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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
Medpace Hldgs Inc(MEDP)COM58506Q109$56210.0%
Axon Enterprise Inc(AXON)COM05464C101$56810.0%
Sylvamo Corp(SLVM)COM871332102$576120.0%
Apellis Pharmaceuticals(APLS)COM03753U106$603240.0%
Ionis Pharmaceuticals in(IONS)COM462222100$63380.0%
Vodafone Group PLC New F Sponsored ADR 1 ADR Reps 10 ORD SHS(VOD)COM92857W308$634480.0%
Ishares Tips Bond ETF(TIP)ETF464287176$65960.0%
Astera Labs Inc(ALAB)COM04626A103$66540.0%
Ishares Flexible Incme Active ETF(BINC)ETF092528603$739140.0%
Applied Matls Inc(AMAT)COM038222105$77130.0%
Twist Bioscience Corp(TWST)COM90184D100$793250.0%
Sophia Genetics SA F(SOPH)COMH82027105$7941700.0%
Ishares US Technology ETF(IYW)ETF464287721$79940.0%
Murphy USA Inc(MUSA)COM626755102$80720.0%
United Rentals Inc(URI)COM911363109$80910.0%
Topbuild Corp(BLD)COM89055F103$83420.0%
Mara Hldgs Inc(MARA)COM565788106$8981000.0%
Zscaler Inc(ZS)COM98980G102$90040.0%
GE Healthcare Technologi(GEHC)COM36266G107$902110.0%
Nokia Corp F Sponsored ADR 1 ADR Reps 1 ORD SHS(NOK)COM654902204$9061400.0%
TJX COS Inc New(TJX)COM872540109$92260.0%
Fortrea Hldgs Inc(FTRE)COM34965K107$932540.0%
NRG Energy Inc(NRG)COM629377508$95560.0%
Restaurant Brands Intl F(QSR)COM76131D103$955140.0%
Ishares 10-20 Year Tsury Bond ETF(TLH)ETF464288653$1.0K100.0%
Block H & R Inc(HRB)COM093671105$1.0K240.0%
Ishares US Thmatic Rotatn ACT ETF(THRO)ETF09290C806$1.1K280.0%
CDW Corp(CDW)COM12514G108$1.1K80.0%
Sysco Corp(SYY)COM871829107$1.1K150.0%
Anglogold Ashanti PLC F(AU)COMG0378L100$1.1K130.0%
Ingersoll Rand Inc(IR)COM45687V106$1.1K140.0%
Ishares Msci Eafe Growth ETF(EFG)ETF464288885$1.1K100.0%
Super Micro Computer Inc(SMCI)COM86800U302$1.1K390.0%
Trump Media & Techno(DJT)COM25400Q105$1.3K950.0%
Quanta Svcs Inc(PWR)COM74762E102$1.3K30.0%
E L F Beauty Inc(ELF)COM26856L103$1.3K170.0%
Vertiv Hldgs Co Class Class A(VRT)COM92537N108$1.3K80.0%
Xtrackers USD High Yield COR BND ETF(HYLB)ETF233051432$1.3K360.0%
Vanguard Mortgage Backed SEC ETF(VMBS)ETF92206C771$1.4K290.0%
Royal Caribbean Grou F(RCL)COMV7780T103$1.4K50.0%
Garmin LTD F(GRMN)COMH2906T109$1.4K70.0%
Toast Inc Class Class A(TOST)COM888787108$1.4K400.0%
Performance Food Group C(PFGC)COM71377A103$1.4K160.0%
DOW Inc(DOW)COM260557103$1.6K680.0%
Alnylam Pharmaceuticals(ALNY)COM02043Q107$1.6K40.0%
MKS Inc(MKSI)COM55306N104$1.6K100.0%
Soundhound AI Inc Class A(SOUN)COM836100107$1.6K1630.0%
Mckesson Corp(MCK)COM58155Q103$1.6K20.0%
Armstrong World Inds Inc(AWI)COM04247X102$1.7K90.0%
SBA Communications Corp Class Class A(SBAC)COM78410G104$1.7K90.0%
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