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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
Rocket Companies CLA A Class A(RKT)COM77311W101$11.4K5900.0%
Vanguard Small Cap Value ETF(VBR)ETF922908611$11.5K540.0%
ST Stret Spdr Prtfl S&P 600 S C ETF(SPSM)ETF78468R853$11.5K2450.0%
Canadian Pacific KAN F(CP)COM13646K108$11.6K1570.0%
Capital One Finl Corp(COF)COM14040H105$11.6K480.0%
Astrazeneca PLC F Sponsored ADR 1 ADR Reps 0.5 ORD SHS(AZN)COM046353108$11.7K1270.0%
ST Strt Spdr Prtfl Intdt TM Tsry ETF(SPTI)ETF78464A672$12.0K4160.0%
NU Hldgs LTD F Class Class A(NU)COMG6683N103$12.0K7190.0%
Ishares Gold ETF(IAU)ETF464285204$12.3K1520.0%
Arch Capital Group LTD F(ACGL)COMG0450A105$12.5K1300.0%
Ishares Msci USA Momntum FCT ETF(MTUM)ETF46432F396$12.5K500.0%
Unusual Whales SUB Demo Trad ETF(GOP)ETF886364181$12.6K2760.0%
Howmet Aerospace Inc(HWM)COM443201108$12.9K630.0%
AT&T Inc(T)COM00206R102$13.2K5330.0%
J P Morgan Nasdaq EQT PRM Inc ETF(JEPI)ETF46641Q332$13.7K2360.0%
State Street Spdr S&P DIV ETF(SDY)ETF78464A763$13.9K1000.0%
Ishares MBS ETF(MBB)ETF464288588$14.2K1490.0%
Invesco S&P 500 LOW Volatility ETF(SPLV)ETF46138E354$14.3K2000.0%
Interntnl Paper Co(IP)COM460146103$14.4K3650.0%
Applovin Corp Class A(APP)COM03831W108$14.8K220.0%
State Strt Indstl Slct Sctr Spdr ETF(XLI)ETF81369Y704$15.5K1000.0%
Costco Whsl Corp New(COST)COM22160K105$15.5K180.0%
STE SRT Cnsr Stpls Slct SEC Spdr ETF(XLP)ETF81369Y308$15.5K2000.0%
Vanguard Mid Cap Growth ETF(VOT)ETF922908538$15.6K560.0%
TE Connectivity PLC F(TEL)COMG87052109$15.7K690.0%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$15.8K1660.0%
Emerald Hldg Inc(EEX)COM29103W104$15.9K3,5510.0%
SAP SE F Sponsored ADR 1 ADR Reps 1 ORD SHS(SAP)COM803054204$16.0K660.0%
Nextera Energy Inc(NEE)COM65339F101$16.5K2050.0%
Valero Energy Corp New(VLO)COM91913Y100$16.8K1030.0%
Servicenow Inc(NOW)COM81762P102$16.9K1100.0%
Advanced Micro Devic(AMD)COM007903107$16.9K790.0%
Flushing Finl Corp(FFIC)COM343873105$17.1K1,1250.0%
STE Strt Fincl Slct Sector Spdr ETF(XLF)ETF81369Y605$17.1K3120.0%
Cardinal Health Inc(CAH)COM14149Y108$17.7K860.0%
Vanguard Mega Cap Growth ETF(MGK)ETF921910816$17.7K430.0%
Mitsubishi Heavy Inds F Unsponsored ADR 1 ADR Reps 1 ORD SHS(MUFG)COM606822104$17.9K7380.0%
Northrop Grumman Corp(NOC)COM666807102$17.9K310.0%
Ciena Corp(CIEN)COM171779309$18.2K780.0%
Mastercard Inc Class Class A(MA)COM57636Q104$18.8K330.0%
SEA LTD F Unsponsored ADR 1 ADR Reps 1 ORD SHS(SE)COM81141R100$19.0K1490.0%
Ishares S&P 100 ETF(OEF)ETF464287101$19.2K560.0%
Spdr DOW Jones Industrial Avrg ETF(DIA)ETF78467X109$19.2K400.0%
Asml Hldg N V F Sponsored ADR 1 ADR Reps 1 ORD SHS(ASML)COMN07059210$19.3K180.0%
Salesforce Inc(CRM)COM79466L302$19.6K740.0%
Pultegroup Inc(PHM)COM745867101$19.7K1680.0%
Philip Morris Intl Inc(PM)COM718172109$19.7K1230.0%
Intercontinental Exchang(ICE)COM45866F104$19.8K1220.0%
BlackRock Muniholdings NCOM09255C106$20.3K1,9800.0%
Ishares BRD USD INV GRD Corp BD ETF(USIG)ETF464288620$20.3K3920.0%
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