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
COF
Capital One Financial Corp

Financial Services
48
New
$207.29 - $229.74 $9.95K - $11K
48 $10.2M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
194
New
$50.85 - $51.35 $9.86K - $9.96K
194 $9.94M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
378
New
$23.82 - $25.84 $9K - $9.77K
378 $9.72M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
186
New
$50.73 - $52.47 $9.44K - $9.76K
186 $9.7M
ARCC
Ares Capital Corp

Financial Services
465
New
$20.41 - $23.25 $9.49K - $10.8K
465 $9.49M
SLB
Schlumberger Limited

Energy
276
New
$32.37 - $37.31 $8.93K - $10.3K
276 $9.49M
MFC
Manulife Financial Corp

Financial Services
299
New
$29.9 - $32.34 $8.94K - $9.67K
299 $9.31M
IEV
Ishares Tr Europe ETF

ETFs
140
New
$61.37 - $65.49 $8.59K - $9.17K
140 $9.17M
SCHC
Schwab Strategic Tr Intl Small

ETFs
324
New
$42.28 - $45.71 $13.7K - $14.8K
324 $9.03M
SPSB
Spdr Portfolio Short Term Corp

ETFs
292
New
$30.02 - $30.29 $8.77K - $8.84K
292 $8.84M
GBF
Ishares Tr

ETFs
361
New
$102.86 - $105.88 $37.1K - $38.2K
361 $8.36M
SHAK
Shake Shack Inc.

Consumer Cyclical
88
New
$92.4 - $142.03 $8.13K - $12.5K
88 $8.24M
FDX
Fedex Corp

Industrials
34
New
$217.1 - $243.2 $7.38K - $8.27K
34 $7.99M
ICLN
Ishares

ETFs
509
New
$13.22 - $15.48 $6.73K - $7.88K
509 $7.87M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
52
New
$131.47 - $143.64 $6.84K - $7.47K
52 $7.36M
VEU
Vanguard Ftse All World Ex Us

ETFs
103
New
$66.38 - $71.68 $6.84K - $7.38K
103 $7.35M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
95
New
$72.04 - $77.35 $6.84K - $7.35K
95 $7.31M
TT
Trane Technologies PLC

Industrials
17
New
$398.96 - $472.54 $6.78K - $8.03K
17 $7.17M
SCHW
Schwab Charles Corp

Financial Services
75
New
$91.03 - $98.69 $6.83K - $7.4K
75 $7.16M
Ishares High Yield Muni Act ETF
145
New
N/A
145 $7.13M
PRU
Prudential Financial Inc

Financial Services
64
New
$100.68 - $109.89 $6.44K - $7.03K
64 $6.64M
ADI
Analog Devices Inc

Technology
25
New
$220.68 - $255.63 $5.52K - $6.39K
25 $6.14M
ICSH
Blackrock Ultra Short Term Bon

ETFs
90
New
$50.52 - $50.75 $4.55K - $4.57K
90 $6.13M
MUB
Ishares National Muni Bond ETF

ETFs
53
New
$103.24 - $106.68 $5.47K - $5.65K
53 $5.64M
XLC
Select Sector Spdr Tr Communic

ETFs
46
New
$105.99 - $119.41 $4.88K - $5.49K
46 $5.47M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
96
New
$26.88 - $27.78 $2.58K - $2.67K
96 $5.43M
Amplify ETF Tr
83
New
N/A
83 $4.72M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
10
New
$435.72 - $463.74 $4.36K - $4.64K
10 $4.64M
ROST
Ross Stores, Inc.

Consumer Cyclical
30
New
$127.59 - $152.81 $3.83K - $4.58K
30 $4.57M
SCHX
Schwab Strategic Tr Us Large C

ETFs
168
New
$24.46 - $26.5 $4.11K - $4.45K
168 $4.43M
Ge Vernova Inc
7
New
N/A
7 $4.3M
WAL
Western Alliance Bancorporation

Financial Services
70
New
$76.33 - $91.49 $5.34K - $6.4K
70 $4.16M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
40
New
$83.08 - $100.2 $3.32K - $4.01K
40 $4.02M
Ishares Flexible Incme Active ETF
72
New
N/A
72 $3.83M
KD
Kyndryl Holdings, Inc.

Technology
122
New
$28.94 - $43.41 $3.53K - $5.3K
122 $3.66M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
34
New
$101.12 - $106.18 $3.44K - $3.61K
34 $3.5M
CCL
Carnival Corp

Consumer Cyclical
100
New
$28.37 - $32.49 $2.84K - $3.25K
100 $2.89M
COP
Conocophillips

Energy
25
New
$91.0 - $98.99 $2.28K - $2.47K
25 $2.37M
INTC
Intel Corp

Technology
66
New
$19.31 - $35.5 $1.27K - $2.34K
66 $2.23M
JEPI
J P Morgan Exchange Traded Fd

ETFs
36
New
$55.61 - $57.37 $2K - $2.07K
36 $2.07M
C
Citigroup Inc

Financial Services
17
New
$85.57 - $103.49 $1.45K - $1.76K
17 $1.73M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
17
New
$50.82 - $51.09 $864 - $869
17 $1.62M
DWAC
Digital World Acquisition Corp.

Financial Services
95
New
N/A
95 $1.56M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
100
New
$11.64 - $15.79 $1.16K - $1.58K
100 $1.47M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
29
New
$45.72 - $47.27 $1.33K - $1.37K
29 $1.36M
UAE
Ishares Tr Ishares Msci Uae Et

ETFs
14
New
$18.6 - $20.35 $260 - $285
14 $1.26M
IR
Ingersoll Rand Inc.

Industrials
14
New
$74.98 - $89.02 $1.05K - $1.25K
14 $1.16M
TLRY
Tilray Brands, Inc.

Healthcare
500
New
$0.42 - $1.85 $210 - $925
500 $865K
Ge Healthcare Technologi
11
New
N/A
11 $826K
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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