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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
WEC Energy Group Inc(WEC)COM92939U106$4.0K380.0%
Targa RES Corp(TRGP)COM87612G101$4.1K220.0%
Aflac Inc(AFL)COM001055102$4.2K380.0%
Gartner Inc(IT)COM366651107$4.3K170.0%
Ishares Core Universal USD Bond ETF(IUSB)ETF46434V613$4.3K930.0%
Norfolk Southn Corp(NSC)COM655844108$4.3K150.0%
Amplify Digital Payments ETFETF26923G107$4.3K830.0%
Corteva Inc(CTVA)COM22052L104$4.4K650.0%
Webster Finl Corp(WBS)COM947890109$4.4K700.0%
Schwab US Large Cap ETF(SCHX)ETF808524201$4.5K1690.0%
CME Group Inc Class Class A(CME)COM12572Q105$4.6K170.0%
Avalonbay Cmntys Inc REIT(AVB)COM053484101$4.7K260.0%
State Street Spdr S&P Biotch ETF(XBI)ETF78464A870$4.9K400.0%
Unitedhealth Group Inc(UNH)COM91324P102$5.0K150.0%
Sempra(SRE)COM816851109$5.0K570.0%
Intuitive Surgical Inc(ISRG)COM46120E602$5.1K90.0%
Humana Inc(HUM)COM444859102$5.1K200.0%
Rentokil Initial PLC F Sponsored ADR 1 ADR Reps 5 ORD SHS(RTO)COM760125104$5.1K1740.0%
PPL Corp(PPL)COM69351T106$5.1K1470.0%
Monday COM LTD F(MNDY)COMM7S64H106$5.2K350.0%
Invsc S P 500 Equal Weight ETF(RSP)ETF46137V357$5.2K270.0%
Regeneron Pharmaceutical(REGN)COM75886F107$5.4K70.0%
Ross Stores Inc(ROST)COM778296103$5.4K300.0%
Eaton Corp PLC F(ETN)COMG29183103$5.4K170.0%
Vici Pptys Inc REIT(VICI)COM925652109$5.4K1930.0%
STE Strt Comtn SR Slct Sctr Spdr ETF(XLC)ETF81369Y852$5.4K460.0%
Virtus Reaves Utly(UTES)COM26923G806$5.4K690.0%
O Reilly Automotive Inc(ORLY)COM67103H107$5.5K600.0%
Automatic Data Processin(ADP)COM053015103$5.7K220.0%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$5.7K120.0%
Brookfield Corp F Class A(BN)COM11271J107$5.8K1270.0%
Intel Corp(INTC)COM458140100$5.9K1590.0%
PNC Finl Services(PNC)COM693475105$6.1K290.0%
General Dynamics Corp(GD)COM369550108$6.1K180.0%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$6.2K900.0%
Vanguard Small Cap Growth ETF(VBK)ETF922908595$6.3K210.0%
Monolithic PWR SYS Inc(MPWR)COM609839105$6.3K70.0%
Aecom(ACM)COM00766T100$6.5K680.0%
Canadian NAT RES LTD F(CNQ)COM136385101$6.6K1960.0%
Transdigm Group Inc(TDG)COM893641100$6.6K50.0%
Elevance Health Inc(ELV)COM036752103$6.7K190.0%
AIR Prods & Chems Inc(APD)COM009158106$6.7K270.0%
TKO Group Hldgs Inc Class A(TKO)COM87256C101$6.7K320.0%
Waste Connections Inc F(WCN)COM94106B101$6.8K390.0%
Ferrari N V New F(RACE)COMN3167Y103$7.0K190.0%
Verizon Communications I(VZ)COM92343V104$7.0K1730.0%
AON PLC F Class Class A(AON)COMG0403H108$7.1K200.0%
Shake Shack Inc Class Class A(SHAK)COM819047101$7.1K880.0%
Prudential Finl Inc(PRU)COM744320102$7.2K640.0%
Snowflake Inc Class Class A(SNOW)COM833445109$7.2K330.0%
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