Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Plan Group Financial

Latest statistics and disclosures from Plan Group Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, BRK.A, ACWI, COWZ, JPM, and represent 18.72% of Plan Group Financial's stock portfolio.
Added to shares of these 10 stocks: JPM (+$11M), JQUA, COWG, SRLN, EDIV, PFFD, ANGL, GLD, FMHI, ICVT.
Started 34 new stock positions in LLY, JNJ, TOCT, BPRE, FOXA, VHT, SLVR, AIRR, QCOM, PHYS.
Reduced shares in these 10 stocks: QQQ, BRK.A, VWO, DFAI, DFAE, IJR, RPG, IWM, DFIP, BND.
Sold out of its positions in BOKF, FTSM, EEM, AOK, JPST, KRP, KWEB, MSTR, PBR, PAA. PRU, SPYI, SPYD, SCHD, XLE, URNM, ASML.
Plan Group Financial was a net buyer of stock by $6.5M.
Plan Group Financial has $385M in assets under management (AUM), dropping by 3.44%.
Central Index Key (CIK): 0001940033

Tip: Access up to 7 years of quarterly data

Positions held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Plan Group Financial

Plan Group Financial holds 202 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.5	$17M		28k	627.13	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	3.9	$15M	-16%	20.00	754800.00	View chart
Ishares Tr Msci Acwi Etf (ACWI)	3.6	$14M	-3%	97k	141.49	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.5	$14M		224k	60.17	View chart
JPMorgan Chase & Co. (JPM)	3.3	$13M	+516%	39k	322.22	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.3	$8.8M	-7%	91k	96.27	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	2.1	$8.0M	+19%	228k	35.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.0	$7.8M	+6%	23k	335.27	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	2.0	$7.6M	+18%	195k	39.15	View chart
Apple (AAPL)	1.9	$7.2M	+3%	27k	271.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.9	$7.2M	-14%	60k	120.18	View chart
Spdr Gold Tr Gold Shs (GLD)	1.8	$6.8M	+19%	17k	396.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$6.1M	+8%	28k	219.78	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.5	$5.6M	+23%	57k	98.50	View chart
Exxon Mobil Corporation (XOM)	1.4	$5.5M	-2%	46k	120.34	View chart
Ishares Tr Residential Mult (REZ)	1.4	$5.5M		67k	82.64	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	1.4	$5.5M	+28%	133k	41.27	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.4	$5.5M	+27%	186k	29.36	View chart
Global X Fds Us Pfd Etf (PFFD)	1.4	$5.4M	+27%	285k	18.91	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.4	$5.4M	+51%	85k	63.18	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.4	$5.4M	+23%	80k	67.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$5.3M		7.7k	684.94	View chart
Vanguard World Mega Grwth Ind (MGK)	1.3	$5.2M	+13%	13k	412.77	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$5.0M	-22%	131k	38.11	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	1.3	$4.9M	+2%	132k	36.82	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.2	$4.7M	-23%	145k	32.57	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	1.2	$4.6M	+5%	350k	13.25	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$4.6M	-3%	57k	81.17	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	1.2	$4.4M	+13%	107k	41.48	View chart
Ishares Silver Tr Ishares (SLV)	1.1	$4.4M	+12%	69k	64.42	View chart
Broadcom (AVGO)	1.1	$4.2M		12k	346.10	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	1.0	$4.0M	+37%	83k	47.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$3.9M	-4%	7.8k	502.65	View chart
Chevron Corporation (CVX)	0.9	$3.5M	-2%	23k	152.41	View chart
Philip Morris International (PM)	0.9	$3.5M		22k	160.40	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.9	$3.4M	-25%	73k	46.67	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.8	$3.1M	+46%	38k	80.28	View chart
International Business Machines (IBM)	0.8	$2.9M	+6%	9.8k	296.20	View chart
Comerica Incorporated	0.7	$2.8M	+6%	32k	86.93	View chart
Southern Company (SO)	0.7	$2.7M	+7%	31k	87.20	View chart
Omega Healthcare Investors (OHI)	0.7	$2.6M	+8%	58k	44.34	View chart
