Plan Group Financial, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $187 Million distributed in 115 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $16.2M, Pacer Fds Tr Us Cash Cows 100 with a value of $10.6M, Ishares Msci Acwi ETF with a value of $9.26M, Ishares Russell Mid Cap ETF with a value of $8.18M, and Dimensional ETF Tr with a value of $8.13M.
Examining the 13F form we can see an decrease of $684K in the current position value, from $187M to 187M.
Plan Group Financial, LLC is based out at Oklahoma City, OK
Below you can find more details about Plan Group Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$187 Million
ETFs: $148 Million
Technology: $6.42 Million
Energy: $5.63 Million
Utilities: $5.59 Million
Consumer Defensive: $4.87 Million
Financial Services: $4.4 Million
Real Estate: $3.29 Million
Communication Services: $2.7 Million
Other: $5.78 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
