United Financial Planning Group LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2088337
Institutional-grade research for retail investors
13F Reported Value
ⓘ$169.2M
Holdings
462
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
United Financial Planning Group LLC disclosed 462 positions worth $169.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 172 new positions and exited 194 and a full exit from $B. The portfolio is most concentrated in Other (85.1% of disclosed assets). All figures are sourced directly from United Financial Planning Group LLC’s Form 13F-HR filing with the SEC under CIK 2088337.
AI Fund Analysis
StableSector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD VALUE INDEX
—Quality
$30.4M154,900 shVANGUARD FTSE DEVELOPED
—Quality
$27.9M435,762 shVANGUARD GROWTH INDEX
—Quality
$27.4M62,649 shISHARES CORE S&P MID-CAP
—Quality
$8.7M128,495 shISHARES CORE S&P
—Quality
$7.3M58,924 shISHARES CORE MSCI
—Quality
$7.0M100,070 shVANGUARD REAL ESTATE
—Quality
$6.1M68,853 shVANGUARD TOTAL INT BOND
—Quality
$5.7M118,846 sh- 80.9
Quality
$4.4M55,691 sh VANGUARD MID-CAP INDEX
—Quality
$3.8M13,077 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD VALUE INDEX | — | $30.4M | 154,900 |
| VANGUARD FTSE DEVELOPED | — | $27.9M | 435,762 |
| VANGUARD GROWTH INDEX | — | $27.4M | 62,649 |
| ISHARES CORE S&P MID-CAP | — | $8.7M | 128,495 |
| ISHARES CORE S&P | — | $7.3M | 58,924 |
| ISHARES CORE MSCI | — | $7.0M | 100,070 |
| VANGUARD REAL ESTATE | — | $6.1M | 68,853 |
| VANGUARD TOTAL INT BOND | — | $5.7M | 118,846 |
 Meta Platforms, Inc.$META | 80.9 | $4.4M | 55,691 |
| VANGUARD MID-CAP INDEX | — | $3.8M | 13,077 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of United Financial Planning Group LLC's 462 positions.
Showing top 10 of 462 holdings.
Sector Allocation
Other
$144.0M
Technology
$10.5M
Financials
$5.7M
Healthcare
$3.0M
Consumer Discretionary
$2.1M
Industrials
$1.2M
Utilities
$1.0M
Materials
$631,932
Full Holdings — United Financial Planning Group LLC (Q1 2026)
All 462 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD VALUE INDEX | $30.4M | 18.0% | -0% | — |
| 2 | — | VANGUARD FTSE DEVELOPED | $27.9M | 16.5% | +4% | — |
| 3 | — | VANGUARD GROWTH INDEX | $27.4M | 16.2% | +8% | — |
| 4 | — | ISHARES CORE S&P MID-CAP | $8.7M | 5.1% | +1% | — |
| 5 | — | ISHARES CORE S&P | $7.3M | 4.3% | +4% | — |
| 6 | — | ISHARES CORE MSCI | $7.0M | 4.1% | -1% | — |
| 7 | — | VANGUARD REAL ESTATE | $6.1M | 3.6% | +11% | — |
| 8 | — | VANGUARD TOTAL INT BOND | $5.7M | 3.4% | +17% | — |
| 9 | $META | Meta Platforms, Inc. | $4.4M | 2.6% | +15% | 80.9 |
| 10 | — | VANGUARD MID-CAP INDEX | $3.8M | 2.2% | -2% | — |
| 11 |  $ABBV | AbbVie Inc. | $2.5M | 1.5% | +959% | 59.3 |
| 12 | — | VANGUARD TOTAL STOCK | $2.3M | 1.4% | +7% | — |
| 13 | — | ISHARES 1-5 YEAR | $2.3M | 1.3% | +3% | — |
