Plan Group Financial, LLC Purchases in Q1 2025

Plan Group Financial, LLC

  • $272 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
7.6K
+ 11.58%
$78.51 - $80.11 $597K - $609K
73.2K $5.78M
IBM
International Business Machines Corp

Technology
1.93K
+ 41.83%
$217.4 - $264.74 $420K - $511K
6.55K $1.63M
WMT
Walmart Inc.

Consumer Defensive
7.34K
+ 54.37%
$84.5 - $105.05 $620K - $771K
20.8K $1.83M
PPL
Ppl Corp

Utilities
13.5K
+ 45.02%
$31.68 - $36.11 $427K - $487K
43.4K $1.57M
EPD
Enterprise Products Partners L.P.

Energy
14.5K
+ 39.7%
$31.75 - $34.14 $460K - $495K
51K $1.74M
AMZN
Amazon Com Inc

Consumer Cyclical
3.29K
+ 242.02%
$190.26 - $242.06 $626K - $796K
4.65K $884K
MPLX
Mplx LP

Energy
10.2K
New
$47.88 - $54.65 $490K - $560K
10.2K $548K
D
Dominion Energy, Inc

Utilities
8.91K
+ 55.52%
$52.85 - $57.43 $471K - $512K
25K $1.4M
VICI
Vici Properties Inc.

Real Estate
12.9K
+ 39.53%
$28.21 - $32.68 $364K - $421K
45.5K $1.48M
PSX
Phillips 66

Energy
4.02K
New
$113.93 - $131.55 $458K - $529K
4.02K $496K
KRP
Kimbell Royalty Partners, LP

Energy
34.5K
New
$13.35 - $16.45 $461K - $568K
34.5K $483K
OHI
Omega Healthcare Investors Inc

Real Estate
12.3K
+ 47.3%
$35.7 - $38.33 $439K - $471K
38.3K $1.46M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.6K
New
$42.18 - $45.16 $447K - $479K
10.6K $469K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
19.4K
+ 98.98%
$20.96 - $23.51 $406K - $455K
38.9K $871K
RPV
Invesco Exchange Traded Fd Tr

ETFs
4.36K
+ 35.36%
$89.33 - $95.17 $390K - $415K
16.7K $1.54M
PFE
Pfizer Inc

Healthcare
18.5K
+ 51.68%
$25.01 - $27.13 $463K - $502K
54.3K $1.38M
VUG
Vanguard Growth ETF

ETFs
1.19K
+ 232.75%
$369.1 - $427.61 $441K - $511K
1.71K $632K
AMGN
Amgen Inc

Healthcare
1.35K
New
$258.59 - $327.36 $348K - $441K
1.35K $419K
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.73K
New
$69.82 - $78.67 $400K - $451K
5.73K $403K
FDUS
Fidus Investment Corp

Financial Services
20K
+ 125.76%
$20.39 - $23.37 $407K - $467K
35.8K $730K
MRK
Merck & Co., Inc.

Healthcare
4.47K
+ 160.69%
$83.01 - $101.02 $371K - $452K
7.26K $651K
XLK
Technology Sector Spdr

ETFs
1.95K
+ 143.07%
$206.38 - $242.18 $402K - $472K
3.31K $684K
BSX
Boston Scientific Corp

Healthcare
3.1K
+ 70.7%
$89.38 - $106.18 $277K - $329K
7.48K $754K
CMA
Comerica Inc

Financial Services
6.76K
+ 45.27%
$56.11 - $68.38 $379K - $462K
21.7K $1.28M
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.81K
+ 17.76%
$25.54 - $27.64 $251K - $271K
65.1K $1.77M
FLNG
Flex Lng Ltd.

Energy
13K
New
$21.46 - $26.35 $279K - $343K
13K $298K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.14K
New
$56.17 - $59.71 $289K - $307K
5.14K $293K
PAYC
Paycom Software, Inc.

Technology
1.32K
New
$199.42 - $225.82 $264K - $299K
1.32K $288K
LLY
Eli Lilly & CO

Healthcare
331
New
$725.72 - $929.72 $240K - $308K
331 $273K
ABBV
Abb Vie Inc.

Healthcare
1.31K
New
$169.2 - $216.66 $221K - $283K
1.31K $273K
QQQ
Invesco Qqq Trust, Series 1

ETFs
576
New
$468.34 - $539.52 $270K - $311K
576 $270K
ASML
Asml Holding Nv

Technology
400
New
$662.63 - $776.99 $265K - $311K
400 $265K
NVDA
Nvidia Corp

Technology
2.94K
+ 133.58%
$106.98 - $149.43 $315K - $439K
5.14K $557K
IVV
Ishares Core S&P 500 ETF

ETFs
495
+ 65.74%
$554.06 - $615.85 $274K - $305K
1.25K $701K
BA
Boeing CO

Industrials
1.47K
New
$148.15 - $186.25 $218K - $275K
1.47K $251K
BAC
Bank Of America Corp

Financial Services
5.74K
New
$39.61 - $47.74 $227K - $274K
5.74K $239K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
7.19K
+ 66.99%
$26.47 - $29.92 $190K - $215K
17.9K $523K
VST
Vistra Corp.

Utilities
1.99K
New
$108.49 - $191.89 $216K - $382K
1.99K $233K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.78K
+ 83.73%
$165.25 - $224.62 $294K - $400K
3.91K $648K
AMAT
Applied Materials Inc

Technology
1.83K
+ 76.35%
$145.06 - $195.51 $266K - $359K
4.24K $614K
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
4.3K
New
$48.89 - $54.85 $210K - $236K
4.3K $223K
FTLS
First Tr Long/Short Equity ETF

ETFs
3.47K
New
$63.42 - $68.17 $220K - $237K
3.47K $222K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.4K
New
$158.1 - $217.71 $221K - $305K
1.4K $221K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.72K
New
$126.11 - $135.06 $217K - $232K
1.72K $221K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.97K
New
$106.22 - $111.09 $209K - $219K
1.97K $218K
TSLA
Tesla, Inc.

Consumer Cyclical
841
New
$222.15 - $428.22 $187K - $360K
841 $217K
IEFA
Ishares Tr

ETFs
2.83K
New
$69.57 - $78.65 $197K - $222K
2.83K $213K
PRU
Prudential Financial Inc

Financial Services
1.89K
New
$105.04 - $122.33 $199K - $232K
1.89K $211K
DVN
Devon Energy Corp

Energy
5.61K
New
$33.15 - $38.55 $186K - $216K
5.61K $209K
Activity Summary
Buys All Purchases 137 New Holdings 46 Increased Positions 91 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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