United Financial Planning Group
Latest statistics and disclosures from United Financial Planning Group's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002088337
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Portfolio Holdings for United Financial Planning Group
United Financial Planning Group holds 462 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Value Index Etf (VTV) | 18.0 | $30M | 155k | 196.20 |
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| Vanguard Ftse Developed Etf (VEA) | 16.5 | $28M | 436k | 64.08 |
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| Vanguard Growth Index Etf (VUG) | 16.2 | $27M | 63k | 436.79 |
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| Ishares Core S&p Mid-cap Etf (IJH) | 5.1 | $8.7M | 129k | 67.53 |
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| Ishares Core S&p Etf (IJR) | 4.3 | $7.3M | 59k | 124.31 |
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| Ishares Core Msci Etf (IEMG) | 4.1 | $7.0M | 100k | 69.75 |
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| Vanguard Real Estate Etf (VNQ) | 3.6 | $6.1M | 69k | 88.70 |
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| Vanguard Total Int Bond Etf (BNDX) | 3.4 | $5.7M | 119k | 48.05 |
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| Vanguard Short-term Bond Etf (BSV) | 2.6 | $4.4M | 56k | 78.41 |
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| Vanguard Mid-cap Index Etf (VO) | 2.2 | $3.8M | 13k | 287.18 |
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| Abbvie (ABBV) | 1.5 | $2.5M | 12k | 217.50 |
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| Vanguard Total Etf (VTI) | 1.4 | $2.3M | 7.2k | 320.83 |
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| Ishares 1-5 Year Etf (IGSB) | 1.3 | $2.3M | 43k | 52.56 |
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| Apple (AAPL) | 1.2 | $2.0M | 7.9k | 253.80 |
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| Vanguard Small-cap Index Etf (VB) | 1.2 | $2.0M | 7.5k | 261.93 |
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| Ishares Core Msci Etf (IDEV) | 1.1 | $1.9M | 23k | 83.57 |
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| Spdr Gold Shares Etf (GLD) | 1.0 | $1.7M | 3.9k | 430.29 |
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| Vanguard Total Int Etf (VXUS) | 0.9 | $1.6M | 20k | 77.11 |
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| Vanguard Ftse Emerging Etf (VWO) | 0.9 | $1.5M | 28k | 54.05 |
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| Ishares Silver Trust Etf (SLV) | 0.8 | $1.4M | 20k | 68.14 |
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| Wal-Mart Stores (WMT) | 0.7 | $1.2M | 9.4k | 124.28 |
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| Vanguard Int Term Bond Etf (BIV) | 0.7 | $1.2M | 15k | 77.18 |
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| NVIDIA Corporation (NVDA) | 0.6 | $1.0M | 5.8k | 174.41 |
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| Consolidated Edison (ED) | 0.5 | $919k | 8.1k | 113.18 |
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| State Street Spdr S&p Etf (SPY) | 0.5 | $865k | 1.3k | 650.57 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.5 | $838k | 1.4k | 597.42 |
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| Microsoft Corporation (MSFT) | 0.4 | $720k | 1.9k | 370.17 |
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| Newmont Mining Corporation (NEM) | 0.3 | $532k | 4.9k | 108.24 |
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| Alphabet Inc Class A cs (GOOGL) | 0.3 | $471k | 1.6k | 287.59 |
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| Berkshire Hathaway (BRK.B) | 0.3 | $456k | 952.00 | 479.20 |
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| Vanguard High Dividend Etf (VYM) | 0.3 | $442k | 3.0k | 148.10 |
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| State Street Energy Etf (XLE) | 0.2 | $408k | 6.7k | 61.26 |
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| Moody's Corporation (MCO) | 0.2 | $383k | 877.00 | 436.25 |
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| Visa (V) | 0.2 | $370k | 1.2k | 302.28 |
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| Amazon (AMZN) | 0.2 | $358k | 1.7k | 208.27 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $346k | 2.0k | 169.66 |
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| Alphabet Inc Class C cs (GOOG) | 0.2 | $344k | 1.2k | 286.90 |
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| Vanguard Utilities Index Etf (VPU) | 0.2 | $335k | 1.7k | 198.14 |
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| Facebook Inc cl a (META) | 0.2 | $315k | 551.00 | 572.13 |
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| Vanguard Long-term Bond Etf (BLV) | 0.2 | $297k | 4.3k | 68.79 |
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| Vanguard Dividend Etf (VIG) | 0.2 | $283k | 1.3k | 215.07 |
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| Ishares Core S&p 500 Etf (IVV) | 0.2 | $277k | 425.00 | 652.49 |
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| Invesco Qqq Tr Etf (QQQ) | 0.2 | $270k | 467.00 | 577.18 |