| 14 |  $AAPL | Apple Inc. | $2.0M | 1.2% | +1% | 76.1 |
| 15 | — | VANGUARD SMALL-CAP INDEX | $2.0M | 1.1% | -4% | — |
| 16 | — | ISHARES CORE MSCI | $1.9M | 1.1% | -3% | — |
| 17 |  $GLD | SPDR GOLD TRUST | $1.7M | 1.0% | +46% | — |
| 18 | — | VANGUARD TOTAL INT STOCK | $1.6M | 0.9% | -25% | — |
| 19 | — | VANGUARD FTSE EMERGING | $1.5M | 0.9% | -5% | — |
| 20 |  $SLV | iShares Silver Trust | $1.4M | 0.8% | +24% | — |
| 21 |  $WMT | Walmart Inc. | $1.2M | 0.7% | +2% | 63.2 |
| 22 | — | VANGUARD INT TERM BOND | $1.2M | 0.7% | +2% | — |
| 23 |  $NVDA | NVIDIA CORP | $1.0M | 0.6% | +15% | 90.2 |
| 24 |  $ED | CONSOLIDATED EDISON INC | $918,485 | 0.5% | +0% | 71.6 |
| 25 |  $SPY | SPDR S&P 500 ETF TRUST | $865,258 | 0.5% | -21% | — |
| 26 | — | VANGUARD S&P 500 ETF | $837,587 | 0.5% | +9% | — |
| 27 |  $MSFT | MICROSOFT CORP | $719,981 | 0.4% | +15% | 83.7 |
| 28 |  $NEM | NEWMONT Corp /DE/ | $531,796 | 0.3% | -34% | 88.3 |
| 29 |  $GOOG | Alphabet Inc. | $471,361 | 0.3% | +23% | 80.2 |
| 30 |  $BRK.B | BERKSHIRE HATHAWAY INC | $456,198 | 0.3% | +5% | 64.5 |
| 31 | — | VANGUARD HIGH DIVIDEND | $441,782 | 0.3% | -18% | — |
| 32 | — | STATE STREET ENERGY | $408,437 | 0.2% | +1% | — |
| 33 |  $MCO | MOODYS CORP /DE/ | $382,591 | 0.2% | +5% | 81.3 |
| 34 |  $V | VISA INC. | $369,693 | 0.2% | +4% | 83.5 |
| 35 |  $AMZN | AMAZON COM INC | $357,808 | 0.2% | +7% | 74.6 |
| 36 |  $XOM | EXXON MOBIL CORP | $346,106 | 0.2% | -15% | 61.8 |
| 37 |  $GOOGL | Alphabet Inc. | $343,708 | 0.2% | +17% | 80.2 |
| 38 | — | VANGUARD UTILITIES INDEX | $335,055 | 0.2% | +0% | — |
| 39 | $META | Meta Platforms, Inc. | $315,244 | 0.2% | +41% | 80.9 |
| 40 | — | VANGUARD LONG-TERM BOND | $296,743 | 0.2% | +1% | — |
| 41 | — | VANGUARD DIVIDEND | $283,026 | 0.2% | -13% | — |
| 42 | — | ISHARES CORE S&P 500 | $277,307 | 0.2% | +7% | — |
| 43 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $269,543 | 0.2% | +0% | — |
| 44 | — | VANGUARD SMALL-CAP VALUE | $262,674 | 0.2% | +2139% | — |
| 45 |  $MCD | MCDONALDS CORP | $260,750 | 0.1% | +3% | 73.9 |
| 46 |  $FDX | FEDEX CORP | $236,598 | 0.1% | +5% | 60.3 |
| 47 | — | ISHARES IBOXX $ | $234,889 | 0.1% | +11% | — |
| 48 |  $ORCL | ORACLE CORP | $222,283 | 0.1% | -38% | 67.2 |
| 49 |  $JPM | JPMORGAN CHASE & CO | $216,966 | 0.1% | -31% | 35.6 |
| 50 |  $TSLA | Tesla, Inc. | $214,500 | 0.1% | +11% | 50.1 |
| 51 | — | SCHWAB SHORT-TERM U.S. | $209,838 | 0.1% | +5782% | — |
| 52 | — | SCHWAB LONG-TERM U.S. | $179,717 | 0.1% | NEW | — |
| 53 | — | VANGUARD SHORT TERM COR | $175,351 | 0.1% | -21% | — |
| 54 |  $AVGO | Broadcom Inc. | $174,433 | 0.1% | -63% | 86.4 |
| 55 | — | ISHARES CORE MSCI EAFE | $140,774 | 0.1% | -7% | — |
| 56 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $138,405 | 0.1% | -12% | 66.7 |
| 57 | — | VANGUARD LARGE-CAP INDEX | $137,770 | 0.1% | +0% | — |
