Portfolio (Quarterly)
Guide ↗
Plan Group Financial, LLC
· CIK 0001940033| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 1,466 | $224K | 0.05% | SOLD |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | — | 3,477 | $223K | 0.05% | SOLD |
| 23 | PAYC | PAYCOM SOFTWARE INC | Technology | 1,796 | $218K | 0.05% | SOLD |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,485 | $217K | 0.05% | SOLD |
| 25 | MPLX | MPLX LP | Energy | 3,674 | $210K | 0.05% | SOLD |
| 26 | LOW | LOWES COS INC | Consumer Cyclical | 887 | $210K | 0.05% | SOLD |
| 27 | GLTR | ABRDN PRECIOUS METALS BASKET | Financial Services | 950 | $208K | 0.05% | SOLD |
| 28 | ACN | ACCENTURE PLC IRELAND | Technology | 1,024 | $203K | 0.05% | SOLD |
| 29 | GDOT | GREEN DOT CORP | Financial Services | 14,803 | $166K | 0.04% | SOLD |
Sector Allocation
Financial Services
31.2%
Technology
17.9%
Utilities
11.6%
Energy
10.2%
Consumer Defensive
8.0%
Real Estate
6.3%
Healthcare
5.2%
Communication Services
4.6%
Consumer Cyclical
2.6%
Industrials
2.1%