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| Vanguard Small-cap Value Etf (VBR) | 0.2 | $263k | 1.2k | 217.27 |
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| McDonald's Corporation (MCD) | 0.2 | $261k | 839.00 | 310.79 |
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| FedEx Corporation (FDX) | 0.1 | $237k | 664.00 | 356.32 |
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| Ishares Iboxx $ Etf (LQD) | 0.1 | $235k | 2.2k | 109.00 |
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| Oracle Corporation (ORCL) | 0.1 | $222k | 1.5k | 147.11 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $217k | 738.00 | 293.99 |
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| Tesla Motors (TSLA) | 0.1 | $215k | 577.00 | 371.75 |
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| Schwab Short-term U.s. Etf (SCHO) | 0.1 | $210k | 8.6k | 24.27 |
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| Schwab Long-term U.s. Etf (SCHQ) | 0.1 | $180k | 5.7k | 31.43 |
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| Vanguard Short Term Cor Etf (VCSH) | 0.1 | $175k | 2.2k | 79.27 |
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| Broadcom (AVGO) | 0.1 | $174k | 564.00 | 309.28 |
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| Ishares Core Msci Eafe Etf (IEFA) | 0.1 | $141k | 1.6k | 90.53 |
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| International Business Machines (IBM) | 0.1 | $138k | 571.00 | 242.39 |
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| Vanguard Large-cap Index Etf (VV) | 0.1 | $138k | 461.00 | 298.85 |
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| Vanguard Total Bond Etf (BND) | 0.1 | $126k | 1.7k | 73.63 |
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| Boeing Company (BA) | 0.1 | $125k | 627.00 | 198.98 |
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| Ishares Msci Global Etf (PICK) | 0.1 | $121k | 2.1k | 56.60 |
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| Fidelity Wise Origin Etf (FBTC) | 0.1 | $118k | 2.0k | 59.03 |
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| Motorola Solutions (MSI) | 0.1 | $106k | 244.00 | 433.97 |
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| Msc Income Fund (MSIF) | 0.1 | $102k | 8.4k | 12.18 |
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| Morgan Stanley (MS) | 0.1 | $100k | 610.00 | 164.57 |
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| Caterpillar (CAT) | 0.1 | $95k | 134.00 | 710.59 |
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| Ishares Biotechnology Etf (IBB) | 0.1 | $94k | 558.00 | 168.85 |
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| Qualcomm (QCOM) | 0.1 | $93k | 725.00 | 128.78 |
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| Home Depot (HD) | 0.1 | $92k | 279.00 | 328.89 |
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| Invesco Optimum Yield Etf (PDBC) | 0.0 | $84k | 4.9k | 17.32 |
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| Johnson & Johnson (JNJ) | 0.0 | $83k | 339.00 | 244.44 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.0 | $82k | 841.00 | 97.13 |
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| Bank of America Corporation (BAC) | 0.0 | $78k | 1.6k | 48.75 |
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| Schwab U.s. Aggregate Etf (SCHZ) | 0.0 | $77k | 3.3k | 23.22 |
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| Vanguard Extended Market Etf (VXF) | 0.0 | $73k | 353.00 | 205.80 |
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| Eli Lilly & Co. (LLY) | 0.0 | $68k | 74.00 | 919.77 |
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| Invesco S&p Global Water Etf (PIO) | 0.0 | $68k | 1.1k | 63.94 |
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| Ishares Core S&p Total Etf (ITOT) | 0.0 | $66k | 464.00 | 142.43 |
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| Goldman Sachs (GS) | 0.0 | $66k | 78.00 | 845.99 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $64k | 560.00 | 114.99 |
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| Merck & Co (MRK) | 0.0 | $62k | 519.00 | 120.29 |
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| Pepsi (PEP) | 0.0 | $61k | 391.00 | 155.29 |
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| Ishares Russell 2000 Etf (IWM) | 0.0 | $53k | 213.00 | 248.00 |
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| Netflix (NFLX) | 0.0 | $52k | 540.00 | 96.15 |
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| State Street Spdr S&p Etf (SDY) | 0.0 | $52k | 355.00 | 145.94 |
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| Walt Disney Company (DIS) | 0.0 | $49k | 505.00 | 96.38 |
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| D.R. Horton (DHI) | 0.0 | $46k | 333.00 | 137.22 |
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| Vanguard Global Ex-u.s. Etf (VNQI) | 0.0 | $45k | 1.0k | 44.46 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $44k | 72.00 | 604.39 |
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| Comcast Corporation (CMCSA) | 0.0 | $43k | 1.5k | 28.72 |
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| U.S. Bancorp (USB) | 0.0 | $41k | 784.00 | 52.01 |
