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
ORCC
Owl Rock Capital Corp

Financial Services
15K
New
N/A
15K $200K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.25K
+ 12.33%
$81.83 - $82.73 $184K - $186K
20.5K $1.7M
DLR
Digital Realty Trust, Inc.

Real Estate
2.8K
+ 46.35%
$142.1 - $183.56 $398K - $515K
8.85K $1.27M
OGE
Oge Energy Corp.

Utilities
3.66K
+ 66.1%
$39.76 - $46.32 $146K - $170K
9.2K $422K
HUM
Humana Inc

Healthcare
677
+ 66.5%
$249.11 - $303.11 $169K - $205K
1.7K $448K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.89K
+ 48.73%
$62.72 - $71.92 $181K - $208K
8.82K $555K
EIX
Edison International

Utilities
4.19K
+ 96.61%
$50.06 - $80.01 $210K - $335K
8.52K $501K
F
Ford Motor CO

Consumer Cyclical
15.4K
New
$9.12 - $10.43 $140K - $160K
15.4K $154K
AVGO
Broadcom Inc.

Technology
3.66K
+ 51.18%
$167.43 - $244.7 $612K - $894K
10.8K $1.81M
GM
General Motors CO

Consumer Cyclical
4.29K
+ 52.36%
$45.22 - $54.92 $194K - $236K
12.5K $587K
OKE
Oneok Inc

Energy
1.48K
+ 29.47%
$89.57 - $109.85 $133K - $163K
6.5K $645K
EMR
Emerson Electric CO

Industrials
1.65K
+ 54.17%
$108.64 - $131.17 $179K - $217K
4.7K $515K
CHN
China Fund Inc

Financial Services
10.7K
New
$10.96 - $14.01 $117K - $150K
10.7K $137K
CVS
Cvs Health Corp

Healthcare
221
+ 4.21%
$44.22 - $68.64 $9.77K - $15.2K
5.47K $370K
LYV
Live Nation Entertainment, Inc.

Communication Services
953
+ 58.86%
$115.79 - $154.66 $110K - $147K
2.57K $335K
APO
Apollo Global Management, Inc.

Financial Services
1.46K
+ 53.14%
$126.01 - $172.06 $184K - $251K
4.2K $575K
LMT
Lockheed Martin Corp

Industrials
300
+ 61.22%
$423.19 - $506.29 $127K - $152K
790 $352K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.39K
+ 15.93%
$27.01 - $28.54 $91.5K - $96.7K
24.7K $689K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
3.77K
+ 61.96%
$43.82 - $58.86 $165K - $222K
9.84K $448K
SHEL
Shell PLC

Energy
580
+ 14.87%
$62.84 - $73.29 $36.4K - $42.5K
4.48K $328K
VO
Vanguard Mid Cap ETF

ETFs
301
+ 9.52%
$251.87 - $277.95 $75.8K - $83.7K
3.46K $895K
ALK
Alaska Air Group, Inc.

Industrials
3.51K
+ 43.19%
$49.22 - $76.6 $173K - $269K
11.7K $573K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
254
+ 6.42%
$95.85 - $99.25 $24.3K - $25.2K
4.21K $416K
CRWD
Crowd Strike Holdings, Inc.

Technology
60
+ 7.63%
$308.86 - $455.36 $18.5K - $27.3K
846 $298K
MAIN
Main Street Capital Corp

Financial Services
508
+ 11.98%
$54.71 - $63.1 $27.8K - $32.1K
4.75K $268K
SEAT
Vivid Seats Inc.

Communication Services
23.7K
+ 67.14%
$2.68 - $4.85 $63.6K - $115K
59.1K $174K
VTI
Vanguard Total Stock Market Et

ETFs
1.08K
+ 5.61%
$271.18 - $303.12 $292K - $326K
20.2K $5.56M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
133
+ 3.15%
$50.39 - $50.66 $6.7K - $6.74K
4.35K $220K
Pacer Fds Tr
91.4K
New
N/A
91.4K $0
Amplify ETF Tr
3.21K
New
N/A
3.21K $0
Annaly Capital Management In
26.1K
+ 61.5%
N/A
68.5K $0
PDBA
Inv.Act.Mangd Exch Trd Comm.Fd
31.3K
New
N/A
31.3K $0
Oaktree Specialty Lending CO
31.1K
+ 71.23%
N/A
74.6K $0
J P Morgan Exchange Traded F
1
+ 0.01%
N/A
13.4K $0
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13
+ 0.3%
$64.88 - $72.1 $843 - $937
4.32K $283K
TGT
Target Corp

Consumer Defensive
528
+ 23.17%
$103.65 - $142.5 $54.7K - $75.2K
2.81K $292K
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
Track This Portfolio

Track Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email