Game-Plan-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ENVX",
  null,
  "GTX",
  null,
  null,
  "QRVO",
  null,
  "AKAM",
  "IMNN",
  "MP",
  null,
  "ANVS",
  "NGL",
  null,
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "RVT",
  "GOOGL",
  "ASIX",
  null,
  "AXP",
  null,
  "GDXJ",
  "SCHH",
  "T",
  "BLK",
  null,
  null,
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CSQ",
  null,
  "STEW",
  null,
  "COF",
  "CMI",
  null,
  null,
  null,
  "ROKU",
  "REZI",
  null,
  "FUN",
  null,
  null,
  "SIGA",
  null,
  "U",
  null,
  "BKSY",
  null,
  null,
  "FCX",
  "FITB",
  "ABEO",
  "GD",
  null,
  "FAX",
  "AGEN",
  "AEVA",
  null,
  "HON",
  "HD",
  "MCD",
  "RPM",
  "QCOM",
  null,
  null,
  "HUBS",
  null,
  "RIVN",
  "EMR",
  "META",
  "MNKD",
  null,
  "IVW",
  "OUST",
  "IJH",
  null,
  "RNTX",
  null,
  "REAL",
  "NAK",
  "CHI",
  null,
  null,
  "LHX",
  "RCAT",
  null,
  null,
  "KFFB",
  "LPTH",
  "ICU",
  "TLRY",
  null,
  null,
  "MA",
  null,
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "EQT",
  "FYBR",
  "GE",
  "IGD",
  "IJR",
  "IWD",
  "ORCL",
  "KHC",
  null,
  null,
  null,
  null,
  "PANW",
  "PEP",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "VZ",
  null,
  "JPC",
  "MSTR",
  "DGX",
  "REGN",
  null,
  "ROK",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SLB",
  "RTX",
  null,
  null,
  null,
  null,
  null,
  "SPYG",
  "TKO",
  null,
  null,
  null,
  "UBER",
  null,
  null,
  null,
  null,
  null,
  "UL",
  null,
  null,
  null,
  null,
  "UPS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AERG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VO",
  "MRNA",
  "IQST",
  null,
  "VWO",
  "IWV",
  null,
  null,
  "AXTI",
  null,
  "KOPN",
  "TSCO",
  "NXT",
  null,
  null,
  "IWO",
  "SU",
  "DFH",
  "IWN",
  null,
  "TSM",
  null,
  "CHPT",
  null,
  "DD",
  null,
  "MGC",
  null,
  null,
  "RH",
  "LITE",
  "AEE",
  "HAL",
  "AMD",
  "DOV",
  "WAB",
  "F",
  "FSLR",
  "IWP",
  null,
  null,
  null,
  "HLIT",
  "RACE",
  null,
  "NVO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  "ULY",
  null,
  "SCHB",
  null,
  null,
  "TTWO",
  null,
  null,
  null,
  "AMC",
  null,
  "HIMS",
  "HBAN",
  "DKNG",
  "VGT",
  "USB",
  "VBK",
  "VBR",
  "VB",
  "VOO",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WBA",
  "WMB",
  "YUMC",
  "YUM",
  "IUSG",
  "SOLV",
  "OLO",
  "SCHD",
  "ET",
  "SOFI",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  "KEY",
  "NOK",
  "MGM",
  "EMBC",
  null,
  "TDOC",
  "OTIS",
  "SLG",
  "SWKS",
  "DIA",
  null,
  null,
  null,
  "GEV",
  "SPYV",
  "LULU",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BDX",
  null,
  null,
  "BMY",
  "BKD",
  "BFLY",
  "CARR",
  "CMG",
  "CSCO",
  "NET",
  "CNX",
  "KO",
  "CMCSA",
  "CMP",
  "STZ",
  "COST",
  "CPNG",
  "CSX",
  "DDOG",
  "PLAY",
  "DAL",
  "DPZ",
  null,
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-19
Total Holdings: 371
Total Value: 205970074
Accession Number: 0001802952-25-000004
Form Type: 13F-HR
CIK: game-plan-financial-advisors
Manager Name: Game-Plan-Financial-Advisors

Data Enrichment

58% identified

216 identified155 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

371 positions • $206.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$206.0M)

912797NB9

Shares:—

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$206.0M)

DraftKings Inc.

DKNG|26142V105

Shares:47.0K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$206.0M)

SL GREEN REALTY CORP

SLG|78440X887

Shares:27.0K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$206.0M)

464288786

Shares:11.1K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$206.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:17.5K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$206.0M)

912797NC7

Shares:—

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$206.0M)

Philip Morris International Inc.

PM|718172109

Shares:7.6K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$206.0M)

ELI LILLY & Co

LLY|532457108

Shares:1.3K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$206.0M)

912797NP8

Shares:—

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$206.0M)

91282CHD6

Shares:—

Value:$969.8K

% of Portfolio:0.5% ($969.8K/$206.0M)

464287309

IVW|464287309

Shares:10.1K

Value:$940.9K

% of Portfolio:0.5% ($940.9K/$206.0M)

G3643J108

Shares:4.2K

Value:$919.4K

% of Portfolio:0.4% ($919.4K/$206.0M)

92189F676

Shares:4.3K

Value:$910.6K

% of Portfolio:0.4% ($910.6K/$206.0M)

81369Y704

Shares:6.8K

Value:$894.8K

% of Portfolio:0.4% ($894.8K/$206.0M)

464287655

IWM|464287655

Shares:4.4K

Value:$881.7K

% of Portfolio:0.4% ($881.7K/$206.0M)

92204A603

Shares:3.5K

Value:$869.4K

% of Portfolio:0.4% ($869.4K/$206.0M)

Ferrari N.V.

