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 301–350 of 487
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EXPD | EXPEDITORS INTL WASH INC CLASS CLASS A | 22 | $1K–$15K | SH |
| LRCX | LAM RESH CORP | 19 | $1K–$15K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC | 50 | $1K–$15K | SH |
| APO | APOLLO GLOBAL MGMT INC N CLASS CLASS A | 22 | $1K–$15K | SH |
| IQLT | ISHS MSCI INTL QUALITY FACT ETF | 70 | $1K–$15K | SH |
| RTX | RTX CORP | 17 | $1K–$15K | SH |
| KD | KYNDRYL HLDGS INC | 117 | $1K–$15K | SH |
| CCL | CARNIVAL CORP F | 100 | $1K–$15K | SH |
| PAYC | PAYCOM SOFTWARE INC | 19 | $1K–$15K | SH |
| ZTS | ZOETIS INC CLASS CLASS A | 24 | $1K–$15K | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 42 | $1K–$15K | SH |
| DRI | DARDEN RESTAURANTS INC | 16 | $1K–$15K | SH |
| DELL | DELL TECHNOLOGIES INC CLASS CLASS C | 23 | $1K–$15K | SH |
| UBER | UBER TECHNOLOGIES INC | 35 | $1K–$15K | SH |
| KMI | KINDER MORGAN INC DEL | 101 | $1K–$15K | SH |
| SEIC | SEI INVTS CO | 33 | $1K–$15K | SH |
| Q | QNITY ELECTRONICS INC | 33 | $1K–$15K | SH |
| DD | DUPONT DE NEMOURS INC | 66 | $1K–$15K | SH |
| ANET | ARISTA NETWORKS INC | 20 | $1K–$15K | SH |
| INSM | INSMED INC | 15 | $1K–$15K | SH |
| YUM | YUM BRANDS INC | 17 | $1K–$15K | SH |
| DYNF | ISHS US EQTY FACTR ROTATN ACT ETF | 42 | $1K–$15K | SH |
| APH | AMPHENOL CORP NEW CLASS CLASS A | 18 | $1K–$15K | SH |
| MMM | 3M CO | 15 | $1K–$15K | SH |
| COP | CONOCOPHILLIPS | 25 | $1K–$15K | SH |
| OKE | ONEOK INC NEW | 31 | $1K–$15K | SH |
| RBLX | ROBLOX CORP CLASS A | 28 | $1K–$15K | SH |
| CELH | CELSIUS HLDGS INC | 48 | $1K–$15K | SH |
| ROKU | ROKU INC CLASS A | 20 | $1K–$15K | SH |
| FAST | FASTENAL CO | 53 | $1K–$15K | SH |
| UNP | UNION PAC CORP | 9 | $1K–$15K | SH |
| HLT | HILTON WORLDWIDE HLDGS I | 7 | $1K–$15K | SH |
| C | CITIGROUP INC | 17 | $1K–$15K | SH |
| VGIT | VANGUARD INTER-TERM TREAS INDEX FD | 33 | $1K–$15K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC CLASS CLASS A | 100 | $1K–$15K | SH |
| FIX | COMFORT SYS USA INC | 2 | $1K–$15K | SH |
| SU | SUNCOR ENERGY INC NEW F | 41 | $1K–$15K | SH |
| SBAC | SBA COMMUNICATIONS CORP CLASS CLASS A | 9 | $1K–$15K | SH |
| AWI | ARMSTRONG WORLD INDS INC | 9 | $1K–$15K | SH |
| MCK | MCKESSON CORP | 2 | $1K–$15K | SH |
| SOUN | SOUNDHOUND AI INC CLASS A | 163 | $1K–$15K | SH |
| MKSI | MKS INC | 10 | $1K–$15K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS | 4 | $1K–$15K | SH |
| DOW | DOW INC | 68 | $1K–$15K | SH |
| PFGC | PERFORMANCE FOOD GROUP C | 16 | $1K–$15K | SH |
| GRMN | GARMIN LTD F | 7 | $1K–$15K | SH |
| TOST | TOAST INC CLASS CLASS A | 40 | $1K–$15K | SH |
| RCL | ROYAL CARIBBEAN GROU F | 5 | $1K–$15K | SH |
| VMBS | VANGUARD MORTGAGE BACKED SEC ETF | 29 | $1K–$15K | SH |
| HYLB | XTRACKERS USD HIGH YIELD COR BND ETF | 36 | $1K–$15K | SH |