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Amazon shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Amazon

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All positions including Amazon held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amazon by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $358k 1.7k 208.27

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Amazon

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Capital Research Global Investors
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Ubs Global Asset Management Americas
Jane Street
Bank of New York Mellon

View all funds holding Amazon