| 58 | — | VANGUARD TOTAL BOND | $126,196 | 0.1% | -83% | — |
| 59 |  $BA | BOEING CO | $124,760 | 0.1% | +2% | 51.8 |
| 60 | — | ISHARES MSCI GLOBAL | $121,293 | 0.1% | +4% | — |
| 61 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $117,765 | 0.1% | -4% | — |
| 62 |  $MSI | Motorola Solutions, Inc. | $105,889 | 0.1% | -51% | 73.8 |
| 63 |  $MSIF | MSC INCOME FUND, INC. | $101,861 | 0.1% | NEW | — |
| 64 |  $MS | MORGAN STANLEY | $100,388 | 0.1% | +4% | — |
| 65 |  $CAT | CATERPILLAR INC | $95,219 | 0.1% | +10% | 67.8 |
| 66 | — | ISHARES BIOTECHNOLOGY | $94,218 | 0.1% | +0% | — |
| 67 |  $QCOM | QUALCOMM INC/DE | $93,366 | 0.1% | +7% | 81.9 |
| 68 |  $HD | HOME DEPOT, INC. | $91,760 | 0.1% | -40% | 69.2 |
| 69 |  $IVZ | Invesco Ltd. | $84,071 | 0.1% | NEW | — |
| 70 |  $JNJ | JOHNSON & JOHNSON | $82,865 | 0.1% | +47% | 72.8 |
| 71 | — | ISHARES MSCI EAFE ETF | $81,686 | 0.1% | +0% | — |
| 72 |  $BAC | BANK OF AMERICA CORP /DE/ | $78,341 | 0.1% | +26% | 68.4 |
| 73 | — | SCHWAB U.S. AGGREGATE | $77,275 | 0.1% | -74% | — |
| 74 | — | VANGUARD EXTENDED MARKET | $72,647 | 0.0% | +0% | — |
| 75 |  $LLY | ELI LILLY & Co | $68,063 | 0.0% | +90% | 89.3 |
| 76 | $IVZ | Invesco Ltd. | $67,776 | 0.0% | NEW | — |
| 77 | — | ISHARES CORE S&P TOTAL | $66,087 | 0.0% | NEW | — |
| 78 |  $GS | GOLDMAN SACHS GROUP INC | $65,987 | 0.0% | -33% | — |
| 79 |  $BX | Blackstone Inc. | $64,394 | 0.0% | +0% | 68 |
| 80 |  $MRK | Merck & Co., Inc. | $62,431 | 0.0% | +23% | 70.9 |
| 81 |  $PEP | PEPSICO INC | $60,718 | 0.0% | +2% | 62.7 |
| 82 | — | ISHARES RUSSELL 2000 | $52,824 | 0.0% | +0% | — |
| 83 |  $NFLX | NETFLIX INC | $51,921 | 0.0% | +54% | 86.7 |
| 84 | — | STATE STREET SPDR S&P | $51,809 | 0.0% | +255% | — |
| 85 |  $DIS | Walt Disney Co | $48,672 | 0.0% | +12% | 68.9 |
| 86 |  $DHI | HORTON D R INC /DE/ | $45,694 | 0.0% | +0% | 54.6 |
| 87 | — | VANGUARD GLOBAL EX-U.S. | $44,458 | 0.0% | +0% | — |
| 88 |  $LMT | LOCKHEED MARTIN CORP | $43,516 | 0.0% | +18% | 65 |
| 89 |  $CCZ | COMCAST CORP | $42,877 | 0.0% | +13% | 70.4 |
| 90 |  $USB | US BANCORP DE | $40,776 | 0.0% | +10% | 71.4 |
| 91 | — | ISHARES MSCI AGRICULTURE | $40,577 | 0.0% | +0% | — |
| 92 |  $SMA | SmartStop Self Storage REIT, Inc. | $40,484 | 0.0% | +0% | 53.7 |
| 93 |  $ADI | ANALOG DEVICES INC | $40,404 | 0.0% | +69% | 76.2 |
| 94 |  $MA | Mastercard Inc | $38,973 | 0.0% | +136% | 81.7 |
| 95 |  $AMGN | AMGEN INC | $38,822 | 0.0% | +47% | 79.5 |
| 96 |  $LOW | LOWES COMPANIES INC | $38,514 | 0.0% | +34% | 63.5 |
| 97 | — | VANGUARD INFORMATION | $38,375 | 0.0% | +0% | — |
| 98 | — | ISHARES ESG AWARE MSCI | $38,305 | 0.0% | +0% | — |
| 99 | — | ISHARES CORE MSCI TOTAL | $37,302 | 0.0% | +47% | — |
| 100 |  $SNDK | Sandisk Corp | $36,850 | 0.0% | NEW | 88.8 |
| 101 | — | STATE STREET UTILITIES | $36,253 | 0.0% | NEW | — |
