United Financial Planning Group
Latest statistics and disclosures from United Financial Planning Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, VUG, VEA, IJH, IJR, and represent 60.85% of United Financial Planning Group's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$28M), VO, VTV, VEA, BSV, IWD, B, BNDX, AVGO, BIV.
- Started 86 new stock positions in HONA, CDE, IRM, FDXF, JAZZ, FTI, CHY, SHOP, BAP, JOF.
- Reduced shares in these 10 stocks: SCHO, VBR, SCHQ, IBB, AAPL, PDBC, PIO, VB, VTI, VWO.
- Sold out of its positions in AFL, AES, ACAD, AYI, ACM, Air Lease Corp, ALL, BDX, BINC, DYNF.
- United Financial Planning Group was a net buyer of stock by $39M.
- United Financial Planning Group has $197M in assets under management (AUM), dropping by 16.41%.
- Central Index Key (CIK): 0002088337
Tip: Access up to 7 years of quarterly data
Positions held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for United Financial Planning Group
United Financial Planning Group holds 465 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Value Index Etf (VTV) | 17.9 | $35M | +4% | 162k | 218.43 |
|
| Vanguard Growth Index Etf (VUG) | 16.9 | $33M | +514% | 385k | 86.24 |
|
| Vanguard Ftse Developed Etf (VEA) | 16.3 | $32M | +3% | 451k | 71.30 |
|
| Ishares Core S&p Mid-cap Etf (IJH) | 5.2 | $10M | +3% | 133k | 77.16 |
|
| Ishares Core S&p Etf (IJR) | 4.5 | $8.9M | +2% | 60k | 148.43 |
|
| Ishares Core Msci Etf (IEMG) | 4.4 | $8.6M | +3% | 103k | 82.90 |
|
| Vanguard Real Estate Etf (VNQ) | 3.5 | $6.9M | +3% | 71k | 96.48 |
|
| Vanguard Total Etf (BNDX) | 3.1 | $6.2M | +7% | 127k | 48.44 |
|
| Vanguard Short-term Bond Etf (BSV) | 2.5 | $4.8M | +11% | 62k | 77.98 |
|
| Vanguard Mid-cap Index Etf (VO) | 2.1 | $4.2M | +296% | 52k | 80.57 |
|
| Abbvie (ABBV) | 1.5 | $2.9M | 11k | 251.64 |
|
|
| Vanguard Total Etf (VTI) | 1.3 | $2.6M | 7.1k | 370.01 |
|
|
| Ishares 1-5 Year Etf (IGSB) | 1.2 | $2.4M | +3% | 45k | 52.45 |
|
| Apple (AAPL) | 1.1 | $2.2M | -3% | 7.6k | 289.38 |
|
| Vanguard Small-cap Index Etf (VB) | 1.1 | $2.2M | -2% | 7.2k | 303.12 |
|
| Ishares Core Msci Etf (IDEV) | 1.1 | $2.1M | 23k | 89.01 |
|
|
| Vanguard Total Etf (VXUS) | 0.9 | $1.7M | 20k | 85.49 |
|
|
| Vanguard Ftse Emerging Etf (VWO) | 0.8 | $1.7M | 28k | 59.69 |
|
|
| Vanguard Etf (BIV) | 0.8 | $1.5M | +32% | 20k | 76.78 |
|
| Spdr Gold Shares Etf (GLD) | 0.8 | $1.5M | +3% | 4.0k | 368.38 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $1.2M | 5.8k | 200.09 |
|
|
| Ishares Silver Trust Etf (SLV) | 0.6 | $1.1M | +2% | 21k | 53.47 |
|
| Wal-Mart Stores (WMT) | 0.5 | $1.1M | 9.4k | 113.26 |
|
|
| State Street Spdr S&p Etf (SPY) | 0.5 | $994k | 1.3k | 746.57 |
|
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.5 | $965k | 1.4k | 687.00 |
|
|
| Consolidated Edison (ED) | 0.5 | $902k | 8.2k | 110.62 |
|
|
| Microsoft Corporation (MSFT) | 0.4 | $726k | 1.9k | 373.02 |
|
|
| Broadcom (AVGO) | 0.3 | $604k | +183% | 1.6k | 377.69 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $586k | 1.6k | 357.48 |
|
|
| Ishares Russell 1000 Etf (IWD) | 0.2 | $485k | +9900% | 2.0k | 242.43 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $480k | +4% | 5.1k | 93.41 |
|
| Berkshire Hathaway (BRK.B) | 0.2 | $476k | 952.00 | 500.39 |
|
|
| Vanguard High Dividend Etf (VYM) | 0.2 | $471k | 3.0k | 158.03 |
|
|
| Barrick Mining Corp (B) | 0.2 | $435k | NEW | 12k | 36.73 |
|
| Alphabet Inc Class C cs (GOOG) | 0.2 | $424k | 1.2k | 353.48 |
|
|
| Visa (V) | 0.2 | $420k | 1.2k | 343.03 |
|
|
| Amazon (AMZN) | 0.2 | $410k | 1.7k | 238.34 |
|
|
| Moody's Corporation (MCO) | 0.2 | $397k | 877.00 | 452.92 |
|
|
| State Street Energy Etf (XLE) | 0.2 | $354k | 6.7k | 53.11 |
|
|
| Invesco Qqq Tr Etf (QQQ) | 0.2 | $344k | 467.00 | 736.40 |
|
|
| Vanguard Long-term Bond Etf (BLV) | 0.2 | $344k | +15% | 5.0k | 68.93 |
|
| Facebook Inc cl a (META) | 0.2 | $331k | +6% | 588.00 | 563.29 |
|
| Vanguard Utilities Index Etf (VPU) | 0.2 | $331k | 1.7k | 195.73 |
|
|
| Ishares Core S&p 500 Etf (IVV) | 0.2 | $319k | 426.00 | 748.27 |
|
|