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| Ishares Msci Agriculture Etf (VEGI) | 0.0 | $41k | 897.00 | 45.24 |
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| Smartstop Self Storag Reit I (SMA) | 0.0 | $41k | 1.3k | 30.28 |
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| Analog Devices (ADI) | 0.0 | $40k | 127.00 | 318.14 |
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| MasterCard Incorporated (MA) | 0.0 | $39k | 78.00 | 499.65 |
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| Amgen (AMGN) | 0.0 | $39k | 110.00 | 352.93 |
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| Lowe's Companies (LOW) | 0.0 | $39k | 163.00 | 236.28 |
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| Vanguard Information Etf (VGT) | 0.0 | $38k | 55.00 | 697.73 |
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| Ishares Esg Aware Msci Etf (ESGU) | 0.0 | $38k | 271.00 | 141.35 |
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| Ishares Core Msci Total Etf (IXUS) | 0.0 | $37k | 431.00 | 86.55 |
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| Sandisk Corp (SNDK) | 0.0 | $37k | 58.00 | 635.34 |
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| State Street Utilities Etf (XLU) | 0.0 | $36k | 790.00 | 45.89 |
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| Vanguard Int Term Core Etf (VCIT) | 0.0 | $34k | 410.00 | 82.74 |
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| Ishares U.s. Treasury Etf (GOVT) | 0.0 | $34k | 1.5k | 22.92 |
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| Vanguard Ftse All-world Etf (VSS) | 0.0 | $33k | 228.00 | 145.54 |
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| Ishares Future Etf (XT) | 0.0 | $33k | 480.00 | 68.15 |
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| Palantir Technologies (PLTR) | 0.0 | $32k | 221.00 | 146.28 |
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| Procter & Gamble Company (PG) | 0.0 | $32k | 220.00 | 144.44 |
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| S&p Global (SPGI) | 0.0 | $31k | 73.00 | 425.34 |
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| Ciena Corporation (CIEN) | 0.0 | $30k | 78.00 | 388.23 |
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| Invesco National Etf (PZA) | 0.0 | $30k | 1.3k | 22.98 |
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| Spdr Bloomberg Etf (BWX) | 0.0 | $30k | 1.4k | 21.95 |
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| Pulte (PHM) | 0.0 | $29k | 249.00 | 117.61 |
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| Cisco Systems (CSCO) | 0.0 | $29k | 376.00 | 77.59 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $28k | 41.00 | 690.39 |
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| Lam Research (LRCX) | 0.0 | $28k | 129.00 | 213.66 |
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| Ishares Bitcoin Trust Etf (IBIT) | 0.0 | $27k | 714.00 | 38.42 |
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| Stryker Corporation (SYK) | 0.0 | $24k | 74.00 | 328.59 |
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| Cardinal Health (CAH) | 0.0 | $24k | 114.00 | 211.31 |
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| Intercontinental Exchange (ICE) | 0.0 | $24k | 152.00 | 157.28 |
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| Ishares Broad Usd Etf (USIG) | 0.0 | $24k | 466.00 | 51.20 |
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| General Electric (GE) | 0.0 | $24k | 83.00 | 284.08 |
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| Ishares S&p Small-cap Etf (IJS) | 0.0 | $24k | 199.00 | 118.45 |
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| Nextera Energy (NEE) | 0.0 | $24k | 253.00 | 92.88 |
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| Schwab U.s. Broad Market Etf (SCHB) | 0.0 | $23k | 931.00 | 25.11 |
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| At&t (T) | 0.0 | $23k | 806.00 | 29.00 |
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| Starbucks Corporation (SBUX) | 0.0 | $23k | 258.00 | 89.59 |
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| Vanguard Tax-exempt Bond Etf (VTEB) | 0.0 | $23k | 458.00 | 49.89 |
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| Coca-Cola Company (KO) | 0.0 | $23k | 300.00 | 75.99 |
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| NRG Energy (NRG) | 0.0 | $22k | 148.00 | 146.14 |
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| Citigroup (C) | 0.0 | $21k | 186.00 | 113.41 |
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| Autodesk (ADSK) | 0.0 | $21k | 88.00 | 239.40 |
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| Spdr Gold Minishares Etf (GLDM) | 0.0 | $21k | 226.00 | 92.69 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $21k | 83.00 | 250.58 |
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| Capital One Financial (COF) | 0.0 | $20k | 109.00 | 182.43 |
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| Applied Materials (AMAT) | 0.0 | $20k | 58.00 | 341.79 |
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| State Street Technology Etf (XLK) | 0.0 | $20k | 149.00 | 132.48 |
