Plan Group Financial, LLC
Top Portfolio Positions
129 positions ·
$164,513,264 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
39,302 | $11,561,076 | 7.03% |
| XOM |
Exxon Mobil Corp
Energy
|
49,311 | $8,366,104 | 5.09% |
| AAPL |
Apple Inc.
Technology
|
26,621 | $6,756,143 | 4.11% |
| IAU |
Ishares Gold Trust
|
69,136 | $6,095,029 | 3.70% |
| SLV |
iShares Silver Trust
|
85,414 | $5,820,109 | 3.54% |
| GLD |
Spdr Gold Trust
|
13,058 | $5,618,726 | 3.42% |
| CVX |
Chevron Corp
Energy
|
24,155 | $4,997,669 | 3.04% |
| OUNZ |
VanEck Merk Gold ETF
|
110,775 | $4,990,413 | 3.03% |
| AVGO |
Broadcom Inc.
Technology
|
12,327 | $3,815,329 | 2.32% |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
22,777 | $3,765,949 | 2.29% |
Holdings in T
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,999,943 | 103,482 | Shares | Sole | 2026-04-13 | |
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