The Analysis of United Financial Planning Group LLC's Holdings
Currently, United Financial Planning Group LLC holds 215 types of securities in its portfolio with a total value $158.9M. In the most recent quarter, they have increased their positions in VTI (+175.2K shares, valued at $35.2M), VUG (+61.2K shares, valued at $29.4M), VWO (+422.0K shares, valued at $25.3M); initiated new positions in VTI (+175.2K shares, valued at $35.2M), VUG (+61.2K shares, valued at $29.4M), VWO (+422.0K shares, valued at $25.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD MID CAP ETF175.2K sharesnew addition2025-09-302025-11-13
VUG VANGUARD GROWTH ETF61.2K sharesnew addition2025-09-302025-11-13 VWO VANGUARD FTSE DEVELOPED MARKETS ETF422.0K sharesnew addition2025-09-302025-11-13 IJH ISHARES CORE S&P MID CAPETF126.8K sharesnew addition2025-09-302025-11-13 IEMG ISHARES CORE MSCI EMERGING ETF104.4K sharesnew addition2025-09-302025-11-13 IJR ISHARES CORE S&P SMALL CAP ETF55.5K sharesnew addition2025-09-302025-11-13 VNQ VANGUARD REAL ESTATE ETF59.1K sharesnew addition2025-09-302025-11-13 BSV VANGUARD INTERMEDIATE TERM BOND ETF68.7K sharesnew addition2025-09-302025-11-13 BNDX VANGUARD TOTAL INTERNATIONAL BND ETF98.3K sharesnew addition2025-09-302025-11-13 VB VANGUARD SMALL CAP ETF8.7K sharesnew addition2025-09-302025-11-13 IGSB ISHARES TR IS 1-5 YR IN GR CR BD ETF38.4K sharesnew addition2025-09-302025-11-13 VXUS VANGUARD TOTAL INTERNATIONAL STK ETF27.0K sharesnew addition2025-09-302025-11-13 IDEV ISHARES CORE MSCI INTRL DVLP MKT ETF23.9K sharesnew addition2025-09-302025-11-13 AAPL APPLE INC6.9K sharesnew addition2025-09-302025-11-13 VT VANGUARD FTSE EMERGING MARKETS ETF32.1K sharesnew addition2025-09-302025-11-13 VOO VANGUARD DIVIDEND APPRECIATION ETF3.3K sharesnew addition2025-09-302025-11-13 WMT WALMART INC9.6K sharesnew addition2025-09-302025-11-13 GLD SPDR GOLD SHARES ETF2.5K sharesnew addition2025-09-302025-11-13 NEM NEWMONT CORP10.4K sharesnew addition2025-09-302025-11-13 B BARRICK MNG CORP25.9K sharesnew addition2025-09-302025-11-13 ED CONSOLIDATED EDISON INC8.0K sharesnew addition2025-09-302025-11-13 NVDA NVIDIA CORP3.8K sharesnew addition2025-09-302025-11-13 SPY SPDR S&P 500 ETF983 sharesnew addition2025-09-302025-11-13 SLV ISHARES SILVER TRUST ETF15.0K sharesnew addition2025-09-302025-11-13 MSFT MICROSOFT CORP1.2K sharesnew addition2025-09-302025-11-13 MCO MOODYS CORP1.3K sharesnew addition2025-09-302025-11-13 BND VANGUARD TOTAL BOND MARKET ETF7.8K sharesnew addition2025-09-302025-11-13 IVV INVSC S P 500 EQUAL WEIGHT ETF548 sharesnew addition2025-09-302025-11-13 JPM JPMORGAN CHASE & CO1.0K sharesnew addition2025-09-302025-11-13 VPU VANGUARD UTILITIES ETF1.7K sharesnew addition2025-09-302025-11-13 SCHZ SCHWAB US AGGREGATE BONDETF13.6K sharesnew addition2025-09-302025-11-13 V VISA INC CLASS A923 sharesnew addition2025-09-302025-11-13 AVGO BROADCOM INC930 sharesnew addition2025-09-302025-11-13 BLV VANGUARD LONG TERM BOND ETF4.2K sharesnew addition2025-09-302025-11-13 XLE ENERGY SELECT SECTOR SPDR ETF3.3K sharesnew addition2025-09-302025-11-13 GOOGL ALPHABET INC CLASS CLASS A1.2K sharesnew addition2025-09-302025-11-13 