| Vanguard Dividend Etf (VIG) | 0.2 | $312k | 1.3k | 236.68 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $279k | 2.0k | 136.72 |
|
|
| Central Securities (CET) | 0.1 | $263k | NEW | 5.0k | 52.45 |
|
| Constellation Energy (CEG) | 0.1 | $251k | +3788% | 1.0k | 248.37 |
|
| Tesla Motors (TSLA) | 0.1 | $243k | 577.00 | 420.60 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $242k | 738.00 | 327.54 |
|
|
| Ishares Iboxx $ Etf (LQD) | 0.1 | $238k | 2.2k | 109.09 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $227k | 840.00 | 270.40 |
|
|
| Ing Groep N V F Adr (ING) | 0.1 | $220k | NEW | 7.0k | 31.38 |
|
| Oracle Corporation (ORCL) | 0.1 | $213k | -3% | 1.5k | 146.55 |
|
| FedEx Corporation (FDX) | 0.1 | $208k | 664.00 | 313.32 |
|
|
| Seagate Technology (STX) | 0.1 | $182k | NEW | 189.00 | 965.00 |
|
| Vanguard Short Term Cor Etf (VCSH) | 0.1 | $177k | 2.2k | 79.03 |
|
|
| Vanguard Large-cap Index Etf (VV) | 0.1 | $159k | 461.00 | 343.91 |
|
|
| Agnico (AEM) | 0.1 | $157k | NEW | 1.0k | 155.13 |
|
| Ishares Core Msci Eafe Etf (IEFA) | 0.1 | $150k | 1.6k | 96.58 |
|
|
| NiSource (NI) | 0.1 | $146k | NEW | 3.1k | 47.55 |
|
| Caterpillar (CAT) | 0.1 | $143k | 134.00 | 1068.10 |
|
|
| Exelon Corporation (EXC) | 0.1 | $138k | +3593% | 3.0k | 46.62 |
|
| Calamos Convertible & Hi Income Fund (CHY) | 0.1 | $136k | NEW | 10k | 13.62 |
|
| Qualcomm (QCOM) | 0.1 | $134k | 725.00 | 184.79 |
|
|
| International Business Machines (IBM) | 0.1 | $133k | -17% | 472.00 | 281.21 |
|
| Sandisk Corp (SNDK) | 0.1 | $132k | 58.00 | 2273.72 |
|
|
| Morgan Stanley (MS) | 0.1 | $128k | 610.00 | 209.04 |
|
|
| Vanguard Total Bond Etf (BND) | 0.1 | $127k | 1.7k | 73.41 |
|
|
| Ishares Msci Global Etf (PICK) | 0.1 | $126k | 2.2k | 58.14 |
|
|
| Boeing Company (BA) | 0.1 | $124k | -8% | 574.00 | 216.41 |
|
| Mexico Fund (MXF) | 0.1 | $115k | NEW | 5.3k | 21.87 |
|
| Fidelity Wise Origin Etf (FBTC) | 0.1 | $102k | 2.0k | 51.05 |
|
|
| Motorola Solutions (MSI) | 0.1 | $101k | 244.00 | 415.29 |
|
|
| Home Depot (HD) | 0.0 | $98k | 279.00 | 352.68 |
|
|
| Msc Income Fund (MSIF) | 0.0 | $97k | 8.4k | 11.57 |
|
|
| Vanguard Small-cap Value Etf (VBR) | 0.0 | $96k | -67% | 393.00 | 243.04 |
|
| Bank of America Corporation (BAC) | 0.0 | $92k | 1.6k | 56.98 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $89k | 74.00 | 1199.43 |
|
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.0 | $87k | 841.00 | 103.88 |
|
|
| Vanguard Extended Market Etf (VXF) | 0.0 | $87k | 353.00 | 246.21 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $86k | 339.00 | 253.97 |
|
|
| Taiwan Semiconductor M F Adr (TSM) | 0.0 | $81k | NEW | 170.00 | 477.57 |
|
| Ase Technology Hldg Co F Adr (ASX) | 0.0 | $81k | NEW | 1.8k | 45.12 |
|
| Goldman Sachs (GS) | 0.0 | $79k | 78.00 | 1011.37 |
|
|
| Schwab U.s. Aggregate Etf (SCHZ) | 0.0 | $78k | 3.4k | 23.13 |
|
|
| Linde (LIN) | 0.0 | $75k | NEW | 145.00 | 518.94 |
|
| Novartis Ag F Adr (NVS) | 0.0 | $71k | NEW | 450.00 | 156.72 |
|
| Invesco S&p Global Water Etf (PHO) | 0.0 | $70k | NEW | 1.1k | 65.75 |
|
| Ishares Russell 2000 Etf (IWM) | 0.0 | $64k | 213.00 | 300.45 |
|
|
| Ishares Core S&p Total Etf (ITOT) | 0.0 | $64k | -16% | 387.00 | 164.27 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $62k | -5% | 530.00 | 117.67 |
|
| Merck & Co (MRK) | 0.0 | $60k | -9% | 469.00 | 128.50 |
|
| Lam Research (LRCX) | 0.0 | $56k | 129.00 | 433.33 |
|
|
| D.R. Horton (DHI) | 0.0 | $54k | 333.00 | 162.88 |
|
|
| State Street Spdr S&p Etf (SDY) | 0.0 | $54k | 355.00 | 152.18 |
|
|
| Vanguard Information Etf (VGT) | 0.0 | $53k | +700% | 440.00 | 119.52 |
|
| Space X (SPCX) | 0.0 | $51k | NEW | 297.00 | 170.86 |
|
| Analog Devices (ADI) | 0.0 | $50k | 127.00 | 397.17 |
|
|
| Fedex Fght Hldg (FDXF) | 0.0 | $50k | NEW | 332.00 | 151.00 |
|
| Pepsi (PEP) | 0.0 | $46k | -13% | 339.00 | 135.40 |
|
| Vanguard Global Ex-u.s. Etf (VNQI) | 0.0 | $45k | 1.0k | 44.86 |
|
|
| Ishares Esg Aware Msci Etf (ESGU) | 0.0 | $44k | 271.00 | 163.93 |
|
|
| Cisco Systems (CSCO) | 0.0 | $44k | 376.00 | 117.46 |
|
|
| Walt Disney Company (DIS) | 0.0 | $44k | -10% | 453.00 | 96.25 |
