United Financial Planning Group LLC logo

United Financial Planning Group LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for United Financial Planning Group LLC with $158.8M in long positions as of Q3 2025, 91% allocated to ETF, and 81% concentrated in top 10 positions.

Portfolio Value
$158.8M
Top 10 Concentration
81%
Top Sector
ETF (91%)
US Exposure
100%
Market Cap Focus
N/A
Countries
4

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 90.80%ETFTechnology: 2.70%Financial Services: 1.20%Consumer Defensive: 0.70%Industrials: 0.70%Basic Materials: 0.70%Consumer Cyclical: 0.60%Utilities: 0.50%Communication Services: 0.50%Healthcare: 0.20%Energy: 0.10%
ETF
90.80%
Technology
2.70%
Financial Services
1.20%
Consumer Defensive
0.70%
Industrials
0.70%
Basic Materials
0.70%
Consumer Cyclical
0.60%
Utilities
0.50%
Communication Services
0.50%
Healthcare
0.20%
Energy
0.10%

Industry Breakdown

52 industries across all sectors

ETF: 90.77%ETFConsumer Electronics: 1.10%Semiconductors: 0.71%Gold: 0.66%Discount Stores: 0.63%Industrial - Machinery: 0.55%46 more: 4.33%
ETF
ETF
90.77%
Consumer Electronics
Technology
1.10%
Semiconductors
Technology
0.71%
Gold
Basic Materials
0.66%
Discount Stores
Consumer Defensive
0.63%
Industrial - Machinery
Industrials
0.55%
Software - Infrastructure
Technology
0.51%
Regulated Electric
Utilities
0.51%
Internet Content & Information
Communication Services
0.42%
Financial - Data & Stock Exchanges
Financial Services
0.41%
Banks - Diversified
Financial Services
0.25%
Financial - Credit Services
Financial Services
0.20%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 4.85%Large Cap ($10B - $200B): 2.99%Mid Cap ($2B - $10B): 0.02%Small Cap ($300M - $2B): 0.14%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 0.00%N/A (ETF or Unknown): 92.00%N/A (ETF or Unknown)
Mega Cap (> $200B)
4.85%
Large Cap ($10B - $200B)
2.99%
Mid Cap ($2B - $10B)
0.02%
Small Cap ($300M - $2B)
0.14%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
0.00%
N/A (ETF or Unknown)
92.00%

Portfolio Concentration

Top 10 Holdings %
81.48%
Top 20 Holdings %
90.44%
Top 50 Holdings %
96.96%
Top 100 Holdings %
99.23%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.8%
International
0.199%
Countries
4
Largest Int'l Market
Canada - 0.11%
United States of America
99.80% ($158.5M)
204 holdings
Canada
0.11% ($180.5K)
4 holdings
Ireland
0.06% ($93.2K)
3 holdings
Switzerland
0.03% ($42.4K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
0 quarters
Avg. Top 20
0 quarters
Avg. All Positions
0 quarters
Median Holding Period
0 quarters
Persistence Rate
-
Persistent Holdings Weight
-
Persistent Positions
0
Longest Held
iShares National Muni Bond ETF logo
iShares National Muni Bond ETFMUB - 0 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.47%
Avg. Position Weight
0.47%
Largest Position
Vanguard Total Stock Market ETF logo
Vanguard Total Stock Market ETFVTI - 22.13%
Largest Ownership Stake
Calamos Convertible and High Income Fund logo
Calamos Convertible and High Income FundCHY - 0.01%
Avg. Ownership Stake
0.000%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q3 2025)

Avg. New Position
0.47%
Avg. Ownership Stake
0.000%
Largest Position
Vanguard Total Stock Market ETF logo
Vanguard Total Stock Market ETFVTI - 22.13% (Q3 2025)
Largest Ownership Stake
Calamos Convertible and High Income Fund logo
Calamos Convertible and High Income FundCHY - 0.01% (Q3 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
50.0%
Value Traded
$79.42M
Positions Added
212
Positions Exited
0

Historical (Since Q3 2025)

Avg. Turnover Ratio
50.0%
Avg. Positions Added
212
Avg. Positions Exited
0
Highest Turnover
50.0%
Q3 2025
Lowest Turnover
50.0%
Q3 2025

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.