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 BRK.A, COWZ, ACWI, JPM, VOO, and represent 15.62% of Plan Group Financial's stock portfolio.
Added to shares of these 10 stocks: JQUA (+$5.1M), SGOV, XLE, PDBC, FITB, JIVE, JMEE, PDBA, XLK, COWG.
Started 42 new stock positions in IEMG, TROW, SPYI, KHC, LITE, LNG, GIS, R, OEF, LCTU.
Reduced shares in these 10 stocks: VOO, Comerica Incorporated, IJR, GLD, LVHI, DFAI, DFAE, IVV, RPG, VWO.
Sold out of its positions in ADBE, AstraZeneca, BPRE, CGDV, CLS, Comerica Incorporated, DKL, QTUM, META, BBIN. LLY, SCHG, NODE, VHT, VXF, JOBY.
Plan Group Financial was a net buyer of stock by $36M.
Plan Group Financial has $423M in assets under management (AUM), dropping by 9.65%.
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 228 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A)	3.6	$15M	+5%	21.00	718140.00	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.4	$14M	+2%	230k	62.56	View chart
Ishares Tr Msci Acwi Etf (ACWI)	3.2	$14M		97k	138.37	View chart
JPMorgan Chase & Co. (JPM)	2.7	$12M		39k	294.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.7	$12M	-30%	19k	597.55	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	2.4	$10M	+96%	167k	61.32	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	2.2	$9.4M	+54%	541k	17.32	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	2.2	$9.3M	+20%	275k	33.74	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	2.1	$9.0M	+16%	227k	39.48	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.0	$8.4M	-4%	87k	97.23	View chart
Exxon Mobil Corporation (XOM)	2.0	$8.4M	+6%	49k	169.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$8.0M	+7%	25k	320.81	View chart
Apple (AAPL)	1.6	$6.8M		27k	253.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$6.6M	+11%	31k	215.06	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.5	$6.2M	+6%	61k	101.79	View chart
Ishares Gold Tr Ishares New (IAU)	1.4	$6.1M	+21%	69k	88.16	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	1.4	$6.0M	+84%	70k	85.64	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.4	$5.8M	+7%	201k	28.72	View chart
Vanguard World Mega Grwth Ind (MGK)	1.4	$5.7M	+23%	16k	367.43	View chart
Ishares Tr Residential Mult (REZ)	1.3	$5.7M	+2%	69k	83.21	View chart
Global X Fds Us Pfd Etf (PFFD)	1.3	$5.7M	+7%	308k	18.40	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$5.6M	-23%	13k	430.29	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.3	$5.6M	+7%	85k	65.69	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	1.3	$5.6M	+4%	139k	40.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$5.3M	-28%	43k	124.31	View chart
Chevron Corporation (CVX)	1.2	$5.0M	+4%	24k	206.90	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	1.2	$5.0M	+3%	111k	45.05	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.1	$4.8M	NEW	47k	100.66	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	1.1	$4.5M	+15%	96k	47.54	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	1.0	$4.1M	+94%	61k	66.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$4.0M	-20%	6.1k	653.22	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$3.9M	-23%	100k	38.96	View chart
Broadcom (AVGO)	0.9	$3.8M	+2%	12k	309.52	View chart
Philip Morris International (PM)	0.9	$3.8M	+4%	23k	165.34	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.9	$3.7M	-23%	110k	33.86	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.9	$3.6M	-31%	90k	40.54	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.8	$3.5M	+23%	67k	52.64	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.8	$3.5M	NEW	57k	61.26	View chart
Altria (MO)	0.8	$3.3M	+13%	51k	65.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$3.3M	-12%	6.8k	479.20	View chart
Southern Company (SO)	0.8	$3.3M	+9%	34k	96.52	View chart
Pfizer (PFE)	0.8	$3.2M	+13%	113k	28.08	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$3.1M	+37%	37k	82.57	View chart
American Electric Power Company (AEP)	0.7	$3.1M	+9%	23k	131.08	View chart
At&t (T)	0.7	$3.0M	+13%	104k	28.99	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	0.7	$2.9M	+173%	81k	36.47	View chart
Spdr Series Trust State Street Spd (SPTL)	0.7	$2.9M	+43%	111k	26.30	View chart