|
| Smartstop Self Storag Reit I (SMA) | 0.0 | $44k | 1.3k | 32.50 |
|
|
| U.S. Bancorp (USB) | 0.0 | $43k | -9% | 713.00 | 60.40 |
|
| Applied Materials (AMAT) | 0.0 | $42k | 58.00 | 723.00 |
|
|
| Sila Realty Trust | 0.0 | $42k | NEW | 1.4k | 30.36 |
|
| Ishares Core Msci Total Etf (IXUS) | 0.0 | $42k | 436.00 | 95.44 |
|
|
| Micron Technology (MU) | 0.0 | $42k | 36.00 | 1154.28 |
|
|
| FS Specialty Lending Fund (FSSL) | 0.0 | $41k | NEW | 3.7k | 11.15 |
|
| Amgen (AMGN) | 0.0 | $40k | 111.00 | 361.61 |
|
|
| MasterCard Incorporated (MA) | 0.0 | $40k | 78.00 | 513.60 |
|
|
| Ishares Msci Agriculture Etf (VEGI) | 0.0 | $40k | 904.00 | 44.13 |
|
|
| Ishares Future Etf (XT) | 0.0 | $40k | 480.00 | 82.63 |
|
|
| Netflix (NFLX) | 0.0 | $39k | 540.00 | 71.40 |
|
|
| Ciena Corporation (CIEN) | 0.0 | $38k | 78.00 | 490.56 |
|
|
| Liberty All-Star Growth Fund (ASG) | 0.0 | $38k | NEW | 6.9k | 5.47 |
|
| Comcast Corporation (CMCSA) | 0.0 | $37k | 1.5k | 24.56 |
|
|
| Lowe's Companies (LOW) | 0.0 | $36k | 163.00 | 220.49 |
|
|
| Tri-Continental Corporation (TY) | 0.0 | $36k | NEW | 1.0k | 34.43 |
|
| State Street Utilities Etf (XLU) | 0.0 | $36k | 790.00 | 45.34 |
|
|
| Vanguard Ftse All-world Etf (VSS) | 0.0 | $35k | 229.00 | 154.00 |
|
|
| Invesco National Etf (PZA) | 0.0 | $35k | +12% | 1.5k | 23.52 |
|
| Pulte (PHM) | 0.0 | $34k | 249.00 | 137.21 |
|
|
| Vanguard Etf (VCIT) | 0.0 | $34k | 412.00 | 82.64 |
|
|
| Ishares U.s. Treasury Etf (GOVT) | 0.0 | $34k | 1.5k | 22.78 |
|
|
| Barclays Plc F Adr (BCS) | 0.0 | $33k | NEW | 1.2k | 26.86 |
|
| Japan Smaller Capitalizaion Fund (JOF) | 0.0 | $33k | NEW | 2.8k | 11.78 |
|
| Coherent Corp (COHR) | 0.0 | $32k | 81.00 | 394.47 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $32k | 216.00 | 146.64 |
|
|
| Ishares Bitcoin Trust Etf (IBIT) | 0.0 | $31k | +29% | 927.00 | 33.29 |
|
| Asml Hldg N V F Adr (ASML) | 0.0 | $30k | NEW | 15.00 | 1989.47 |
|
| State Street Spdr Etf (BWX) | 0.0 | $30k | 1.4k | 21.68 |
|
|
| S&p Global (SPGI) | 0.0 | $30k | 73.00 | 407.26 |
|
|
| State Street Technology Etf (XLK) | 0.0 | $28k | 149.00 | 189.92 |
|
|
| Western Digital (WDC) | 0.0 | $28k | 44.00 | 638.73 |
|
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $28k | 83.00 | 334.82 |
|
|
| General Electric (GE) | 0.0 | $27k | -12% | 73.00 | 374.42 |
|
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $27k | NEW | 168.00 | 162.07 |
|
| Ishares S&p Small-cap Etf (IJS) | 0.0 | $27k | 199.00 | 136.68 |
|
|
| Cardinal Health (CAH) | 0.0 | $27k | 114.00 | 237.56 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $27k | 46.00 | 580.91 |
|
|
| Citigroup (C) | 0.0 | $26k | 186.00 | 139.96 |
|
|
| Palantir Technologies (PLTR) | 0.0 | $26k | 221.00 | 116.67 |
|
|
| Mesabi Tr Ctf Ben Int (MSB) | 0.0 | $25k | NEW | 1.0k | 25.30 |
|
| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.0 | $25k | NEW | 1.0k | 25.04 |
|
| Sterling Construction Company (STRL) | 0.0 | $24k | 29.00 | 839.34 |
|
|
| Ishares Broad Usd Etf (USIG) | 0.0 | $24k | 471.00 | 51.32 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.0 | $24k | +900% | 80.00 | 301.71 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $24k | -34% | 47.00 | 509.47 |
|
| Accenture (ACN) | 0.0 | $24k | NEW | 192.00 | 124.44 |
|
| Stryker Corporation (SYK) | 0.0 | $23k | 74.00 | 314.84 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $23k | 85.00 | 268.86 |
|
|
| UnitedHealth (UNH) | 0.0 | $22k | 54.00 | 415.63 |
|
|
| BlackRock MuniYield New York Insured Fnd (MYN) | 0.0 | $22k | NEW | 2.2k | 10.15 |
|
| Iron Mountain (IRM) | 0.0 | $22k | NEW | 176.00 | 126.31 |
|
| Virtus Global Divid Income F (ZTR) | 0.0 | $22k | NEW | 3.2k | 6.83 |
|
| Capital One Financial (COF) | 0.0 | $22k | 109.00 | 200.62 |
|
|
| NRG Energy (NRG) | 0.0 | $22k | 148.00 | 146.06 |
|
|
| Cummins (CMI) | 0.0 | $21k | 30.00 | 713.20 |
|
|
| CSX Corporation (CSX) | 0.0 | $21k | 447.00 | 47.53 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $21k | +2% | 42.00 | 504.83 |
|
| Astrazeneca Plc Ord (AZN) | 0.0 | $21k | NEW | 111.00 | 189.62 |