Altria (MO)	0.7	$2.6M	+11%	45k	57.66	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.7	$2.6M	+17%	55k	47.02	View chart
Pfizer (PFE)	0.6	$2.5M	+22%	100k	24.90	View chart
American Electric Power Company (AEP)	0.6	$2.5M	+5%	21k	115.31	View chart
Wal-Mart Stores (WMT)	0.6	$2.5M	-4%	22k	111.41	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.6	$2.4M		27k	90.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.4M	-44%	44k	53.76	View chart
NVIDIA Corporation (NVDA)	0.6	$2.4M	-17%	13k	186.50	View chart
Annaly Capital Management In Com New (NLY)	0.6	$2.3M	+7%	102k	22.36	View chart
At&t (T)	0.6	$2.3M	+3%	91k	24.84	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$2.2M	+8%	27k	82.82	View chart
Duke Energy Corp Com New (DUK)	0.6	$2.2M	+8%	19k	117.21	View chart
PPL Corporation (PPL)	0.6	$2.2M	+9%	63k	35.02	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.6	$2.2M	-19%	53k	41.08	View chart
Dominion Resources (D)	0.5	$2.1M	+6%	36k	58.59	View chart
Ares Capital Corporation (ARCC)	0.5	$2.1M	+5%	105k	20.23	View chart
Vici Pptys (VICI)	0.5	$2.1M	+13%	73k	28.12	View chart
Spdr Series Trust State Street Spd (SPTL)	0.5	$2.1M	+5%	78k	26.47	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.5	$2.0M	-31%	21k	96.28	View chart
Verizon Communications (VZ)	0.5	$2.0M	-12%	50k	40.73	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.5	$2.0M	+49%	31k	64.38	View chart
Digital Realty Trust (DLR)	0.5	$2.0M	+9%	13k	154.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.0M	-69%	3.2k	614.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.9M	-35%	26k	74.07	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$1.9M	-37%	7.7k	246.16	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$1.8M	-36%	22k	80.63	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.4	$1.7M	-37%	41k	42.56	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$1.7M	-37%	16k	110.19	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.4	$1.7M	-38%	40k	41.56	View chart
Microsoft Corporation (MSFT)	0.4	$1.7M	-27%	3.5k	483.55	View chart
Oaktree Specialty Lending Corp (OCSL)	0.4	$1.7M	+13%	130k	12.74	View chart
Sixth Street Specialty Lending (TSLX)	0.4	$1.6M	+15%	73k	21.72	View chart
Fidus Invt (FDUS)	0.4	$1.5M	+15%	80k	19.30	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$1.4M	+11%	15k	91.38	View chart
Amazon (AMZN)	0.4	$1.4M	-15%	6.0k	230.82	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.3	$1.3M	-28%	30k	44.37	View chart
British Amern Tob Sponsored Adr (BTI)	0.3	$1.2M	-13%	22k	56.62	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$1.2M	-18%	4.0k	303.86	View chart
Tesla Motors (TSLA)	0.3	$1.2M	+2%	2.6k	449.72	View chart
Applied Materials (AMAT)	0.3	$1.1M	-20%	4.3k	256.98	View chart
Enterprise Products Partners (EPD)	0.3	$1.1M	-25%	34k	32.06	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$1.1M		16k	66.43	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$1.1M	+83%	7.4k	143.97	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.0M		3.5k	290.22	View chart
Merck & Co (MRK)	0.3	$1.0M	+10%	9.6k	105.26	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	0.3	$1.0M		30k	34.00	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.3	$1.0M	-18%	9.7k	103.36	View chart
Honeywell International (HON)	0.3	$1.0M	-15%	5.1k	195.10	View chart
General Motors Company (GM)	0.3	$994k	-23%	12k	81.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$972k		3.1k	313.00	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$961k	+286%	8.4k	115.10	View chart
EOG Resources (EOG)	0.2	$900k	+48%	8.6k	105.01	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$831k	+38%	6.7k	123.31	View chart
Apollo Global Mgmt (APO)	0.2	$821k	+4%	5.7k	144.76	View chart
Advanced Micro Devices (AMD)	0.2	$808k	+26%	3.8k	214.16	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$784k	+30%	3.7k	214.69	View chart
BancFirst Corporation (BANF)	0.2	$768k	NEW	7.2k	106.02	View chart
