Plan Group Financial, LLC New Holdings in Q2 2025

Plan Group Financial, LLC

  • $295 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
50.8K
New
$32.66 - $40.75 $1.66M - $2.07M
50.8K $2.06M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
25.2K
New
$65.84 - $80.81 $1.66M - $2.04M
25.2K $2.02M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
40.1K
New
$39.89 - $49.46 $1.6M - $1.99M
40.1K $1.99M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
32.6K
New
$45.07 - $52.57 $1.47M - $1.71M
32.6K $1.59M
XLE
Energy Sector Spdr

ETFs
10.9K
New
$76.44 - $94.13 $833K - $1.03M
10.9K $923K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.74K
New
$91.43 - $91.74 $799K - $802K
8.74K $801K
BOKF
Bok Financial Corp

Financial Services
7.18K
New
$87.86 - $103.42 $631K - $742K
7.18K $700K
ITA
Ishares Tr

ETFs
2.7K
New
$135.31 - $188.64 $366K - $510K
2.7K $509K
GOOGL
Alphabet Inc.

Communication Services
2.62K
New
$144.7 - $178.6 $380K - $469K
2.62K $462K
MSTR
Microstrategy Inc

Technology
1.03K
New
$237.95 - $421.61 $245K - $434K
1.03K $415K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
33.4K
New
$11.34 - $12.35 $379K - $412K
33.4K $397K
VGT
Vanguard Information Technolog

ETFs
436
New
$470.37 - $663.28 $205K - $289K
436 $289K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.32K
New
$45.88 - $54.4 $244K - $290K
5.32K $289K
UNH
Unitedhealth Group Inc

Healthcare
895
New
$274.35 - $599.47 $246K - $537K
895 $279K
PAA
Plains All American Pipeline LP

Energy
15K
New
$16.03 - $20.28 $240K - $304K
15K $274K
QCOM
Qualcomm Inc

Technology
1.63K
New
$124.66 - $159.48 $203K - $259K
1.63K $259K
AMD
Advanced Micro Devices Inc

Technology
1.67K
New
$78.21 - $143.81 $130K - $240K
1.67K $236K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
16.5K
New
$13.63 - $14.4 $225K - $238K
16.5K $232K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.73K
New
$22.27 - $29.21 $172K - $226K
7.73K $225K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.01K
New
$82.96 - $110.1 $167K - $221K
2.01K $220K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
17.8K
New
$11.35 - $12.45 $203K - $222K
17.8K $212K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
20.4K
New
$9.75 - $10.96 $199K - $224K
20.4K $211K
VXF
Vanguard Extended Market ETF

ETFs
1.08K
New
$150.43 - $192.71 $163K - $208K
1.08K $208K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
13.4K
New
$10.78 - $11.57 $145K - $155K
13.4K $151K
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
11.9K
New
$11.45 - $12.35 $136K - $147K
11.9K $139K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
12.3K
New
$10.29 - $11.24 $126K - $138K
12.3K $134K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
13K
New
$8.43 - $8.77 $109K - $114K
13K $112K
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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