Verizon Communications (VZ)	0.7	$2.9M	+14%	58k	50.20	View chart
Fifth Third Ban (FITB)	0.7	$2.8M	NEW	61k	46.46	View chart
Omega Healthcare Investors (OHI)	0.7	$2.8M	+10%	64k	43.82	View chart
Duke Energy Corp Com New (DUK)	0.7	$2.8M	+12%	21k	130.94	View chart
Wal-Mart Stores (WMT)	0.6	$2.7M		22k	124.28	View chart
PPL Corporation (PPL)	0.6	$2.7M	+11%	70k	38.20	View chart
NVIDIA Corporation (NVDA)	0.6	$2.7M	+21%	15k	174.40	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.6	$2.6M	+169%	20k	132.90	View chart
Digital Realty Trust (DLR)	0.6	$2.6M	+13%	15k	180.21	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$2.6M	+36%	11k	248.00	View chart
International Business Machines (IBM)	0.6	$2.6M	+9%	11k	242.40	View chart
Dominion Resources (D)	0.6	$2.5M	+10%	40k	61.82	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.6	$2.4M	-28%	52k	46.74	View chart
Annaly Capital Management In Com New (NLY)	0.6	$2.4M	+11%	114k	21.15	View chart
Vici Pptys (VICI)	0.6	$2.4M	+19%	88k	27.32	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.5	$2.3M		52k	44.62	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$2.2M	-11%	24k	94.24	View chart
Ares Capital Corporation (ARCC)	0.5	$2.2M	+16%	122k	18.02	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.5	$2.1M	+111%	18k	116.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.0M	+9%	3.5k	577.15	View chart
Enterprise Products Partners (EPD)	0.4	$1.8M	+40%	48k	37.84	View chart
Oaktree Specialty Lending Corp (OCSL)	0.4	$1.8M	+23%	161k	11.30	View chart
Fidus Invt (FDUS)	0.4	$1.7M	+23%	99k	17.42	View chart
Sixth Street Specialty Lending (TSLX)	0.4	$1.7M	+23%	90k	18.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.4M	-39%	27k	54.05	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$1.4M	+2%	16k	91.64	View chart
EOG Resources (EOG)	0.3	$1.4M	+9%	9.4k	144.57	View chart
Applied Materials (AMAT)	0.3	$1.4M	-7%	4.0k	341.81	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$1.3M	-32%	14k	93.93	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.3M	-33%	17k	73.64	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$1.2M	-7%	3.7k	337.92	View chart
Totalenergies Se Act (TTE)	0.3	$1.2M	+20%	14k	90.98	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$1.2M	+51%	5.5k	218.76	View chart
Microsoft Corporation (MSFT)	0.3	$1.2M	-7%	3.2k	370.20	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$1.2M	-34%	15k	79.56	View chart
Merck & Co (MRK)	0.3	$1.1M		9.4k	120.29	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$1.1M	-36%	10k	109.00	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$1.1M	-36%	26k	42.22	View chart
Honeywell International (HON)	0.2	$1.0M	-11%	4.6k	226.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.0M	+15%	3.6k	287.53	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$1.0M		16k	63.91	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$1.0M	-39%	25k	41.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.0M		3.5k	287.19	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$1.0M	+334%	9.1k	110.36	View chart
Tesla Motors (TSLA)	0.2	$982k		2.6k	371.75	View chart
Oneok (OKE)	0.2	$971k	+12%	11k	90.39	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$953k	-29%	21k	44.87	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$953k	+160%	8.6k	110.78	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$936k	-26%	16k	58.47	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$921k	+49%	16k	56.68	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$903k	-13%	8.4k	107.39	View chart
Amazon (AMZN)	0.2	$850k	-31%	4.1k	208.27	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$847k	NEW	17k	49.37	View chart
General Motors Company (GM)	0.2	$812k	-10%	11k	74.50	View chart
Ishares Silver Tr Ishares Call Option (SLV)	0.2	$807k	+24%	85k	9.45	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$803k		6.8k	117.18	View chart
BancFirst Corporation (BANF)	0.2	$786k		7.2k	108.50	View chart
Oge Energy Corp (OGE)	0.2	$754k	-5%	16k	47.96	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$747k	-9%	39k	19.30	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.2	$746k	+72%	18k	41.17	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.2	$739k	+11%	3.0k	250.55	View chart
