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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
ITT Inc(ITT)COM45073V108$23.2K1300.0%
Ishares Core Msci Totl Intl Stck ETF(IXUS)ETF46432F834$24.0K2910.0%
Vanguard Mid Cap Growth ETF(VBR)ETF922908611$25.0K970.0%
Lockheed Martin Corp(LMT)COM539830109$25.0K500.0%
Spdr S&P 500 Growth ETF(SPYG)ETF78464A409$25.3K2420.0%
BlackRock Enhanced Equit(BDJ)COM09251A104$25.9K2,8470.0%
Ishares US Thmatic Rotatn ACT ETF(THRO)ETF09290C806$27.1K7170.0%
Stryker Corp(SYK)COM863667101$27.4K740.0%
Comcast Corp New Class A(CMCSA)COM20030N101$27.8K8840.0%
Ishares Msci USA Momntumfct ETF(MTUM)ETF46432F396$28.5K1110.0%
Ishares Russell 1000 ETF(ITOT)ETF464287150$28.7K1670.0%
Hartford INS Group Inc(HIG)COM416515104$29.2K2190.0%
Vanguard Muni BND TAX Exempt ETF(VTEB)ETF922907746$29.4K5870.0%
BlackRock Muniholdings NCOM09255C106$30.4K2,9700.0%
Lowes COS Inc(LOW)COM548661107$30.7K1220.0%
Merck & Co. Inc.(MRK)COM58933Y105$31.0K3690.0%
Palantir Technologies Inclass A(PLTR)COM69608A108$31.7K1740.0%
Vgrd Ftse All Wrld EX Ussml Cap ETF(VSS)ETF922042718$34.1K2390.0%
Vanguard Intermediate Term COR ETF(VCIT)ETF92206C870$34.2K4060.0%
US Bancorp del(USB)COM902973304$34.5K7130.0%
Sila Rlty TR Inc REIT(SILA)COM146280508$34.6K1,3800.0%
Ishares Msci Agri Producers ETF(EZU)ETF464286608$34.7K8860.0%
BlackRock Muniyield N Y Qual(MYN)COM09255E102$35.5K3,5730.0%
MSC Income FD Inc(MSIF)COM55374X208$36.6K2,7850.0%
Ishares ESG Aware Msci USA ETF(ESGU)ETF46435G425$39.2K2690.0%
Vanguard Information Technology ETF(VGT)ETF92204A702$41.1K550.0%
Accenture PLC Ireland Fclass A(ACN)COMG1151C101$41.4K1680.0%
ON Hldg AG(ONON)COMH5919C104$42.4K1,0000.0%
Ishares Msci Intl Value Factor ETF(IUSB)ETF46434V613$42.6K1,0630.0%
Seagate Technology Hldngs PL(STX)COMG7997R103$44.6K1890.0%
Disney Walt Co(DIS)COM254687106$45.1K3940.0%
Vanguard Glbal EX US Real Estate ETF(VNQI)ETF922042676$45.8K9600.0%
Pepsico Inc(PEP)COM713448108$49.6K3530.0%
Ishares Russell 2000 ETF(IWM)ETF464287655$51.5K2130.0%
Invesco Exch Traded FD TR II(PZA)ETF46138E537$52.5K2,2730.0%
Ishares Msci USA Qlty Fact ETF(DGRO)ETF46434V621$54.8K2820.0%
S&P Global Inc(SPGI)COM78409V104$55.5K1140.0%
D R Horton Inc(DHI)COM23331A109$56.4K3330.0%
Ishares S&P 500 Value ETF(IYM)ETF464287838$57.0K2760.0%
Novartis AG Fsponsored ADR 1 ADR Reps 1 ORD SHS(NVSN)COM66987V109$57.7K4500.0%
Linde PLC F(LI)COM50202M102$59.4K1250.0%
Schwab US Large Cap Value ETF(SCHV)ETF808524409$61.0K2,0950.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$63.5K6740.0%
Bank of America Corp(BAC)COM060505104$65.9K1,2780.0%
Schwab US Large Cap Growth ETF(SCHG)ETF808524300$66.0K2,0680.0%
Colgate Palmolive Co(CL)COM194162103$69.4K8680.0%
Ishares JPMorgan USD Mtsbond ETF(EMB)ETF464288281$70.0K3,0240.0%
Ishs US Eqty Factr Rotatn ACT ETF(DYNF)ETF09290C103$71.2K1,2030.0%
Ishares Russell Mid Cap Growth ETF(IWF)ETF464287614$73.5K5970.0%
Vanguard Extended Marketetf(VXF)ETF922908652$73.9K3530.0%
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