| 102 | — | VANGUARD INT TERM CORE | $33,925 | 0.0% | -12% | — |
| 103 | — | ISHARES U.S. TREASURY | $33,550 | 0.0% | +331% | — |
| 104 | — | VANGUARD FTSE ALL-WORLD | $33,183 | 0.0% | -7% | — |
| 105 | — | ISHARES FUTURE | $32,712 | 0.0% | NEW | — |
| 106 |  $PLTR | Palantir Technologies Inc. | $32,328 | 0.0% | +0% | 85.8 |
| 107 |  $PG | PROCTER & GAMBLE Co | $31,777 | 0.0% | +7% | 72.9 |
| 108 |  $SPGI | S&P Global Inc. | $31,050 | 0.0% | -45% | 79.4 |
| 109 |  $CIEN | CIENA CORP | $30,282 | 0.0% | +0% | 70.7 |
| 110 | $IVZ | Invesco Ltd. | $30,214 | 0.0% | -39% | — |
| 111 | — | SPDR BLOOMBERG | $29,957 | 0.0% | -55% | — |
| 112 |  $PHM | PULTEGROUP INC/MI/ | $29,285 | 0.0% | +48% | 65.1 |
| 113 |  $CSCO | CISCO SYSTEMS, INC. | $29,174 | 0.0% | +41% | 72.3 |
| 114 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $28,306 | 0.0% | +32% | 60.5 |
| 115 |  $LRCX | LAM RESEARCH CORP | $27,562 | 0.0% | +579% | 82.4 |
| 116 |  $IBIT | iShares Bitcoin Trust ETF | $27,432 | 0.0% | NEW | — |
| 117 |  $SYK | STRYKER CORP | $24,316 | 0.0% | +0% | 69.8 |
| 118 |  $CAH | CARDINAL HEALTH INC | $24,089 | 0.0% | +33% | 58.6 |
| 119 |  $ICE | Intercontinental Exchange, Inc. | $23,907 | 0.0% | +25% | 73.8 |
| 120 | — | ISHARES BROAD USD | $23,858 | 0.0% | +19% | — |
| 121 |  $GE | GENERAL ELECTRIC CO | $23,579 | 0.0% | -3% | 74.8 |
| 122 | — | ISHARES S&P SMALL-CAP | $23,572 | 0.0% | +0% | — |
| 123 |  $NEE | NEXTERA ENERGY INC | $23,499 | 0.0% | +23% | 71.7 |
| 124 | — | SCHWAB U.S. BROAD MARKET | $23,379 | 0.0% | +146% | — |
| 125 |  $T | AT&T INC. | $23,375 | 0.0% | +51% | 71.9 |
| 126 |  $SBUX | STARBUCKS CORP | $23,114 | 0.0% | -17% | 54.6 |
| 127 | — | VANGUARD TAX-EXEMPT BOND | $22,850 | 0.0% | NEW | — |
| 128 |  $KO | COCA COLA CO | $22,798 | 0.0% | -1% | 74 |
| 129 |  $NRG | NRG ENERGY, INC. | $21,629 | 0.0% | +2367% | 59.5 |
| 130 |  $C | CITIGROUP INC | $21,094 | 0.0% | +994% | 54.8 |
| 131 |  $ADSK | Autodesk, Inc. | $21,067 | 0.0% | +24% | 76.4 |
| 132 |  $GLDM | World Gold Trust | $20,948 | 0.0% | NEW | — |
| 133 |  $VRT | Vertiv Holdings Co | $20,798 | 0.0% | +938% | 82.7 |
| 134 |  $COF | CAPITAL ONE FINANCIAL CORP | $19,885 | 0.0% | +127% | 71 |
| 135 |  $AMAT | APPLIED MATERIALS INC /DE | $19,824 | 0.0% | +1833% | 74.8 |
| 136 | — | STATE STREET TECHNOLOGY | $19,740 | 0.0% | -57% | — |
| 137 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $19,680 | 0.0% | +157% | 76.3 |
| 138 |  $HWM | Howmet Aerospace Inc. | $19,589 | 0.0% | +35% | 79.1 |
| 139 |  $COHR | COHERENT CORP. | $19,295 | 0.0% | NEW | 64 |
| 140 |  $BLK | BlackRock, Inc. | $19,234 | 0.0% | +0% | 70.3 |
| 141 |  $NOW | ServiceNow, Inc. | $18,819 | 0.0% | +64% | 76 |
| 142 |  $CSX | CSX CORP | $18,349 | 0.0% | +49% | 66.4 |
| 143 |  $COST | COSTCO WHOLESALE CORP /NEW | $17,936 | 0.0% | +0% | 67 |
| 144 | — | ISHARES S&P 100 ETF | $17,812 | 0.0% | +0% | — |
