Plan Group Financial, LLC Incresed Positions in Q2 2025

Plan Group Financial, LLC

  • $295 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
125
+ 31.25%
$595.37 - $815.24 $74.4K - $102K
525 $420K
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
AEP
American Electric Power CO Inc

Utilities
2.06K
+ 13.13%
$98.59 - $109.11 $203K - $225K
17.8K $1.84M
VZ
Verizon Communications Inc

Communication Services
4.9K
+ 12.05%
$41.67 - $45.62 $204K - $224K
45.6K $1.97M
LYV
Live Nation Entertainment, Inc.

Communication Services
483
+ 18.78%
$118.81 - $151.28 $57.4K - $73.1K
3.06K $462K
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.79K
+ 34.86%
$51.14 - $57.0 $91.6K - $102K
6.93K $394K
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
AOK
Ishares Tr Core Conservative A

ETFs
41
+ 0.4%
$36.09 - $39.07 $1.48K - $1.6K
10.3K $402K
AMGN
Amgen Inc

Healthcare
214
+ 15.89%
$262.28 - $309.85 $56.1K - $66.3K
1.56K $435K
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
329
+ 9.98%
$483.48 - $539.8 $159K - $178K
3.62K $1.76M
Pacer Fds Tr
30.8K
+ 33.68%
N/A
122K $0
J P Morgan Exchange Traded F
822
+ 6.13%
N/A
14.2K $0
ABBV
Abb Vie Inc.

Healthcare
165
+ 12.62%
$170.16 - $206.27 $28.1K - $34K
1.47K $273K
Oaktree Specialty Lending CO
17.5K
+ 23.45%
N/A
92.2K $0
Annaly Capital Management In
11.7K
+ 17.07%
N/A
80.1K $0
SEAT
Vivid Seats Inc.

Communication Services
43.6K
+ 73.87%
$1.48 - $3.06 $64.6K - $133K
103K $173K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.2K
+ 1.85%
$25.48 - $27.78 $30.7K - $33.4K
66.3K $1.76M
CVX
Chevron Corp

Energy
1.75K
+ 9.58%
$133.73 - $168.51 $233K - $294K
20K $2.86M
XOM
Exxon Mobil Corp

Energy
1.75K
+ 4.14%
$99.93 - $119.04 $175K - $209K
44.1K $4.75M
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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