QQQ INVESCO QQQ TR417 sharesnew addition2025-09-302025-11-13 MCD MCDONALDS CORP783 sharesnew addition2025-09-302025-11-13 AMZN AMAZON.COM INC1.1K sharesnew addition2025-09-302025-11-13 MSI MOTOROLA SOLUTIONS INC493 sharesnew addition2025-09-302025-11-13 FBTC FIDELITY WISE ORIGIN BITCOIN FUND2.2K sharesnew addition2025-09-302025-11-13 VCSH VANGUARD SHORT TERM COR BD ETF2.7K sharesnew addition2025-09-302025-11-13 LQD ISHARES IBOXX INVT GRADEBOND ETF1.9K sharesnew addition2025-09-302025-11-13 ABBV ABBVIE INC917 sharesnew addition2025-09-302025-11-13 REET INVSC S P GLOBAL WATER INDEX ETF2.5K sharesnew addition2025-09-302025-11-13 GOOG ALPHABET INC CLASS C771 sharesnew addition2025-09-302025-11-13 META META PLATFORMS INC CLASS A255 sharesnew addition2025-09-302025-11-13 HD HOME DEPOT INC457 sharesnew addition2025-09-302025-11-13 IBM IBM CORP650 sharesnew addition2025-09-302025-11-13 TSLA TESLA INC400 sharesnew addition2025-09-302025-11-13 AEM AGNICO EAGLE MINES LTD F1.0K sharesnew addition2025-09-302025-11-13 ING ING GROEP N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS6.3K sharesnew addition2025-09-302025-11-13 VV VANGUARD LARGE CAP ETF497 sharesnew addition2025-09-302025-11-13 ORCL ORACLE CORP539 sharesnew addition2025-09-302025-11-13 VOE VANGUARD HIGH DIVIDEND YIELD ETF1.0K sharesnew addition2025-09-302025-11-13 XOM EXXON MOBIL CORP1.2K sharesnew addition2025-09-302025-11-13 GS GOLDMAN SACHS GROUP INC166 sharesnew addition2025-09-302025-11-13 BA BOEING CO557 sharesnew addition2025-09-302025-11-13 CHY CALAMOS CONV & HIGH INCOME F10.0K sharesnew addition2025-09-302025-11-13 QCOM QUALCOMM INC613 sharesnew addition2025-09-302025-11-13 DT DYNATRACE INC2.0K sharesnew addition2025-09-302025-11-13 MS MORGAN STANLEY588 sharesnew addition2025-09-302025-11-13 BX BLACKSTONE INC530 sharesnew addition2025-09-302025-11-13 HDV ISHARES MSCI GLL MET MINPROD ETF2.0K sharesnew addition2025-09-302025-11-13 IVW ISHARES MSCI EAFE VALUE ETF574 sharesnew addition2025-09-302025-11-13 VXF VANGUARD EXTENDED MARKETETF353 sharesnew addition2025-09-302025-11-13 IWF ISHARES RUSSELL MID CAP GROWTH ETF597 sharesnew addition2025-09-302025-11-13 DYNF ISHS US EQTY FACTR ROTATN ACT ETF1.2K sharesnew addition2025-09-302025-11-13 EMB ISHARES JPMORGAN USD MTSBOND ETF3.0K sharesnew addition2025-09-302025-11-13 CL COLGATE PALMOLIVE CO868 sharesnew addition2025-09-302025-11-13 SCHG SCHWAB US LARGE CAP GROWTH ETF2.1K sharesnew addition2025-09-302025-11-13 BAC BANK OF AMERICA CORP1.3K sharesnew addition2025-09-302025-11-13 EFA ISHARES MSCI EAFE ETF674 sharesnew addition2025-09-302025-11-13 SCHV SCHWAB US LARGE CAP VALUE ETF2.1K sharesnew addition2025-09-302025-11-13 LI LINDE PLC F125 sharesnew addition2025-09-302025-11-13 NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS450 sharesnew addition2025-09-302025-11-13 IYM ISHARES S&P 500 VALUE ETF276 sharesnew addition2025-09-302025-11-13 DHI D R HORTON INC333 sharesnew addition2025-09-302025-11-13 SPGI S&P GLOBAL INC114 sharesnew addition2025-09-302025-11-13 DGRO ISHARES MSCI USA QLTY FACT ETF282 sharesnew addition2025-09-302025-11-13 PZA INVESCO EXCH TRADED FD TR II2.3K sharesnew