GP
| |
Game Plan Financial Advisors, LLC13F | |
| Game Plan Financial Advisors, LLC | |
| Last update 2025-05-19 | 305 Stocks (15 new) |
| Value $168.00 Mil | Turnover 10 % |
Game Plan Financial Advisors, ... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 43,587 | 9,681.9 | -7.06% | 5.750 | -0.45% | 0.000 | +11.09% | -14.22% | 3,200,747.5 | Hardware | |
GOOG | Alphabet Inc | 52,757 | 8,242.2 | -2.25% | 4.900 | -0.13% | 0.000 | +26.88% | -0.04% | 2,298,510.5 | Interactive Media | |
AMZN | Amazon.com Inc | 39,314 | 7,479.9 | +6.95% | 4.450 | +0.29% | 0.000 | +36.04% | +3.76% | 2,416,600.3 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 13,782 | 7,340.0 | -0.96% | 4.360 | -0.03% | 0.000 | -6.02% | +5.11% | 1,027,949.7 | Insurance | |
NVDA | NVIDIA Corp | 65,463 | 7,094.8 | -5.80% | 4.220 | -0.29% | 0.000 | +78.18% | +28.59% | 4,210,755.6 | Semiconductors | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 263,315 | 6,593.4 | +114.66% | 3.920 | +2.09% | 0.020 | +30.01% | +7.50% | 45,549.7 | ||
XLF | Financial Select Sector SPDR | 121,986 | 6,076.1 | +7.34% | 3.610 | +0.25% | 0.010 | +15.86% | +9.83% | 51,390.6 | ||
MSFT | Microsoft Corp | 15,864 | 5,955.3 | -1.53% | 3.540 | -0.06% | 0.000 | +42.75% | +21.87% | 3,803,381.3 | Software | |
COST | Costco Wholesale Corp | 5,715 | 5,404.9 | -5.69% | 3.210 | -0.17% | 0.000 | -0.35% | +4.28% | 422,704.6 | Retail - Defensive | |
SCHV | Schwab U.S. Large-Cap Value ETF | 201,219 | 5,348.4 | -27.39% | 3.180 | -1.15% | 0.040 | +14.91% | +8.70% | 12,817.1 |
Game Plan Financial Advisors, LLC's Historical Top Holdings Breakdowns
Game Plan Financial Advisors, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Add Add | +2.09% | 24.91 ($27.39) 29.02 | $29.93 | 9.26% | Add 114.66% | 263,315 | 140,651 | |
CCL | Carnival Corp | 2025-03-31 | Sold Out Sold Out | -1.75% | 19.08 ($23.78) 28.49 | $29.93 | 25.84% | Sold Out | 0 | -129,316 | |
GIL | Gildan Activewear Inc | 2025-03-31 | Sold Out Sold Out | -1.51% | 44.19 ($49.71) 55.09 | $52.15 | 4.91% | Sold Out | 0 | -59,681 | |
SCHV | Schwab U.S. Large-Cap Value ETF | 2025-03-31 | Reduce Reduce | -1.15% | 25.77 ($26.84) 27.6 | $28.04 | 4.47% | Reduce -27.39% | 201,219 | -75,895 | |
UL | Unilever PLC | 2025-03-31 | New Buy New Buy | +1.10% | 54.72 ($57.34) 60.29 | $59.66 | 4.05% | New holding | 31,152 | 31,152 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Reduce Reduce | -1.05% | 21.75 ($23.28) 24.28 | $24.98 | 7.28% | Reduce -37.85% | 122,314 | -74,483 | |
DGX | Quest Diagnostics Inc | 2025-03-31 | New Buy New Buy | +0.96% | 150.33 ($164.28) 176.95 | $165.70 | 0.86% | New holding | 9,522 | 9,522 | |
ETN | Eaton Corp PLC | 2025-03-31 | Add Add | +0.94% | 271.83 ($311.37) 371.23 | $376.21 | 20.82% | Add 42.5% | 19,415 | 5,790 | |
AXP | American Express Co | 2025-03-31 | Reduce Reduce | -0.91% | 255.39 ($295.58) 325.87 | $305.96 | 3.51% | Reduce -29.94% | 13,299 | -5,683 | |
DOV | Dover Corp | 2025-03-31 | Reduce Reduce | -0.85% | 174.65 ($192.27) 206.43 | $187.53 | -2.47% | Reduce -97.82% | 187 | -8,397 |
Game Plan Financial Advisors, LLC Total Holding History ($B)
Game Plan Financial Advisors, LLC's Asset Allocation
Game Plan Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Game Plan Financial Advisors, LLC's Hypothetical Growth since 2025-03-31
Game Plan Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Game Plan Financial Advisors, LLC's Holdings Heat Map
Size field:
Game Plan Financial Advisors, LLC's Holdings Bubble Chart
Game Plan Financial Advisors, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers