Plan Group Financial, LLC Incresed Positions in Q1 2024

Plan Group Financial, LLC

  • $152 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.82K
+ 26.65%
$429.43 - $481.35 $2.5M - $2.8M
27.7K $13.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
21.8K
+ 14.95%
$50.77 - $58.11 $1.1M - $1.26M
167K $9.72M
RPG
Invesco Exchange Traded Fd Tr

ETFs
28.1K
+ 21.94%
$30.98 - $36.93 $872K - $1.04M
156K $5.74M
IVE
Ishares S&P 500 Value ETF

ETFs
8.33K
+ 720.24%
$171.09 - $186.81 $1.42M - $1.56M
9.48K $1.77M
ACWI
Ishares Msci Acwi ETF

ETFs
8.49K
+ 13.07%
$99.79 - $110.15 $847K - $935K
73.4K $8.09M
IWR
Ishares Russell Mid Cap ETF

ETFs
11.3K
+ 15.96%
$75.37 - $84.09 $852K - $950K
82.1K $6.91M
DFAI
Dimensional ETF Tr

ETFs
30.6K
+ 14.03%
$27.74 - $30.27 $848K - $926K
249K $7.51M
VTI
Vanguard Total Stock Market Et

ETFs
2.65K
+ 14.33%
$232.77 - $260.14 $616K - $688K
21.1K $5.49M
DFAE
Dimensional ETF Tr

ETFs
37.5K
+ 15.37%
$22.74 - $24.88 $852K - $932K
281K $6.95M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.62K
+ 16.65%
$102.35 - $110.52 $882K - $952K
60.4K $6.67M
IAU
Ishares Gold Trust

ETFs
15.3K
+ 47.45%
$37.66 - $42.01 $577K - $644K
47.6K $2M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
11.8K
+ 17.64%
$45.67 - $49.16 $537K - $578K
78.4K $3.85M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.02K
+ 66.12%
$75.25 - $80.63 $529K - $566K
17.6K $1.42M
HYG
Ishares Tr

ETFs
7.04K
+ 14.31%
$76.57 - $77.9 $539K - $549K
56.2K $4.37M
EMB
Ishares Tr

ETFs
5.73K
+ 13.22%
$86.49 - $90.08 $496K - $516K
49.1K $4.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.05K
+ 15.57%
$71.76 - $73.66 $578K - $593K
59.8K $4.34M
DFIP
Dimensional ETF Tr Inflation P

ETFs
12.8K
+ 14.0%
$40.58 - $41.54 $518K - $530K
104K $4.28M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
13.3K
+ 15.02%
$41.54 - $42.6 $554K - $568K
102K $4.29M
SPTL
Spdr Portfolio Long Term Treas

ETFs
18.2K
+ 62.32%
$27.25 - $28.98 $496K - $527K
47.4K $1.32M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.74K
+ 13.75%
$106.98 - $110.63 $507K - $524K
39.2K $4.27M
REZ
Ishares Tr Residential And Mul

ETFs
6.26K
+ 16.62%
$67.66 - $74.45 $424K - $466K
43.9K $3.17M
AOA
Ishares Tr Core Aggressive All

ETFs
4.2K
+ 25.29%
$67.75 - $73.5 $285K - $309K
20.8K $1.53M
VIG
Vanguard Dividend Appreciation

ETFs
1.95K
+ 158.71%
$168.47 - $182.98 $328K - $357K
3.18K $580K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
18.3K
+ 10.33%
$13.13 - $13.89 $241K - $255K
196K $2.71M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.77K
+ 107.85%
$59.62 - $59.91 $344K - $346K
11.1K $662K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.09K
+ 55.58%
$96.75 - $99.37 $298K - $307K
8.64K $845K
XOM
Exxon Mobil Corp

Energy
1.86K
+ 52.84%
$96.8 - $116.24 $180K - $216K
5.38K $625K
AAPL
Apple Inc.

Technology
2.08K
+ 47.73%
$169.0 - $195.18 $352K - $406K
6.44K $1.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3K
+ 62.17%
$76.34 - $77.25 $229K - $232K
7.83K $600K
CVX
Chevron Corp

Energy
1.26K
+ 46.16%
$141.82 - $157.74 $179K - $199K
3.99K $629K
T
At&T Inc.

Communication Services
11.4K
+ 110.96%
$16.23 - $18.04 $185K - $205K
21.6K $380K
DBA
Invesco Db Agriculture Fund

ETFs
1.65K
+ 4.01%
$20.51 - $24.76 $33.7K - $40.7K
42.7K $1.06M
AVGO
Broadcom Inc.

Technology
110
+ 39.57%
$1049.01 - $1407.01 $115K - $155K
388 $514K
MO
Altria Group, Inc.

Consumer Defensive
3.73K
+ 48.2%
$39.73 - $44.95 $148K - $168K
11.5K $499K
PM
Philip Morris International Inc.

Consumer Defensive
2.12K
+ 71.8%
$88.98 - $96.29 $189K - $204K
5.08K $464K
EPD
Enterprise Products Partners L.P.

Energy
5.25K
+ 47.81%
$26.23 - $29.18 $138K - $153K
16.2K $473K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.75K
+ 17.41%
$39.04 - $42.23 $146K - $158K
25.3K $1.06M
ARCC
Ares Capital Corp

Financial Services
7.31K
+ 42.08%
$19.94 - $20.82 $146K - $152K
24.7K $513K
AMZN
Amazon Com Inc

Consumer Cyclical
13
+ 0.23%
$144.57 - $180.38 $1.88K - $2.34K
5.64K $1.02M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.99K
+ 20.29%
$81.49 - $82.34 $162K - $164K
11.8K $966K
SO
Southern CO

Utilities
2.14K
+ 43.57%
$66.25 - $72.24 $142K - $155K
7.05K $505K
GLD
Spdr Gold Trust

ETFs
84
+ 0.88%
$184.42 - $205.72 $15.5K - $17.3K
9.61K $1.98M
AEP
American Electric Power CO Inc

Utilities
1.54K
+ 47.22%
$75.94 - $86.1 $117K - $133K
4.81K $414K
PFE
Pfizer Inc

Healthcare
5.34K
+ 54.56%
$25.89 - $29.73 $138K - $159K
15.1K $419K
IEFA
Ishares Tr

ETFs
1.44K
+ 40.09%
$68.14 - $74.43 $97.8K - $107K
5.02K $372K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.68K
+ 7.19%
$40.86 - $42.78 $68.7K - $72K
25.1K $1.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 1.51%
$359.29 - $420.52 $7.9K - $9.25K
1.48K $621K
IVV
Ishares Core S&P 500 ETF

ETFs
96
+ 13.54%
$469.56 - $525.73 $45.1K - $50.5K
805 $423K
OKE
Oneok Inc

Energy
4
+ 0.11%
$67.94 - $80.17 $272 - $321
3.76K $301K
Activity Summary
Buys All Purchases 81 New Holdings 27 Increased Positions 54 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