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Plan Group Financial

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

Top 5 stock holdings are SGOV, JQUA, COWZ, BRK.A, ACWI, and represent 17.64% of Plan Group Financial's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$8.9M), Exxon Mobil Corp (+$8.8M), BIL (+$6.1M), MAGS, IAU, JQUA, VYM, BOXX, COMT, NANR.
Started 21 new stock positions in DKL, JPRE, HAP, LIN, UNP, LUMN, ACYN, JMHI, IBIT, RSP. APD, Oneok, CRAK, Exxon Mobil Corp, XOP, NANR, BLCR, META, DE, MAGS, COMT.
Reduced shares in these 10 stocks: JPM (-$11M), , IWM, VWO, AIRR, IWF, PDBC, AIQ, FRDM, PDBA.
Sold out of its positions in ALK, FRDM, BANF, BAC, CLS, ENB, XOM, AIRR, F, MLPX.
Plan Group Financial was a net buyer of stock by $18M.
Plan Group Financial has $510M in assets under management (AUM), dropping by 4.97%.
Central Index Key (CIK): 0001940033

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Portfolio Holdings for Plan Group Financial

Plan Group Financial holds 223 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mth Treasury (SGOV)	4.0	$20M	+78%	203k	100.61	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	3.7	$19M	+17%	246k	75.87	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.5	$18M		248k	71.08	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	3.3	$17M		21.00	809555.00	View chart
Ishares Tr Msci Acwi Etf (ACWI)	3.2	$16M		102k	158.77	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	2.5	$13M		320k	40.12	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	2.4	$12M	+100%	133k	91.58	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	2.3	$12M	+9%	285k	40.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$11M	-4%	16k	706.81	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	2.1	$11M	-4%	28k	377.10	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	2.0	$10M	+18%	106k	94.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$10M	+17%	41k	243.07	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.9	$9.7M		89k	109.60	View chart
Apple (AAPL)	1.8	$9.0M		27k	339.50	View chart
Exxonmobil Holdings Corp Com Shs	1.7	$8.8M	NEW	50k	177.86	View chart
Vanguard World Mrngstr Mega Cap (MGK)	1.6	$8.3M	+6%	92k	90.83	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	1.5	$7.9M	-21%	394k	20.02	View chart
Ishares Gold Tr Ishares New (IAU)	1.5	$7.8M	+58%	101k	77.44	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.4	$7.2M	+8%	68k	106.16	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	1.4	$7.0M	+9%	176k	39.91	View chart
Ishares Tr Residential Mult (REZ)	1.3	$6.8M		75k	90.60	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	1.3	$6.8M	+17%	91k	74.21	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.3	$6.7M	+15%	245k	27.32	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.3	$6.6M	+2%	105k	63.44	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.2	$6.3M	+58%	53k	118.68	View chart
Global X Fds Us Pfd Etf (PFFD)	1.2	$6.3M	+11%	365k	17.19	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.2	$6.1M	+27%	117k	52.60	View chart
Chevron Corporation (CVX)	1.1	$5.7M	+12%	25k	225.71	View chart
Philip Morris International (PM)	1.0	$5.1M	+7%	25k	199.90	View chart
Altria (MO)	1.0	$4.9M	+16%	66k	74.64	View chart
Broadcom (AVGO)	0.9	$4.8M	+12%	14k	334.38	View chart
Pfizer (PFE)	0.9	$4.7M	+17%	157k	30.11	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.9	$4.6M		101k	45.47	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.9	$4.5M	+8%	114k	39.57	View chart
NVIDIA Corporation Call Option (NVDA)	0.8	$4.2M	+28%	20k	216.47	View chart
Fifth Third Ban (FITB)	0.8	$4.0M	+12%	76k	52.41	View chart
Southern Company (SO)	0.8	$4.0M	+17%	44k	90.71	View chart
American Electric Power Company (AEP)	0.8	$3.9M	+16%	31k	127.22	View chart
Omega Healthcare Investors (OHI)	0.8	$3.8M	+16%	84k	45.55	View chart
International Business Machines (IBM)	0.7	$3.8M	+21%	16k	241.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$3.8M	-25%	27k	137.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$3.6M	-11%	4.6k	772.37	View chart
Duke Energy Corp Com New (DUK)	0.7	$3.5M	+19%	29k	121.33	View chart
Digital Realty Trust (DLR)	0.7	$3.5M	+19%	20k	175.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$3.4M	-3%	6.4k	539.82	View chart