Totalenergies Se Act (TTE)	0.2	$744k	NEW	11k	65.42	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$739k	-36%	8.3k	89.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$732k	+34%	971.00	753.59	View chart
Oge Energy Corp (OGE)	0.2	$713k	-4%	17k	42.70	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$708k	-48%	43k	16.49	View chart
Oneok (OKE)	0.2	$700k	-14%	9.5k	73.50	View chart
Boston Scientific Corporation (BSX)	0.2	$671k	-21%	7.0k	95.36	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.2	$658k	+65%	2.7k	248.19	View chart
Edison International (EIX)	0.2	$629k	-20%	11k	60.02	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$621k	+56%	11k	57.24	View chart
Emerson Electric (EMR)	0.2	$613k	-24%	4.6k	132.73	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.2	$597k	NEW	5.4k	109.66	View chart
Alaska Air (ALK)	0.1	$569k	-25%	11k	50.30	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$563k	-22%	7.9k	71.45	View chart
Sprott Fds Tr Silver Miners (SLVR)	0.1	$558k	NEW	10k	55.80	View chart
Hannon Armstrong (HASI)	0.1	$539k	-22%	17k	31.43	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.1	$521k	+38%	7.2k	72.32	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$510k	+65%	8.8k	58.12	View chart
Newmont Mining Corporation (NEM)	0.1	$499k	-29%	5.0k	99.85	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$489k	-21%	1.0k	487.97	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.1	$486k		39k	12.58	View chart
Bristol Myers Squibb (BMY)	0.1	$483k	+97%	9.0k	53.94	View chart
Astrazeneca Sponsored Adr	0.1	$482k	NEW	5.2k	91.93	View chart
Academy Sports & Outdoor (ASO)	0.1	$477k	-23%	9.5k	49.96	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$458k	-20%	9.6k	47.73	View chart
Delek Logistics Partners Com Unt Rp Int (DKL)	0.1	$457k	-36%	10k	44.62	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$455k	-9%	10k	44.41	View chart
Lockheed Martin Corporation (LMT)	0.1	$428k		886.00	483.50	View chart
Humana (HUM)	0.1	$426k	-26%	1.7k	256.06	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$424k		7.0k	60.53	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$415k	NEW	11k	39.50	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$379k	NEW	8.7k	43.64	View chart
Pepsi (PEP)	0.1	$375k	+5%	2.6k	143.51	View chart
Shell Spon Ads (SHEL)	0.1	$360k		4.9k	73.48	View chart
Vanguard World Health Car Etf (VHT)	0.1	$360k	NEW	1.2k	287.85	View chart
CVS Caremark Corporation (CVS)	0.1	$353k		4.4k	79.37	View chart
Boeing Company (BA)	0.1	$352k		1.6k	217.15	View chart
Vaneck Fds Onchain Economy (NODE)	0.1	$348k	NEW	10k	34.77	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$341k	+38%	4.8k	71.72	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$339k	+51%	7.2k	47.35	View chart
Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR.A)	0.1	$338k	NEW	30k	11.27	View chart
Qualcomm (QCOM)	0.1	$338k	NEW	2.0k	171.06	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$337k	+50%	6.2k	54.07	View chart
Coca-Cola Company (KO)	0.1	$337k	-2%	4.8k	69.92	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$336k	+51%	7.2k	46.42	View chart
Live Nation Entertainment (LYV)	0.1	$335k	-21%	2.4k	142.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$334k	+27%	1.6k	212.07	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$334k	+40%	3.6k	92.80	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$333k	NEW	22k	15.00	View chart
Bank of America Corporation (BAC)	0.1	$330k	NEW	6.0k	55.00	View chart
Diamondback Energy (FANG)	0.1	$327k	NEW	2.2k	150.33	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$325k	NEW	3.3k	98.32	View chart
Vistra Energy (VST)	0.1	$321k		2.0k	161.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$303k		966.00	313.92	View chart
Abbvie (ABBV)	0.1	$300k	-15%	1.3k	228.45	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$296k	-17%	2.4k	121.74	View chart
AFLAC Incorporated (AFL)	0.1	$294k		2.7k	110.27	View chart
Sprott Fds Tr Active Gold & Si (GBUG)	0.1	$293k	NEW	6.7k	43.69	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$289k	-14%	3.6k	80.22	View chart
