United Financial Planning Group LLC Purchases in Q3 2025

United Financial Planning Group LLC

  • $159 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AEM
Agnico Eagle Mines LTD

Basic Materials
1.01K
New
$116.14 - $168.56 $117K - $170K
1.01K $170M
ING
Ing Groep Nv

Financial Services
6.33K
New
$22.0 - $26.08 $139K - $165K
6.33K $165M
VV
Vanguard Large Cap ETF

ETFs
497
New
$285.05 - $309.14 $142K - $154K
497 $153M
ORCL
Oracle Corp

Technology
539
New
$218.96 - $328.33 $118K - $177K
539 $152M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.04K
New
$164.63 - $174.58 $172K - $182K
1.04K $147M
XOM
Exxon Mobil Corp

Energy
1.21K
New
$105.83 - $117.22 $128K - $142K
1.21K $137M
GS
Goldman Sachs Group Inc

Financial Services
166
New
$696.56 - $806.32 $116K - $134K
166 $132M
BA
Boeing CO

Industrials
557
New
$209.79 - $237.38 $117K - $132K
557 $120M
CHY
Calamos Convertible & High Income Fund

Financial Services
10K
New
$10.75 - $11.45 $108K - $115K
10K $112M
QCOM
Qualcomm Inc

Technology
613
New
$145.84 - $173.55 $89.4K - $106K
613 $102M
MS
Morgan Stanley

Financial Services
588
New
$139.09 - $161.16 $81.8K - $94.8K
588 $93.5M
BX
Blackstone Inc.

Financial Services
530
New
$152.77 - $188.68 $81K - $100K
530 $90.6M
HDV
Ishares Core High Dividend ETF

ETFs
2.03K
New
$118.16 - $123.66 $239K - $251K
2.03K $90.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
574
New
$108.97 - $121.65 $62.5K - $69.8K
574 $73.9M
VXF
Vanguard Extended Market ETF

ETFs
353
New
$193.58 - $213.07 $68.3K - $75.2K
353 $73.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
597
New
$420.11 - $472.68 $251K - $282K
597 $73.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.2K
New
$54.35 - $59.32 $65.4K - $71.4K
1.2K $71.2M
EMB
Ishares Tr

ETFs
3.02K
New
$91.52 - $95.59 $277K - $289K
3.02K $70M
CL
Colgate Palmolive CO

Consumer Defensive
868
New
$79.36 - $93.33 $68.9K - $81K
868 $69.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.07K
New
$28.92 - $32.19 $59.8K - $66.6K
2.07K $66M
BAC
Bank Of America Corp

Financial Services
1.28K
New
$44.92 - $52.42 $57.4K - $67K
1.28K $65.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
674
New
$87.29 - $93.61 $58.8K - $63.1K
674 $63.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.1K
New
$27.61 - $29.15 $57.8K - $61.1K
2.1K $61M
LI
Li Auto Inc.

Consumer Cyclical
125
New
$22.6 - $31.8 $2.83K - $3.98K
125 $59.4M
NVS
Novartis Ag

Healthcare
450
New
$113.5 - $129.73 $51.1K - $58.4K
450 $57.7M
IYM
Ishares Tr

ETFs
276
New
$138.95 - $150.69 $38.4K - $41.6K
276 $57M
DHI
Horton D R Inc

Consumer Cyclical
333
New
$129.82 - $184.04 $43.2K - $61.3K
333 $56.4M
SPGI
S&P Global Inc.

Financial Services
114
New
$484.94 - $564.15 $55.3K - $64.3K
114 $55.5M
DGRO
Ishares Core Dividend Growth E

ETFs
282
New
$64.12 - $68.08 $18.1K - $19.2K
282 $54.8M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.27K
New
$21.89 - $23.17 $49.8K - $52.7K
2.27K $52.5M
IWM
Ishares Russell 2000 ETF

ETFs
213
New
$214.92 - $244.84 $45.8K - $52.2K
213 $51.5M
PEP
Pepsico Inc

Consumer Defensive
353
New
$133.81 - $152.16 $47.2K - $53.7K
353 $49.6M
VNQI
Vanguard Global Ex U.S. Real

ETFs
960
New
$45.22 - $48.34 $43.4K - $46.4K
960 $45.8M
DIS
Walt Disney CO

Communication Services
394
New
$112.25 - $124.0 $44.2K - $48.9K
394 $45.1M
STX
Seagate Technology Holdings PLC

Technology
189
New
$142.01 - $236.06 $26.8K - $44.6K
189 $44.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.06K
New
$45.6 - $46.92 $48.5K - $49.9K
1.06K $42.6M
ONON
On Holding Ag

Consumer Cyclical
1K
New
$42.35 - $54.36 $42.4K - $54.4K
1K $42.4M
ACN
Accenture PLC

Technology
168
New
$232.56 - $304.78 $39.1K - $51.2K
168 $41.4M
VGT
Vanguard Information Technolog

ETFs
55
New
$656.44 - $753.15 $36.1K - $41.4K
55 $41.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
269
New
$134.94 - $145.86 $36.3K - $39.2K
269 $39.2M
Msc Income Fd Inc
2.79K
New
N/A
2.79K $36.6M
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
3.57K
New
$9.17 - $9.93 $32.8K - $35.5K
3.57K $35.5M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
886
New
$57.5 - $61.94 $50.9K - $54.9K
886 $34.7M
Sila Rlty Tr Inc Reit
1.38K
New
N/A
1.38K $34.6M
USB
Us Bancorp \De\

Financial Services
713
New
$43.94 - $50.41 $31.3K - $35.9K
713 $34.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
406
New
$81.75 - $84.54 $33.2K - $34.3K
406 $34.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
239
New
$133.48 - $144.38 $31.9K - $34.5K
239 $34.1M
PLTR
Palantir Technologies Inc.

Technology
174
New
$130.68 - $186.97 $22.7K - $32.5K
174 $31.7M
MRK
Merck & Co., Inc.

Healthcare
369
New
$77.6 - $87.37 $28.6K - $32.2K
369 $31M
Activity Summary
Buys All Purchases 215 New Holdings 215 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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