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United Financial Planning Group LLC

Q4 2025 Holdings

Filed 2026-02-11 | 487 holdings | $164.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Sealed AIR Corp New(SEE)COM81211K100$29070.0%
Karman Hldgs Inc(KRMN)COM485924104$29340.0%
Strategy Inc Class A(MSTR)COM594972408$30420.0%
Marriott Intl Inc New Class Class A(MAR)COM571903202$31010.0%
Cadence Design SYS Inc(CDNS)COM127387108$31310.0%
Standard Biotools Inc(LAB)COM34385P108$3202500.0%
Hyatt Hotels Corp Class Class A(H)COM448579102$32120.0%
EQT Corp(EQT)COM26884L109$32260.0%
Vistra Corp(VST)COM92840M102$32320.0%
Booz Allen Hamilton Hldg Class Class A(BAH)COM099502106$33740.0%
BWX Technologies Inc(BWXT)COM05605H100$34620.0%
Summit Therapeutics Inc(SMMT)COM86627T108$350200.0%
Viking Therapeutics Inc(VKTX)COM92686J106$352100.0%
Somnigroup Interntnl(SGI)COM88023U101$35740.0%
Pegasystems Inc(PEGA)COM705573103$35860.0%
UDR Inc REIT(UDR)COM902653104$367100.0%
Dutch Bros Inc Class A(BROS)COM26701L100$36760.0%
SUN Cmntys Inc REIT(SUI)COM866674104$37230.0%
Marker Therapeutics Inc(MRKR)COM57055L206$3732500.0%
Ftai Aviation LTD F(FTAI)COMG3730V105$39420.0%
CCC Intelligent Solution(CCC)COM12510Q100$398500.0%
Datadog Inc Class A(DDOG)COM23804L103$40830.0%
Ryan Specialty Holdings Class A(RYAN)COM78351F107$41380.0%
Carvana Co Class A(CVNA)COM146869102$42210.0%
Travel Plus Leisure Co(TNL)COM894164102$42360.0%
Viking Hldgs LTD F(VIK)COMG93A5A101$42860.0%
Waste Mgmt Inc del(WM)COM94106L109$43920.0%
Vaneck Fallen Angel High YLD BND ETF(ANGL)ETF92189F437$440150.0%
Vanguard S&P 500 Growth ETF(VOOG)ETF921932505$44510.0%
Sable Offshore Corp Class A(SOC)COM78574H104$451500.0%
Tilray Brands Inc(TLRYEUR)COM88688T100$452500.0%
Invesco Emerging Markets Sovereign Debt ETF(PCY)ETF46138E784$455210.0%
Churchill Downs Inc(CHDN)COM171484108$45540.0%
LAS Vegas Sands Corp(LVS)COM517834107$45670.0%
Jabil Inc(JBL)COM466313103$45620.0%
Ginkgo Bioworks Hldg Class Class A(DNA)COM37611X209$457550.0%
Pacific Biosciences Cali(PACB)COM69404D108$4682500.0%
Core & Main Inc Class A(CNM)COM21874C102$46890.0%
Weatherford Intl PLC F(WFRD)COMG48833118$47060.0%
Synopsys Inc(SNPS)COM871607107$47010.0%
Ishares AI Invatn and TEC ACT ETF(BAI)ETF09290C780$500150.0%
AST Spacemobile Inc Class A(ASTS)COM00217D100$50870.0%
Invesco Preferred ETF(PGX)ETF46138E511$517460.0%
Gallagher Arthur J & Co(AJG)COM363576109$51820.0%
Chipotle Mexican Grill I(CMG)COM169656105$518140.0%
Public Storage REIT(PSA)COM74460D109$51920.0%
Molina Healthcare Inc(MOH)COM60855R100$52130.0%
Proshares Bitcoin ETF(BITO)ETF74347G440$547450.0%
Ishares Interntinl Aggrgt BND ETF(IAGG)ETF46435G672$550110.0%
Rocket LAB Corp Class Class A(RKLB)COM773121108$55880.0%
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