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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
Vertex Pharmaceuticals I(VRTX)COM92532F100$7.3K160.0%
Intuit(INTU)COM461202103$7.3K110.0%
Ishares S&P Smll Cap 600 Grth ETF(IJT)ETF464287887$7.3K520.0%
Ishares Msci Eafe Small Cap ETF(SCZ)ETF464288273$7.4K950.0%
Aptiv PLC New F(APTV)COMG3265R107$7.5K980.0%
Charles Schwab Corp(SCHW)COM808513105$7.5K750.0%
Western Digital Corp(WDC)COM958102105$7.6K440.0%
Mondelez Intl Inc Class A(MDLZ)COM609207105$7.6K1410.0%
Cameco Corp F(CCJ)COM13321L108$7.6K830.0%
Veralto Corp(VLTO)COM92338C103$7.7K770.0%
Vanguard Ftse All World EX US ETF(VEU)ETF922042775$7.7K1050.0%
Ishares US Treasury Bond ETF(GOVT)ETF46429B267$7.8K3400.0%
Ishares Msci USA Qlty Fact ETF(QUAL)ETF46432F339$7.9K400.0%
Mercadolibre Inc(MELI)COM58733R102$8.1K40.0%
Trane Technologies PLC F(TT)COMG8994E103$8.2K210.0%
Ishares Global Clean Energy ETF(ICLN)ETF464288224$8.4K5130.0%
GE Vernova Inc(GEV)COM36828A101$8.5K130.0%
Coinbase Global Inc Class Class A(COIN)COM19260Q107$8.6K380.0%
Texas Instrs Inc(TXN)COM882508104$8.7K500.0%
Vanguard Mid Cap Value ETF(VOE)ETF922908512$8.7K490.0%
Wesco Intl Inc(WCC)COM95082P105$8.8K360.0%
Williams COS Inc(WMB)COM969457100$8.8K1470.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$8.9K420.0%
SS&C Technologies Hldgs(SSNC)COM78467J100$8.9K1020.0%
ST Stret Spdr Prtfl S T Crprt ETF IV(SPSB)ETF78464A474$8.9K2960.0%
Ishares Russell Mid Cap Growth ETF(IWP)ETF464287481$9.0K660.0%
Schwab US Small Cap ETF(SCHA)ETF808524607$9.3K3250.0%
Ares Cap Corp Equity Class Equity(ARCC)COM04010L103$9.4K4650.0%
Metlife Inc(MET)COM59156R108$9.6K1220.0%
Ferguson Enterprises Inc(FERG)COM31488V107$9.8K440.0%
Icici BK LTD F Sponsored ADR 1 ADR Reps 2 ORD SHS(IBN)COM45104G104$9.8K3290.0%
Schwab US Broad Market ETF(SCHB)ETF808524102$10.0K3790.0%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$10.1K820.0%
Palo Alto Networks Inc(PANW)COM697435105$10.1K550.0%
Flex LTD F(FLEX)COMY2573F102$10.2K1680.0%
Deere & Co(DE)COM244199105$10.2K220.0%
Micron Technology Inc(MU)COM595112103$10.3K360.0%
Travelers COS Inc(TRV)COM89417E109$10.4K360.0%
Acadia Rlty TR REIT(AKR)COM004239109$10.7K5210.0%
Coupang Inc Class Class A(CPNG)COM22266T109$10.7K4540.0%
Wells Fargo & Co(WFC)COM949746101$10.7K1150.0%
Hasbro Inc(HAS)COM418056107$10.8K1320.0%
Manulife Finl Corp F(MFC)COM56501R106$10.8K2990.0%
CSX Corp(CSX)COM126408103$10.9K3000.0%
Marathon Pete Corp(MPC)COM56585A102$11.1K680.0%
Monster Beverage Corp NE(MNST)COM61174X109$11.1K1450.0%
Johnson Controls INT F(JCI)COMG51502105$11.1K930.0%
Rockwell Automation Inc(ROK)COM773903109$11.3K290.0%
UBS Group AG F(UBS)COMH42097107$11.3K2440.0%
Abbott Labs(ABT)COM002824100$11.4K910.0%
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