Plan Group Financial, LLC Purchases and Sells in Q2 2025

Plan Group Financial, LLC

$295 Million
Q2 2025

Top Buys

Incresed Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	7.65K + 612.58%	$498.8 - $620.9 $3.81M - $4.75M	8.89K $5.52M
QQQ	8.19K + 1422.57%	$416.06 - $551.64 $3.41M - $4.52M	8.77K $4.84M
LVHI	70.6K + 157.55%	$28.91 - $33.28 $2.04M - $2.35M	115K $3.76M
MGK	4.34K + 125.21%	$273.67 - $366.17 $1.19M - $1.59M	7.81K $2.86M
ICVT	15.9K + 117.06%	$78.98 - $90.1 $1.25M - $1.43M	29.4K $2.65M
AVGO	1.17K + 10.83%	$146.29 - $275.65 $171K - $322K	12K $3.3M

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPDW	50.8K New	$32.66 - $40.75 $1.66M - $2.07M	50.8K $2.06M
VYMI	25.2K New	$65.84 - $80.81 $1.66M - $2.04M	25.2K $2.02M
VWO	40.1K New	$39.89 - $49.46 $1.6M - $1.99M	40.1K $1.99M
AMLP	32.6K New	$45.07 - $52.57 $1.47M - $1.71M	32.6K $1.59M
XLE	10.9K New	$76.44 - $94.13 $833K - $1.03M	10.9K $923K
BIL	8.74K New	$91.43 - $91.74 $799K - $802K	8.74K $801K

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAI	-98.3K - 28.98%	$28.02 - $34.71 $2.75M - $3.41M	241K $8.33M
DFAE	-115K - 29.77%	$22.87 - $28.95 $2.64M - $3.34M	272K $7.87M
VOO	-6.96K - 17.74%	$456.74 - $568.03 $3.18M - $3.96M	32.3K $18.3M
RPG	-74.4K - 33.27%	$33.86 - $45.77 $2.52M - $3.4M	149K $6.83M
DFIP	-38.4K - 28.06%	$41.11 - $42.42 $1.58M - $1.63M	98.4K $4.11M
BND	-22K - 28.26%	$72.02 - $73.82 $1.58M - $1.62M	55.8K $4.11M

Activity Summary All Purchases 110 New Holdings 28 Increased Positions 82 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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