RACE|N3167Y103

Shares:2.0K

Value:$855.8K

% of Portfolio:0.4% ($855.8K/$206.0M)

81369Y803

XLK|81369Y803

Shares:4.0K

Value:$834.9K

% of Portfolio:0.4% ($834.9K/$206.0M)

912797NW3

Shares:—

Value:$782.1K

% of Portfolio:0.4% ($782.1K/$206.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ -99.00% (-198) YoY NEW(+2)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$206.0M)	QoQ +17.68% (-$240.0K) YoY NEW(+$1.6M)
(cusip912797NB9)✕	—	QoQ - YoY NEW	All Managers (Combined)	$1.6M	0.8% ($1.6M/$206.0M)	QoQ +7884.22% (+$1.6M) YoY NEW(+$1.6M)
DraftKings Inc.(DKNGcusip26142V105)	47.0K	QoQ -30.45% (-20.6K) YoY +4.35% (-2.0K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$206.0M)	QoQ -37.59% (-$939.6K) YoY -23.68% (-$483.8K)
SL GREEN REALTY CORP(SLGcusip78440X887)	27.0K	QoQ +1127.27% (+24.8K) YoY NEW(+27.0K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$206.0M)	QoQ +945.29% (+$1.4M) YoY NEW(+$1.6M)
(cusip464288786)✕	11.1K	QoQ +17.02% (+1.6K) YoY NEW(+11.1K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$206.0M)	QoQ +27.80% (+$331.7K) YoY NEW(+$1.5M)
Palantir Technologies Inc.(PLTRcusip69608A108)	17.5K	QoQ +3.59% (+605) YoY +58.28% (+6.4K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$206.0M)	QoQ +14.51% (+$186.7K) YoY +480.60% (+$1.2M)
(cusip912797NC7)✕	—	QoQ - YoY NEW	All Managers (Combined)	$1.3M	0.6% ($1.3M/$206.0M)	QoQ +1183.50% (+$1.2M) YoY NEW(+$1.3M)
Philip Morris International Inc.(PMcusip718172109)	7.6K	QoQ -0.65% (-50) YoY +93.14% (+3.7K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$206.0M)	QoQ +31.01% (-$286.0K) YoY +234.62% (+$847.0K)
ELI LILLY & Co(LLYcusip532457108)	1.3K	QoQ 0.00% (+0) YoY -59.51% (-1.9K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$206.0M)	QoQ +7.42% (+$72.5K) YoY -57.02% (-$1.4M)
(cusip912797NP8)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$1.0M	0.5% ($1.0M/$206.0M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
(cusip91282CHD6)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$969.8K	0.5% ($969.8K/$206.0M)	QoQ NEW(+$969.8K) YoY NEW(+$969.8K)
(IVWcusip464287309)	10.1K	QoQ 0.00% (-0) YoY -5.67% (-610)	All Managers (Combined)	$940.9K	0.5% ($940.9K/$206.0M)	QoQ -8.78% (-$90.6K) YoY +3.69% (-$33.5K)
(cusipG3643J108)✕	4.2K	QoQ +538.46% (+3.5K) YoY NEW(+4.2K)	All Managers (Combined)	$919.4K	0.4% ($919.4K/$206.0M)	QoQ +447.35% (+$751.5K) YoY NEW(+$919.4K)
(cusip92189F676)✕	4.3K	QoQ +6.16% (-250) YoY -3.69% (-165)	All Managers (Combined)	$910.6K	0.4% ($910.6K/$206.0M)	QoQ -7.52% (-$74.0K) YoY -9.47% (-$95.3K)
(cusip81369Y704)✕	6.8K	QoQ -1.79% (-125) YoY +125.38% (+3.8K)	All Managers (Combined)	$894.8K	0.4% ($894.8K/$206.0M)	QoQ -2.26% (-$20.7K) YoY +134.53% (+$513.3K)
(IWMcusip464287655)	4.4K	QoQ -51.90% (-4.8K) YoY NEW(+4.4K)	All Managers (Combined)	$881.7K	0.4% ($881.7K/$206.0M)	QoQ -56.55% (-$1.1M) YoY NEW(+$881.7K)
(cusip92204A603)✕	3.5K	QoQ 0.00% (-0) YoY +17.37% (+520)	All Managers (Combined)	$869.4K	0.4% ($869.4K/$206.0M)	QoQ -2.71% (-$24.3K) YoY +19.01% (+$138.9K)
Ferrari N.V.(RACEcusipN3167Y103)	2.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$855.8K	0.4% ($855.8K/$206.0M)	QoQ +1.11% (+$9.4K) YoY -1.84% (-$16.1K)
(XLKcusip81369Y803)	4.0K	QoQ -0.36% (-15) YoY +27.05% (+861)	All Managers (Combined)	$834.9K	0.4% ($834.9K/$206.0M)	QoQ -11.64% (-$110.1K) YoY +150.86% (+$502.1K)
(cusip912797NW3)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$782.1K	0.4% ($782.1K/$206.0M)	QoQ NEW(+$782.1K) YoY NEW(+$782.1K)