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 351–400 of 487
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VRT | VERTIV HLDGS CO CLASS CLASS A | 8 | $1K–$15K | SH |
| ELF | E L F BEAUTY INC | 17 | $1K–$15K | SH |
| PWR | QUANTA SVCS INC | 3 | $1K–$15K | SH |
| DJT | TRUMP MEDIA & TECHNO | 95 | $1K–$15K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 39 | $1K–$15K | SH |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 10 | $1K–$15K | SH |
| AU | ANGLOGOLD ASHANTI PLC F | 13 | $1K–$15K | SH |
| IR | INGERSOLL RAND INC | 14 | $1K–$15K | SH |
| SYY | SYSCO CORP | 15 | $1K–$15K | SH |
| CDW | CDW CORP | 8 | $1K–$15K | SH |
| THRO | ISHARES US THMATIC ROTATN ACT ETF | 28 | $1K–$15K | SH |
| HRB | BLOCK H & R INC | 24 | $1K–$15K | SH |
| TLH | ISHARES 10-20 YEAR TSURY BOND ETF | 10 | $1K–$15K | SH |
| QSR | RESTAURANT BRANDS INTL F | 14 | <$1K | SH |
| NRG | NRG ENERGY INC | 6 | <$1K | SH |
| FTRE | FORTREA HLDGS INC | 54 | <$1K | SH |
| TJX | TJX COS INC NEW | 6 | <$1K | SH |
| NOK | NOKIA CORP F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 140 | <$1K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGI | 11 | <$1K | SH |
| ZS | ZSCALER INC | 4 | <$1K | SH |
| MARA | MARA HLDGS INC | 100 | <$1K | SH |
| BLD | TOPBUILD CORP | 2 | <$1K | SH |
| URI | UNITED RENTALS INC | 1 | <$1K | SH |
| MUSA | MURPHY USA INC | 2 | <$1K | SH |
| IYW | ISHARES US TECHNOLOGY ETF | 4 | <$1K | SH |
| SOPH | SOPHIA GENETICS SA F | 170 | <$1K | SH |
| TWST | TWIST BIOSCIENCE CORP | 25 | <$1K | SH |
| AMAT | APPLIED MATLS INC | 3 | <$1K | SH |
| BINC | ISHARES FLEXIBLE INCME ACTIVE ETF | 14 | <$1K | SH |
| ALAB | ASTERA LABS INC | 4 | <$1K | SH |
| TIP | ISHARES TIPS BOND ETF | 6 | <$1K | SH |
| VOD | VODAFONE GROUP PLC NEW F SPONSORED ADR 1 ADR REPS 10 ORD SHS | 48 | <$1K | SH |
| IONS | IONIS PHARMACEUTICALS IN | 8 | <$1K | SH |
| APLS | APELLIS PHARMACEUTICALS | 24 | <$1K | SH |
| SLVM | SYLVAMO CORP | 12 | <$1K | SH |
| AXON | AXON ENTERPRISE INC | 1 | <$1K | SH |
| MEDP | MEDPACE HLDGS INC | 1 | <$1K | SH |
| RKLB | ROCKET LAB CORP CLASS CLASS A | 8 | <$1K | SH |
| IAGG | ISHARES INTERNTINL AGGRGT BND ETF | 11 | <$1K | SH |
| BITO | PROSHARES BITCOIN ETF | 45 | <$1K | SH |
| MOH | MOLINA HEALTHCARE INC | 3 | <$1K | SH |
| PSA | PUBLIC STORAGE REIT | 2 | <$1K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 2 | <$1K | SH |
| CMG | CHIPOTLE MEXICAN GRILL I | 14 | <$1K | SH |
| PGX | INVESCO PREFERRED ETF | 46 | <$1K | SH |
| ASTS | AST SPACEMOBILE INC CLASS A | 7 | <$1K | SH |
| BAI | ISHARES AI INVATN AND TEC ACT ETF | 15 | <$1K | SH |
| SNPS | SYNOPSYS INC | 1 | <$1K | SH |
| WFRD | WEATHERFORD INTL PLC F | 6 | <$1K | SH |
| PACB | PACIFIC BIOSCIENCES CALI | 250 | <$1K | SH |