United Financial Planning Group LLC Portfolio Holdings by Sector
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VUG VWO IJH IEMG IJR VNQ BSV BNDX 92 stocks |
$110 Million
69.94% of portfolio
|
92
|
- |
92
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYM 2 stocks |
$35.2 Million
22.33% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.75 Million
1.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM ADI INTC AMD 6 stocks |
$1.13 Million
0.71% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM AEM 2 stocks |
$1.04 Million
0.66% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$996,475
0.63% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR 3 stocks |
$811,084
0.51% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ED 1 stocks |
$808,544
0.51% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$657,987
0.42% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO SPGI 2 stocks |
$657,279
0.42% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM ING BAC C 4 stocks |
$557,550
0.35% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV NVS MRK AMGN PFE JNJ 6 stocks |
$344,426
0.22% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V COF 2 stocks |
$325,298
0.21% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CHY BX MYN MHN BDJ ARCC 6 stocks |
$304,011
0.19% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX SHAK 3 stocks |
$259,040
0.16% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CSCO NOK 3 stocks |
$239,801
0.15% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA LI RIVN F 4 stocks |
$238,922
0.15% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$237,794
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS SCHW 3 stocks |
$232,822
0.15% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN KD 3 stocks |
$228,497
0.14% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$215,706
0.14% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA LMT NOC 3 stocks |
$164,195
0.1% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$153,848
0.1% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
DT 1 stocks |
$97,869
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CL PG 2 stocks |
$91,667
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI PHM 2 stocks |
$78,632
0.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$67,382
0.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB FFIC WAL 3 stocks |
$54,156
0.03% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS WBD 2 stocks |
$45,211
0.03% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX QBTS 2 stocks |
$44,714
0.03% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITT GE IR 3 stocks |
$42,756
0.03% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
ONON 1 stocks |
$42,350
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET MFC PRU BHF 4 stocks |
$32,004
0.02% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO MPC 2 stocks |
$30,643
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
HIG 1 stocks |
$29,212
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA T CHTR LUMN 4 stocks |
$28,732
0.02% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$27,356
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$22,695
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
MAS TT 2 stocks |
$19,139
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
EEX 1 stocks |
$18,075
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$10,718
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
AKR 1 stocks |
$10,498
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$9,486
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$7,992
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST 1 stocks |
$4,572
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$2,891
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$2,365
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
DWAC 1 stocks |
$1,560
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TLRY VTRS 2 stocks |
$1,152
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
PLUG 1 stocks |
$233
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
ALGT 1 stocks |
$177
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|