|
| Marvell Technology (MRVL) | 0.0 | $21k | +6% | 69.00 | 297.88 |
|
| Ishares S&p 100 Etf Etf (OEF) | 0.0 | $21k | 56.00 | 365.88 |
|
|
| MetLife (MET) | 0.0 | $20k | 241.00 | 84.61 |
|
|
| Novo-nordisk A S F Adr (NVO) | 0.0 | $20k | NEW | 409.00 | 47.94 |
|
| Spdr Gold Minishares Etf (GLDM) | 0.0 | $20k | +8% | 246.00 | 79.42 |
|
| Blackrock (BLK) | 0.0 | $19k | 20.00 | 961.55 |
|
|
| Vanguard Mega Cap Growth Etf (MGK) | 0.0 | $19k | +397% | 214.00 | 87.99 |
|
| Schwab International Etf (SCHF) | 0.0 | $19k | 678.00 | 27.70 |
|
|
| OceanFirst Financial (OCFC) | 0.0 | $19k | NEW | 956.00 | 19.53 |
|
| Webster Financial Corporation (WBS) | 0.0 | $18k | 240.00 | 76.42 |
|
|
| Travelers Companies (TRV) | 0.0 | $18k | 55.00 | 330.13 |
|
|
| Teradyne (TER) | 0.0 | $18k | 37.00 | 483.84 |
|
|
| Coca-Cola Company (KO) | 0.0 | $18k | -26% | 220.00 | 81.24 |
|
| Servicenow (NOW) | 0.0 | $18k | 180.00 | 99.28 |
|
|
| On Hldg (ONON) | 0.0 | $18k | NEW | 500.00 | 35.42 |
|
| State Street Spdr Euro Etf (FEZ) | 0.0 | $17k | 253.00 | 68.68 |
|
|
| Ishares Esg Aware Msci Etf (ESGD) | 0.0 | $17k | 169.00 | 102.55 |
|
|
| Autodesk (ADSK) | 0.0 | $17k | 88.00 | 194.42 |
|
|
| Vanguard Mid-cap Growth Etf (VOT) | 0.0 | $17k | 56.00 | 304.95 |
|
|
| State Street Spdr Etf (SPMB) | 0.0 | $17k | 761.00 | 22.31 |
|
|
| TKO Group Holdings (TKO) | 0.0 | $17k | 84.00 | 201.31 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $17k | 18.00 | 935.44 |
|
|
| State Street Financial Etf (XLF) | 0.0 | $17k | 312.00 | 53.66 |
|
|
| At&t (T) | 0.0 | $17k | 806.00 | 20.71 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $17k | 17.00 | 978.12 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $17k | -33% | 12.00 | 1382.33 |
|
| Semtech Corporation (SMTC) | 0.0 | $16k | +9900% | 100.00 | 161.85 |
|
| Fortinet (FTNT) | 0.0 | $16k | NEW | 105.00 | 153.62 |
|
| Biogen Idec (BIIB) | 0.0 | $16k | 74.00 | 216.05 |
|
|
| Arcelormittal F Adr (MT) | 0.0 | $16k | NEW | 263.00 | 60.22 |
|
| State Street Spdr Dow Etf (DIA) | 0.0 | $16k | 30.00 | 522.40 |
|
|
| Arista Networks (ANET) | 0.0 | $15k | 88.00 | 169.88 |
|
|
| Jabil Circuit (JBL) | 0.0 | $15k | 38.00 | 385.47 |
|
|
| State Street Spdr Etf (SPSM) | 0.0 | $14k | 245.00 | 57.67 |
|
|
| Halliburton Company (HAL) | 0.0 | $14k | 411.00 | 33.95 |
|
|
| Unusual Whales Etf (NANC) | 0.0 | $14k | 276.00 | 50.53 |
|
|
| State Street Spdr S&p Etf (KOMP) | 0.0 | $14k | 195.00 | 71.50 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $14k | 37.00 | 375.32 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $14k | 142.00 | 96.12 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $14k | -52% | 40.00 | 341.02 |
|
| General Mills (GIS) | 0.0 | $14k | NEW | 390.00 | 34.80 |
|
| Valero Energy Corporation (VLO) | 0.0 | $14k | 52.00 | 260.44 |
|
|
| Steel Dynamics (STLD) | 0.0 | $14k | 59.00 | 229.46 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $14k | 149.00 | 90.74 |
|
|
| Nextera Energy (NEE) | 0.0 | $13k | -39% | 153.00 | 87.77 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $13k | 39.00 | 344.31 |
|
|
| Medtronic (MDT) | 0.0 | $13k | NEW | 169.00 | 78.23 |
|
| WESCO International (WCC) | 0.0 | $13k | 38.00 | 345.42 |
|
|
| TJX Companies (TJX) | 0.0 | $13k | 86.00 | 151.50 |
|
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $13k | 66.00 | 197.11 |
|
|
| Ge Vernova (GEV) | 0.0 | $13k | -15% | 11.00 | 1174.82 |
|
| MasTec (MTZ) | 0.0 | $13k | 31.00 | 416.06 |
|
|
| General Motors Company (GM) | 0.0 | $13k | 166.00 | 77.08 |
|
|
| AutoZone (AZO) | 0.0 | $13k | 4.00 | 3196.00 |
|
|
| Eaton (ETN) | 0.0 | $13k | NEW | 30.00 | 426.13 |
|
| Citizens Financial (CFG) | 0.0 | $13k | 182.00 | 70.07 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $13k | 87.00 | 144.61 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $13k | -32% | 102.00 | 123.11 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $13k | 49.00 | 255.67 |
|
|
| Ionis Pharmaceuticals (IONS) | 0.0 | $13k | 158.00 | 79.29 |
|
|
| Msci (MSCI) | 0.0 | $12k | 22.00 | 560.05 |
|
|