Diamondback Energy (FANG)	0.2	$736k	+71%	3.7k	197.79	View chart
Canadian Natural Resources (CNQ)	0.2	$731k	NEW	15k	48.73	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$724k	+48%	13k	55.52	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$723k	+117%	3.4k	211.14	View chart
Edison International (EIX)	0.2	$697k	-9%	9.5k	73.18	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.2	$651k	-10%	7.4k	88.49	View chart
Vaneck Etf Trust Oil Refiners Etf (CRAK)	0.2	$642k	NEW	13k	49.40	View chart
Apollo Global Mgmt (APO)	0.1	$614k	-2%	5.5k	111.41	View chart
Bristol Myers Squibb (BMY)	0.1	$607k	+11%	10k	60.65	View chart
Petroleo Brasileiro S A Sp Adr Non Vtg (PBR.A)	0.1	$563k		30k	18.75	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$553k	NEW	7.3k	75.74	View chart
Hannon Armstrong (HASI)	0.1	$548k	-13%	15k	36.75	View chart
Newmont Mining Corporation (NEM)	0.1	$541k		5.0k	108.25	View chart
Emerson Electric (EMR)	0.1	$525k	-13%	4.0k	131.02	View chart
Coinbase Global Com Cl A (COIN)	0.1	$523k	NEW	3.0k	174.61	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$518k		7.0k	73.94	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$500k	+6%	11k	45.65	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$494k	+128%	4.4k	113.11	View chart
Eni Spa Sponsored Adr (E)	0.1	$481k	NEW	8.5k	56.61	View chart
Lockheed Martin Corporation (LMT)	0.1	$480k	-10%	795.00	604.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$479k	+9%	1.1k	436.92	View chart
Sprott Fds Tr Silver Miners (SLVR)	0.1	$473k	-20%	8.0k	59.18	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.1	$471k		39k	12.18	View chart
Academy Sports & Outdoor (ASO)	0.1	$462k	-14%	8.2k	56.45	View chart
Shell Spon Ads (SHEL)	0.1	$456k		4.9k	93.00	View chart
Cheniere Energy Com New (LNG)	0.1	$418k	NEW	1.5k	283.82	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$413k	-16%	6.6k	62.68	View chart
Pepsi (PEP)	0.1	$409k		2.6k	155.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$399k	+55%	2.7k	148.12	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$397k	-12%	8.4k	47.37	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$389k	NEW	19k	20.41	View chart
Boston Scientific Corporation (BSX)	0.1	$379k	-14%	6.0k	62.75	View chart
Phillips 66 (PSX)	0.1	$376k	NEW	2.1k	182.18	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$374k	+10%	7.9k	47.08	View chart
Hf Sinclair Corp (DINO)	0.1	$373k	NEW	6.0k	62.39	View chart
Coca-Cola Company (KO)	0.1	$369k		4.9k	76.06	View chart
Astrazeneca Ord (AZN)	0.1	$369k	NEW	1.9k	197.22	View chart
Vanguard World Energy Etf (VDE)	0.1	$366k		2.1k	173.04	View chart
Alaska Air (ALK)	0.1	$358k	-13%	9.7k	36.78	View chart
Target Corporation (TGT)	0.1	$351k		2.9k	121.20	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$350k	NEW	7.6k	46.19	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$343k	NEW	5.9k	58.18	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$342k	NEW	4.9k	69.75	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$340k		6.3k	53.77	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$340k		4.7k	71.75	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$338k		7.3k	46.16	View chart
Equinor Asa Sponsored Adr (EQNR)	0.1	$338k	NEW	8.0k	42.20	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$335k	NEW	2.1k	161.75	View chart
Boeing Company (BA)	0.1	$335k	+3%	1.7k	199.06	View chart
Sprott Fds Tr Active Gold & Si (GBUG)	0.1	$332k	+8%	7.3k	45.44	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$330k	+8%	3.9k	84.52	View chart
Abbvie (ABBV)	0.1	$330k	+15%	1.5k	217.49	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$330k	+27%	9.3k	35.44	View chart
Western Digital (WDC)	0.1	$326k	-17%	1.2k	270.49	View chart
CVS Caremark Corporation (CVS)	0.1	$325k		4.5k	71.82	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$320k	-52%	459.00	697.40	View chart
Raytheon Technologies Corp (RTX)	0.1	$317k	+30%	1.6k	192.90	View chart
Live Nation Entertainment (LYV)	0.1	$313k	-12%	2.1k	152.51	View chart
Bank of America Corporation (BAC)	0.1	$309k	+5%	6.3k	48.75	View chart
