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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
Analog Devices Inc(ADI)COM032654105$20.3K750.0%
Cisco SYS Inc(CSCO)COM17275R102$20.6K2670.0%
Autodesk Inc(ADSK)COM052769106$21.0K710.0%
The Coca-Cola Co(KO)COM191216100$21.1K3020.0%
BlackRock Inc New(BLK)COM09290D101$21.4K200.0%
Spotify Technology S A F(SPOT)COML8681T102$22.1K380.0%
Shopify Inc F Class A(SHOP)COM82509L107$22.5K1400.0%
ITT Inc(ITT)COM45073V108$22.6K1300.0%
Ishares S&P Small Cap 600 ETF(IJS)ETF464287879$22.6K1990.0%
Charles Schwab US MC ETF(SCHM)ETF808524508$23.5K7810.0%
Medtronic PLC F(MDT)COMG5960L103$23.5K2450.0%
BlackRock Muniyield NY Q(MYN)COM09255E102$23.6K2,3820.0%
Dynatrace Inc(DT)COM268150109$24.0K5530.0%
Amgen Inc(AMGN)COM031162100$24.5K750.0%
Ishares Core Msci Totl Intl Stck ETF(IXUS)ETF46432F834$24.8K2940.0%
ST Strt Spdr Prtl S&P 500 GRW ETF IV(SPYG)ETF78464A409$25.8K2420.0%
Stryker Corp(SYK)COM863667101$26.0K740.0%
Starbucks Corp(SBUX)COM855244109$26.2K3110.0%
GE Aerospace(GE)COM369604301$26.5K860.0%
BlackRock Enhanced Equit(BDJ)COM09251A104$27.0K2,8470.0%
Novo-Nordisk A S F Sponsored ADR 1 ADR Reps 1 ORD SHS(NVO)COM670100205$27.4K5380.0%
Lowes COS Inc(LOW)COM548661107$29.4K1220.0%
Lockheed Martin Corp(LMT)COM539830109$29.5K610.0%
Procter & Gamble Co(PG)COM742718109$29.5K2060.0%
Chevron Corp New(CVX)COM166764100$30.9K2030.0%
Sila Rlty TR Inc REIT(SILA)COM146280508$32.2K1,3800.0%
Netflix Inc(NFLX)COM64110L106$32.8K3500.0%
Ishares Msci Agri Producers ETF(VEGI)ETF464286350$34.6K8970.0%
Vgrd Ftse All Wrld EX US SML Cap ETF(VSS)ETF922042718$34.9K2440.0%
Hartford INS Group Inc(HIG)COM416515104$35.4K2570.0%
Ishares US Medical Devices ETF(IHI)ETF464288810$37.3K6000.0%
US Bancorp del(USB)COM902973304$38.0K7130.0%
Vanguard Intermediate Term COR ETF(VCIT)ETF92206C870$38.8K4640.0%
Palantir Technologies in Class Class A(PLTR)COM69608A108$39.3K2210.0%
Comcast Corp New Trades With DUE Bills(CMCSA)COM20030N101$39.4K1,3170.0%
Ishares ESG Aware Msci USA ETF(ESGU)ETF46435G425$40.2K2700.0%
Smartstop Self Storage R(SMA)COM83192D402$41.4K1,3370.0%
Vanguard Information Technology ETF(VGT)ETF92204A702$41.5K550.0%
ELI Lilly and Co(LLY)COM532457108$41.9K390.0%
Merck & Co. Inc.(MRK)COM58933Y105$44.4K4220.0%
Vanguard Glbal EX US Real Estate ETF(VNQI)ETF922042676$45.8K1,0000.0%
ON Hldg AG F Class A(ONON)COMH5919C104$46.5K1,0000.0%
Johnson & Johnson(JNJ)COM478160104$47.6K2300.0%
D R Horton Inc(DHI)COM23331A109$48.0K3330.0%
Taiwan Semiconductor M F Sponsored ADR 1 ADR Reps 5 ORD SHS(TSM)COM874039100$48.3K1590.0%
State Stret TEC Select SEC Spdr ETF(XLK)ETF81369Y803$50.2K3490.0%
Invesco National Amt-Free Municipal Bond ETF(PZA)ETF46138E537$50.3K2,1670.0%
Disney Walt Co(DIS)COM254687106$51.1K4490.0%
FS Specialty Lending(FSSL)COM644323107$51.6K3,6510.0%
Ishares Russell 2000 ETF(IWM)ETF464287655$52.4K2130.0%
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