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 401–450 of 487
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CNM | CORE & MAIN INC CLASS A | 9 | <$1K | SH |
| DNA | GINKGO BIOWORKS HLDG CLASS CLASS A | 55 | <$1K | SH |
| LVS | LAS VEGAS SANDS CORP | 7 | <$1K | SH |
| JBL | JABIL INC | 2 | <$1K | SH |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | 21 | <$1K | SH |
| CHDN | CHURCHILL DOWNS INC | 4 | <$1K | SH |
| TLRY | TILRAY BRANDS INC | 50 | <$1K | SH |
| SOC | SABLE OFFSHORE CORP CLASS A | 50 | <$1K | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 1 | <$1K | SH |
| ANGL | VANECK FALLEN ANGEL HIGH YLD BND ETF | 15 | <$1K | SH |
| WM | WASTE MGMT INC DEL | 2 | <$1K | SH |
| VIK | VIKING HLDGS LTD F | 6 | <$1K | SH |
| TNL | TRAVEL PLUS LEISURE CO | 6 | <$1K | SH |
| CVNA | CARVANA CO CLASS A | 1 | <$1K | SH |
| RYAN | RYAN SPECIALTY HOLDINGS CLASS A | 8 | <$1K | SH |
| DDOG | DATADOG INC CLASS A | 3 | <$1K | SH |
| CCC | CCC INTELLIGENT SOLUTION | 50 | <$1K | SH |
| FTAI | FTAI AVIATION LTD F | 2 | <$1K | SH |
| MRKR | MARKER THERAPEUTICS INC | 250 | <$1K | SH |
| SUI | SUN CMNTYS INC REIT | 3 | <$1K | SH |
| UDR | UDR INC REIT | 10 | <$1K | SH |
| BROS | DUTCH BROS INC CLASS A | 6 | <$1K | SH |
| PEGA | PEGASYSTEMS INC | 6 | <$1K | SH |
| SGI | SOMNIGROUP INTERNTNL | 4 | <$1K | SH |
| VKTX | VIKING THERAPEUTICS INC | 10 | <$1K | SH |
| SMMT | SUMMIT THERAPEUTICS INC | 20 | <$1K | SH |
| BWXT | BWX TECHNOLOGIES INC | 2 | <$1K | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG CLASS CLASS A | 4 | <$1K | SH |
| VST | VISTRA CORP | 2 | <$1K | SH |
| EQT | EQT CORP | 6 | <$1K | SH |
| H | HYATT HOTELS CORP CLASS CLASS A | 2 | <$1K | SH |
| LAB | STANDARD BIOTOOLS INC | 250 | <$1K | SH |
| CDNS | CADENCE DESIGN SYS INC | 1 | <$1K | SH |
| MAR | MARRIOTT INTL INC NEW CLASS CLASS A | 1 | <$1K | SH |
| MSTR | STRATEGY INC CLASS A | 2 | <$1K | SH |
| KRMN | KARMAN HLDGS INC | 4 | <$1K | SH |
| WMS | ADVANCED DRAIN SYS INC D | 2 | <$1K | SH |
| SEE | SEALED AIR CORP NEW | 7 | <$1K | SH |
| CGNX | COGNEX CORP | 8 | <$1K | SH |
| BKSY | BLACKSKY TECHNOLOGY INC | 15 | <$1K | SH |
| BILL | BILL HOLDINGS INC | 5 | <$1K | SH |
| XPO | XPO INC | 2 | <$1K | SH |
| PSTG | PURE STORAGE INC CLASS CLASS A | 4 | <$1K | SH |
| NCLH | NORWEGIAN CRUISE LINE F | 12 | <$1K | SH |
| AM | ANTERO MIDSTREAM CORP | 15 | <$1K | SH |
| CAR | AVIS BUDGET GROUP INC | 2 | <$1K | SH |
| ENTG | ENTEGRIS INC | 3 | <$1K | SH |
| LAMR | LAMAR ADVERTISING CO NEW REIT | 2 | <$1K | SH |
| HEI.A | HEICO CORP NEW CLASS A | 1 | <$1K | SH |
| NBIS | NEBIUS GROUP N V A F CLASS A | 3 | <$1K | SH |