PLAN GROUP FINANCIAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OCSL | 114K | $1.49M |
 | ARCC | 99K | $2.03M |
 | NLY | 95K | $1.91M |
 | T | 88K | $2.48M |
 | ET | 83K | $1.42M |
 | PFE | 82K | $2.08M |
 | FDUS | 69K | $1.39M |
 | VICI | 64K | $2.10M |
 | TSLX | 64K | $1.45M |
 | PPL | 58K | $2.15M |
 | VZ | 57K | $2.51M |
 | OHI | 54K | $2.27M |
 | XOM | 47K | $5.32M |
 | EPD | 46K | $1.43M |
 | MO | 40K | $2.64M |
 | D | 34K | $2.07M |
 | CMA | 30K | $2.06M |
 | SO | 29K | $2.71M |
 | AAPL | 26K | $6.53M |
 | BTI | 25K | $1.34M |
Oaktree Specialty Lending Corporation
OCSL
Shares Held
114K
Value
$1.49M
Ares Capital Corporation
ARCC
Shares Held
99K
Value
$2.03M
Annaly Capital Management, Inc.
NLY
Shares Held
95K
Value
$1.91M
AT&T Inc.
T
Shares Held
88K
Value
$2.48M
Energy Transfer LP
ET
Shares Held
83K
Value
$1.42M
Pfizer Inc.
PFE
Shares Held
82K
Value
$2.08M
Fidus Investment Corporation
FDUS
Shares Held
69K
Value
$1.39M
VICI Properties Inc.
VICI
Shares Held
64K
Value
$2.10M
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
64K
Value
$1.45M
PPL Corporation
PPL
Shares Held
58K
Value
$2.15M
Verizon Communications Inc.
VZ
Shares Held
57K
Value
$2.51M
Omega Healthcare Investors, Inc.
OHI
Shares Held
54K
Value
$2.27M
Exxon Mobil Corporation
XOM
Shares Held
47K
Value
$5.32M
Enterprise Products Partners L.P.
EPD
Shares Held
46K
Value
$1.43M
Altria Group, Inc.
MO
Shares Held
40K
Value
$2.64M
Dominion Energy, Inc.
D
Shares Held
34K
Value
$2.07M
Comerica Incorporated
CMA
Shares Held
30K
Value
$2.06M
The Southern Company
SO
Shares Held
29K
Value
$2.71M
Apple Inc.
AAPL
Shares Held
26K
Value
$6.53M
British American Tobacco p.l.c.
BTI
Shares Held
25K
Value
$1.34M