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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
Suncor Energy Inc New F(SU)COM867224107$1.8K410.0%
Comfort SYS USA Inc(FIX)COM199908104$1.9K20.0%
Rivian Automotive Inc Class Class A(RIVN)COM76954A103$2.0K1000.0%
Vanguard Inter-Term Treas Index FD(VGIT)ETF92206C706$2.0K330.0%
Citigroup Inc(C)COM172967424$2.0K170.0%
Hilton Worldwide Hldgs I(HLT)COM43300A203$2.0K70.0%
Union PAC Corp(UNP)COM907818108$2.1K90.0%
Fastenal Co(FAST)COM311900104$2.1K530.0%
Roku Inc Class A(ROKU)COM77543R102$2.2K200.0%
Celsius Hldgs Inc(CELH)COM15118V207$2.2K480.0%
Roblox Corp Class A(RBLX)COM771049103$2.3K280.0%
Oneok Inc New(OKE)COM682680103$2.3K310.0%
Conocophillips(COP)COM20825C104$2.3K250.0%
3M Co(MMM)COM88579Y101$2.4K150.0%
Amphenol Corp New Class Class A(APH)COM032095101$2.4K180.0%
Ishs US Eqty Factr Rotatn ACT ETF(DYNF)ETF09290C103$2.6K420.0%
YUM Brands Inc(YUM)COM988498101$2.6K170.0%
Insmed Inc(INSM)COM457669307$2.6K150.0%
Arista Networks Inc(ANET)COM040413205$2.6K200.0%
Dupont de Nemours Inc(DD)COM26614N102$2.7K660.0%
Qnity Electronics Inc(Q)COM74743L100$2.7K330.0%
SEI Invts Co(SEIC)COM784117103$2.7K330.0%
Kinder Morgan Inc del(KMI)COM49456B101$2.8K1010.0%
Uber Technologies Inc(UBER)COM90353T100$2.9K350.0%
Dell Technologies Inc Class Class C(DELL)COM24703L202$2.9K230.0%
Darden Restaurants Inc(DRI)COM237194105$2.9K160.0%
Ishares Msci Eafe Value ETF(EFV)ETF464288877$3.0K420.0%
Zoetis Inc Class Class A(ZTS)COM98978V103$3.0K240.0%
Paycom Software Inc(PAYC)COM70432V102$3.0K190.0%
Carnival Corp F(CCL)COM143658300$3.1K1000.0%
Kyndryl Hldgs Inc(KD)COM50155Q100$3.1K1170.0%
RTX Corp(RTX)COM75513E101$3.1K170.0%
Ishs Msci Intl Quality Fact ETF(IQLT)ETF46434V456$3.2K700.0%
Apollo Global Mgmt Inc N Class Class A(APO)COM03769M106$3.2K220.0%
Microchip Technology Inc(MCHP)COM595017104$3.2K500.0%
LAM Resh Corp(LRCX)COM512807306$3.3K190.0%
Expeditors Intl Wash Inc Class Class A(EXPD)COM302130109$3.3K220.0%
Crowdstrike Hldgs Inc Class A(CRWD)COM22788C105$3.3K70.0%
Viatris Inc(VTRS)COM92556V106$3.3K2680.0%
Warner Bros Discovery in(WBD)COM934423104$3.4K1170.0%
Autozone Inc(AZO)COM053332102$3.4K10.0%
Illinois Tool WKS Inc(ITW)COM452308109$3.4K140.0%
Ishares 20 PLS Year Treasury BND ETF(TLT)ETF464287432$3.5K400.0%
Adobe Inc(ADBE)COM00724F101$3.5K100.0%
Schwab Short Term US Treasury ETF(SCHO)ETF808524862$3.6K1470.0%
KLA Corp(KLAC)COM482480100$3.6K30.0%
Marsh & Mclennan COS Inc(MRSH)COM571748102$3.7K200.0%
Cencora Inc Class Series A(COR)COM03073E105$3.7K110.0%
Corning Inc(GLW)COM219350105$3.8K430.0%
Paychex Inc(PAYX)COM704326107$3.9K350.0%
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