Estate Planners Group, LLC
Top Portfolio Positions
49 positions ·
$136,344,629 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOF |
Guggenheim Strategic Opportunities Fund
Financial Services
|
2,370,615 | $26,124,176 | 19.16% | |
| PDI |
PIMCO Dynamic Income Fund
Financial Services
|
1,308,910 | $22,395,450 | 16.43% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
27,037 | $15,605,215 | 11.45% | |
| ARCC |
Ares Capital Corp
Financial Services
|
679,446 | $12,243,616 | 8.98% | |
| SPY |
Spdr S&P 500 ETF Trust
|
14,978 | $9,740,792 | 7.14% | |
| IBIT |
iShares Bitcoin Trust ETF
|
145,728 | $5,598,869 | 4.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,955 | $5,405,647 | 3.96% | |
| NVDA |
Nvidia Corp
Technology
|
29,716 | $5,182,470 | 3.80% | |
| META |
Meta Platforms, Inc.
Communication Services
|
8,277 | $4,735,520 | 3.47% | |
| AAPL |
Apple Inc.
Technology
|
16,237 | $4,120,788 | 3.02% |
Portfolio Trend
Holdings in PDI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,395,450 | 1,308,910 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $22,901,084 | 1,293,116 | Shares | Sole | 2026-04-07 | |
| No 13F history on record for this holder in this stock. | ||||||