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 251–300 of 487
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MPWR | MONOLITHIC PWR SYS INC | 7 | $1K–$15K | SH |
| VBK | VANGUARD SMALL CAP GROWTH ETF | 21 | $1K–$15K | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 90 | $1K–$15K | SH |
| GD | GENERAL DYNAMICS CORP | 18 | $1K–$15K | SH |
| PNC | PNC FINL SERVICES | 29 | $1K–$15K | SH |
| INTC | INTEL CORP | 159 | $1K–$15K | SH |
| BN | BROOKFIELD CORP F CLASS A | 127 | $1K–$15K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 12 | $1K–$15K | SH |
| ADP | AUTOMATIC DATA PROCESSIN | 22 | $1K–$15K | SH |
| ORLY | O REILLY AUTOMOTIVE INC | 60 | $1K–$15K | SH |
| UTES | VIRTUS REAVES UTLY | 69 | $1K–$15K | SH |
| XLC | STE STRT COMTN SR SLCT SCTR SPDR ETF | 46 | $1K–$15K | SH |
| VICI | VICI PPTYS INC REIT | 193 | $1K–$15K | SH |
| ETN | EATON CORP PLC F | 17 | $1K–$15K | SH |
| ROST | ROSS STORES INC | 30 | $1K–$15K | SH |
| REGN | REGENERON PHARMACEUTICAL | 7 | $1K–$15K | SH |
| RSP | INVSC S P 500 EQUAL WEIGHT ETF | 27 | $1K–$15K | SH |
| MNDY | MONDAY COM LTD F | 35 | $1K–$15K | SH |
| PPL | PPL CORP | 147 | $1K–$15K | SH |
| RTO | RENTOKIL INITIAL PLC F SPONSORED ADR 1 ADR REPS 5 ORD SHS | 174 | $1K–$15K | SH |
| HUM | HUMANA INC | 20 | $1K–$15K | SH |
| ISRG | INTUITIVE SURGICAL INC | 9 | $1K–$15K | SH |
| SRE | SEMPRA | 57 | $1K–$15K | SH |
| UNH | UNITEDHEALTH GROUP INC | 15 | $1K–$15K | SH |
| XBI | STATE STREET SPDR S&P BIOTCH ETF | 40 | $1K–$15K | SH |
| AVB | AVALONBAY CMNTYS INC REIT | 26 | $1K–$15K | SH |
| CME | CME GROUP INC CLASS CLASS A | 17 | $1K–$15K | SH |
| SCHX | SCHWAB US LARGE CAP ETF | 169 | $1K–$15K | SH |
| WBS | WEBSTER FINL CORP | 70 | $1K–$15K | SH |
| CTVA | CORTEVA INC | 65 | $1K–$15K | SH |
| — | AMPLIFY DIGITAL PAYMENTS ETF | 83 | $1K–$15K | SH |
| NSC | NORFOLK SOUTHN CORP | 15 | $1K–$15K | SH |
| IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | 93 | $1K–$15K | SH |
| IT | GARTNER INC | 17 | $1K–$15K | SH |
| AFL | AFLAC INC | 38 | $1K–$15K | SH |
| TRGP | TARGA RES CORP | 22 | $1K–$15K | SH |
| WEC | WEC ENERGY GROUP INC | 38 | $1K–$15K | SH |
| PAYX | PAYCHEX INC | 35 | $1K–$15K | SH |
| GLW | CORNING INC | 43 | $1K–$15K | SH |
| COR | CENCORA INC CLASS SERIES A | 11 | $1K–$15K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 20 | $1K–$15K | SH |
| KLAC | KLA CORP | 3 | $1K–$15K | SH |
| SCHO | SCHWAB SHORT TERM US TREASURY ETF | 147 | $1K–$15K | SH |
| ADBE | ADOBE INC | 10 | $1K–$15K | SH |
| TLT | ISHARES 20 PLS YEAR TREASURY BND ETF | 40 | $1K–$15K | SH |
| ITW | ILLINOIS TOOL WKS INC | 14 | $1K–$15K | SH |
| AZO | AUTOZONE INC | 1 | $1K–$15K | SH |
| WBD | WARNER BROS DISCOVERY IN | 117 | $1K–$15K | SH |
| VTRS | VIATRIS INC | 268 | $1K–$15K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CLASS A | 7 | $1K–$15K | SH |