Dominion Resources (D)	0.7	$3.4M	+18%	55k	62.84	View chart
Verizon Communications (VZ)	0.7	$3.4M	+18%	77k	44.54	View chart
PPL Corporation (PPL)	0.7	$3.4M	+21%	99k	34.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$3.4M	-19%	4.7k	717.68	View chart
Ares Capital Corporation (ARCC)	0.6	$3.3M	+20%	178k	18.51	View chart
At&t (T)	0.6	$3.3M	+21%	139k	23.42	View chart
Vici Pptys (VICI)	0.6	$3.2M	+27%	137k	23.37	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$3.2M	-16%	85k	37.54	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$3.2M	-18%	76k	41.63	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$3.1M	-4%	38k	81.30	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.6	$3.0M	NEW	41k	72.20	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.6	$3.0M	+161%	52k	57.27	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.6	$3.0M		121k	24.47	View chart
Annaly Capital Management In Com New (NLY)	0.6	$2.9M	+20%	161k	18.29	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$2.9M	+578%	18k	161.15	View chart
Fidus Invt (FDUS)	0.6	$2.9M	+25%	158k	18.45	View chart
Oaktree Specialty Lending Corp (OCSL)	0.6	$2.9M	+25%	255k	11.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$2.8M	+3%	7.4k	377.64	View chart
Wal-Mart Stores (WMT)	0.5	$2.7M	+30%	23k	117.85	View chart
Sixth Street Specialty Lending (TSLX)	0.5	$2.6M	+30%	157k	16.83	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$2.6M	+87%	46k	57.36	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.5	$2.4M	-24%	57k	42.90	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.4	$2.2M	NEW	58k	38.49	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.4	$2.2M		41k	53.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$2.0M	+87%	34k	59.44	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	0.4	$2.0M	-39%	53k	37.63	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.4	$2.0M	-24%	36k	54.95	View chart
Spdr Index Shs Fds St Str Sp N Am (NANR)	0.4	$2.0M	NEW	22k	88.12	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.4	$1.8M	-7%	47k	39.20	View chart
Vaneck Etf Trust Natural Resourc (HAP)	0.3	$1.8M	NEW	24k	74.52	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$1.8M	-37%	34k	52.12	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.3	$1.7M		24k	69.61	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$1.4M	+179%	14k	102.16	View chart
Merck & Co (MRK)	0.3	$1.3M	+8%	9.0k	148.29	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$1.2M	-10%	2.9k	425.03	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.2M	-90%	3.6k	335.30	View chart
Microsoft Corporation (MSFT)	0.2	$1.2M	-16%	2.2k	531.80	View chart
Applied Materials (AMAT)	0.2	$1.2M	-10%	2.9k	404.97	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.2	$1.1M		14k	80.93	View chart
Amazon (AMZN)	0.2	$1.1M	+33%	4.1k	262.63	View chart
Enterprise Products Partners (EPD)	0.2	$1.1M	-28%	29k	36.98	View chart
J P Morgan Exchange Traded F Rlty Income Etf (JPRE)	0.2	$1.1M	NEW	21k	50.71	View chart
Oneok	0.2	$1.0M	NEW	11k	92.85	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$1.0M	+5%	8.3k	120.35	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$946k	-5%	16k	59.11	View chart
Phillips 66 (PSX)	0.2	$924k	+18%	3.2k	291.05	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$911k	-9%	8.6k	105.48	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$885k	-27%	9.7k	91.22	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$878k	-14%	7.3k	120.19	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.2	$866k	-8%	3.2k	270.65	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$849k	NEW	17k	49.29	View chart
Delek Logistics Partners Com Unt Rp Int (DKL)	0.2	$792k	NEW	14k	57.18	View chart
Bristol Myers Squibb (BMY)	0.2	$789k	+12%	13k	61.68	View chart
EOG Resources (EOG)	0.1	$756k	+6%	4.8k	157.91	View chart
Totalenergies Se Act (TTE)	0.1	$745k	-4%	8.3k	90.08	View chart
Tesla Motors (TSLA)	0.1	$742k	-2%	2.0k	373.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$740k	-47%	2.2k	340.24	View chart
Oge Energy Corp (OGE)	0.1	$713k		15k	47.54	View chart
Petroleo Brasileiro S A Sp Adr Non Vtg (PBR.A)	0.1	$693k		30k	23.10	View chart