| Quanta Services (PWR) | 0.0 | $12k | 17.00 | 720.06 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $12k | -49% | 41.00 | 298.07 |
|
| Manulife Finl Corp (MFC) | 0.0 | $12k | NEW | 299.00 | 40.51 |
|
| State Street Spdr Etf (SPTI) | 0.0 | $12k | 423.00 | 28.38 |
|
|
| Credicorp (BAP) | 0.0 | $12k | NEW | 30.00 | 389.57 |
|
| Zoom Video Communications In cl a (ZM) | 0.0 | $12k | 135.00 | 86.31 |
|
|
| Ishares Gold Trust Etf (IAU) | 0.0 | $12k | 152.00 | 75.51 |
|
|
| Ishares S&p 500 Growth Etf (IVW) | 0.0 | $11k | 82.00 | 137.52 |
|
|
| Technipfmc (FTI) | 0.0 | $11k | NEW | 168.00 | 66.30 |
|
| Pimco NY Muni Income Fund II (PNI) | 0.0 | $11k | NEW | 1.6k | 7.09 |
|
| Pfizer (PFE) | 0.0 | $11k | -7% | 458.00 | 24.08 |
|
| Schwab U.s. Broad Market Etf (SCHB) | 0.0 | $11k | -59% | 378.00 | 28.99 |
|
| Williams Companies (WMB) | 0.0 | $11k | 147.00 | 74.34 |
|
|
| Schlumberger (SLB) | 0.0 | $11k | NEW | 234.00 | 46.49 |
|
| BorgWarner (BWA) | 0.0 | $11k | 163.00 | 66.40 |
|
|
| Ishares Global Clean Etf (ICLN) | 0.0 | $11k | 514.00 | 20.49 |
|
|
| Unum (UNM) | 0.0 | $10k | 112.00 | 89.40 |
|
|
| Chevron Corporation (CVX) | 0.0 | $9.9k | 60.00 | 165.77 |
|
|
| Hca Holdings (HCA) | 0.0 | $9.7k | 25.00 | 389.88 |
|
|
| Warner Bros. Discovery (WBD) | 0.0 | $9.7k | 365.00 | 26.66 |
|
|
| Vanguard Mid-cap Value Etf (VOE) | 0.0 | $9.7k | 49.00 | 197.59 |
|
|
| Ishares Russell Mid-cap Etf (IWP) | 0.0 | $9.7k | 66.00 | 146.41 |
|
|
| Prudential Plc F Adr (PUK) | 0.0 | $9.6k | NEW | 359.00 | 26.81 |
|
| Ishares S&p 500 Value Etf (IVE) | 0.0 | $9.5k | 42.00 | 227.07 |
|
|
| W.W. Grainger (GWW) | 0.0 | $9.5k | 7.00 | 1360.43 |
|
|
| State Street Spdr S&p Etf (NANR) | 0.0 | $9.4k | 125.00 | 75.50 |
|
|
| Gilead Sciences (GILD) | 0.0 | $9.3k | 74.00 | 126.34 |
|
|
| Rocket Cos (RKT) | 0.0 | $9.3k | 590.00 | 15.75 |
|
|
| Ishares S&p Small-cap Etf (IJT) | 0.0 | $9.3k | 52.00 | 178.60 |
|
|
| Intel Corporation (INTC) | 0.0 | $9.3k | 66.00 | 140.53 |
|
|
| Sap Se F Adr (SAP) | 0.0 | $9.2k | NEW | 60.00 | 154.12 |
|
| Altria (MO) | 0.0 | $9.2k | 128.00 | 71.95 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $9.1k | 110.00 | 82.64 |
|
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $9.1k | NEW | 949.00 | 9.57 |
|
| McKesson Corporation (MCK) | 0.0 | $9.1k | 12.00 | 755.58 |
|
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $9.1k | 144.00 | 62.89 |
|
|
| BP P L C F Adr (BP) | 0.0 | $9.1k | NEW | 245.00 | 36.95 |
|
| State Street Spdr Etf (SPSB) | 0.0 | $9.0k | 301.00 | 30.04 |
|
|
| Echostar Corporation | 0.0 | $9.0k | 89.00 | 101.51 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $8.9k | 27.00 | 330.44 |
|
|
| Evercore Partners (EVR) | 0.0 | $8.9k | 26.00 | 341.42 |
|
|
| Vanguard Ftse All-world Etf (VEU) | 0.0 | $8.8k | 105.00 | 83.90 |
|
|
| Delta Air Lines (DAL) | 0.0 | $8.8k | 94.00 | 93.66 |
|
|
| Applovin Corp Class A (APP) | 0.0 | $8.8k | -57% | 17.00 | 515.24 |
|
| Bwx Technologies (BWXT) | 0.0 | $8.8k | 45.00 | 194.64 |
|
|
| eBay (EBAY) | 0.0 | $8.7k | 78.00 | 111.76 |
|
|
| Anheuser Busch Inbev S F Adr (BUD) | 0.0 | $8.5k | NEW | 103.00 | 82.40 |
|
| Natwest Group Plc F Adr (NWG) | 0.0 | $8.5k | NEW | 480.00 | 17.63 |
|
| Entegris (ENTG) | 0.0 | $8.5k | 47.00 | 179.85 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $8.4k | 31.00 | 272.00 |
|
|
| Globe Life (GL) | 0.0 | $8.4k | 47.00 | 178.68 |
|
|
| Trane Technologies (TT) | 0.0 | $8.4k | NEW | 17.00 | 491.18 |
|
| Ishares Mbs Etf Etf (MBB) | 0.0 | $8.3k | -7% | 88.00 | 94.39 |
|
| First Horizon National Corporation (FHN) | 0.0 | $8.3k | 323.00 | 25.64 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $8.3k | 18.00 | 458.78 |
|
|
| Alibaba Group Hldg Ltd F Adr (BABA) | 0.0 | $8.3k | NEW | 86.00 | 95.98 |
|
| American International (AIG) | 0.0 | $8.2k | 110.00 | 74.53 |
|
|
| Affiliated Managers (AMG) | 0.0 | $8.1k | 24.00 | 338.42 |
|
|
| ConocoPhillips (COP) | 0.0 | $8.0k | 77.00 | 103.96 |
|
|
| Relx Plc F Adr (RELX) | 0.0 | $8.0k | NEW | 252.00 | 31.67 |
|
| Gsk Plc Adr F Adr (GSK) | 0.0 | $8.0k | NEW | 152.00 | 52.42 |
|
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $8.0k | NEW | 33.00 | 240.97 |
