Plan Group Financial, LLC New Holdings in Q1 2025

Plan Group Financial, LLC

  • $272 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EDIV
Spdr S&P Emerging Dividends Et

ETFs
73.9K
New
$34.23 - $36.9 $2.53M - $2.73M
73.9K $2.64M
OUNZ
Van Eck Merk Gold Trust

ETFs
83.5K
New
$25.41 - $30.14 $2.12M - $2.52M
83.5K $2.52M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
42.1K
New
$39.44 - $47.66 $1.66M - $2.01M
42.1K $1.92M
SGOL
Abrdn Gold ETF Trust

ETFs
57.8K
New
$25.14 - $29.82 $1.45M - $1.72M
57.8K $1.72M
BTI
British American Tobacco P.L.C.

Consumer Defensive
36.5K
New
$35.35 - $42.74 $1.29M - $1.56M
36.5K $1.51M
LVHI
Franklin International Low Vol

ETFs
44.8K
New
$30.53 - $32.85 $1.37M - $1.47M
44.8K $1.45M
SRLN
Ssga Active Trust

ETFs
27.6K
New
$41.02 - $41.99 $1.13M - $1.16M
27.6K $1.14M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
39.3K
New
$28.55 - $29.09 $1.12M - $1.14M
39.3K $1.13M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
17.6K
New
N/A
17.6K $1.1M
DKL
Delek Logistics Partners, LP

Energy
25.2K
New
$40.02 - $45.32 $1.01M - $1.14M
25.2K $1.09M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
21.2K
New
$47.47 - $48.84 $1.01M - $1.04M
21.2K $1.01M
MLPX
Global X Mlp & Energy Infrastr

ETFs
9.8K
New
$59.6 - $67.2 $584K - $659K
9.8K $625K
FSK
Fs Kkr Capital Corp

Financial Services
29.5K
New
$20.47 - $24.06 $604K - $710K
29.5K $617K
MPLX
Mplx LP

Energy
10.2K
New
$47.88 - $54.65 $490K - $560K
10.2K $548K
PSX
Phillips 66

Energy
4.02K
New
$113.93 - $131.55 $458K - $529K
4.02K $496K
EOG
Eog Resources Inc

Energy
3.8K
New
$120.54 - $138.05 $458K - $525K
3.8K $487K
KRP
Kimbell Royalty Partners, LP

Energy
34.5K
New
$13.35 - $16.45 $461K - $568K
34.5K $483K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.6K
New
$42.18 - $45.16 $447K - $479K
10.6K $469K
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
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
ABBV
Abb Vie Inc.

Healthcare
1.31K
New
$169.2 - $216.66 $221K - $283K
1.31K $273K
LLY
Eli Lilly & CO

Healthcare
331
New
$725.72 - $929.72 $240K - $308K
331 $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
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
VST
Vistra Corp.

Utilities
1.99K
New
$108.49 - $191.89 $216K - $382K
1.99K $233K
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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.72K
New
$126.11 - $135.06 $217K - $232K
1.72K $221K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.4K
New
$158.1 - $217.71 $221K - $305K
1.4K $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
ORCC
Owl Rock Capital Corp

Financial Services
15K
New
N/A
15K $200K
F
Ford Motor CO

Consumer Cyclical
15.4K
New
$9.12 - $10.43 $140K - $160K
15.4K $154K
CHN
China Fund Inc

Financial Services
10.7K
New
$10.96 - $14.01 $117K - $150K
10.7K $137K
Amplify ETF Tr
3.21K
New
N/A
3.21K $0
PDBA
Inv.Act.Mangd Exch Trd Comm.Fd
31.3K
New
N/A
31.3K $0
Pacer Fds Tr
91.4K
New
N/A
91.4K $0
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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