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| Monolithic Power Systems (MPWR) | 0.0 | $20k | 18.00 | 1093.33 |
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| Howmet Aerospace (HWM) | 0.0 | $20k | 85.00 | 230.46 |
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| Coherent Corp (COHR) | 0.0 | $19k | 81.00 | 238.21 |
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| Blackrock (BLK) | 0.0 | $19k | 20.00 | 961.70 |
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| Servicenow (NOW) | 0.0 | $19k | 180.00 | 104.55 |
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| CSX Corporation (CSX) | 0.0 | $18k | 447.00 | 41.05 |
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| Costco Wholesale Corporation (COST) | 0.0 | $18k | 18.00 | 996.44 |
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| Ishares S&p 100 Etf Etf (OEF) | 0.0 | $18k | 56.00 | 318.07 |
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| salesforce (CRM) | 0.0 | $18k | 94.00 | 186.67 |
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| Flushing Financial Corporation (FFIC) | 0.0 | $17k | 1.1k | 15.36 |
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| MetLife (MET) | 0.0 | $17k | 241.00 | 70.72 |
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| State Street Spdr Etf (SPMB) | 0.0 | $17k | 761.00 | 22.39 |
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| TKO Group Holdings (TKO) | 0.0 | $17k | 84.00 | 201.65 |
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| Schwab International Etf (SCHF) | 0.0 | $17k | 678.00 | 24.75 |
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| Webster Financial Corporation (WBS) | 0.0 | $17k | 240.00 | 69.42 |
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| Warrior Met Coal (HCC) | 0.0 | $17k | 178.00 | 93.15 |
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| Cummins (CMI) | 0.0 | $16k | 30.00 | 538.03 |
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| Travelers Companies (TRV) | 0.0 | $16k | 55.00 | 291.67 |
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| Halliburton Company (HAL) | 0.0 | $16k | 411.00 | 38.99 |
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| Applovin Corp Class A (APP) | 0.0 | $16k | 40.00 | 398.00 |
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| Ishares Esg Aware Msci Etf (ESGD) | 0.0 | $16k | 166.00 | 95.59 |
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| Vanguard Mega Cap Growth Etf (MGK) | 0.0 | $16k | 43.00 | 367.35 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $16k | 81.00 | 194.14 |
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| State Street Spdr Euro Etf (FEZ) | 0.0 | $16k | 253.00 | 62.08 |
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| MercadoLibre (MELI) | 0.0 | $16k | 9.00 | 1729.00 |
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| Rockwell Automation (ROK) | 0.0 | $15k | 43.00 | 358.88 |
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| State Street Financial Etf (XLF) | 0.0 | $15k | 312.00 | 49.42 |
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| Abbott Laboratories (ABT) | 0.0 | $15k | 149.00 | 102.67 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $15k | 17.00 | 895.24 |
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| UnitedHealth (UNH) | 0.0 | $15k | 54.00 | 270.59 |
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| Vanguard Mid-cap Growth Etf (VOT) | 0.0 | $14k | 56.00 | 256.21 |
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| State Street Spdr Dow Etf (DIA) | 0.0 | $14k | 30.00 | 463.20 |
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| Pfizer (PFE) | 0.0 | $14k | 493.00 | 28.08 |
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| TJX Companies (TJX) | 0.0 | $14k | 86.00 | 159.70 |
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| Palo Alto Networks (PANW) | 0.0 | $14k | 85.00 | 160.32 |
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| Biogen Idec (BIIB) | 0.0 | $14k | 74.00 | 183.32 |
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| AutoZone (AZO) | 0.0 | $14k | 4.00 | 3377.75 |
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| Ishares Gold Trust Etf (IAU) | 0.0 | $13k | 152.00 | 88.16 |
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| Jpmorgan Nasdaq Equity Etf (JEPQ) | 0.0 | $13k | 236.00 | 55.52 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $13k | 29.00 | 446.55 |
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| Emerald Holding (EEX) | 0.0 | $13k | 2.9k | 4.51 |
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| Valero Energy Corporation (VLO) | 0.0 | $13k | 52.00 | 247.08 |
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| Sherwin-Williams Company (SHW) | 0.0 | $13k | 39.00 | 320.54 |
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| Chevron Corporation (CVX) | 0.0 | $12k | 60.00 | 206.90 |
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| Deere & Company (DE) | 0.0 | $12k | 22.00 | 563.32 |
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| General Motors Company (GM) | 0.0 | $12k | 166.00 | 74.50 |
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| Micron Technology (MU) | 0.0 | $12k | 36.00 | 337.83 |
