Game Plan Financial Advisors, LLC Reduced Holdings in Q2 2025

Game Plan Financial Advisors, LLC

  • $186 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-139K
- 52.91%
$22.27 - $29.21 $3.1M - $4.07M
124K $3.62M
AAPL
Apple Inc.

Technology
-6.08K
- 13.96%
$172.42 - $223.89 $1.05M - $1.36M
37.5K $7.69M
AVGO
Broadcom Inc.

Technology
-12.4K
- 69.31%
$146.29 - $275.65 $1.82M - $3.43M
5.51K $1.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-666
- 4.83%
$483.48 - $539.8 $322K - $360K
13.1K $6.37M
KRE
Spdr S&P Regional Banking ETF

ETFs
-14K
- 30.73%
$48.81 - $59.48 $685K - $835K
31.6K $1.88M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-24.3K
- 13.65%
$22.92 - $28.05 $557K - $682K
154K $4.31M
DGX
Quest Diagnostics Inc

Healthcare
-2.3K
- 24.13%
N/A
7.22K $990K
RPM
Rpm International Inc

Basic Materials
-150
- 0.38%
$96.97 - $117.58 $14.5K - $17.6K
38.9K $4.27M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-3K
- 97.85%
$48.22 - $60.41 $145K - $181K
66 $3K
BDX
Becton Dickinson & CO

Healthcare
-556
- 73.54%
$165.15 - $226.42 $91.8K - $126K
200 $34K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.73K
- 38.51%
$45.98 - $56.15 $79.7K - $97.3K
2.77K $155K
HBAN
Huntington Bancshares Inc

Financial Services
-4.48K
- 98.63%
$12.49 - $16.76 $55.9K - $75K
62 $1K
ENVX
Enovix Corp

Industrials
-10K
- 83.02%
$5.46 - $10.53 $54.6K - $105K
2.05K $21K
FYBR
Frontier Communications Parent, Inc.

Communication Services
-1.15K
- 8.52%
$35.51 - $36.83 $40.8K - $42.4K
12.4K $449K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.63K
- 18.92%
$40.94 - $52.1 $66.5K - $84.7K
6.97K $362K
XOM
Exxon Mobil Corp

Energy
-245
- 76.56%
$99.93 - $119.04 $24.5K - $29.2K
75 $8K
OSTK
Overstock.Com, Inc

Consumer Cyclical
-1K
- 50.0%
N/A
1K $25K
TTWO
Take Two Interactive Software Inc

Communication Services
-100
- 66.67%
$194.58 - $243.05 $19.5K - $24.3K
50 $12K
PFF
Ishares Trust Ishares Pfd And

ETFs
-600
- 54.55%
$29.0 - $30.68 $17.4K - $18.4K
500 $15K
HLIT
Harmonic Inc

Technology
-1.33K
- 3.98%
$8.25 - $9.73 $10.9K - $12.9K
32K $303K
XLF
Financial Sector Spdr

ETFs
-6.26K
- 5.13%
$43.92 - $52.37 $275K - $328K
116K $6.06M
PG
Procter & Gamble CO

Consumer Defensive
-75
- 27.78%
$157.66 - $172.39 $11.8K - $12.9K
195 $31K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-200
- 44.44%
$41.37 - $53.28 $8.27K - $10.7K
250 $11K
REAL
The Real Real, Inc.

Consumer Cyclical
-1.5K
- 27.27%
$4.79 - $7.29 $7.19K - $10.9K
4K $19K
OLO
Olo Inc.

Technology
-1.5K
- 88.24%
$5.84 - $9.7 $8.76K - $14.5K
200 $1K
XLU
Utilities Sector Spdr

ETFs
-125
- 17.08%
$73.09 - $82.77 $9.14K - $10.3K
607 $49K
CAT
Caterpillar Inc

Industrials
-20
- 50.0%
$273.94 - $388.21 $5.48K - $7.76K
20 $7K
XLE
Energy Sector Spdr

ETFs
-50
- 83.33%
$76.44 - $94.13 $3.82K - $4.71K
10 $0
SQ
Block, Inc.

Technology
-75
- 78.95%
N/A
20 $1K
TDOC
Teladoc Health, Inc.

Healthcare
-300
- 37.5%
$6.51 - $8.71 $1.95K - $2.61K
500 $4K
BFLY
Butterfly Network, Inc.

Healthcare
-800
- 28.57%
$1.96 - $2.63 $1.57K - $2.1K
2K $4K
Total Market Equity Index Pool
-33
- 1.85%
N/A
1.75K $0
Small Cap Equity Pool
-5
- 1.77%
N/A
277 $0
Proshares Ultrapro Shortqqq ETF
-1.85K
- 99.41%
N/A
11 $0
American Funds Fundamental Invs A
-580
- 87.09%
N/A
86 $0
Blacksky Technology Inc
-1.13K
- 43.77%
N/A
1.45K $0
Schwab Prime Advantage Money Investor
-2.8M
- 34.36%
N/A
5.35M $0
Large Cap Equity Managed Pool
-23
- 1.83%
N/A
1.23K $0
Vanguard Growth & Income Inv
-576
- 14.55%
N/A
3.38K $0
Ge Vernova Inc
-93
- 98.94%
N/A
1 $0
Intl Equity Managed Pool
-21
- 1.81%
N/A
1.14K $0
Flutter Entmt PLC F
-3.43K
- 82.53%
N/A
725 $0
GE
General Electric CO

Industrials
-115
- 19.9%
$166.81 - $257.39 $19.2K - $29.6K
463 $119K
SOFI
So Fi Technologies, Inc.

Financial Services
-2.25K
- 30.2%
$9.5 - $18.21 $21.4K - $41K
5.2K $94K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-1.08K
- 4.12%
$8.65 - $10.52 $9.3K - $11.3K
25K $263K
COST
Costco Wholesale Corp

Consumer Defensive
-240
- 4.2%
$908.13 - $1056.85 $218K - $254K
5.48K $5.42M
AXTI
Axt Inc

Technology
-1K
- 3.59%
$1.16 - $2.35 $1.16K - $2.35K
26.9K $56K
SKYY
First Trust Cloud Computing Et

ETFs
-50
- 2.36%
$89.46 - $121.64 $4.47K - $6.08K
2.07K $251K
QCOM
Qualcomm Inc

Technology
-125
- 1.01%
$124.66 - $159.48 $15.6K - $19.9K
12.3K $1.95M
Activity Summary
Buys All Purchases 101 New Holdings 49 Increased Positions 52 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 1 Puts 1
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