|
| Popular (BPOP) | 0.0 | $7.9k | NEW | 48.00 | 164.19 |
|
| Regal-beloit Corporation (RRX) | 0.0 | $7.9k | 33.00 | 238.18 |
|
|
| Ishares Msci Eafe Etf (SCZ) | 0.0 | $7.8k | 95.00 | 82.52 |
|
|
| Shopify Inc cl a (SHOP) | 0.0 | $7.8k | NEW | 68.00 | 114.18 |
|
| Hyatt Hotels Corporation (H) | 0.0 | $7.8k | 40.00 | 193.85 |
|
|
| Icici Bk Ltd F Adr (IBN) | 0.0 | $7.8k | NEW | 267.00 | 29.03 |
|
| Mettler-Toledo International (MTD) | 0.0 | $7.7k | 6.00 | 1277.50 |
|
|
| Tenaris S A F Adr (TS) | 0.0 | $7.7k | NEW | 138.00 | 55.49 |
|
| Cheniere Energy (LNG) | 0.0 | $7.6k | 32.00 | 239.00 |
|
|
| Aon (AON) | 0.0 | $7.6k | NEW | 23.00 | 331.70 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $7.6k | 74.00 | 102.26 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $7.5k | 15.00 | 501.33 |
|
|
| Rockwell Automation (ROK) | 0.0 | $7.4k | -65% | 15.00 | 495.07 |
|
| Packaging Corporation of America (PKG) | 0.0 | $7.4k | 31.00 | 238.29 |
|
|
| Bunge (BG) | 0.0 | $7.4k | NEW | 69.00 | 106.72 |
|
| Granite Construction (GVA) | 0.0 | $7.3k | 46.00 | 158.09 |
|
|
| Carlisle Companies (CSL) | 0.0 | $7.3k | 20.00 | 362.75 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $7.2k | 240.00 | 30.20 |
|
|
| Estee Lauder Companies (EL) | 0.0 | $7.2k | NEW | 91.00 | 78.95 |
|
| ON Semiconductor (ON) | 0.0 | $7.1k | 75.00 | 94.55 |
|
|
| AmerisourceBergen (COR) | 0.0 | $7.1k | NEW | 25.00 | 283.00 |
|
| F5 Networks (FFIV) | 0.0 | $7.1k | 17.00 | 415.94 |
|
|
| Intuit (INTU) | 0.0 | $7.0k | 27.00 | 261.00 |
|
|
| Ross Stores (ROST) | 0.0 | $7.0k | 33.00 | 212.85 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $7.0k | -51% | 14.00 | 496.71 |
|
| Hldgs (UAL) | 0.0 | $6.9k | 51.00 | 135.98 |
|
|
| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.0 | $6.9k | NEW | 519.00 | 13.36 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $6.9k | 75.00 | 92.27 |
|
|
| Prudential Financial (PRU) | 0.0 | $6.9k | 64.00 | 107.94 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $6.9k | 153.00 | 45.11 |
|
|
| British Amern Tob Plc F Adr (BTI) | 0.0 | $6.9k | NEW | 111.00 | 61.76 |
|
| Elanco Animal Health (ELAN) | 0.0 | $6.8k | 276.00 | 24.61 |
|
|
| Prologis (PLD) | 0.0 | $6.8k | NEW | 50.00 | 135.48 |
|
| General Dynamics Corporation (GD) | 0.0 | $6.7k | 19.00 | 354.26 |
|
|
| Assurant (AIZ) | 0.0 | $6.7k | 25.00 | 268.52 |
|
|
| PNC Financial Services (PNC) | 0.0 | $6.6k | 27.00 | 246.22 |
|
|
| Phillips 66 (PSX) | 0.0 | $6.6k | 39.00 | 169.05 |
|
|
| Vistra Energy (VST) | 0.0 | $6.5k | 41.00 | 158.63 |
|
|
| Nexpoint Residential Tr (NXRT) | 0.0 | $6.5k | NEW | 233.00 | 27.86 |
|
| 3M Company (MMM) | 0.0 | $6.5k | 40.00 | 161.90 |
|
|
| Vanguard Energy Index Etf (VDE) | 0.0 | $6.5k | 43.00 | 150.14 |
|
|
| State Street Spdr S&p Etf (XBI) | 0.0 | $6.4k | 40.00 | 159.47 |
|
|
| Corteva (CTVA) | 0.0 | $6.4k | 75.00 | 84.69 |
|
|
| Uber Technologies (UBER) | 0.0 | $6.4k | 88.00 | 72.16 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $6.3k | 21.00 | 301.05 |
|
|
| Lennox International (LII) | 0.0 | $6.3k | 11.00 | 572.91 |
|
|
| Norfolk Southern (NSC) | 0.0 | $6.3k | -42% | 20.00 | 314.60 |
|
| Apollo Global Mgmt (APO) | 0.0 | $6.3k | 53.00 | 118.30 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $6.3k | 33.00 | 189.73 |
|
|
| Fabrinet (FN) | 0.0 | $6.2k | NEW | 11.00 | 562.09 |
|
| Diamondback Energy (FANG) | 0.0 | $6.2k | 35.00 | 175.77 |
|
|
| Philip Morris International (PM) | 0.0 | $6.2k | 34.00 | 180.91 |
|
|
| Onto Innovation (ONTO) | 0.0 | $6.1k | 16.00 | 378.44 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $5.9k | 29.00 | 205.03 |
|
|
| Five Below (FIVE) | 0.0 | $5.9k | 33.00 | 179.79 |
|
|
| Marriott International (MAR) | 0.0 | $5.9k | 16.00 | 370.56 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $5.8k | 79.00 | 73.35 |
|
|
| Cme (CME) | 0.0 | $5.7k | 26.00 | 220.85 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $5.7k | 72.00 | 78.82 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $5.6k | 18.00 | 309.94 |
|
|