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| State Street Spdr Etf (SPTI) | 0.0 | $12k | 419.00 | 28.65 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $12k | 49.00 | 244.18 |
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| Western Digital (WDC) | 0.0 | $12k | 44.00 | 270.50 |
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| Ionis Pharmaceuticals (IONS) | 0.0 | $12k | 158.00 | 75.09 |
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| Msci (MSCI) | 0.0 | $12k | 22.00 | 539.00 |
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| State Street Spdr Etf (SPSM) | 0.0 | $12k | 245.00 | 48.32 |
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| Hca Holdings (HCA) | 0.0 | $12k | 25.00 | 473.24 |
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| Sterling Construction Company (STRL) | 0.0 | $12k | 29.00 | 407.28 |
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| KLA-Tencor Corporation (KLAC) | 0.0 | $12k | 8.00 | 1472.38 |
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| Intuit (INTU) | 0.0 | $12k | 27.00 | 432.37 |
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| Unusual Whales Etf (NANC) | 0.0 | $12k | 276.00 | 42.13 |
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| State Street Spdr S&p Etf (KOMP) | 0.0 | $11k | 195.00 | 58.48 |
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| Ge Vernova (GEV) | 0.0 | $11k | 13.00 | 872.92 |
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| Teradyne (TER) | 0.0 | $11k | 37.00 | 296.46 |
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| Citizens Financial (CFG) | 0.0 | $11k | 182.00 | 59.97 |
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| Zoom Video Communications In cl a (ZM) | 0.0 | $11k | 135.00 | 80.39 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $11k | 14.00 | 772.64 |
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| Arista Networks (ANET) | 0.0 | $11k | 88.00 | 122.78 |
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| Williams Companies (WMB) | 0.0 | $11k | 147.00 | 72.78 |
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| Steel Dynamics (STLD) | 0.0 | $11k | 59.00 | 180.00 |
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| State Street Spdr S&p Etf (NANR) | 0.0 | $11k | 125.00 | 84.00 |
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| Echostar Corporation (SATS) | 0.0 | $10k | 89.00 | 117.07 |
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| WESCO International (WCC) | 0.0 | $10k | 38.00 | 273.63 |
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| McKesson Corporation (MCK) | 0.0 | $10k | 12.00 | 865.33 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $10k | 87.00 | 118.63 |
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| Gilead Sciences (GILD) | 0.0 | $10k | 74.00 | 139.36 |
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| Monster Beverage Corp (MNST) | 0.0 | $10k | 142.00 | 72.46 |
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| Cadence Design Systems (CDNS) | 0.0 | $10k | 37.00 | 277.86 |
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| ConocoPhillips (COP) | 0.0 | $10k | 77.00 | 132.00 |
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| Jabil Circuit (JBL) | 0.0 | $10k | 38.00 | 265.63 |
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| Norfolk Southern (NSC) | 0.0 | $10k | 35.00 | 287.00 |
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| Warner Bros. Discovery (WBD) | 0.0 | $10k | 365.00 | 27.46 |
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| MasTec (MTZ) | 0.0 | $10k | 31.00 | 321.74 |
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| O'reilly Automotive (ORLY) | 0.0 | $9.7k | 105.00 | 92.31 |
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| Allegheny Technologies Incorporated (ATI) | 0.0 | $9.6k | 66.00 | 145.45 |
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| Zions Bancorporation (ZION) | 0.0 | $9.5k | 164.00 | 57.62 |
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| AECOM Technology Corporation (ACM) | 0.0 | $9.4k | 111.00 | 84.82 |
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| Ishares Global Clean Etf (ICLN) | 0.0 | $9.4k | 513.00 | 18.28 |
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| Advanced Micro Devices (AMD) | 0.0 | $9.4k | 46.00 | 203.43 |
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| Quanta Services (PWR) | 0.0 | $9.3k | 17.00 | 549.00 |
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| Ishares S&p 500 Growth Etf (IVW) | 0.0 | $9.3k | 82.00 | 113.11 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $9.3k | 8.00 | 1159.00 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $9.2k | 45.00 | 204.49 |
|
|
| Cheniere Energy (LNG) | 0.0 | $9.1k | 32.00 | 283.75 |
|
|
| Vanguard Mid-cap Value Etf (VOE) | 0.0 | $9.0k | 49.00 | 184.29 |
|
|
| Ishares Mbs Etf Etf (MBB) | 0.0 | $9.0k | 95.00 | 94.89 |
|
|
| State Street Spdr Etf (SPSB) | 0.0 | $9.0k | 298.00 | 30.08 |
|
|
| Ishares S&p 500 Value Etf (IVE) | 0.0 | $8.9k | 42.00 | 211.14 |
|
|
| BorgWarner (BWA) | 0.0 | $8.8k | 163.00 | 54.26 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $8.8k | 110.00 | 79.61 |