Micron Technology (MU)	0.1	$670k	+4%	748.00	896.08	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$648k	-29%	4.7k	138.69	View chart
NetApp (NTAP)	0.1	$597k	+14%	2.8k	209.97	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$589k	-36%	7.7k	76.83	View chart
Apollo Global Mgmt (APO)	0.1	$579k		5.2k	111.22	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$557k	-38%	13k	44.53	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$546k	-12%	28k	19.55	View chart
Gilead Sciences (GILD)	0.1	$530k	+24%	3.4k	156.53	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$518k	-36%	13k	40.41	View chart
Johnson & Johnson (JNJ)	0.1	$518k	+89%	2.0k	259.31	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$514k	-38%	5.0k	103.21	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$511k	+2%	2.5k	206.19	View chart
General Motors Company (GM)	0.1	$507k	-12%	6.6k	77.10	View chart
First Tr Exchange-traded Vest Lad Aut Etf	0.1	$506k	+9%	25k	20.47	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$505k	+95%	5.7k	88.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$505k	-37%	2.1k	237.19	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$503k	-44%	2.7k	185.42	View chart
Incyte Corporation (INCY)	0.1	$501k	+20%	4.3k	116.62	View chart
Vanguard World Energy Etf (VDE)	0.1	$501k	+29%	2.6k	189.18	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$501k	-40%	7.1k	70.75	View chart
Meta Platforms Cl A (META)	0.1	$480k	NEW	692.00	694.16	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$472k	-41%	12k	39.51	View chart
Eli Lilly & Co. (LLY)	0.1	$466k	+45%	363.00	1283.76	View chart
Air Products & Chemicals (APD)	0.1	$461k	NEW	1.5k	302.58	View chart
Valero Energy Corporation (VLO)	0.1	$461k	+4%	1.1k	433.50	View chart
Fox Corp Cl A Com (FOXA)	0.1	$460k	+25%	6.9k	67.00	View chart
Equinor Asa Sponsored Adr (EQNR)	0.1	$458k	+25%	10k	45.76	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$454k	-32%	5.4k	84.15	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$453k	-13%	4.7k	97.20	View chart
Advanced Micro Devices (AMD)	0.1	$447k	+5%	836.00	534.74	View chart
Abbvie (ABBV)	0.1	$441k	+2%	1.5k	289.13	View chart
Kraft Heinz (KHC)	0.1	$438k	+24%	18k	23.83	View chart
Lockheed Martin Corporation (LMT)	0.1	$436k		795.00	548.54	View chart
Coca-Cola Company (KO)	0.1	$434k	-3%	4.6k	93.49	View chart
Spdr Series Trust St Str Pfd Etf (PSK)	0.1	$429k	+38%	15k	28.10	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$424k	NEW	8.9k	47.55	View chart
Pepsi (PEP)	0.1	$422k	+24%	3.1k	134.01	View chart
Shell Spon Ads (SHEL)	0.1	$419k	+6%	4.0k	105.54	View chart
Sandisk Corp (SNDK)	0.1	$415k		304.00	1365.38	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$409k	-31%	5.0k	82.03	View chart
T. Rowe Price (TROW)	0.1	$407k	+23%	4.0k	102.14	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$403k	+27%	4.6k	87.76	View chart
Raymond James Financial (RJF)	0.1	$400k	+23%	2.6k	155.27	View chart
Western Digital (WDC)	0.1	$398k	+17%	1.1k	364.33	View chart
CBOE Holdings (CBOE)	0.1	$394k	+32%	1.3k	315.12	View chart
Coinbase Global Com Cl A (COIN)	0.1	$394k	-2%	2.3k	170.85	View chart
Hasbro (HAS)	0.1	$390k	+27%	3.6k	109.52	View chart
Deckers Outdoor Corporation (DECK)	0.1	$381k	+28%	4.4k	87.37	View chart
Godaddy Cl A (GDDY)	0.1	$380k	+25%	3.5k	108.80	View chart
Emerson Electric (EMR)	0.1	$376k	-13%	2.3k	160.48	View chart
FactSet Research Systems (FDS)	0.1	$371k	+26%	1.2k	312.33	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$356k	-16%	3.5k	100.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	0.1	$355k	+5%	461.00	769.05	View chart
Humana (HUM)	0.1	$352k	-15%	823.00	427.53	View chart
Raytheon Technologies Corp (RTX)	0.1	$350k	+30%	1.8k	193.34	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$349k	-90%	6.0k	58.25	View chart
Boeing Company (BA)	0.1	$347k	+2%	1.8k	190.47	View chart
Sprott Fds Tr Silver Miners (SLVR)	0.1	$344k	+13%	6.8k	50.64	View chart
Edison International (EIX)	0.1	$338k	-19%	6.0k	56.53	View chart
Ameriprise Financial (AMP)	0.1	$333k	+32%	683.00	487.70	View chart
Lumentum Hldgs (LITE)	0.1	$331k		402.00	822.51	View chart
Spdr Series Trust Sp O&g Expl Pro (XOP)	0.1	$330k	NEW	1.7k	200.05	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$329k		3.6k	90.52	View chart
