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 101–150 of 487
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SMA | SMARTSTOP SELF STORAGE R | 1K | $15K–$50K | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 270 | $15K–$50K | SH |
| CMCSA | COMCAST CORP NEW TRADES WITH DUE BILLS | 1K | $15K–$50K | SH |
| PLTR | PALANTIR TECHNOLOGIES IN CLASS CLASS A | 221 | $15K–$50K | SH |
| VCIT | VANGUARD INTERMEDIATE TERM COR ETF | 464 | $15K–$50K | SH |
| USB | US BANCORP DEL | 713 | $15K–$50K | SH |
| IHI | ISHARES US MEDICAL DEVICES ETF | 600 | $15K–$50K | SH |
| HIG | HARTFORD INS GROUP INC | 257 | $15K–$50K | SH |
| VSS | VGRD FTSE ALL WRLD EX US SML CAP ETF | 244 | $15K–$50K | SH |
| VEGI | ISHARES MSCI AGRI PRODUCERS ETF | 897 | $15K–$50K | SH |
| NFLX | NETFLIX INC | 350 | $15K–$50K | SH |
| SILA | SILA RLTY TR INC REIT | 1K | $15K–$50K | SH |
| CVX | CHEVRON CORP NEW | 203 | $15K–$50K | SH |
| PG | PROCTER & GAMBLE CO | 206 | $15K–$50K | SH |
| LMT | LOCKHEED MARTIN CORP | 61 | $15K–$50K | SH |
| LOW | LOWES COS INC | 122 | $15K–$50K | SH |
| NVO | NOVO-NORDISK A S F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 538 | $15K–$50K | SH |
| BDJ | BLACKROCK ENHANCED EQUIT | 3K | $15K–$50K | SH |
| GE | GE AEROSPACE | 86 | $15K–$50K | SH |
| SBUX | STARBUCKS CORP | 311 | $15K–$50K | SH |
| SYK | STRYKER CORP | 74 | $15K–$50K | SH |
| SPYG | ST STRT SPDR PRTL S&P 500 GRW ETF IV | 242 | $15K–$50K | SH |
| IXUS | ISHARES CORE MSCI TOTL INTL STCK ETF | 294 | $15K–$50K | SH |
| AMGN | AMGEN INC | 75 | $15K–$50K | SH |
| DT | DYNATRACE INC | 553 | $15K–$50K | SH |
| MYN | BLACKROCK MUNIYIELD NY Q | 2K | $15K–$50K | SH |
| MDT | MEDTRONIC PLC F | 245 | $15K–$50K | SH |
| SCHM | CHARLES SCHWAB US MC ETF | 781 | $15K–$50K | SH |
| IJS | ISHARES S&P SMALL CAP 600 ETF | 199 | $15K–$50K | SH |
| ITT | ITT INC | 130 | $15K–$50K | SH |
| SHOP | SHOPIFY INC F CLASS A | 140 | $15K–$50K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A F | 38 | $15K–$50K | SH |
| BLK | BLACKROCK INC NEW | 20 | $15K–$50K | SH |
| KO | THE COCA-COLA CO | 302 | $15K–$50K | SH |
| ADSK | AUTODESK INC | 71 | $15K–$50K | SH |
| CSCO | CISCO SYS INC | 267 | $15K–$50K | SH |
| ADI | ANALOG DEVICES INC | 75 | $15K–$50K | SH |
| USIG | ISHARES BRD USD INV GRD CORP BD ETF | 392 | $15K–$50K | SH |
| MHN | BLACKROCK MUNIHOLDINGS N | 2K | $15K–$50K | SH |
| ICE | INTERCONTINENTAL EXCHANG | 122 | $15K–$50K | SH |
| PM | PHILIP MORRIS INTL INC | 123 | $15K–$50K | SH |
| PHM | PULTEGROUP INC | 168 | $15K–$50K | SH |
| CRM | SALESFORCE INC | 74 | $15K–$50K | SH |
| ASML | ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 18 | $15K–$50K | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVRG ETF | 40 | $15K–$50K | SH |
| OEF | ISHARES S&P 100 ETF | 56 | $15K–$50K | SH |
| SE | SEA LTD F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 149 | $15K–$50K | SH |
| MA | MASTERCARD INC CLASS CLASS A | 33 | $15K–$50K | SH |
| CIEN | CIENA CORP | 78 | $15K–$50K | SH |
| NOC | NORTHROP GRUMMAN CORP | 31 | $15K–$50K | SH |