United Financial Planning Group LLC Portfolio Holdings
Q3 2025•212 long positions•$158.8M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding212 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $35.2M 22.13% | +$35.2M New | — 175.2K shares | 0 → 175.2K +$35.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $29.4M 18.49% | +$29.4M New | — 61.2K shares | 0 → 61.2K +$29.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $25.3M 15.92% | +$25.3M New | — 422.0K shares | 0 → 422.0K +$25.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $8.3M 5.21% | +$8.3M New | — 126.8K shares | 0 → 126.8K +$8.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $6.9M 4.33% | +$6.9M New | — 104.4K shares | 0 → 104.4K +$6.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $6.6M 4.15% | +$6.6M New | — 55.5K shares | 0 → 55.5K +$6.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.4M 3.4% | +$5.4M New | — 59.1K shares | 0 → 59.1K +$5.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.4M 3.4% | +$5.4M New | — 68.7K shares | 0 → 68.7K +$5.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.9M 3.06% | +$4.9M New | — 98.3K shares | 0 → 98.3K +$4.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.2M 1.39% | +$2.2M New | — 8.7K shares | 0 → 8.7K +$2.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.0M 1.28% | +$2.0M New | — 38.4K shares | 0 → 38.4K +$2.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.0M 1.25% | +$2.0M New | — 27.0K shares | 0 → 27.0K +$2.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.9M 1.21% | +$1.9M New | — 23.9K shares | 0 → 23.9K +$1.9M | New | — — | Q3 2025 Held for 2 months | |
Consumer Electronics Technology | $1.7M 1.1% | +$1.7M New | 0.0% 6.9K shares | 0 → 6.9K +$1.7M | New | $3.78T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 1.09% | +$1.7M New | — 32.1K shares | 0 → 32.1K +$1.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.2M 0.764% | +$1.2M New | — 3.3K shares | 0 → 3.3K +$1.2M | New | — — | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $985.4K 0.62% | +$985.4K New | 0.0% 9.6K shares | 0 → 9.6K +$985.4K | New | $821.68B Mega Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $889.0K 0.56% | +$889.0K New | — 2.5K shares | 0 → 2.5K +$889.0K | New | — — | Q3 2025 Held for 2 months | |
Gold Basic Materials | $873.1K 0.55% | +$873.1K New | 0.001% 10.4K shares | 0 → 10.4K +$873.1K | New | $92.6B Large Cap | Q3 2025 Held for 2 months | |
Industrial - Machinery Industrials | $848.3K 0.534% | +$848.3K New | 0.002% 25.9K shares | 0 → 25.9K +$848.3K | New | $55.9B Large Cap | Q3 2025 Held for 2 months | |
Regulated Electric Utilities | $808.5K 0.509% | +$808.5K New | 0.002% 8.0K shares | 0 → 8.0K +$808.5K | New | $36.3B Large Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $708.3K 0.446% | +$708.3K New | 0.0% 3.8K shares | 0 → 3.8K +$708.3K | New | $4.54T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $654.9K 0.412% | +$654.9K New | — 983.0 shares | 0 → 983.0 +$654.9K | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $634.4K 0.399% | +$634.4K New | — 15.0K shares | 0 → 15.0K +$634.4K | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $627.8K 0.395% | +$627.8K New | 0.0% 1.2K shares | 0 → 1.2K +$627.8K | New | $3.85T Mega Cap | Q3 2025 Held for 2 months | |
Financial - Data & Stock Exchanges Financial Services | $601.8K 0.379% | +$601.8K New | 0.001% 1.3K shares | 0 → 1.3K +$601.8K | New | $85.5B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $577.6K 0.364% | +$577.6K New | — 7.8K shares | 0 → 7.8K +$577.6K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $353.8K 0.223% | +$353.8K New | — 548.0 shares | 0 → 548.0 +$353.8K | New | — — | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $324.8K 0.204% | +$324.8K New | 0.0% 1.0K shares | 0 → 1.0K +$324.8K | New | $867.35B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $320.3K 0.202% | +$320.3K New | — 1.7K shares | 0 → 1.7K +$320.3K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $319.7K 0.201% | +$319.7K New | — 13.6K shares | 0 → 13.6K +$319.7K | New | — — | Q3 2025 Held for 2 months | |
Financial - Credit Services Financial Services | $315.1K 0.198% | +$315.1K New | 0.0% 923.0 shares | 0 → 923.0 +$315.1K | New | $662.60B Mega Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $306.9K 0.193% | +$306.9K New | 0.0% 930.0 shares | 0 → 930.0 +$306.9K | New | $1.56T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $300.0K 0.189% | +$300.0K New | — 4.2K shares | 0 → 4.2K +$300.0K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $294.9K 0.186% | +$294.9K New | — 3.3K shares | 0 → 3.3K +$294.9K | New | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $282.8K 0.178% | +$282.8K New | 0.0% 1.2K shares | 0 → 1.2K +$282.8K | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $250.4K 0.158% | +$250.4K New | — 417.0 shares | 0 → 417.0 +$250.4K | New | — — | Q3 2025 Held for 2 months | |
Restaurants Consumer Cyclical | $237.9K 0.15% | +$237.9K New | 0.0% 783.0 shares | 0 → 783.0 +$237.9K | New | $216.86B Mega Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $237.8K 0.15% | +$237.8K New | 0.0% 1.1K shares | 0 → 1.1K +$237.8K | New | $2.34T Mega Cap | Q3 2025 Held for 2 months | |
Communication Equipment Technology | $225.4K 0.142% | +$225.4K New | 0.0% 493.0 shares | 0 → 493.0 +$225.4K | New | $76.2B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $218.1K 0.137% | +$218.1K New | — 2.2K shares | 0 → 2.2K +$218.1K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $214.8K 0.135% | +$214.8K New | — 2.7K shares | 0 → 2.7K +$214.8K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $213.8K 0.135% | +$213.8K New | — 1.9K shares | 0 → 1.9K +$213.8K | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $212.4K 0.134% | +$212.4K New | 0.0% 917.0 shares | 0 → 917.0 +$212.4K | New | $409.03B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $195.8K 0.123% | +$195.8K New | — 2.5K shares | 0 → 2.5K +$195.8K | New | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $187.9K 0.118% | +$187.9K New | 0.0% 771.0 shares | 0 → 771.0 +$187.9K | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $187.3K 0.118% | +$187.3K New | 0.0% 255.0 shares | 0 → 255.0 +$187.3K | New | $1.84T Mega Cap | Q3 2025 Held for 2 months | |
Home Improvement Consumer Cyclical | $185.0K 0.116% | +$185.0K New | 0.0% 457.0 shares | 0 → 457.0 +$185.0K | New | $403.32B Mega Cap | Q3 2025 Held for 2 months | |
Information Technology Services Technology | $183.4K 0.115% | +$183.4K New | 0.0% 650.0 shares | 0 → 650.0 +$183.4K | New | $262.84B Mega Cap | Q3 2025 Held for 2 months | |
Auto - Manufacturers Consumer Cyclical | $177.9K 0.112% | +$177.9K New | 0.0% 400.0 shares | 0 → 400.0 +$177.9K | New | $1.48T Mega Cap | Q3 2025 Held for 2 months |