Nutex Health (NUTX)	0.1	$329k		1.7k	198.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$326k	-2%	969.00	336.50	View chart
Canadian Natural Resources (CNQ)	0.1	$325k		6.0k	54.18	View chart
AFLAC Incorporated (AFL)	0.1	$320k		2.7k	120.27	View chart
CF Industries Holdings (CF)	0.1	$316k	+27%	2.7k	117.93	View chart
Block Cl A (XYZ)	0.1	$308k	+24%	3.9k	78.10	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$307k	+44%	3.3k	93.74	View chart
CVS Caremark Corporation (CVS)	0.1	$305k	-22%	3.2k	94.74	View chart
Hannon Armstrong (HASI)	0.1	$303k	-20%	8.5k	35.67	View chart
A. O. Smith Corporation (AOS)	0.1	$300k	+27%	5.0k	59.54	View chart
Union Pacific Corporation (UNP)	0.1	$298k	NEW	1.0k	287.61	View chart
Booking Holdings (BKNG)	0.1	$296k	+23%	1.8k	163.95	View chart
Invesco SHS (IVZ)	0.1	$296k	+26%	10k	28.78	View chart
Qualcomm (QCOM)	0.1	$287k	+12%	1.6k	175.74	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$287k	NEW	14k	20.76	View chart
Linde SHS (LIN)	0.1	$282k	NEW	562.00	501.93	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$282k	+10%	11k	25.49	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$280k		9.0k	31.12	View chart
Vistra Energy (VST)	0.1	$279k	-6%	1.9k	150.32	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.1	$273k		7.9k	34.56	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$271k	-28%	3.3k	82.74	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$271k	-25%	2.9k	93.92	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$268k	-20%	5.2k	51.45	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$267k	-20%	5.9k	45.05	View chart
Williams Companies (WMB)	0.1	$267k	+28%	3.8k	70.32	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$266k	-20%	6.0k	44.16	View chart
Vaneck Etf Trust Oil Refiners Etf (CRAK)	0.1	$264k	NEW	4.0k	65.93	View chart
Innovator Etfs Trust Equi Defi 1 Dece (ZDEK)	0.1	$263k		9.7k	26.97	View chart
Innovator Etfs Trust Equity Defined (TOCT)	0.1	$259k		9.4k	27.40	View chart
Ameren Corporation (AEE)	0.1	$258k		2.4k	106.23	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$258k	+5%	5.8k	44.42	View chart
Academy Sports & Outdoor (ASO)	0.0	$251k	-18%	4.2k	59.65	View chart
Global X Fds Global X Silver (SIL)	0.0	$244k		3.0k	81.39	View chart
Target Corporation (TGT)	0.0	$243k	-5%	1.6k	154.04	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$239k	-17%	3.5k	69.04	View chart
Intel Corporation (INTC)	0.0	$238k	-38%	2.6k	91.69	View chart
Ryder System (R)	0.0	$236k		995.00	237.41	View chart
Honeywell International (HON)	0.0	$236k	-9%	1.1k	213.39	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.0	$236k	-70%	8.1k	29.14	View chart
Live Nation Entertainment (LYV)	0.0	$229k	-11%	1.3k	174.79	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.0	$227k	+3%	4.7k	48.73	View chart
Etf Opportunities Trust American Conser (ACVF)	0.0	$225k	-4%	4.1k	55.07	View chart
National Retail Properties (NNN)	0.0	$222k		5.3k	41.59	View chart
Iron Mountain (IRM)	0.0	$216k		1.9k	113.06	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$213k	-16%	2.8k	77.38	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$211k	NEW	4.5k	46.71	View chart
Deere & Company (DE)	0.0	$210k	NEW	332.00	632.28	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$210k		3.9k	54.36	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$208k	NEW	964.00	215.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$206k	-59%	1.5k	139.95	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.0	$204k	-6%	2.5k	82.25	View chart
Main Street Capital Corporation (MAIN)	0.0	$201k	-5%	3.8k	53.36	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$200k		900.00	222.65	View chart
Invesco Insured Municipal Income Trust (IIM)	0.0	$143k		13k	11.13	View chart
Lumen Technologies (LUMN)	0.0	$64k	NEW	14k	4.48	View chart
Selectquote Ord (SLQT)	0.0	$3.5k		11k	0.30	View chart

Past Filings by Plan Group Financial

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

Plan Group Financial 2026 Q3 filed Oct. 22, 2026
Plan Group Financial 2026 Q2 filed Aug. 3, 2026
Plan Group Financial 2026 Q1 filed April 13, 2026
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

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