|
|
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $8.5k | 384.00 | 22.26 |
|
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $8.5k | 144.00 | 58.78 |
|
|
| Ishares Russell Mid-cap Etf (IWP) | 0.0 | $8.5k | 66.00 | 128.12 |
|
|
| Altria (MO) | 0.0 | $8.4k | 128.00 | 65.99 |
|
|
| Rocket Cos (RKT) | 0.0 | $8.4k | 590.00 | 14.25 |
|
|
| Schwab U.s. Tips Etf Etf (SCHP) | 0.0 | $8.3k | 312.00 | 26.61 |
|
|
| Intuitive Surgical (ISRG) | 0.0 | $8.3k | 18.00 | 461.00 |
|
|
| American International (AIG) | 0.0 | $8.3k | 110.00 | 75.25 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $8.2k | 27.00 | 304.07 |
|
|
| Unum (UNM) | 0.0 | $8.2k | 112.00 | 73.03 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $8.0k | 18.00 | 444.39 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $7.9k | 126.00 | 62.75 |
|
|
| Vanguard Ftse All-world Etf (VEU) | 0.0 | $7.9k | 105.00 | 74.90 |
|
|
| Shake Shack Inc cl a (SHAK) | 0.0 | $7.8k | 88.00 | 88.47 |
|
|
| Evercore Partners (EVR) | 0.0 | $7.8k | 26.00 | 298.50 |
|
|
| Cme (CME) | 0.0 | $7.7k | 26.00 | 295.35 |
|
|
| Ishares Msci Usa Quality Etf (QUAL) | 0.0 | $7.7k | 40.00 | 191.80 |
|
|
| W.W. Grainger (GWW) | 0.0 | $7.6k | 7.00 | 1090.86 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $7.6k | 6.00 | 1261.17 |
|
|
| Five Below (FIVE) | 0.0 | $7.5k | 33.00 | 228.48 |
|
|
| Ishares S&p Small-cap Etf (IJT) | 0.0 | $7.5k | 52.00 | 144.71 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $7.5k | 31.00 | 242.61 |
|
|
| Ishares Msci Eafe Etf (SCZ) | 0.0 | $7.5k | 95.00 | 78.64 |
|
|
| Vanguard Energy Index Etf (VDE) | 0.0 | $7.4k | 43.00 | 173.05 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $7.4k | 15.00 | 491.53 |
|
|
| First Horizon National Corporation (FHN) | 0.0 | $7.4k | 323.00 | 22.76 |
|
|
| Constellation Energy (CEG) | 0.0 | $7.3k | 26.00 | 279.27 |
|
|
| Ross Stores (ROST) | 0.0 | $7.1k | 33.00 | 216.64 |
|
|
| Phillips 66 (PSX) | 0.0 | $7.1k | 39.00 | 182.18 |
|
|
| eBay (EBAY) | 0.0 | $7.1k | 78.00 | 91.03 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $7.0k | 75.00 | 93.99 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $7.0k | 29.00 | 243.07 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $6.9k | 21.00 | 330.86 |
|
|
| Diamondback Energy (FANG) | 0.0 | $6.9k | 35.00 | 197.80 |
|
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $6.8k | 74.00 | 92.22 |
|
|
| Veralto Corp (VLTO) | 0.0 | $6.8k | 77.00 | 88.42 |
|
|
| Carlisle Companies (CSL) | 0.0 | $6.7k | 20.00 | 333.60 |
|
|
| National Fuel Gas (NFG) | 0.0 | $6.7k | 71.00 | 93.96 |
|
|
| Affiliated Managers (AMG) | 0.0 | $6.6k | 24.00 | 276.71 |
|
|
| Elanco Animal Health (ELAN) | 0.0 | $6.6k | 276.00 | 23.93 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $6.6k | 31.00 | 212.23 |
|
|
| Globe Life (GL) | 0.0 | $6.5k | 47.00 | 139.17 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $6.5k | 19.00 | 343.21 |
|
|
| Marvell Technology (MRVL) | 0.0 | $6.4k | 65.00 | 99.05 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $6.4k | 33.00 | 193.45 |
|
|
| Uber Technologies (UBER) | 0.0 | $6.3k | 88.00 | 71.93 |
|
|
| Corteva (CTVA) | 0.0 | $6.3k | 75.00 | 83.71 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $6.3k | 240.00 | 26.12 |
|
|
| Prudential Financial (PRU) | 0.0 | $6.3k | 64.00 | 97.69 |
|
|
| Delta Air Lines (DAL) | 0.0 | $6.2k | 94.00 | 66.48 |
|
|
| Regal-beloit Corporation (RRX) | 0.0 | $6.2k | 33.00 | 187.27 |
|
|
| Vistra Energy (VST) | 0.0 | $6.2k | 41.00 | 150.34 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $6.1k | 72.00 | 84.89 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $6.0k | 130.00 | 46.46 |
|
|
| Kroger (KR) | 0.0 | $5.9k | 82.00 | 72.37 |
|
|
| Compass (COMP) | 0.0 | $5.9k | 809.00 | 7.31 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $5.9k | 53.00 | 111.42 |
|
|
| L3harris Technologies (LHX) | 0.0 | $5.9k | 17.00 | 345.18 |
|
|
| 3M Company (MMM) | 0.0 | $5.8k | 40.00 | 145.22 |
|
|
| Yum! Brands (YUM) | 0.0 | $5.8k | 37.00 | 155.49 |
|
|
| Hyatt Hotels Corporation (H) | 0.0 | $5.8k | 40.00 | 143.80 |
|
|
| Philip Morris International (PM) | 0.0 | $5.6k | 34.00 | 165.35 |
|
|
| PNC Financial Services (PNC) | 0.0 | $5.6k | 27.00 | 208.07 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $5.6k | 310.00 | 18.02 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $5.6k | 92.00 | 60.65 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $5.5k | 32.00 | 172.69 |
|
|
| Granite Construction (GVA) | 0.0 | $5.5k | 46.00 | 119.87 |
|
|
| Entegris (ENTG) | 0.0 | $5.5k | 47.00 | 117.23 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $5.5k | 18.00 | 304.33 |
|
|
| Rollins (ROL) | 0.0 | $5.4k | 102.00 | 53.41 |
|
|
| Assurant (AIZ) | 0.0 | $5.4k | 25.00 | 217.80 |
|
|
| Honeywell International (HON) | 0.0 | $5.4k | 24.00 | 226.04 |
|
|
| Marriott International (MAR) | 0.0 | $5.2k | 16.00 | 327.06 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $5.2k | 115.00 | 45.30 |
|
|
| Vanguard Health Care Etf (VHT) | 0.0 | $5.2k | 19.00 | 273.16 |
|
|
| Kkr & Co (KKR) | 0.0 | $5.2k | 56.00 | 92.50 |
|
|
| International Paper Company (IP) | 0.0 | $5.2k | 145.00 | 35.60 |
|
|