| International Paper Company (IP) | 0.0 | $5.5k | 145.00 | 37.99 |
|
|
| Janus Henderson Group Plc Ord | 0.0 | $5.5k | NEW | 106.00 | 51.95 |
|
| Green Dot Corporation (GDOT) | 0.0 | $5.5k | 407.00 | 13.51 |
|
|
| Ishares Msci Usa Quality Etf (QUAL) | 0.0 | $5.5k | -37% | 25.00 | 219.44 |
|
| Shell Plc F Adr (SHEL) | 0.0 | $5.4k | NEW | 70.00 | 77.54 |
|
| Qnity Electronics (Q) | 0.0 | $5.4k | 33.00 | 163.30 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $5.4k | 126.00 | 42.68 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $5.3k | -50% | 4.00 | 1332.00 |
|
| WisdomTree Investments (WT) | 0.0 | $5.3k | 314.00 | 16.94 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $5.3k | 92.00 | 57.62 |
|
|
| Ecolab (ECL) | 0.0 | $5.3k | 19.00 | 278.63 |
|
|
| Encompass Health Corp (EHC) | 0.0 | $5.3k | 52.00 | 101.08 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $5.2k | 105.00 | 49.82 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $5.2k | -80% | 51.00 | 102.20 |
|
| Element Solutions (ESI) | 0.0 | $5.2k | 109.00 | 47.75 |
|
|
| Valmont Industries (VMI) | 0.0 | $5.2k | 9.00 | 577.56 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $5.2k | 32.00 | 162.34 |
|
|
| Danaher Corporation (DHR) | 0.0 | $5.1k | 27.00 | 190.48 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $5.1k | 17.00 | 301.71 |
|
|
| Pentair cs (PNR) | 0.0 | $5.1k | NEW | 66.00 | 76.67 |
|
| Antero Midstream Corp antero midstream (AM) | 0.0 | $5.1k | 222.00 | 22.75 |
|
|
| Cbre Group Inc Cl A (CBRE) | 0.0 | $5.0k | 37.00 | 134.70 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $5.0k | 65.00 | 76.40 |
|
|
| State Street Etf (XLC) | 0.0 | $5.0k | 46.00 | 107.65 |
|
|
| Live Nation Entertainment (LYV) | 0.0 | $4.9k | 27.00 | 183.11 |
|
|
| L3harris Technologies (LHX) | 0.0 | $4.9k | 17.00 | 290.59 |
|
|
| Shake Shack Inc cl a (SHAK) | 0.0 | $4.9k | 88.00 | 56.02 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $4.9k | 22.00 | 223.95 |
|
|
| American Electric Power Company (AEP) | 0.0 | $4.9k | 36.00 | 136.81 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $4.8k | 57.00 | 84.58 |
|
|
| Intuitive Surgical (ISRG) | 0.0 | $4.8k | -33% | 12.00 | 397.67 |
|
| Liberty All-Star Equity Fund (USA) | 0.0 | $4.8k | NEW | 819.00 | 5.81 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $4.8k | NEW | 15.00 | 316.93 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $4.7k | 9.00 | 526.44 |
|
|
| Schwab U.s. Dividend Etf (SCHD) | 0.0 | $4.7k | 149.00 | 31.71 |
|
|
| Target Corporation (TGT) | 0.0 | $4.7k | 36.00 | 130.61 |
|
|
| Invesco (IVZ) | 0.0 | $4.7k | NEW | 178.00 | 26.39 |
|
| Paccar (PCAR) | 0.0 | $4.7k | 39.00 | 120.13 |
|
|
| Steris Plc Ord equities (STE) | 0.0 | $4.6k | NEW | 22.00 | 210.59 |
|
| Manhattan Associates (MANH) | 0.0 | $4.6k | 33.00 | 139.24 |
|
|
| State Street Corporation (STT) | 0.0 | $4.6k | 27.00 | 169.59 |
|
|
| Kroger (KR) | 0.0 | $4.6k | 82.00 | 55.52 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $4.5k | 20.00 | 226.80 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $4.4k | 43.00 | 103.44 |
|
|
| MKS Instruments (MKSI) | 0.0 | $4.4k | 10.00 | 444.80 |
|
|
| Lennar Corporation (LEN) | 0.0 | $4.4k | 49.00 | 90.49 |
|
|
| Hp (HPQ) | 0.0 | $4.4k | 201.00 | 21.94 |
|
|
| Vanguard Small-cap Etf (VBK) | 0.0 | $4.4k | 12.00 | 365.67 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $4.4k | -50% | 7.00 | 623.57 |
|
| PerkinElmer (RVTY) | 0.0 | $4.3k | 39.00 | 111.26 |
|
|
| West Pharmaceutical Services (WST) | 0.0 | $4.3k | 12.00 | 359.00 |
|
|
| Ishares Core Universal Etf (IUSB) | 0.0 | $4.3k | 93.00 | 46.15 |
|
|
| Phinia (PHIN) | 0.0 | $4.3k | 52.00 | 82.37 |
|
|
| Rollins (ROL) | 0.0 | $4.3k | 102.00 | 41.74 |
|
|
| Anthem (ELV) | 0.0 | $4.3k | 11.00 | 386.73 |
|
|
| Kinder Morgan (KMI) | 0.0 | $4.3k | 133.00 | 31.97 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $4.3k | 22.00 | 193.23 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $4.2k | 12.00 | 350.08 |
|
|
| American Financial (AFG) | 0.0 | $4.2k | 30.00 | 139.93 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $4.1k | -57% | 45.00 | 92.09 |