addition2025-09-302025-11-13 IWM ISHARES RUSSELL 2000 ETF213 sharesnew addition2025-09-302025-11-13 PEP PEPSICO INC353 sharesnew addition2025-09-302025-11-13 VNQI VANGUARD GLBAL EX US REAL ESTATE ETF960 sharesnew addition2025-09-302025-11-13 DIS DISNEY WALT CO394 sharesnew addition2025-09-302025-11-13 STX SEAGATE TECHNOLOGY HLDNGS PL189 sharesnew addition2025-09-302025-11-13 IUSB ISHARES MSCI INTL VALUE FACTOR ETF1.1K sharesnew addition2025-09-302025-11-13 ONON ON HLDG AG1.0K sharesnew addition2025-09-302025-11-13 ACN ACCENTURE PLC IRELAND FCLASS A168 sharesnew addition2025-09-302025-11-13 VGT VANGUARD INFORMATION TECHNOLOGY ETF55 sharesnew addition2025-09-302025-11-13 ESGU ISHARES ESG AWARE MSCI USA ETF269 sharesnew addition2025-09-302025-11-13 MSIF MSC INCOME FD INC2.8K sharesnew addition2025-09-302025-11-13 MYN BLACKROCK MUNIYIELD N Y QUAL3.6K sharesnew addition2025-09-302025-11-13 EZU ISHARES MSCI AGRI PRODUCERS ETF886 sharesnew addition2025-09-302025-11-13 SILA SILA RLTY TR INC REIT1.4K sharesnew addition2025-09-302025-11-13 USB US BANCORP DEL713 sharesnew addition2025-09-302025-11-13 VCIT VANGUARD INTERMEDIATE TERM COR ETF406 sharesnew addition2025-09-302025-11-13 VSS VGRD FTSE ALL WRLD EX USSML CAP ETF239 sharesnew addition2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INCLASS A174 sharesnew addition2025-09-302025-11-13 MRK MERCK & CO. INC.369 sharesnew addition2025-09-302025-11-13 LOW LOWES COS INC122 sharesnew addition2025-09-302025-11-13 MHN BLACKROCK MUNIHOLDINGS N3.0K sharesnew addition2025-09-302025-11-13 VTEB VANGUARD MUNI BND TAX EXEMPT ETF587 sharesnew addition2025-09-302025-11-13 HIG HARTFORD INS GROUP INC219 sharesnew addition2025-09-302025-11-13 ITOT ISHARES RUSSELL 1000 ETF167 sharesnew addition2025-09-302025-11-13 MTUM ISHARES MSCI USA MOMNTUMFCT ETF111 sharesnew addition2025-09-302025-11-13 CMCSA COMCAST CORP NEW CLASS A884 sharesnew addition2025-09-302025-11-13 SYK STRYKER CORP74 sharesnew addition2025-09-302025-11-13 THRO ISHARES US THMATIC ROTATN ACT ETF717 sharesnew addition2025-09-302025-11-13 BDJ BLACKROCK ENHANCED EQUIT2.8K sharesnew addition2025-09-302025-11-13 SPYG SPDR S&P 500 GROWTH ETF242 sharesnew addition2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP50 sharesnew addition2025-09-302025-11-13 VBR VANGUARD MID CAP GROWTH ETF97 sharesnew addition2025-09-302025-11-13 IXUS ISHARES CORE MSCI TOTL INTL STCK ETF291 sharesnew addition2025-09-302025-11-13 ITT ITT INC130 sharesnew addition2025-09-302025-11-13 SCHM SCHWAB STRATEGIC TR778 sharesnew addition2025-09-302025-11-13 NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS409 sharesnew addition2025-09-302025-11-13 PG PROCTER & GAMBLE CO145 sharesnew addition2025-09-302025-11-13 PHM PULTEGROUP INC168 sharesnew addition2025-09-302025-11-13 IJS ISHARES S&P SMALL CAP 600 ETF199 sharesnew addition2025-09-302025-11-13 XLK TECHNOLOGY SELECT SECTORSPDR ETF75 sharesnew addition2025-09-302025-11-13 AMGN AMGEN INC70 sharesnew addition2025-09-302025-11-13 NOC NORTHROP GRUMMAN CORP31 sharesnew addition2025-09-302025-11-13 GE GE AEROSPACE61 sharesnew addition2025-09-302025-11-13 EEX EMERALD HLDG INC3.6K sharesnew addition2025-09-302025-11-13 