Procter & Gamble Company (PG)	0.1	$283k	-2%	2.0k	143.34	View chart
Target Corporation (TGT)	0.1	$282k	-2%	2.9k	97.75	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$282k		22k	12.66	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$280k		3.6k	77.68	View chart
Vanguard World Energy Etf (VDE)	0.1	$266k	+3%	2.1k	125.92	View chart
Nuveen Mun High Income Opp F (NMZ)	0.1	$256k		25k	10.19	View chart
Global X Fds Global X Silver (SIL)	0.1	$255k	NEW	3.1k	83.52	View chart
Western Digital (WDC)	0.1	$252k	NEW	1.5k	172.27	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.1	$251k	NEW	7.8k	32.05	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.1	$251k	NEW	9.7k	25.74	View chart
Innovator Etfs Trust Equity Defined (TOCT)	0.1	$250k	NEW	9.4k	26.53	View chart
Williams-Sonoma (WSM)	0.1	$250k		1.4k	178.59	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$249k		1.7k	143.52	View chart
Lululemon Athletica (LULU)	0.1	$243k	NEW	1.2k	207.81	View chart
Palantir Technologies Cl A (PLTR)	0.1	$243k	-14%	1.4k	177.75	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$241k	NEW	7.3k	33.02	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.1	$241k	NEW	2.9k	83.00	View chart
Fox Corp Cl A Com (FOXA)	0.1	$241k	NEW	3.3k	73.07	View chart
Ameren Corporation (AEE)	0.1	$239k		2.4k	99.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$235k	-15%	1.9k	123.26	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$233k		17k	14.10	View chart
Raytheon Technologies Corp (RTX)	0.1	$232k		1.3k	183.40	View chart
Celestica (CLS)	0.1	$231k	NEW	780.00	295.61	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$230k		2.1k	109.91	View chart
Main Street Capital Corporation (MAIN)	0.1	$228k	-20%	3.8k	60.39	View chart
Johnson & Johnson (JNJ)	0.1	$218k	NEW	1.1k	206.96	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$216k	-4%	1.0k	209.12	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$216k	-6%	6.6k	32.62	View chart
Adobe Systems Incorporated (ADBE)	0.1	$216k	NEW	617.00	349.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$214k	NEW	314.00	682.11	View chart
Incyte Corporation (INCY)	0.1	$213k	NEW	2.2k	98.77	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.1	$212k	NEW	10k	21.23	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$211k	NEW	788.00	268.30	View chart
Meta Platforms Cl A (META)	0.1	$209k	-34%	317.00	659.78	View chart
National Retail Properties (NNN)	0.1	$208k		5.3k	39.63	View chart
Eli Lilly & Co. (LLY)	0.1	$204k	NEW	190.00	1075.74	View chart
Ford Motor Company (F)	0.1	$201k		15k	13.12	View chart
Joby Aviation Common Stock (JOBY)	0.0	$190k	NEW	14k	13.20	View chart
Green Dot Corp Cl A (GDOT)	0.0	$190k		15k	12.81	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$161k		13k	12.02	View chart
Invesco Insured Municipal Income Trust (IIM)	0.0	$159k		13k	12.32	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$158k		14k	11.63	View chart
Nuveen Arizona Premium Income Mun (NAZ)	0.0	$142k		12k	11.88	View chart
Nuveen Muni Value Fund (NUV)	0.0	$118k		13k	9.06	View chart
Selectquote Ord (SLQT)	0.0	$28k		20k	1.41	View chart

Past Filings by Plan Group Financial

SEC 13F filings are viewable for Plan Group Financial going back to 2022

Plan Group Financial 2025 Q4 filed Feb. 3, 2026
Plan Group Financial 2025 Q3 filed Oct. 27, 2025
Plan Group Financial 2025 Q2 filed Aug. 13, 2025
Plan Group Financial 2025 Q1 filed May 9, 2025
Plan Group Financial 2024 Q4 filed Jan. 31, 2025
Plan Group Financial 2024 Q3 filed Oct. 22, 2024
Plan Group Financial 2024 Q2 filed Aug. 5, 2024
Plan Group Financial 2024 Q1 filed April 26, 2024
Plan Group Financial 2023 Q4 filed Jan. 29, 2024
Plan Group Financial 2023 Q3 filed Nov. 13, 2023
Plan Group Financial 2023 Q2 filed Aug. 10, 2023
Plan Group Financial 2022 Q2 filed Aug. 12, 2022
Plan Group Financial 2022 Q2 restated filed Aug. 12, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z