Procter & Gamble Company (PG)	0.1	$301k	+5%	2.1k	144.46	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$301k		3.7k	81.99	View chart
Qualcomm (QCOM)	0.1	$299k	+17%	2.3k	128.80	View chart
Vistra Energy (VST)	0.1	$299k		2.0k	150.33	View chart
AFLAC Incorporated (AFL)	0.1	$292k		2.7k	109.71	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$291k	NEW	3.2k	91.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$291k	+4%	1.0k	286.99	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$287k	+3%	3.7k	76.55	View chart
Gilead Sciences (GILD)	0.1	$285k	NEW	2.0k	139.34	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.1	$279k	+5%	11k	26.35	View chart
Global X Fds Global X Silver (SIL)	0.1	$278k		3.1k	90.08	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$277k	NEW	872.00	317.89	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$274k		22k	12.33	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$270k	NEW	8.8k	30.68	View chart
Johnson & Johnson (JNJ)	0.1	$268k	+3%	1.1k	244.52	View chart
NetApp (NTAP)	0.1	$265k	NEW	2.6k	102.39	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$265k		2.4k	109.70	View chart
Ameren Corporation (AEE)	0.1	$263k		2.4k	109.92	View chart
Nuveen Mun High Income Opp F (NMZ)	0.1	$261k		25k	10.38	View chart
Incyte Corporation (INCY)	0.1	$256k	+26%	2.7k	94.12	View chart
Williams-Sonoma (WSM)	0.1	$255k		1.4k	182.33	View chart
Valero Energy Corporation (VLO)	0.1	$252k	NEW	1.0k	247.10	View chart
Humana (HUM)	0.1	$252k	-12%	1.5k	173.38	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.1	$250k		9.7k	25.62	View chart
Deckers Outdoor Corporation (DECK)	0.1	$249k	NEW	2.5k	100.09	View chart
Innovator Etfs Trust Equity Defined (TOCT)	0.1	$248k		9.4k	26.29	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.1	$247k		7.9k	31.50	View chart
Kraft Heinz (KHC)	0.1	$247k	NEW	11k	22.49	View chart
Fox Corp Cl A Com (FOXA)	0.1	$242k	+26%	4.2k	58.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$242k	NEW	3.2k	74.35	View chart
Match Group (MTCH)	0.1	$240k	NEW	7.8k	30.71	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$237k		17k	14.35	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$232k	NEW	9.0k	25.64	View chart
General Mills (GIS)	0.1	$229k	NEW	6.2k	37.22	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.1	$225k	+26%	3.7k	61.35	View chart
Lululemon Athletica (LULU)	0.1	$224k	+25%	1.5k	153.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$223k	NEW	3.5k	64.07	View chart
National Retail Properties (NNN)	0.1	$222k		5.3k	42.03	View chart
Advanced Micro Devices (AMD)	0.1	$222k	-71%	1.1k	203.43	View chart
Raymond James Financial (RJF)	0.1	$220k	NEW	1.5k	144.79	View chart
Paycom Software (PAYC)	0.1	$218k	NEW	1.8k	121.55	View chart
Palantir Technologies Cl A (PLTR)	0.1	$217k	+8%	1.5k	146.28	View chart
T. Rowe Price (TROW)	0.1	$217k	NEW	2.4k	90.14	View chart
Lumentum Hldgs (LITE)	0.0	$211k	NEW	300.00	702.76	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$210k	NEW	3.7k	57.07	View chart
Lowe's Companies (LOW)	0.0	$210k	NEW	887.00	236.28	View chart
Main Street Capital Corporation (MAIN)	0.0	$209k	+4%	3.9k	52.96	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$208k	NEW	950.00	218.72	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.0	$207k	NEW	3.0k	70.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$204k		314.00	650.65	View chart
Ryder System (R)	0.0	$204k	NEW	995.00	204.72	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$203k	+29%	1.0k	198.29	View chart
Ford Motor Company (F)	0.0	$183k	+3%	16k	11.54	View chart
Green Dot Corp Cl A (GDOT)	0.0	$166k		15k	11.22	View chart
Invesco Insured Municipal Income Trust (IIM)	0.0	$156k		13k	12.16	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$154k		13k	11.50	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$153k		14k	11.23	View chart
Nuveen Arizona Premium Income Mun (NAZ)	0.0	$143k		12k	11.99	View chart
Nuveen Muni Value Fund (NUV)	0.0	$117k		13k	8.99	View chart
Selectquote Ord (SLQT)	0.0	$12k		20k	0.63	View chart
Purple Innovatio (PRPL)	0.0	$8.6k	NEW	13k	0.66	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 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

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