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United Financial Planning Group LLC

Q3 2025 Holdings

Filed 2025-11-13 | 230 holdings | $158.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Advanced Micro Devic(AMD)COM007903107$2410.0%
Celularity Inc Class A(CELU)COM151190204$39190.0%
Protagenic Therapeutics(PTIX)COM74365N301$58170.0%
Lumen Technologies Inc(LUMN)COM550241103$61100.0%
Warner Bros Discovery in(WBD)COM934423104$9850.0%
D-Wave Quantum Inc(QBTS)COM26740W109$9940.0%
Allegion PUB LTD Co F(ALGT)COM01748X102$17710.0%
Ford MTR Co del(F)COM345370860$191160.0%
Plug PWR Inc(PLUG)COM72919P202$2331000.0%
Charter Communications Iclass A(CHTR)COM16119P108$27510.0%
Viatris Inc(VTRS)COM92556V106$287290.0%
Brighthouse Finl Inc(BHF)COM10922N103$31860.0%
AT&T Inc(T)COM00206R102$621220.0%
Nokia Corp Fsponsored ADR 1 ADR Reps 1 ORD SHS(NOK)COM654902204$6731400.0%
Ishares 0-5 Year Tips Bond ETF(GOVT)ETF46429B267$72470.0%
GE Healthcare Technologi(GEHC)COM36266G107$826110.0%
Tilray Brands Inc(TLRYEUR)COM88688T100$8655000.0%
Ingersoll Rand Inc(IR)COM45687V106$1.2K140.0%
Ishares Morningstar Value ETF(UAE)ETF46434V761$1.3K140.0%
Vanguard Mortgage Backedsec ETF(VMBS)ETF92206C771$1.4K290.0%
Rivian Automotive Inc Class A(RIVN)COM76954A103$1.5K1000.0%
Trump Media & Techno(DJT)COM25400Q105$1.6K950.0%
Ishares Msci USA MIN Volfctr ETF(FLOT)ETF46429B655$1.6K170.0%
Citigroup Inc(C)COM172967424$1.7K170.0%
J P Morgan Nasdaq EQT PRM Inc ETF(JEPI)ETF46641Q332$2.1K360.0%
Intel Corp(INTC)COM458140100$2.2K660.0%
Conocophillips(COP)COM20825C104$2.4K250.0%
Carnival Corp F(CCL)COM143658300$2.9K1000.0%
Proshares S&P 500 DIV Aristocrat ETF(NOBL)ETF74348A467$3.5K340.0%
Kyndryl Hldgs Inc(KD)COM50155Q100$3.7K1220.0%
Ishares Flexible Incme Active ETF(BINC)ETF092528603$3.8K720.0%
Spdr S&P Biotech ETF(XBI)ETF78464A870$4.0K400.0%
Webster Finl Corp(WAL)COM957638109$4.2K700.0%
GE Vernova Inc(GEV)COM36828A101$4.3K70.0%
Schwab US Large Cap ETF(SCHX)ETF808524201$4.4K1680.0%
Ross Stores Inc(ROST)COM778296103$4.6K300.0%
Spdr DOW Jones Industrial Avrg ETF(DIA)ETF78467X109$4.6K100.0%
Amplify ETF TR(IPAY)ETF032108656$4.7K830.0%
Ishares EMG Mrkts Eqty Factor ETF(FALN)ETF46435G474$5.4K960.0%
Communicat SVS Slct SEC Spdr ETF(XLC)ETF81369Y852$5.5K460.0%
Ishares National Muni Bond ETF(MUB)ETF464288414$5.6K530.0%
Ishares Core Dividend Growth ETF(ICSH)ETF46434V878$6.1K900.0%
Analog Devices Inc(ADI)COM032654105$6.1K250.0%
Prudential Finl Inc(PRU)COM744320102$6.6K640.0%
Ishares High Yield Muni ACT ETF(HIMU)ETF092528843$7.1K1450.0%
Charles Schwab Corp(SCHW)COM808513105$7.2K750.0%
Trane Technologies PLC F(TT)COMG8994E103$7.2K170.0%
Ishares Msci Eafe Small Cap ETF(SCZ)ETF464288273$7.3K950.0%
Vanguard Ftse All World EX US ETF(VEU)ETF922042775$7.3K1030.0%
Ishares S&P Smll Cap 600Grth ETF(IJT)ETF464287887$7.4K520.0%
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