Plan Group Financial, LLC Incresed Positions in Q3 2025

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
9.09K
+ 54.84%
$202.38 - $256.87 $1.84M - $2.33M
25.7K $6.53M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
61.1K
+ 58.97%
$37.98 - $39.81 $2.32M - $2.43M
165K $6.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.53K
+ 124.89%
$459.11 - $506.91 $2.08M - $2.29M
8.15K $4.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
39.4K
+ 98.08%
$49.43 - $54.52 $1.95M - $2.15M
79.5K $4.31M
ICVT
Ishares Tr Convertible Bond Et

ETFs
17K
+ 57.89%
$89.29 - $100.17 $1.52M - $1.71M
46.5K $4.65M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
57.4K
+ 64.68%
$28.95 - $29.73 $1.66M - $1.71M
146K $4.34M
SRLN
Ssga Active Trust

ETFs
41.4K
+ 67.09%
$41.28 - $41.65 $1.71M - $1.73M
103K $4.29M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
82.9K
+ 59.01%
$18.82 - $19.8 $1.56M - $1.64M
223K $4.34M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.27K
+ 41.91%
$362.31 - $405.74 $1.19M - $1.33M
11.1K $4.46M
GLD
Spdr Gold Trust

ETFs
2.79K
+ 24.09%
$300.96 - $355.47 $840K - $992K
14.4K $5.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.88K
+ 21.48%
$546.99 - $602.2 $1.03M - $1.13M
10.7K $6.4M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
27.3K
+ 83.48%
$45.92 - $47.76 $1.26M - $1.31M
60.1K $2.85M
VIG
Vanguard Dividend Appreciation

ETFs
6.23K
+ 32.42%
N/A
25.5K $4.64M
NVDA
Nvidia Corp

Technology
4.2K
+ 37.83%
$153.3 - $186.58 $643K - $783K
15.3K $2.85M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
8.31K
+ 3.86%
$55.15 - $58.11 $459K - $483K
224K $12.9M
IAU
Ishares Gold Trust

ETFs
4.07K
+ 7.37%
$61.62 - $72.77 $251K - $296K
59.2K $4.31M
VTI
Vanguard Total Stock Market Et

ETFs
1.05K
+ 5.09%
$303.93 - $329.86 $319K - $346K
21.7K $7.11M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
54.6K
+ 19.81%
$12.9 - $13.59 $704K - $742K
330K $4.43M
CVX
Chevron Corp

Energy
3.82K
+ 19.13%
$145.57 - $161.83 $556K - $618K
23.8K $3.69M
LVHI
Franklin International Low Vol

ETFs
14K
+ 12.09%
$32.69 - $35.19 $456K - $491K
129K $4.5M
AVGO
Broadcom Inc.

Technology
124
+ 1.04%
$264.74 - $369.57 $32.8K - $45.8K
12.1K $3.99M
SO
Southern CO

Utilities
6.59K
+ 29.87%
$90.83 - $96.0 $598K - $632K
28.6K $2.71M
OHI
Omega Healthcare Investors Inc

Real Estate
9.17K
+ 20.59%
$36.29 - $43.34 $333K - $398K
53.7K $2.27M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
13.7K
+ 41.92%
$46.51 - $50.07 $635K - $684K
46.2K $2.17M
XOM
Exxon Mobil Corp

Energy
3.1K
+ 7.02%
$105.83 - $117.22 $328K - $363K
47.2K $5.32M
MO
Altria Group, Inc.

Consumer Defensive
4.47K
+ 12.59%
$57.75 - $67.68 $258K - $303K
40K $2.64M
VZ
Verizon Communications Inc

Communication Services
11.6K
+ 25.42%
$40.84 - $45.06 $474K - $522K
57.2K $2.51M
OUNZ
Van Eck Merk Gold Trust

ETFs
1K
+ 1.07%
$31.49 - $37.19 $31.5K - $37.2K
94.3K $3.51M
SGOL
Abrdn Gold ETF Trust

ETFs
5.5K
+ 9.2%
$31.18 - $36.81 $171K - $202K
65.3K $2.4M
CMA
Comerica Inc

Financial Services
4.13K
+ 15.96%
$60.93 - $71.05 $252K - $294K
30K $2.06M
PFE
Pfizer Inc

Healthcare
16.7K
+ 25.63%
$23.29 - $25.88 $388K - $431K
81.7K $2.08M
PPL
Ppl Corp

Utilities
8.01K
+ 16.08%
$33.54 - $37.24 $269K - $298K
57.8K $2.15M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.92K
+ 56.25%
$91.44 - $91.77 $450K - $451K
13.7K $1.25M
AEP
American Electric Power CO Inc

Utilities
2.56K
+ 14.41%
$103.26 - $115.0 $264K - $294K
20.3K $2.28M
JPM
Jpmorgan Chase & CO

Financial Services
941
+ 17.5%
$282.78 - $316.06 $266K - $297K
6.32K $1.99M
IBM
International Business Machines Corp

Technology
1.86K
+ 25.06%
$234.77 - $292.47 $435K - $543K
9.26K $2.61M
D
Dominion Energy, Inc

Utilities
4.77K
+ 16.44%
$56.32 - $62.1 $269K - $296K
33.8K $2.07M
OGE
Oge Energy Corp.

Utilities
8.68K
+ 98.49%
$43.46 - $46.27 $377K - $402K
17.5K $809K
FDUS
Fidus Investment Corp

Financial Services
19K
+ 38.08%
$20.18 - $21.99 $382K - $417K
68.7K $1.39M
VICI
Vici Properties Inc.

Real Estate
11.8K
+ 22.34%
$31.43 - $33.93 $369K - $399K
64.4K $2.1M
DUK
Duke Energy Corp

Utilities
2.37K
+ 15.75%
$116.31 - $125.93 $276K - $299K
17.4K $2.16M
MSFT
Microsoft Corp

Technology
522
+ 12.21%
$491.09 - $535.64 $256K - $280K
4.8K $2.48M
WMT
Walmart Inc.

Consumer Defensive
2.19K
+ 10.51%
$94.4 - $104.27 $207K - $228K
23K $2.37M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
155
+ 3.24%
$224.68 - $282.71 $34.8K - $43.8K
4.94K $1.38M
REZ
Ishares Tr Residential And Mul

ETFs
1.27K
+ 1.92%
$81.06 - $85.23 $103K - $108K
67.4K $5.72M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.93K
+ 7.67%
$79.76 - $85.78 $154K - $166K
27.2K $2.3M
GOOGL
Alphabet Inc.

Communication Services
422
+ 16.08%
$174.36 - $254.72 $73.6K - $107K
3.05K $740K
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
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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