KO THE COCA-COLA CO269 sharesnew addition2025-09-302025-11-13 VLO VALERO ENERGY CORP NEW103 sharesnew addition2025-09-302025-11-13 MGK VANGUARD MEGA CAP GROWTHETF43 sharesnew addition2025-09-302025-11-13 CVX CHEVRON CORP NEW110 sharesnew addition2025-09-302025-11-13 XLF SELECT STR FINANCIAL SELECT SPDR ETF312 sharesnew addition2025-09-302025-11-13 IYJ ISHARES US TECHNOLOGY ETF84 sharesnew addition2025-09-302025-11-13 MBB ISHARES GNMA BOND ETF205 sharesnew addition2025-09-302025-11-13 MET METLIFE INC191 sharesnew addition2025-09-302025-11-13 IAU ISHARES GOLD ETF216 sharesnew addition2025-09-302025-11-13 TLH ISHARES 10-20 YEAR TSURYBOND ETF151 sharesnew addition2025-09-302025-11-13 FFIC FLUSHING FINL CORP1.1K sharesnew addition2025-09-302025-11-13 ESGD ISHARES ESG AWARE MSCI EAFE ETF163 sharesnew addition2025-09-302025-11-13 CSCO CISCO SYS INC200 sharesnew addition2025-09-302025-11-13 MPC MARATHON PETE CORP68 sharesnew addition2025-09-302025-11-13 SBUX STARBUCKS CORP153 sharesnew addition2025-09-302025-11-13 PFE PFIZER INC487 sharesnew addition2025-09-302025-11-13 TLT ISHARES 20 PLS YEAR TREASURY BND ETF138 sharesnew addition2025-09-302025-11-13 BAI ISHARES AI INVATN AND TEC ACT ETF359 sharesnew addition2025-09-302025-11-13 MAS MASCO CORP170 sharesnew addition2025-09-302025-11-13 SMLV SPDR PORT INTER TRM TRSRY ETF411 sharesnew addition2025-09-302025-11-13 JNJ JOHNSON & JOHNSON60 sharesnew addition2025-09-302025-11-13 COST COSTCO WHSL CORP NEW12 sharesnew addition2025-09-302025-11-13 IP INTERNTNL PAPER CO231 sharesnew addition2025-09-302025-11-13 IHI ISHARES US AEROSPACE DEFENSE ETF51 sharesnew addition2025-09-302025-11-13 AKR ACADIA RLTY TR REIT521 sharesnew addition2025-09-302025-11-13 COF CAPITAL ONE FINL CORP48 sharesnew addition2025-09-302025-11-13 IAGG ISHARES INTERNTINL AGGRGT BND ETF194 sharesnew addition2025-09-302025-11-13 SCHB SCHWAB US BROAD MARKET ETF378 sharesnew addition2025-09-302025-11-13 USIG ISHARES BRD USD INV GRD CORP BD ETF186 sharesnew addition2025-09-302025-11-13 ARCC ARES CAP CORP EQUITY CLASS EQUITY465 sharesnew addition2025-09-302025-11-13 SLB SCHLUMBERGER LTD F276 sharesnew addition2025-09-302025-11-13 MFC MANULIFE FINL CORP F299 sharesnew addition2025-09-302025-11-13 IEV ISHARES EUROPE ETF140 sharesnew addition2025-09-302025-11-13 SCHC SCHWAB US SMALL CAP ETF324 sharesnew addition2025-09-302025-11-13 SPSB SPDR SHORT TERM CORPORATE BND ETF292 sharesnew addition2025-09-302025-11-13 VTV VANGUARD MID CAP VALUE ETF49 sharesnew addition2025-09-302025-11-13 GBF ISHARES US TREASURY BONDETF361 sharesnew addition2025-09-302025-11-13 SHAK SHAKE SHACK INC CLASS A88 sharesnew addition2025-09-302025-11-13 FDX FEDEX CORP34 sharesnew addition2025-09-302025-11-13 ICLN ISHARES GLOBAL CLEAN ENERGY ETF509 sharesnew addition2025-09-302025-11-13 IJT ISHARES S&P SMLL CAP 600GRTH ETF52 sharesnew addition2025-09-302025-11-13 VEU VANGUARD FTSE ALL WORLD EX US ETF103 sharesnew addition2025-09-302025-11-13 SCZ ISHARES MSCI EAFE SMALL CAP ETF95 sharesnew addition2025-09-302025-11-13 TT TRANE TECHNOLOGIES PLC F17 sharesnew addition2025-09-302025-11-13 SCHW CHARLES SCHWAB CORP75 sharesnew