| State Street Spdr S&p Etf (XBI) | 0.0 | $5.1k | 40.00 | 128.60 |
|
|
| State Street Etf (XLC) | 0.0 | $5.1k | 46.00 | 111.39 |
|
|
| Danaher Corporation (DHR) | 0.0 | $5.1k | 27.00 | 189.59 |
|
|
| Lennox International (LII) | 0.0 | $5.1k | 11.00 | 464.09 |
|
|
| Zoetis Inc Cl A (ZTS) | 0.0 | $5.1k | 43.00 | 118.21 |
|
|
| Antero Midstream Corp antero midstream (AM) | 0.0 | $5.1k | 222.00 | 22.80 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $5.1k | 9.00 | 561.89 |
|
|
| Ecolab (ECL) | 0.0 | $5.1k | 19.00 | 266.00 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $5.0k | 52.00 | 96.73 |
|
|
| Cbre Group Inc Cl A (CBRE) | 0.0 | $5.0k | 37.00 | 135.46 |
|
|
| Newpark Resources (NPKI) | 0.0 | $5.0k | 342.00 | 14.49 |
|
|
| F5 Networks (FFIV) | 0.0 | $4.9k | 17.00 | 289.35 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $4.8k | 105.00 | 45.97 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $4.7k | 65.00 | 72.69 |
|
|
| American Electric Power Company (AEP) | 0.0 | $4.7k | 36.00 | 131.08 |
|
|
| Hldgs (UAL) | 0.0 | $4.7k | 51.00 | 92.08 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $4.7k | 55.00 | 85.24 |
|
|
| Charles River Laboratories (CRL) | 0.0 | $4.7k | 27.00 | 172.52 |
|
|
| ON Semiconductor (ON) | 0.0 | $4.6k | 75.00 | 61.92 |
|
|
| WisdomTree Investments (WT) | 0.0 | $4.6k | 314.00 | 14.56 |
|
|
| Gra (GGG) | 0.0 | $4.6k | 54.00 | 84.65 |
|
|
| Schwab U.s. Dividend Etf (SCHD) | 0.0 | $4.6k | 149.00 | 30.68 |
|
|
| Green Dot Corporation (GDOT) | 0.0 | $4.6k | 407.00 | 11.22 |
|
|
| Huntington Ingalls Inds (HII) | 0.0 | $4.6k | 12.00 | 379.92 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $4.5k | 17.00 | 266.06 |
|
|
| Paccar (PCAR) | 0.0 | $4.5k | 39.00 | 115.51 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $4.5k | 22.00 | 203.18 |
|
|
| Kinder Morgan (KMI) | 0.0 | $4.5k | 133.00 | 33.53 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $4.4k | 79.00 | 56.30 |
|
|
| Ingevity (NGVT) | 0.0 | $4.4k | 62.00 | 71.23 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $4.4k | 28.00 | 157.21 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $4.4k | 57.00 | 77.12 |
|
|
| Manhattan Associates (MANH) | 0.0 | $4.4k | 33.00 | 133.12 |
|
|
| Connectone Banc (CNOB) | 0.0 | $4.4k | 164.00 | 26.77 |
|
|
| Target Corporation (TGT) | 0.0 | $4.4k | 36.00 | 121.33 |
|
|
| Ishares Core Universal Etf (IUSB) | 0.0 | $4.3k | 93.00 | 46.19 |
|
|
| Ishares Russell 1000 Etf (IWD) | 0.0 | $4.3k | 20.00 | 213.65 |
|
|
| Lennar Corporation (LEN) | 0.0 | $4.3k | 49.00 | 86.84 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $4.2k | 20.00 | 210.05 |
|
|
| Nike (NKE) | 0.0 | $4.2k | 79.00 | 52.82 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $4.2k | 38.00 | 109.71 |
|
|
| Eagle Materials (EXP) | 0.0 | $4.2k | 22.00 | 189.45 |
|
|
| NCR Atleos Corp (NATL) | 0.0 | $4.1k | 95.00 | 43.58 |
|
|
| Live Nation Entertainment (LYV) | 0.0 | $4.1k | 27.00 | 152.52 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $4.0k | 20.00 | 198.30 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $3.9k | 31.00 | 127.29 |
|
|
| Textron (TXT) | 0.0 | $3.9k | 45.00 | 87.56 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $3.9k | 51.00 | 77.08 |
|
|
| Exelon Corporation (EXC) | 0.0 | $3.9k | 80.00 | 49.02 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $3.9k | 48.00 | 80.96 |
|
|
| Hp (HPQ) | 0.0 | $3.9k | 201.00 | 19.21 |
|
|
| Hologic | 0.0 | $3.9k | 51.00 | 75.59 |
|
|
| American Financial (AFG) | 0.0 | $3.8k | 30.00 | 127.70 |
|
|
| Qnity Electronics (Q) | 0.0 | $3.8k | 33.00 | 115.39 |
|
|
| Cognizant Technology Solutions (CTSH) | 0.0 | $3.8k | 62.00 | 61.35 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $3.8k | 13.00 | 290.46 |
|
|
| A. O. Smith Corporation (AOS) | 0.0 | $3.8k | 57.00 | 65.95 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $3.8k | 22.00 | 170.55 |
|
|
| Element Solutions (ESI) | 0.0 | $3.7k | 109.00 | 34.14 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $3.6k | 153.00 | 23.81 |
|
|
| Vanguard Small-cap Etf (VBK) | 0.0 | $3.6k | 12.00 | 302.25 |
|
|
| Valmont Industries (VMI) | 0.0 | $3.6k | 9.00 | 399.56 |
|
|
| Amplify Digital Payments Etf (IPAY) | 0.0 | $3.6k | 83.00 | 42.99 |
|
|
| Royal Gold (RGLD) | 0.0 | $3.6k | 14.00 | 254.50 |
|
|
| Phinia (PHIN) | 0.0 | $3.6k | 52.00 | 68.44 |
|
|
| Sempra Energy (SRE) | 0.0 | $3.5k | 36.00 | 97.17 |
|
|
| Xylem (XYL) | 0.0 | $3.5k | 29.00 | 119.52 |
|
|
| State Street Corporation (STT) | 0.0 | $3.4k | 27.00 | 126.56 |
|
|
| PerkinElmer (RVTY) | 0.0 | $3.4k | 39.00 | 87.62 |
|
|
| Travel Leisure Ord (TNL) | 0.0 | $3.4k | 49.00 | 69.18 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $3.4k | 12.00 | 282.33 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $3.4k | 13.00 | 260.31 |
|
|
| H&R Block (HRB) | 0.0 | $3.3k | 105.00 | 31.74 |
|
|
| Western Alliance Bancorporation (WAL) | 0.0 | $3.3k | 47.00 | 70.85 |
|
|
| Allstate Corporation (ALL) | 0.0 | $3.3k | 16.00 | 207.31 |
|
|
| Onto Innovation (ONTO) | 0.0 | $3.3k | 16.00 | 205.06 |
|
|
| Ishares Msci Intl Etf (IQLT) | 0.0 | $3.2k | 70.00 | 46.23 |
|
|
| Microchip Technology (MCHP) | 0.0 | $3.2k | 50.00 | 64.62 |
|
|
