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 151–200 of 487
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MUFG | MITSUBISHI HEAVY INDS F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 738 | $15K–$50K | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 43 | $15K–$50K | SH |
| CAH | CARDINAL HEALTH INC | 86 | $15K–$50K | SH |
| XLF | STE STRT FINCL SLCT SECTOR SPDR ETF | 312 | $15K–$50K | SH |
| FFIC | FLUSHING FINL CORP | 1K | $15K–$50K | SH |
| AMD | ADVANCED MICRO DEVIC | 79 | $15K–$50K | SH |
| NOW | SERVICENOW INC | 110 | $15K–$50K | SH |
| VLO | VALERO ENERGY CORP NEW | 103 | $15K–$50K | SH |
| NEE | NEXTERA ENERGY INC | 205 | $15K–$50K | SH |
| SAP | SAP SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 66 | $15K–$50K | SH |
| EEX | EMERALD HLDG INC | 4K | $15K–$50K | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 166 | $15K–$50K | SH |
| TEL | TE CONNECTIVITY PLC F | 69 | $15K–$50K | SH |
| VOT | VANGUARD MID CAP GROWTH ETF | 56 | $15K–$50K | SH |
| XLP | STE SRT CNSR STPLS SLCT SEC SPDR ETF | 200 | $15K–$50K | SH |
| COST | COSTCO WHSL CORP NEW | 18 | $15K–$50K | SH |
| XLI | STATE STRT INDSTL SLCT SCTR SPDR ETF | 100 | $15K–$50K | SH |
| APP | APPLOVIN CORP CLASS A | 22 | $1K–$15K | SH |
| IP | INTERNTNL PAPER CO | 365 | $1K–$15K | SH |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 200 | $1K–$15K | SH |
| MBB | ISHARES MBS ETF | 149 | $1K–$15K | SH |
| SDY | STATE STREET SPDR S&P DIV ETF | 100 | $1K–$15K | SH |
| JEPI | J P MORGAN NASDAQ EQT PRM INC ETF | 236 | $1K–$15K | SH |
| T | AT&T INC | 533 | $1K–$15K | SH |
| HWM | HOWMET AEROSPACE INC | 63 | $1K–$15K | SH |
| GOP | UNUSUAL WHALES SUB DEMO TRAD ETF | 276 | $1K–$15K | SH |
| MTUM | ISHARES MSCI USA MOMNTUM FCT ETF | 50 | $1K–$15K | SH |
| ACGL | ARCH CAPITAL GROUP LTD F | 130 | $1K–$15K | SH |
| IAU | ISHARES GOLD ETF | 152 | $1K–$15K | SH |
| NU | NU HLDGS LTD F CLASS CLASS A | 719 | $1K–$15K | SH |
| SPTI | ST STRT SPDR PRTFL INTDT TM TSRY ETF | 416 | $1K–$15K | SH |
| AZN | ASTRAZENECA PLC F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS | 127 | $1K–$15K | SH |
| COF | CAPITAL ONE FINL CORP | 48 | $1K–$15K | SH |
| CP | CANADIAN PACIFIC KAN F | 157 | $1K–$15K | SH |
| SPSM | ST STRET SPDR PRTFL S&P 600 S C ETF | 245 | $1K–$15K | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 54 | $1K–$15K | SH |
| RKT | ROCKET COMPANIES CLA A CLASS A | 590 | $1K–$15K | SH |
| ABT | ABBOTT LABS | 91 | $1K–$15K | SH |
| UBS | UBS GROUP AG F | 244 | $1K–$15K | SH |
| ROK | ROCKWELL AUTOMATION INC | 29 | $1K–$15K | SH |
| JCI | JOHNSON CONTROLS INT F | 93 | $1K–$15K | SH |
| MNST | MONSTER BEVERAGE CORP NE | 145 | $1K–$15K | SH |
| MPC | MARATHON PETE CORP | 68 | $1K–$15K | SH |
| CSX | CSX CORP | 300 | $1K–$15K | SH |
| MFC | MANULIFE FINL CORP F | 299 | $1K–$15K | SH |
| HAS | HASBRO INC | 132 | $1K–$15K | SH |
| WFC | WELLS FARGO & CO | 115 | $1K–$15K | SH |
| CPNG | COUPANG INC CLASS CLASS A | 454 | $1K–$15K | SH |
| AKR | ACADIA RLTY TR REIT | 521 | $1K–$15K | SH |
| TRV | TRAVELERS COS INC | 36 | $1K–$15K | SH |