Plan Group Financial, LLC Incresed Positions in Q1 2025

Plan Group Financial, LLC

  • $272 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.09K
+ 30.15%
$507.05 - $563.67 $4.61M - $5.13M
39.2K $20.2M
XOM
Exxon Mobil Corp

Energy
29.6K
+ 231.85%
$105.44 - $118.93 $3.12M - $3.52M
42.3K $5.04M
ACWI
Ishares Msci Acwi ETF

ETFs
31.9K
+ 40.48%
$115.16 - $124.13 $3.68M - $3.96M
111K $12.9M
GLD
Spdr Gold Trust

ETFs
10.4K
+ 178.84%
$243.19 - $288.14 $2.52M - $2.99M
16.2K $4.66M
IWR
Ishares Russell Mid Cap ETF

ETFs
34.1K
+ 36.81%
$82.81 - $92.93 $2.82M - $3.17M
127K $10.8M
DFAI
Dimensional ETF Tr

ETFs
60.6K
+ 21.76%
$28.88 - $32.4 $1.75M - $1.96M
339K $10.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
27.8K
+ 40.14%
$102.49 - $119.96 $2.85M - $3.33M
97.1K $10.1M
REZ
Ishares Tr Residential And Mul

ETFs
20.5K
+ 41.31%
$78.21 - $88.48 $1.6M - $1.81M
70.2K $6.06M
DFAE
Dimensional ETF Tr

ETFs
72.3K
+ 22.96%
$24.64 - $26.86 $1.78M - $1.94M
387K $10M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
139K
+ 76.79%
$13.05 - $13.97 $1.82M - $1.95M
321K $4.37M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
40.2K
+ 21.31%
$53.6 - $58.97 $2.15M - $2.37M
229K $12.5M
CVX
Chevron Corp

Energy
8.94K
+ 96.38%
$146.71 - $167.97 $1.31M - $1.5M
18.2K $3.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.54K
+ 334.7%
$442.66 - $534.52 $1.12M - $1.36M
3.3K $1.75M
PM
Philip Morris International Inc.

Consumer Defensive
5.72K
+ 44.99%
$117.15 - $158.79 $670K - $907K
18.4K $2.92M
AAPL
Apple Inc.

Technology
6.35K
+ 84.99%
$209.68 - $247.1 $1.33M - $1.57M
13.8K $3.07M
MSFT
Microsoft Corp

Technology
3.03K
+ 249.71%
$375.39 - $447.2 $1.14M - $1.35M
4.24K $1.59M
VIG
Vanguard Dividend Appreciation

ETFs
5.84K
+ 54.4%
N/A
16.6K $3.02M
ARCC
Ares Capital Corp

Financial Services
46.4K
+ 88.67%
$21.28 - $23.81 $987K - $1.1M
98.6K $2.19M
RPG
Invesco Exchange Traded Fd Tr

ETFs
40.2K
+ 21.92%
$37.33 - $45.03 $1.5M - $1.81M
224K $8.55M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
51.6K
+ 317.78%
$19.04 - $20.15 $982K - $1.04M
67.8K $1.29M
ICVT
Ishares Tr Convertible Bond Et

ETFs
11.1K
+ 452.32%
$83.18 - $89.27 $924K - $992K
13.6K $1.13M
IAU
Ishares Gold Trust

ETFs
8.39K
+ 18.84%
$49.74 - $58.96 $418K - $495K
53K $3.12M
HON
Honeywell International Inc

Industrials
4.13K
+ 106.26%
$202.75 - $226.52 $837K - $935K
8.01K $1.7M
T
At&T Inc.

Communication Services
17.9K
+ 32.75%
$21.56 - $28.28 $386K - $506K
72.6K $2.05M
DFIP
Dimensional ETF Tr Inflation P

ETFs
13.9K
+ 11.33%
$40.27 - $42.11 $560K - $586K
137K $5.76M
VZ
Verizon Communications Inc

Communication Services
13.7K
+ 50.8%
$37.81 - $46.49 $518K - $637K
40.7K $1.85M
JPM
Jpmorgan Chase & CO

Financial Services
2.96K
+ 152.03%
$225.19 - $279.95 $667K - $829K
4.91K $1.2M
AEP
American Electric Power CO Inc

Utilities
4.67K
+ 42.31%
$90.32 - $109.27 $421K - $510K
15.7K $1.71M
EMB
Ishares Tr

ETFs
6.69K
+ 11.59%
$88.64 - $92.03 $593K - $615K
64.4K $5.83M
MO
Altria Group, Inc.

Consumer Defensive
8.5K
+ 36.28%
$50.81 - $60.02 $432K - $510K
31.9K $1.92M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.84K
+ 11.21%
$71.17 - $73.66 $558K - $577K
77.8K $5.71M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.33K
+ 11.51%
$105.1 - $109.61 $560K - $584K
51.6K $5.61M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
13.4K
+ 10.95%
$40.79 - $42.32 $545K - $566K
135K $5.7M
SO
Southern CO

Utilities
5.35K
+ 37.23%
$80.96 - $92.96 $433K - $498K
19.7K $1.81M
DUK
Duke Energy Corp

Utilities
4.06K
+ 44.63%
$105.87 - $121.97 $430K - $496K
13.2K $1.61M
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
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
OHI
Omega Healthcare Investors Inc

Real Estate
12.3K
+ 47.3%
$35.7 - $38.33 $439K - $471K
38.3K $1.46M
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
FDUS
Fidus Investment Corp

Financial Services
20K
+ 125.76%
$20.39 - $23.37 $407K - $467K
35.8K $730K
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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