Plan Group Financial, LLC Purchases in Q2 2025

Plan Group Financial, LLC

  • $295 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
7.65K
+ 612.58%
$498.8 - $620.9 $3.81M - $4.75M
8.89K $5.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.19K
+ 1422.57%
$416.06 - $551.64 $3.41M - $4.52M
8.77K $4.84M
LVHI
Franklin International Low Vol

ETFs
70.6K
+ 157.55%
$28.91 - $33.28 $2.04M - $2.35M
115K $3.76M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
50.8K
New
$32.66 - $40.75 $1.66M - $2.07M
50.8K $2.06M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
25.2K
New
$65.84 - $80.81 $1.66M - $2.04M
25.2K $2.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
40.1K
New
$39.89 - $49.46 $1.6M - $1.99M
40.1K $1.99M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.34K
+ 125.21%
$273.67 - $366.17 $1.19M - $1.59M
7.81K $2.86M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
32.6K
New
$45.07 - $52.57 $1.47M - $1.71M
32.6K $1.59M
ICVT
Ishares Tr Convertible Bond Et

ETFs
15.9K
+ 117.06%
$78.98 - $90.1 $1.25M - $1.43M
29.4K $2.65M
AVGO
Broadcom Inc.

Technology
1.17K
+ 10.83%
$146.29 - $275.65 $171K - $322K
12K $3.3M
SRLN
Ssga Active Trust

ETFs
34.1K
+ 123.39%
$39.47 - $41.59 $1.35M - $1.42M
61.7K $2.57M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
72.7K
+ 107.25%
$18.11 - $18.97 $1.32M - $1.38M
140K $2.65M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
21.6K
+ 123.0%
N/A
39.2K $2.45M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
29.8K
+ 40.3%
$32.61 - $38.62 $971K - $1.15M
104K $3.95M
NVDA
Nvidia Corp

Technology
5.95K
+ 115.81%
$94.31 - $157.99 $562K - $941K
11.1K $1.75M
VUG
Vanguard Growth ETF

ETFs
2.36K
+ 138.43%
$329.49 - $438.4 $779K - $1.04M
4.07K $1.78M
XLE
Energy Sector Spdr

ETFs
10.9K
New
$76.44 - $94.13 $833K - $1.03M
10.9K $923K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.74K
New
$91.43 - $91.74 $799K - $802K
8.74K $801K
PM
Philip Morris International Inc.

Consumer Defensive
1.84K
+ 10.0%
$149.23 - $184.95 $275K - $341K
20.3K $3.69M
VTI
Vanguard Total Stock Market Et

ETFs
377
+ 1.86%
$243.75 - $303.93 $91.9K - $115K
20.6K $6.27M
BOKF
Bok Financial Corp

Financial Services
7.18K
New
$87.86 - $103.42 $631K - $742K
7.18K $700K
AMZN
Amazon Com Inc

Consumer Cyclical
2.53K
+ 54.39%
$167.32 - $223.3 $423K - $565K
7.18K $1.57M
TSLA
Tesla, Inc.

Consumer Cyclical
1.85K
+ 219.38%
$221.86 - $362.89 $409K - $670K
2.69K $853K
IBM
International Business Machines Corp

Technology
850
+ 12.98%
$221.03 - $294.78 $188K - $251K
7.4K $2.18M
MSFT
Microsoft Corp

Technology
33
+ 0.78%
$354.56 - $497.45 $11.7K - $16.4K
4.28K $2.13M
DLR
Digital Realty Trust, Inc.

Real Estate
1.41K
+ 15.97%
$136.11 - $177.69 $192K - $251K
10.3K $1.79M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
11.5K
+ 54.48%
$45.9 - $48.26 $530K - $557K
32.7K $1.53M
ITA
Ishares Tr

ETFs
2.7K
New
$135.31 - $188.64 $366K - $510K
2.7K $509K
VIG
Vanguard Dividend Appreciation

ETFs
2.65K
+ 15.99%
N/A
19.2K $3.5M
GOOGL
Alphabet Inc.

Communication Services
2.62K
New
$144.7 - $178.6 $380K - $469K
2.62K $462K
OUNZ
Van Eck Merk Gold Trust

ETFs
9.75K
+ 11.68%
$28.68 - $33.09 $280K - $323K
93.3K $2.97M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
874
+ 22.38%
$141.37 - $228.57 $124K - $200K
4.78K $1.08M
MSTR
Microstrategy Inc

Technology
1.03K
New
$237.95 - $421.61 $245K - $434K
1.03K $415K
OKE
Oneok Inc

Energy
6.46K
+ 99.4%
$78.71 - $100.37 $509K - $649K
13K $1.06M
META
Meta Platforms, Inc.

Communication Services
558
New
$484.66 - $738.09 $270K - $412K
558 $411K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
33.4K
New
$11.34 - $12.35 $379K - $412K
33.4K $397K
JPM
Jpmorgan Chase & CO

Financial Services
470
+ 9.58%
$210.28 - $289.91 $98.8K - $136K
5.38K $1.56M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
12.5K
+ 32.13%
$19.16 - $23.81 $240K - $298K
51.4K $1.22M
AMAT
Applied Materials Inc

Technology
944
+ 22.29%
$126.95 - $183.52 $120K - $173K
5.18K $948K
AAPL
Apple Inc.

Technology
2.75K
+ 19.85%
$172.42 - $223.89 $473K - $615K
16.6K $3.4M
IAU
Ishares Gold Trust

ETFs
2.19K
+ 4.14%
$56.1 - $64.74 $123K - $142K
55.1K $3.44M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.32K
New
$45.88 - $54.4 $244K - $290K
5.32K $289K
VGT
Vanguard Information Technolog

ETFs
436
New
$470.37 - $663.28 $205K - $289K
436 $289K
UNH
Unitedhealth Group Inc

Healthcare
895
New
$274.35 - $599.47 $246K - $537K
895 $279K
EMR
Emerson Electric CO

Industrials
1.25K
+ 26.62%
$94.15 - $133.33 $118K - $167K
5.95K $793K
FDUS
Fidus Investment Corp

Financial Services
13.9K
+ 38.85%
$17.32 - $20.65 $241K - $288K
49.8K $1.01M
PAA
Plains All American Pipeline LP

Energy
15K
New
$16.03 - $20.28 $240K - $304K
15K $274K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.08K
+ 23.58%
$57.46 - $75.58 $119K - $157K
10.9K $823K
CMA
Comerica Inc

Financial Services
4.2K
+ 19.36%
$50.42 - $59.65 $212K - $250K
25.9K $1.54M
Activity Summary
Buys All Purchases 110 New Holdings 28 Increased Positions 82 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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