|
| Textron (TXT) | 0.0 | $4.1k | 45.00 | 91.73 |
|
|
| NCR Atleos Corp (NATL) | 0.0 | $4.1k | 95.00 | 43.41 |
|
|
| Trip Com Group Ltd F Adr (TCOM) | 0.0 | $4.0k | NEW | 100.00 | 39.84 |
|
| Comfort Systems USA (FIX) | 0.0 | $4.0k | 2.00 | 1982.00 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $3.9k | 31.00 | 126.00 |
|
|
| Amplify Digital Payments Etf (IPAY) | 0.0 | $3.8k | 83.00 | 46.30 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $3.8k | 13.00 | 293.15 |
|
|
| Yum! Brands (YUM) | 0.0 | $3.7k | -37% | 23.00 | 159.87 |
|
| Ametek (AME) | 0.0 | $3.6k | 15.00 | 241.93 |
|
|
| Assured Guaranty (AGO) | 0.0 | $3.6k | NEW | 45.00 | 80.16 |
|
| Illinois Tool Works (ITW) | 0.0 | $3.5k | 13.00 | 270.46 |
|
|
| Ishares Msci Intl Etf (IQLT) | 0.0 | $3.5k | 70.00 | 49.56 |
|
|
| MercadoLibre (MELI) | 0.0 | $3.4k | -77% | 2.00 | 1697.50 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $3.4k | 12.00 | 279.92 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $3.4k | 20.00 | 167.75 |
|
|
| Sempra Energy (SRE) | 0.0 | $3.3k | 36.00 | 92.72 |
|
|
| Ishares Msci Eafe Value Etf (EFV) | 0.0 | $3.2k | 42.00 | 76.55 |
|
|
| Akamai Technologies (AKAM) | 0.0 | $3.2k | 27.00 | 118.22 |
|
|
| salesforce (CRM) | 0.0 | $3.1k | -78% | 20.00 | 156.65 |
|
| American Water Works (AWK) | 0.0 | $3.0k | 23.00 | 131.57 |
|
|
| Entergy Corporation (ETR) | 0.0 | $3.0k | 26.00 | 114.85 |
|
|
| Dupont De Nemours (DD) | 0.0 | $3.0k | NEW | 22.00 | 135.64 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $2.9k | -50% | 155.00 | 18.53 |
|
| Carnival Corp (CCL) | 0.0 | $2.9k | NEW | 100.00 | 28.57 |
|
| Axon Enterprise (AXON) | 0.0 | $2.8k | 5.00 | 560.60 |
|
|
| Honeywell International (HON) | 0.0 | $2.7k | NEW | 12.00 | 223.92 |
|
| Honeywell Aerospace (HONA) | 0.0 | $2.7k | NEW | 12.00 | 221.08 |
|
| Primerica (PRI) | 0.0 | $2.6k | 9.00 | 284.22 |
|
|
| Gartner (IT) | 0.0 | $2.2k | 17.00 | 129.65 |
|
|
| Square Inc cl a (XYZ) | 0.0 | $2.1k | 28.00 | 76.00 |
|
|
| Nokia Corp F Adr (NOK) | 0.0 | $1.9k | NEW | 140.00 | 13.28 |
|
| Performance Food (PFGC) | 0.0 | $1.8k | 16.00 | 111.81 |
|
|
| Rivian Automotive Inc Class A (RIVN) | 0.0 | $1.7k | +9900% | 100.00 | 17.35 |
|
| Northern Dynasty Minerals Lt (NAK) | 0.0 | $1.7k | NEW | 881.00 | 1.92 |
|
| Coeur d'Alene Mines Corporation (CDE) | 0.0 | $1.6k | NEW | 100.00 | 16.32 |
|
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $1.6k | -10% | 141.00 | 11.31 |
|
| Celsius Holdings (CELH) | 0.0 | $1.4k | 48.00 | 29.27 |
|
|
| Versant Media Group (VSNT) | 0.0 | $1.3k | 35.00 | 36.00 |
|
|
| Ishares Msci Eafe Growth Etf (EFG) | 0.0 | $1.2k | 10.00 | 124.40 |
|
|
| Nexpoint Credit Strategies Fund (NXDT) | 0.0 | $1.1k | NEW | 217.00 | 5.19 |
|
| Credo Technology Group Holding (CRDO) | 0.0 | $1.1k | NEW | 4.00 | 272.00 |
|
| Ishares U.s. Technology Etf (IYW) | 0.0 | $1.0k | 4.00 | 252.25 |
|
|
| Ishares 10-20 Year Etf (TLH) | 0.0 | $1.0k | 10.00 | 100.40 |
|
|
| Iris Energy (IREN) | 0.0 | $915.000000 | NEW | 20.00 | 45.75 |
|
| Ingersoll Rand (IR) | 0.0 | $820.000000 | -28% | 10.00 | 82.00 |
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $734.996000 | 95.00 | 7.74 |
|
|
| Ishares Core Etf (IAGG) | 0.0 | $557.000400 | 11.00 | 50.64 |
|
|
| Ge Healthcare Technologies I (GEHC) | 0.0 | $320.000000 | -37% | 5.00 | 64.00 |
|
| Plug Power (PLUG) | 0.0 | $271.000000 | +9900% | 100.00 | 2.71 |
|
| Tilray Brands (TLRY) | 0.0 | $225.000000 | 50.00 | 4.50 |
|
|
| Ford Motor Company (F) | 0.0 | $222.000000 | 16.00 | 13.88 |
|
|
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $142.000000 | 1.00 | 142.00 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $127.000000 | 2.00 | 63.50 |
|
|
| Roblox Corp (RBLX) | 0.0 | $109.000000 | 2.00 | 54.50 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $77.000000 | 10.00 | 7.70 |
|
|
| Viatris (VTRS) | 0.0 | $64.000000 | -50% | 4.00 | 16.00 |
|
| Celularity (CELU) | 0.0 | $10.999100 | 19.00 | 0.58 |
|
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 Q2 filed Aug. 6, 2026
- United Financial Planning Group 2026 Q1 filed May 8, 2026