALPHABET INC ALPHABET INC3.2K shares117.05%2026-03-312026-05-11

BROADCOM INC BROADCOM INC2.9K shares14.18%2026-03-312026-05-11

MUA BLACKROCK MUNIASSETS FD INC79.8K shares0.59%2026-03-312026-05-11

NFLX NETFLIX INC.8.3K shares15.23%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR5.8K shares13.80%2026-03-312026-05-11

RFM RIVERNORTH FLEXIBLE MUN INCO54.6K shares-2.90%2026-03-312026-05-11

BOTZ GLOBAL X FDS21.9K shares12.15%2026-03-312026-05-11

ORCL ORACLE CORP4.8K shares0.27%2026-03-312026-05-11

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BABA ALIBABA GROUP HLDG LTD4.6K shares38.90%2026-03-312026-05-11

BIZD VANECK ETF TRUST52.8K shares-6.75%2026-03-312026-05-11

VTI VANGUARD INDEX FDS1.9K shares-2.87%2026-03-312026-05-11

ARKK ARK ETF TR8.9K shares1.13%2026-03-312026-05-11

ETHA ISHARES ETHEREUM TR37.4K shares16.97%2026-03-312026-05-11

RMM RIVERNORTH MANAGED DUR MUN I42.1K shares-3.97%2026-03-312026-05-11

FBTC FIDELITY WISE ORIGIN BITCOIN9.5K shares12.21%2026-03-312026-05-11

VT VANGUARD INTL EQUITY INDEX F3.8K sharesnew addition2026-03-312026-05-11

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UBER UBER TECHNOLOGIES INC7.1K shares3.79%2026-03-312026-05-11

IVES WEDBUSH SER TR17.8K shares11.94%2026-03-312026-05-11

GRNY TIDAL TRUST I20.8K shares12.35%2026-03-312026-05-11

CLOX SERIES PORTFOLIOS TR19.2K shares321.65%2026-03-312026-05-11

XOM EXXON MOBIL CORP2.6K shares-1.03%2026-03-312026-05-11

CAT CATERPILLAR INC565 shares-0.53%2026-03-312026-05-11

SFM SPROUTS FMRS MKT INC5.1K shares505.82%2026-03-312026-05-11

QCOM QUALCOMM INC2.9K shares1672.89%2026-03-312026-05-11

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BMY BRISTOL-MYERS SQUIBB CO6.2K shares1.08%2026-03-312026-05-11

GLDM WORLD GOLD TR3.6K shares10.89%2026-03-312026-05-11

BUXX EA SERIES TRUST16.4K shares-0.76%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS549 shares0.00%2026-03-312026-05-11

UTG REAVES UTIL INCOME FD8.3K shares41.40%2026-03-312026-05-11

PFE PFIZER INC11.5K shares1.48%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL664 shares-10.51%2026-03-312026-05-11

EXPE EXPEDIA GROUP INC1.3K sharesnew addition2026-03-312026-05-11

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CAH CARDINAL HEALTH INC1.4K sharesnew addition2026-03-312026-05-11

CRCL CIRCLE INTERNET GROUP INC3.0K shares8.14%2026-03-312026-05-11

CENCORA INC CENCORA INC906 shares2348.65%2026-03-312026-05-11

DLTR DOLLAR TREE INC2.4K sharesnew addition2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC1.3K shares11.16%2026-03-312026-05-11

PCN PIMCO CORPORATE &INCM STRG21.4K shares1.14%2026-03-312026-05-11

GBAB GUGGENHEIM TAXABLE MUNICP BO16.7K shares-4.25%2026-03-312026-05-11

SLV ISHARES SILVER TR3.5K shares71.08%2026-03-312026-05-11

Sponsored

MEDP MEDPACE HLDGS INC477 shares17.49%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC1.6K shares17.50%2026-03-312026-05-11

FOX FOX CORP4.2K shares0.31%2026-03-312026-05-11

MP MP MATERIALS CORP4.4K shares10.05%2026-03-312026-05-11

CBTJ CALAMOS ETF TR11.3K shares-27.19%2026-03-312026-05-11

COIN COINBASE GLOBAL INC1.2K shares16.00%2026-03-312026-05-11

SOLZ VOLATILITY SHS TR24.0K shares42.82%2026-03-312026-05-11

TSLA TESLA INC539 shares4.86%2026-03-312026-05-11

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ETHE GRAYSCALE ETHEREUM STAKING E10.3K shares0.81%2026-03-312026-05-11

GOF

GUGGENHEIM STRATEGIC OPPORTU

3.39%

Shares2.4M

Event2026-03-31

Filed2026-05-11

PDI

PIMCO DYNAMIC INCOME FD

1.22%

Shares1.3M

Event2026-03-31

Filed2026-05-11

CLOZ

SERIES PORTFOLIOS TR

1.50%

Shares756.2K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

4.05%

Shares27.0K

Event2026-03-31

Filed2026-05-11

ARCC

ARES CAPITAL CORP

0.09%

Shares679.4K

Event2026-03-31

Filed2026-05-11

XLG

INVESCO EXCHANGE TRADED FD T

1.64%

Shares204.4K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-1.39%

Shares15.0K

Event2026-03-31

Filed2026-05-11

QQQI

NEOS ETF TRUST

3.29%

Shares140.9K

Event2026-03-31

Filed2026-05-11

QTUM

ETF SER SOLUTIONS

2.78%

Shares58.1K

Event2026-03-31

Filed2026-05-11

IBIT

ISHARES BITCOIN TRUST ETF

6.39%

Shares145.7K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

4.15%

Shares26.0K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

3.67%

Shares29.7K

Event2026-03-31

Filed2026-05-11

MAGS

LISTED FDS TR

4.62%

Shares83.7K

Event2026-03-31

Filed2026-05-11