addition2025-09-302025-11-13 HIMU ISHARES HIGH YIELD MUNI ACT ETF145 sharesnew addition2025-09-302025-11-13 PRU PRUDENTIAL FINL INC64 sharesnew addition2025-09-302025-11-13 ADI ANALOG DEVICES INC25 sharesnew addition2025-09-302025-11-13 ICSH ISHARES CORE DIVIDEND GROWTH ETF90 sharesnew addition2025-09-302025-11-13 MUB ISHARES NATIONAL MUNI BOND ETF53 sharesnew addition2025-09-302025-11-13 XLC COMMUNICAT SVS SLCT SEC SPDR ETF46 sharesnew addition2025-09-302025-11-13 FALN ISHARES EMG MRKTS EQTY FACTOR ETF96 sharesnew addition2025-09-302025-11-13 IPAY AMPLIFY ETF TR83 sharesnew addition2025-09-302025-11-13 DIA SPDR DOW JONES INDUSTRIAL AVRG ETF10 sharesnew addition2025-09-302025-11-13 ROST ROSS STORES INC30 sharesnew addition2025-09-302025-11-13 SCHX SCHWAB US LARGE CAP ETF168 sharesnew addition2025-09-302025-11-13 GEV GE VERNOVA INC7 sharesnew addition2025-09-302025-11-13 WAL WEBSTER FINL CORP70 sharesnew addition2025-09-302025-11-13 XBI SPDR S&P BIOTECH ETF40 sharesnew addition2025-09-302025-11-13 BINC ISHARES FLEXIBLE INCME ACTIVE ETF72 sharesnew addition2025-09-302025-11-13 KD KYNDRYL HLDGS INC122 sharesnew addition2025-09-302025-11-13 NOBL PROSHARES S&P 500 DIV ARISTOCRAT ETF34 sharesnew addition2025-09-302025-11-13 CCL CARNIVAL CORP F100 sharesnew addition2025-09-302025-11-13 COP CONOCOPHILLIPS25 sharesnew addition2025-09-302025-11-13 INTC INTEL CORP66 sharesnew addition2025-09-302025-11-13 JEPI J P MORGAN NASDAQ EQT PRM INC ETF36 sharesnew addition2025-09-302025-11-13 C CITIGROUP INC17 sharesnew addition2025-09-302025-11-13 FLOT ISHARES MSCI USA MIN VOLFCTR ETF17 sharesnew addition2025-09-302025-11-13 DJT TRUMP MEDIA & TECHNO95 sharesnew addition2025-09-302025-11-13 RIVN RIVIAN AUTOMOTIVE INC CLASS A100 sharesnew addition2025-09-302025-11-13 VMBS VANGUARD MORTGAGE BACKEDSEC ETF29 sharesnew addition2025-09-302025-11-13 UAE ISHARES MORNINGSTAR VALUE ETF14 sharesnew addition2025-09-302025-11-13 IR INGERSOLL RAND INC14 sharesnew addition2025-09-302025-11-13 TLRY TILRAY BRANDS INC500 sharesnew addition2025-09-302025-11-13 GEHC GE HEALTHCARE TECHNOLOGI11 sharesnew addition2025-09-302025-11-13 GOVT ISHARES 0-5 YEAR TIPS BOND ETF7 sharesnew addition2025-09-302025-11-13 NOK NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS140 sharesnew addition2025-09-302025-11-13 T AT&T INC22 sharesnew addition2025-09-302025-11-13 BHF BRIGHTHOUSE FINL INC6 sharesnew addition2025-09-302025-11-13 VTRS VIATRIS INC29 sharesnew addition2025-09-302025-11-13 CHTR CHARTER COMMUNICATIONS ICLASS A1 sharesnew addition2025-09-302025-11-13 PLUG PLUG PWR INC100 sharesnew addition2025-09-302025-11-13 F FORD MTR CO DEL16 sharesnew addition2025-09-302025-11-13 ALGT ALLEGION PUB LTD CO F1 sharesnew addition2025-09-302025-11-13 QBTS D-WAVE QUANTUM INC4 sharesnew addition2025-09-302025-11-13 WBD WARNER BROS DISCOVERY IN5 sharesnew addition2025-09-302025-11-13 LUMN LUMEN TECHNOLOGIES INC10 sharesnew addition2025-09-302025-11-13 PTIX PROTAGENIC THERAPEUTICS17 sharesnew addition2025-09-302025-11-13 CELU CELULARITY INC CLASS A19 sharesnew addition2025-09-302025-11-13 AMD ADVANCED MICRO DEVIC1 sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available