United Financial Planning Group LLC New Holdings in Q3 2025

United Financial Planning Group LLC

  • $159 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
122
New
$215.01 - $273.02 $26.2K - $33.3K
122 $30.7M
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
2.97K
New
$9.43 - $10.26 $28K - $30.5K
2.97K $30.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
587
New
$48.5 - $50.19 $28.5K - $29.5K
587 $29.4M
HIG
Hartford Financial Services Group, Inc.

Financial Services
219
New
$119.73 - $134.7 $26.2K - $29.5K
219 $29.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
167
New
$135.0 - $146.02 $22.5K - $24.4K
167 $28.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
111
New
$236.25 - $257.69 $26.2K - $28.6K
111 $28.5M
CMCSA
Comcast Corp

Communication Services
884
New
$31.41 - $36.33 $27.8K - $32.1K
884 $27.8M
SYK
Stryker Corp

Healthcare
74
New
$368.57 - $403.53 $27.3K - $29.9K
74 $27.4M
Ishares Us Thmatic Rotatn Act ETF
717
New
N/A
717 $27.1M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
2.85K
New
$8.7 - $9.11 $24.8K - $25.9K
2.85K $25.9M
LMT
Lockheed Martin Corp

Industrials
50
New
$410.74 - $499.21 $20.5K - $25K
50 $25M
VBR
Vanguard Small Cap Value ETF

ETFs
97
New
$195.41 - $212.37 $19K - $20.6K
97 $25M
IXUS
Ishares Tr

ETFs
291
New
$76.35 - $82.58 $22.2K - $24K
291 $24M
ITT
Itt Inc.

Industrials
130
New
$155.93 - $182.88 $20.3K - $23.8K
130 $23.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
778
New
$28.15 - $30.13 $21.9K - $23.4K
778 $23M
NVO
Novo Nordisk A S

Healthcare
409
New
$45.38 - $71.7 $18.6K - $29.3K
409 $22.7M
PG
Procter & Gamble CO

Consumer Defensive
145
New
$150.47 - $161.22 $21.8K - $23.4K
145 $22.3M
PHM
Pultegroup Inc

Consumer Cyclical
168
New
$108.0 - $141.42 $18.1K - $23.8K
168 $22.2M
IJS
Ishares S&P Smallcap 600 Value

ETFs
199
New
$98.99 - $112.2 $19.7K - $22.3K
199 $22M
XLK
Technology Sector Spdr

ETFs
75
New
$250.97 - $282.66 $18.8K - $21.2K
75 $21M
AMGN
Amgen Inc

Healthcare
70
New
$271.18 - $309.22 $19K - $21.6K
70 $19.8M
NOC
Northrop Grumman Corp

Industrials
31
New
$498.9 - $609.32 $15.5K - $18.9K
31 $19.1M
GE
General Electric CO

Industrials
61
New
$244.75 - $305.63 $14.9K - $18.6K
61 $18.4M
EEX
Emerald Holding, Inc.

Communication Services
3.55K
New
$4.64 - $5.3 $16.5K - $18.8K
3.55K $18.1M
KO
Coca Cola CO

Consumer Defensive
269
New
$65.67 - $71.67 $17.7K - $19.3K
269 $17.8M
VLO
Valero Energy Corp

Energy
103
New
$131.77 - $175.63 $13.6K - $18.1K
103 $17.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
43
New
$362.31 - $405.74 $15.6K - $17.4K
43 $17.3M
CVX
Chevron Corp

Energy
110
New
$145.57 - $161.83 $16K - $17.8K
110 $17.1M
XLF
Financial Sector Spdr

ETFs
312
New
$51.37 - $54.25 $16K - $16.9K
312 $16.8M
IYJ
Ishares Tr

ETFs
84
New
$142.42 - $148.18 $12K - $12.4K
84 $16.5M
MBB
Ishares Tr

ETFs
205
New
$92.46 - $95.73 $19K - $19.6K
205 $16.1M
MET
Metlife Inc

Financial Services
191
New
$73.82 - $82.37 $14.1K - $15.7K
191 $15.7M
IAU
Ishares Gold Trust

ETFs
216
New
$61.62 - $72.77 $13.3K - $15.7K
216 $15.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
151
New
$98.52 - $103.93 $14.9K - $15.7K
151 $15.6M
FFIC
Flushing Financial Corp

Financial Services
1.13K
New
$11.8 - $14.39 $13.3K - $16.2K
1.13K $15.5M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
163
New
$87.05 - $93.19 $14.2K - $15.2K
163 $15.1M
CSCO
Cisco Systems, Inc.

Technology
200
New
$66.2 - $71.79 $13.2K - $14.4K
200 $13.7M
MPC
Marathon Petroleum Corp

Energy
68
New
$158.59 - $198.69 $10.8K - $13.5K
68 $13.1M
SBUX
Starbucks Corp

Consumer Cyclical
153
New
$81.9 - $96.86 $12.5K - $14.8K
153 $12.9M
PFE
Pfizer Inc

Healthcare
487
New
$23.29 - $25.88 $11.3K - $12.6K
487 $12.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
138
New
$85.01 - $90.35 $11.7K - $12.5K
138 $12.3M
Ishares Ai Invatn And Tec Act ETF
359
New
N/A
359 $12.3M
MAS
Masco Corp

Industrials
170
New
$64.44 - $76.07 $11K - $12.9K
170 $12M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
411
New
$121.99 - $134.19 $50.1K - $55.2K
411 $11.9M
JNJ
Johnson & Johnson

Healthcare
60
New
$155.17 - $185.42 $9.31K - $11.1K
60 $11.1M
COST
Costco Wholesale Corp

Consumer Defensive
12
New
$915.95 - $994.57 $11K - $11.9K
12 $11.1M
IP
International Paper CO

Consumer Cyclical
231
New
$45.32 - $55.68 $10.5K - $12.9K
231 $10.7M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
51
New
$59.29 - $62.87 $3.02K - $3.21K
51 $10.7M
AKR
Acadia Realty Trust

Real Estate
521
New
$18.07 - $20.37 $9.41K - $10.6K
521 $10.5M
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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