Plan Group Financial, LLC Purchases in Q3 2025

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
2.37K
+ 15.75%
$116.31 - $125.93 $276K - $299K
17.4K $2.16M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
5.19K
New
$65.91 - $70.63 $342K - $366K
5.19K $363K
MSFT
Microsoft Corp

Technology
522
+ 12.21%
$491.09 - $535.64 $256K - $280K
4.8K $2.48M
PEP
Pepsico Inc

Consumer Defensive
2.48K
New
$133.81 - $152.16 $332K - $377K
2.48K $348K
WMT
Walmart Inc.

Consumer Defensive
2.19K
+ 10.51%
$94.4 - $104.27 $207K - $228K
23K $2.37M
KO
Coca Cola CO

Consumer Defensive
4.96K
New
$65.67 - $71.67 $326K - $356K
4.96K $329K
AFL
Aflac Inc

Financial Services
2.66K
New
$98.09 - $111.7 $261K - $298K
2.66K $297K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
155
+ 3.24%
$224.68 - $282.71 $34.8K - $43.8K
4.94K $1.38M
PLTR
Palantir Technologies Inc.

Technology
1.6K
New
$130.68 - $186.97 $209K - $299K
1.6K $291K
REZ
Ishares Tr Residential And Mul

ETFs
1.27K
+ 1.92%
$81.06 - $85.23 $103K - $108K
67.4K $5.72M
GOOGL
Alphabet Inc.

Communication Services
422
+ 16.08%
$174.36 - $254.72 $73.6K - $107K
3.05K $740K
XLP
Consumer Staples Sector Spdr

ETFs
3.61K
New
N/A
3.61K $274K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
4.15K
New
$44.14 - $61.05 $183K - $253K
4.15K $250K
KWEB
Kraneshares Tr Csi China Inter

ETFs
5.94K
New
$33.63 - $42.59 $200K - $253K
5.94K $249K
AEE
Ameren Corp

Utilities
2.39K
New
$95.0 - $104.38 $227K - $250K
2.39K $249K
VGT
Vanguard Information Technolog

ETFs
285
+ 65.37%
$656.44 - $753.15 $187K - $215K
721 $538K
AMD
Advanced Micro Devices Inc

Technology
1.31K
+ 78.24%
$134.8 - $184.42 $176K - $241K
2.97K $481K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.44K
New
$64.75 - $69.05 $223K - $237K
3.44K $237K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.8K
+ 12.63%
$82.38 - $83.0 $231K - $233K
25K $2.07M
GOOG
Alphabet Inc.

Communication Services
966
New
$175.16 - $255.24 $169K - $247K
966 $235K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
12.2K
+ 23.71%
$22.65 - $25.1 $276K - $306K
63.6K $1.45M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.74K
New
$46.37 - $47.77 $220K - $226K
4.74K $225K
NNN
National Retail Properties, Inc.

Real Estate
5.22K
New
$40.68 - $44.1 $212K - $230K
5.22K $222K
DLR
Digital Realty Trust, Inc.

Real Estate
1.35K
+ 13.11%
$161.21 - $180.02 $217K - $242K
11.6K $2.01M
SPTL
Spdr Portfolio Long Term Treas

ETFs
7.02K
+ 10.59%
$25.67 - $27.21 $180K - $191K
73.3K $1.98M
RTX
Raytheon Technologies Corp

Industrials
1.26K
New
$144.19 - $167.33 $182K - $211K
1.26K $211K
GM
General Motors CO

Consumer Cyclical
422
+ 2.7%
$48.89 - $61.24 $20.6K - $25.8K
16.1K $979K
BMY
Bristol Myers Squibb CO

Healthcare
4.54K
New
$43.31 - $48.98 $197K - $223K
4.54K $204K
GDOT
Green Dot Corp

Financial Services
14.8K
New
$9.64 - $15.25 $143K - $226K
14.8K $198K
T
At&T Inc.

Communication Services
8.83K
+ 11.17%
$26.94 - $29.62 $238K - $261K
87.8K $2.48M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
15K
New
$11.84 - $13.45 $178K - $202K
15K $189K
IIM
Invesco Value Municipal Income Trust

Financial Services
12.9K
New
$11.23 - $12.55 $144K - $161K
12.9K $161K
AMAT
Applied Materials Inc

Technology
186
+ 3.59%
$156.25 - $204.95 $29.1K - $38.1K
5.37K $1.1M
EIX
Edison International

Utilities
1.7K
+ 14.88%
$50.42 - $56.35 $85.9K - $96K
13.2K $726K
KRP
Kimbell Royalty Partners, LP

Energy
8.5K
+ 85.0%
$13.08 - $15.06 $111K - $128K
18.5K $249K
ABBV
Abb Vie Inc.

Healthcare
91
+ 6.18%
$184.85 - $231.54 $16.8K - $21.1K
1.56K $361K
DKL
Delek Logistics Partners, LP

Energy
1K
+ 6.56%
$42.08 - $46.37 $42.1K - $46.4K
16.3K $740K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
4.89K
+ 14.63%
$11.55 - $12.56 $56.4K - $61.4K
38.3K $480K
ITA
Ishares Tr

ETFs
100
+ 3.7%
$184.73 - $209.26 $18.5K - $20.9K
2.8K $586K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
4.39K
+ 24.59%
$11.51 - $12.4 $50.5K - $54.4K
22.2K $273K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
4.69K
+ 22.95%
$9.87 - $10.65 $46.3K - $49.9K
25.1K $265K
IVW
Ishares S&P 500 Growth ETF

ETFs
257
+ 12.81%
$108.97 - $121.65 $28K - $31.3K
2.26K $273K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
602
+ 7.43%
$42.43 - $45.05 $25.5K - $27.1K
8.7K $382K
ARCC
Ares Capital Corp

Financial Services
8.68K
+ 9.58%
$20.41 - $23.25 $177K - $202K
99.3K $2.03M
EPD
Enterprise Products Partners L.P.

Energy
765
+ 1.71%
$30.74 - $32.14 $23.5K - $24.6K
45.6K $1.43M
SHEL
Shell PLC

Energy
423
+ 9.44%
$69.82 - $73.93 $29.5K - $31.3K
4.9K $350K
PRU
Prudential Financial Inc

Financial Services
426
+ 10.8%
$100.68 - $109.89 $42.9K - $46.8K
4.37K $453K
IVE
Ishares S&P 500 Value ETF

ETFs
64
+ 5.44%
$194.44 - $206.51 $12.4K - $13.2K
1.24K $256K
ALK
Alaska Air Group, Inc.

Industrials
399
+ 2.69%
$49.73 - $63.86 $19.8K - $25.5K
15.3K $759K
Activity Summary
Buys All Purchases 123 New Holdings 34 Increased Positions 89 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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