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Game Plan Financial Advisors, LLC

13F
Game Plan Financial Advisors, LLC
Last update 2025-05-19 305 Stocks (15 new)
Value $168.00 Mil Turnover 10 %
Countries:
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
-13.23%
-18.37%
3,045,713.6
Hardware
GOOG
Alphabet Inc
52,757
8,242.2
-2.25%
4.900
-0.13%
0.000
+0.52%
-8.04%
2,111,608.1
Interactive Media
AMZN
Amazon.com Inc
39,314
7,479.9
+6.95%
4.450
+0.29%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
BRK.B
Berkshire Hathaway Inc
13,782
7,340.0
-0.96%
4.360
-0.03%
0.000
-0.87%
+8.88%
1,064,623.6
Insurance
NVDA
NVIDIA Corp
65,463
7,094.8
-5.80%
4.220
-0.29%
0.000
+28.18%
+5.54%
3,455,424.2
Semiconductors
SCHG
Schwab U.S. Large-Cap Growth ETF
263,315
6,593.4
+114.66%
3.920
+2.09%
0.020
+7.78%
+0.89%
42,064.8
 
XLF
Financial Select Sector SPDR
121,986
6,076.1
+7.34%
3.610
+0.25%
0.010
+4.22%
+6.49%
49,967.0
 
MSFT
Microsoft Corp
15,864
5,955.3
-1.53%
3.540
-0.06%
0.000
+18.73%
+12.03%
3,496,120.0
Software
COST
Costco Wholesale Corp
5,715
5,404.9
-5.69%
3.210
-0.17%
0.000
-1.01%
+11.04%
450,102.6
Retail - Defensive
SCHV
Schwab U.S. Large-Cap Value ETF
201,219
5,348.4
-27.39%
3.180
-1.15%
0.040
+2.11%
+4.54%
12,265.9
 

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 ETF2025-03-31Add
+2.09%
24.91 ($27.39) 29.02
$28.09
2.56%
Add 114.66%
263,315
140,651
CCL
Carnival Corp2025-03-31Sold Out
-1.75%
19.08 ($23.78) 28.49
$24.28
2.10%
Sold Out
0
-129,316
GIL
Gildan Activewear Inc2025-03-31Sold Out
-1.51%
44.19 ($49.71) 55.09
$47.83
-3.78%
Sold Out
0
-59,681
SCHV
Schwab U.S. Large-Cap Value ETF2025-03-31Reduce
-1.15%
25.77 ($26.84) 27.6
$27.11
1.01%
Reduce -27.39%
201,219
-75,895
UL
Unilever PLC2025-03-31New Buy
+1.10%
54.72 ($57.34) 60.29
$63.02
9.91%
New holding
31,152
31,152
SCHX
Schwab U.S. Large-Cap ETF2025-03-31Reduce
-1.05%
21.75 ($23.28) 24.28
$23.73
1.93%
Reduce -37.85%
122,314
-74,483
DGX
Quest Diagnostics Inc2025-03-31New Buy
+0.96%
150.33 ($164.28) 176.95
$174.34
6.12%
New holding
9,522
9,522
ETN
Eaton Corp PLC2025-03-31Add
+0.94%
271.83 ($311.37) 371.23
$331.45
6.45%
Add 42.5%
19,415
5,790
AXP
American Express Co2025-03-31Reduce
-0.91%
255.39 ($295.58) 325.87
$302.47
2.33%
Reduce -29.94%
13,299
-5,683
DOV
Dover Corp2025-03-31Reduce
-0.85%
174.65 ($192.27) 206.43
$179.45
-6.67%
Reduce -97.82%
187
-8,397

Game Plan Financial Advisors, LLC Total Holding History ($B)

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Game Plan Financial Advisors, LLC's Asset Allocation

To

Game Plan Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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

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Game Plan Financial Advisors, LLC's Holdings Bubble Chart

Game Plan Financial Advisors, LLC News

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