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 201–250 of 487
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 36 | $1K–$15K | SH |
| DE | DEERE & CO | 22 | $1K–$15K | SH |
| FLEX | FLEX LTD F | 168 | $1K–$15K | SH |
| PANW | PALO ALTO NETWORKS INC | 55 | $1K–$15K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 82 | $1K–$15K | SH |
| SCHB | SCHWAB US BROAD MARKET ETF | 379 | $1K–$15K | SH |
| IBN | ICICI BK LTD F SPONSORED ADR 1 ADR REPS 2 ORD SHS | 329 | $1K–$15K | SH |
| FERG | FERGUSON ENTERPRISES INC | 44 | $1K–$15K | SH |
| MET | METLIFE INC | 122 | $1K–$15K | SH |
| ARCC | ARES CAP CORP EQUITY CLASS EQUITY | 465 | $1K–$15K | SH |
| SCHA | SCHWAB US SMALL CAP ETF | 325 | $1K–$15K | SH |
| IWP | ISHARES RUSSELL MID CAP GROWTH ETF | 66 | $1K–$15K | SH |
| SPSB | ST STRET SPDR PRTFL S T CRPRT ETF IV | 296 | $1K–$15K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS | 102 | $1K–$15K | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 42 | $1K–$15K | SH |
| WMB | WILLIAMS COS INC | 147 | $1K–$15K | SH |
| WCC | WESCO INTL INC | 36 | $1K–$15K | SH |
| VOE | VANGUARD MID CAP VALUE ETF | 49 | $1K–$15K | SH |
| TXN | TEXAS INSTRS INC | 50 | $1K–$15K | SH |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | 38 | $1K–$15K | SH |
| GEV | GE VERNOVA INC | 13 | $1K–$15K | SH |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | 513 | $1K–$15K | SH |
| TT | TRANE TECHNOLOGIES PLC F | 21 | $1K–$15K | SH |
| MELI | MERCADOLIBRE INC | 4 | $1K–$15K | SH |
| QUAL | ISHARES MSCI USA QLTY FACT ETF | 40 | $1K–$15K | SH |
| GOVT | ISHARES US TREASURY BOND ETF | 340 | $1K–$15K | SH |
| VEU | VANGUARD FTSE ALL WORLD EX US ETF | 105 | $1K–$15K | SH |
| VLTO | VERALTO CORP | 77 | $1K–$15K | SH |
| CCJ | CAMECO CORP F | 83 | $1K–$15K | SH |
| MDLZ | MONDELEZ INTL INC CLASS A | 141 | $1K–$15K | SH |
| WDC | WESTERN DIGITAL CORP | 44 | $1K–$15K | SH |
| SCHW | CHARLES SCHWAB CORP | 75 | $1K–$15K | SH |
| APTV | APTIV PLC NEW F | 98 | $1K–$15K | SH |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | 95 | $1K–$15K | SH |
| IJT | ISHARES S&P SMLL CAP 600 GRTH ETF | 52 | $1K–$15K | SH |
| INTU | INTUIT | 11 | $1K–$15K | SH |
| VRTX | VERTEX PHARMACEUTICALS I | 16 | $1K–$15K | SH |
| SNOW | SNOWFLAKE INC CLASS CLASS A | 33 | $1K–$15K | SH |
| PRU | PRUDENTIAL FINL INC | 64 | $1K–$15K | SH |
| SHAK | SHAKE SHACK INC CLASS CLASS A | 88 | $1K–$15K | SH |
| AON | AON PLC F CLASS CLASS A | 20 | $1K–$15K | SH |
| VZ | VERIZON COMMUNICATIONS I | 173 | $1K–$15K | SH |
| RACE | FERRARI N V NEW F | 19 | $1K–$15K | SH |
| WCN | WASTE CONNECTIONS INC F | 39 | $1K–$15K | SH |
| TKO | TKO GROUP HLDGS INC CLASS A | 32 | $1K–$15K | SH |
| APD | AIR PRODS & CHEMS INC | 27 | $1K–$15K | SH |
| ELV | ELEVANCE HEALTH INC | 19 | $1K–$15K | SH |
| TDG | TRANSDIGM GROUP INC | 5 | $1K–$15K | SH |
| CNQ | CANADIAN NAT RES LTD F | 196 | $1K–$15K | SH |
| ACM | AECOM | 68 | $1K–$15K | SH |