CIK 2088337
United Financial Planning Group LLC
Institutional 13F holdings & portfolio
Holdings
487
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 451–487 of 487
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | 2 | <$1K | SH |
| ZBRA | ZEBRA TECHNOLOGIES CORP CLASS A | 1 | <$1K | SH |
| WING | WINGSTOP INC | 1 | <$1K | SH |
| SOLV | SOLVENTUM CORP | 3 | <$1K | SH |
| TTEK | TETRA TECH INC NEW | 7 | <$1K | SH |
| NTRA | NATERA INC | 1 | <$1K | SH |
| ESTC | ELASTIC N V F | 3 | <$1K | SH |
| CCO | CLEAR CHANNEL OUTDOOR HL | 100 | <$1K | SH |
| QSI | QUANTUM-SI INC CLASS A | 200 | <$1K | SH |
| PCOR | PROCORE TECHNOLOGIES INC | 3 | <$1K | SH |
| MTZ | MASTEC INC | 1 | <$1K | SH |
| WDAY | WORKDAY INC CLASS A | 1 | <$1K | SH |
| NTAP | NETAPP INC | 2 | <$1K | SH |
| F | FORD MTR CO DEL | 16 | <$1K | SH |
| CHTR | CHARTER COMMUNICATIONS I CLASS A | 1 | <$1K | SH |
| NCNO | NCINO INC NEW | 8 | <$1K | SH |
| CDLX | CARDLYTICS INC | 175 | <$1K | SH |
| GWRE | GUIDEWIRE SOFTWARE INC | 1 | <$1K | SH |
| PLUG | PLUG PWR INC | 100 | <$1K | SH |
| DBX | DROPBOX INC CLASS CLASS A | 7 | <$1K | SH |
| LNG | CHENIERE ENERGY INC | 1 | <$1K | SH |
| BSY | BENTLEY SYS INC CLASS B | 5 | <$1K | SH |
| CTAS | CINTAS CORP | 1 | <$1K | SH |
| SPG | SIMON PPTY GROUP INC NEW REIT | 1 | <$1K | SH |
| WSM | WILLIAMS SONOMA INC | 1 | <$1K | SH |
| RH | RH | 1 | <$1K | SH |
| PTC | PTC INC | 1 | <$1K | SH |
| MANH | MANHATTAN ASSOCS INC | 1 | <$1K | SH |
| LOPE | GRAND CANYON ED INC | 1 | <$1K | SH |
| IRM | IRON MTN INC NEW REIT | 2 | <$1K | SH |
| LUMN | LUMEN TECHNOLOGIES INC | 21 | <$1K | SH |
| TEAM | ATLASSIAN CORP CLASS A | 1 | <$1K | SH |
| ALLE | ALLEGION PUB LTD CO F | 1 | <$1K | SH |
| STIM | NEURONETICS INC | 100 | <$1K | SH |
| BHF | BRIGHTHOUSE FINL INC | 2 | <$1K | SH |
| PTIX | PROTAGENIC THERAPEUTICS | 17 | <$1K | SH |
| CELU | CELULARITY INC CLASS A | 19 | <$1K | SH |