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
QCOM
Qualcomm Inc

Technology
1.63K
New
$124.66 - $159.48 $203K - $259K
1.63K $259K
D
Dominion Energy, Inc

Utilities
4.06K
+ 16.27%
$49.66 - $58.0 $202K - $236K
29K $1.64M
AMD
Advanced Micro Devices Inc

Technology
1.67K
New
$78.21 - $143.81 $130K - $240K
1.67K $236K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
16.5K
New
$13.63 - $14.4 $225K - $238K
16.5K $232K
T
At&T Inc.

Communication Services
6.38K
+ 8.79%
$26.33 - $28.94 $168K - $185K
79K $2.29M
VICI
Vici Properties Inc.

Real Estate
7.12K
+ 15.66%
$29.41 - $32.97 $210K - $235K
52.6K $1.72M
EOG
Eog Resources Inc

Energy
2.17K
+ 56.99%
$104.61 - $129.97 $227K - $282K
5.97K $713K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.73K
New
$22.27 - $29.21 $172K - $226K
7.73K $225K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.01K
New
$82.96 - $110.1 $167K - $221K
2.01K $220K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
17.8K
New
$11.35 - $12.45 $203K - $222K
17.8K $212K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
20.4K
New
$9.75 - $10.96 $199K - $224K
20.4K $211K
SO
Southern CO

Utilities
2.32K
+ 11.74%
$84.91 - $92.56 $197K - $214K
22K $2.02M
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.03%
$81.79 - $99.98 $573 - $700
20.8K $2.04M
VXF
Vanguard Extended Market ETF

ETFs
1.08K
New
$150.43 - $192.71 $163K - $208K
1.08K $208K
PFE
Pfizer Inc

Healthcare
10.8K
+ 19.82%
$21.59 - $24.84 $232K - $267K
65K $1.58M
GM
General Motors CO

Consumer Cyclical
3.15K
+ 25.22%
$42.48 - $50.46 $134K - $159K
15.6K $769K
BSX
Boston Scientific Corp

Healthcare
1.23K
+ 16.51%
$89.7 - $107.41 $111K - $133K
8.71K $935K
OHI
Omega Healthcare Investors Inc

Real Estate
6.26K
+ 16.36%
$35.55 - $39.05 $223K - $245K
44.6K $1.63M
DUK
Duke Energy Corp

Utilities
1.9K
+ 14.42%
$112.46 - $124.05 $214K - $236K
15.1K $1.78M
MO
Altria Group, Inc.

Consumer Defensive
3.59K
+ 11.25%
$55.56 - $60.91 $200K - $219K
35.5K $2.08M
SGOL
Abrdn Gold ETF Trust

ETFs
2K
+ 3.46%
$28.39 - $32.75 $56.8K - $65.5K
59.8K $1.89M
APO
Apollo Global Management, Inc.

Financial Services
999
+ 23.79%
$108.68 - $145.07 $109K - $145K
5.2K $737K
ALK
Alaska Air Group, Inc.

Industrials
3.2K
+ 27.48%
$41.01 - $54.88 $131K - $176K
14.9K $734K
ASML
Asml Holding Nv

Technology
125
+ 31.25%
$595.37 - $815.24 $74.4K - $102K
525 $420K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
13.4K
New
$10.78 - $11.57 $145K - $155K
13.4K $151K
MRK
Merck & Co., Inc.

Healthcare
2.87K
+ 39.53%
$73.47 - $87.12 $211K - $250K
10.1K $801K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
3.48K
+ 35.35%
$34.1 - $47.63 $119K - $166K
13.3K $597K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.67K
+ 8.15%
$82.21 - $83.12 $137K - $139K
22.2K $1.84M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
11.9K
New
$11.45 - $12.35 $136K - $147K
11.9K $139K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
12.3K
New
$10.29 - $11.24 $126K - $138K
12.3K $134K
AEP
American Electric Power CO Inc

Utilities
2.06K
+ 13.13%
$98.59 - $109.11 $203K - $225K
17.8K $1.84M
LYV
Live Nation Entertainment, Inc.

Communication Services
483
+ 18.78%
$118.81 - $151.28 $57.4K - $73.1K
3.06K $462K
VZ
Verizon Communications Inc

Communication Services
4.9K
+ 12.05%
$41.67 - $45.62 $204K - $224K
45.6K $1.97M
HUM
Humana Inc

Healthcare
644
+ 37.99%
$224.93 - $295.04 $145K - $190K
2.34K $571K
PPL
Ppl Corp

Utilities
6.38K
+ 14.69%
$33.45 - $36.5 $213K - $233K
49.8K $1.69M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
13K
New
$8.43 - $8.77 $109K - $114K
13K $112K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.79K
+ 34.86%
$51.14 - $57.0 $91.6K - $102K
6.93K $394K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
5.15K
+ 28.78%
$22.73 - $29.21 $117K - $151K
23.1K $619K
BA
Boeing CO

Industrials
161
+ 10.92%
$136.59 - $217.51 $22K - $35K
1.64K $342K
EIX
Edison International

Utilities
2.93K
+ 34.38%
$48.32 - $59.92 $142K - $176K
11.4K $590K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.14%
$228.54 - $279.83 $1.14K - $1.4K
3.47K $970K
ORCC
Owl Rock Capital Corp

Financial Services
5K
+ 33.33%
N/A
20K $267K
LMT
Lockheed Martin Corp

Industrials
108
+ 13.67%
$430.82 - $486.45 $46.5K - $52.5K
898 $415K
AMGN
Amgen Inc

Healthcare
214
+ 15.89%
$262.28 - $309.85 $56.1K - $66.3K
1.56K $435K
AOK
Ishares Tr Core Conservative A

ETFs
41
+ 0.4%
$36.09 - $39.07 $1.48K - $1.6K
10.3K $402K
MLPX
Global X Mlp & Energy Infrastr

ETFs
400
+ 4.08%
$55.32 - $65.02 $22.1K - $26K
10.2K $639K
MAIN
Main Street Capital Corp

Financial Services
10
+ 0.21%
$49.15 - $59.32 $492 - $593
4.76K $281K
TIP
Ishares Tr Tips Bd ETF

ETFs
127
+ 6.45%
$107.93 - $110.97 $13.7K - $14.1K
2.1K $230K
WSM
Williams Sonoma Inc

Consumer Cyclical
23
+ 1.64%
$137.62 - $174.44 $3.17K - $4.01K
1.42K $232K
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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