| Anthem (ELV) | 0.0 | $3.2k | 11.00 | 292.73 |
|
|
| Ametek (AME) | 0.0 | $3.2k | 15.00 | 214.33 |
|
|
| Key (KEY) | 0.0 | $3.2k | 159.00 | 20.05 |
|
|
| Dollar Tree (DLTR) | 0.0 | $3.2k | 29.00 | 109.52 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $3.2k | 22.00 | 143.23 |
|
|
| American Water Works (AWK) | 0.0 | $3.1k | 23.00 | 136.09 |
|
|
| Ishares Msci Eafe Value Etf (EFV) | 0.0 | $3.1k | 42.00 | 74.36 |
|
|
| Akamai Technologies (AKAM) | 0.0 | $3.1k | 27.00 | 114.85 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $3.1k | 43.00 | 71.81 |
|
|
| Dupont De Nemours (DD) | 0.0 | $3.0k | 66.00 | 45.80 |
|
|
| West Pharmaceutical Services (WST) | 0.0 | $3.0k | 12.00 | 250.67 |
|
|
| Progressive Corporation (PGR) | 0.0 | $3.0k | 15.00 | 198.27 |
|
|
| United Parcel Service (UPS) | 0.0 | $3.0k | 30.00 | 98.37 |
|
|
| Intel Corporation (INTC) | 0.0 | $2.9k | 66.00 | 44.41 |
|
|
| Entergy Corporation (ETR) | 0.0 | $2.9k | 26.00 | 112.35 |
|
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $2.8k | 33.00 | 85.03 |
|
|
| Acuity Brands (AYI) | 0.0 | $2.8k | 10.00 | 280.20 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $2.8k | 2.00 | 1379.00 |
|
|
| Gartner (IT) | 0.0 | $2.7k | 17.00 | 158.35 |
|
|
| AES Corporation (AES) | 0.0 | $2.7k | 191.00 | 14.09 |
|
|
| PPG Industries (PPG) | 0.0 | $2.7k | 25.00 | 106.88 |
|
|
| SEI Investments Company (SEIC) | 0.0 | $2.6k | 33.00 | 78.48 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $2.6k | 19.00 | 135.21 |
|
|
| Mondelez Int (MDLZ) | 0.0 | $2.5k | 44.00 | 57.64 |
|
|
| Air Lease Corp | 0.0 | $2.5k | 39.00 | 64.95 |
|
|
| Tyson Foods (TSN) | 0.0 | $2.5k | 39.00 | 64.08 |
|
|
| Vanguard Short-term Etf (VTIP) | 0.0 | $2.5k | 50.00 | 49.96 |
|
|
| Ishares U.s. Equity Etf (DYNF) | 0.0 | $2.4k | 42.00 | 58.19 |
|
|
| Houlihan Lokey Inc cl a (HLI) | 0.0 | $2.4k | 17.00 | 143.65 |
|
|
| Reliance Steel & Aluminum (RS) | 0.0 | $2.4k | 8.00 | 303.88 |
|
|
| Hancock Holding Company (HWC) | 0.0 | $2.4k | 37.00 | 63.59 |
|
|
| MKS Instruments (MKSI) | 0.0 | $2.3k | 10.00 | 229.80 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $2.3k | 34.00 | 67.56 |
|
|
| Primerica (PRI) | 0.0 | $2.3k | 9.00 | 250.44 |
|
|
| Axon Enterprise (AXON) | 0.0 | $2.1k | 5.00 | 424.60 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $2.1k | 7.00 | 300.86 |
|
|
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $2.1k | 158.00 | 13.12 |
|
|
| Waste Management (WM) | 0.0 | $2.1k | 9.00 | 229.78 |
|
|
| Henry Schein (HSIC) | 0.0 | $2.1k | 28.00 | 73.71 |
|
|
| Floor & Decor Hldgs Inc cl a (FND) | 0.0 | $2.0k | 40.00 | 50.80 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $2.0k | 12.00 | 169.17 |
|
|
| Dex (DXCM) | 0.0 | $2.0k | 32.00 | 62.81 |
|
|
| Bruker Corporation (BRKR) | 0.0 | $1.9k | 54.00 | 36.11 |
|
|
| Celsius Holdings (CELH) | 0.0 | $1.7k | 48.00 | 35.48 |
|
|
| Square Inc cl a (XYZ) | 0.0 | $1.7k | 28.00 | 60.18 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $1.7k | 11.00 | 153.09 |
|
|
| Performance Food (PFGC) | 0.0 | $1.4k | 16.00 | 85.69 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $1.3k | 29.00 | 45.24 |
|
|
| Versant Media Group (VSNT) | 0.0 | $1.3k | 35.00 | 37.03 |
|
|
| Ingersoll Rand (IR) | 0.0 | $1.1k | 14.00 | 80.14 |
|
|
| Ishares Msci Eafe Growth Etf (EFG) | 0.0 | $1.1k | 10.00 | 111.40 |
|
|
| Ishares U.s. Thematic Etf (THRO) | 0.0 | $1.0k | 28.00 | 36.21 |
|
|
| Ishares 10-20 Year Etf (TLH) | 0.0 | $1.0k | 10.00 | 100.70 |
|
|
| Waters Corporation (WAT) | 0.0 | $893.000100 | 3.00 | 297.67 |
|
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $881.999000 | 95.00 | 9.28 |
|
|
| Ishares Flexible Income Etf (BINC) | 0.0 | $727.000400 | 14.00 | 51.93 |
|
|
| Ishares U.s. Technology Etf (IYW) | 0.0 | $726.000000 | 4.00 | 181.50 |
|
|
| Ishares Msci Usa Etf (MTUM) | 0.0 | $720.000000 | 3.00 | 240.00 |
|
|
| Ge Healthcare Technologies I (GEHC) | 0.0 | $569.000000 | 8.00 | 71.12 |
|
|
| Ishares Core Etf (IAGG) | 0.0 | $550.000000 | 11.00 | 50.00 |
|
|
| Ishares A.i. Innovation Etf (BAI) | 0.0 | $493.999500 | 15.00 | 32.93 |
|
|
| Tilray Brands (TLRY) | 0.0 | $324.000000 | 50.00 | 6.48 |
|
|
| Ishares Core Dividend Etf (DGRO) | 0.0 | $281.000000 | 4.00 | 70.25 |
|
|
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $216.000000 | 1.00 | 216.00 |
|
|
| Ford Motor Company (F) | 0.0 | $185.000000 | 16.00 | 11.56 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $120.000000 | 2.00 | 60.00 |
|
|
| Roblox Corp (RBLX) | 0.0 | $113.000000 | 2.00 | 56.50 |
|
|
| Viatris (VTRS) | 0.0 | $108.000000 | 8.00 | 13.50 |
|
|
| Semtech Corporation (SMTC) | 0.0 | $77.000000 | 1.00 | 77.00 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $70.000000 | 10.00 | 7.00 |
|
|
| Celularity (CELU) | 0.0 | $25.000200 | 19.00 | 1.32 |
|
|
| Rivian Automotive Inc Class A (RIVN) | 0.0 | $15.000000 | 1.00 | 15.00 |
|
|
| Protagenic Therapeutics (PTIX) | 0.0 | $12.000300 | 17.00 | 0.71 |
|
|
| Plug Power (PLUG) | 0.0 | $2.000000 | 1.00 | 2.00 |
|
Past Filings by United Financial Planning Group
SEC 13F filings are viewable for United Financial Planning Group going back to 2026
- United Financial Planning Group 2026 Q1 filed May 8, 2026