| 145 |  $CRM | Salesforce, Inc. | $17,547 | 0.0% | +27% | 75.2 |
| 146 |  $FFIC | FLUSHING FINANCIAL CORP | $17,280 | 0.0% | +0% | 53 |
| 147 |  $MET | METLIFE INC | $17,044 | 0.0% | +98% | 73.9 |
| 148 | — | STATE STREET SPDR | $17,039 | 0.0% | NEW | — |
| 149 |  $TKO | TKO Group Holdings, Inc. | $16,939 | 0.0% | +163% | 73.1 |
| 150 | — | SCHWAB INTERNATIONAL | $16,781 | 0.0% | NEW | — |
| 151 |  $WBS | WEBSTER FINANCIAL CORP | $16,661 | 0.0% | +243% | 60.2 |
| 152 |  $HCC | WARRIOR MET COAL, INC. | $16,581 | 0.0% | NEW | 42.1 |
| 153 |  $CMI | CUMMINS INC | $16,141 | 0.0% | NEW | 58.9 |
| 154 |  $TRV | TRAVELERS COMPANIES, INC. | $16,042 | 0.0% | +53% | 71.5 |
| 155 |  $HAL | HALLIBURTON CO | $16,025 | 0.0% | NEW | 50.9 |
| 156 |  $APP | AppLovin Corp | $15,920 | 0.0% | +82% | 86.8 |
| 157 | — | ISHARES ESG AWARE MSCI | $15,868 | 0.0% | +0% | — |
| 158 | — | VANGUARD MEGA CAP GROWTH | $15,796 | 0.0% | +0% | — |
| 159 |  $TXN | TEXAS INSTRUMENTS INC | $15,725 | 0.0% | +62% | 70.4 |
| 160 |  $STT | STATE STREET CORP | $15,706 | 0.0% | NEW | 61.5 |
| 161 |  $MELI | MERCADOLIBRE INC | $15,561 | 0.0% | +125% | 77.5 |
| 162 |  $ROK | ROCKWELL AUTOMATION, INC | $15,432 | 0.0% | +48% | 68.2 |
| 163 | — | STATE STREET FINANCIAL | $15,418 | 0.0% | +0% | — |
| 164 |  $ABT | ABBOTT LABORATORIES | $15,298 | 0.0% | +64% | 67 |
| 165 |  $PH | Parker-Hannifin Corp | $15,219 | 0.0% | NEW | 73.8 |
| 166 |  $UNH | UNITEDHEALTH GROUP INC | $14,612 | 0.0% | +260% | 66.8 |
| 167 | — | VANGUARD MID-CAP GROWTH | $14,348 | 0.0% | +0% | — |
| 168 | — | STATE STREET SPDR DOW | $13,896 | 0.0% | -25% | — |
| 169 |  $PFE | PFIZER INC | $13,843 | 0.0% | -86% | 69 |
| 170 |  $TJX | TJX COMPANIES INC /DE/ | $13,734 | 0.0% | +1333% | 70.7 |
| 171 |  $PANW | Palo Alto Networks Inc | $13,627 | 0.0% | +55% | 66.5 |
| 172 |  $BIIB | BIOGEN INC. | $13,566 | 0.0% | NEW | 65.6 |
| 173 |  $AZO | AUTOZONE INC | $13,511 | 0.0% | +300% | 66.5 |
| 174 |  $IAU | ISHARES GOLD TRUST | $13,400 | 0.0% | +0% | — |
| 175 | — | JPMORGAN NASDAQ EQUITY | $13,103 | 0.0% | NEW | — |
| 176 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $12,950 | 0.0% | +81% | 76.6 |
| 177 |  $EEX | Emerald Holding, Inc. | $12,926 | 0.0% | -19% | 45.9 |
| 178 |  $VLO | VALERO ENERGY CORP/TX | $12,848 | 0.0% | -50% | 51.4 |
| 179 |  $SHW | SHERWIN WILLIAMS CO | $12,501 | 0.0% | NEW | 65.3 |
| 180 |  $CVX | CHEVRON CORP | $12,414 | 0.0% | -70% | 54.7 |
| 181 |  $DE | DEERE & CO | $12,393 | 0.0% | +0% | 57.4 |
| 182 |  $GM | General Motors Co | $12,367 | 0.0% | NEW | 58.7 |
| 183 |  $MU | MICRON TECHNOLOGY INC | $12,162 | 0.0% | +0% | 88.4 |
| 184 | — | STATE STREET SPDR | $12,003 | 0.0% | +1% | — |
| 185 |  $MPC | Marathon Petroleum Corp | $11,965 | 0.0% | -28% | 50.7 |
| 186 |  $WDC | WESTERN DIGITAL CORP | $11,902 | 0.0% | +0% | 76.8 |
| 187 |  $IONS | IONIS PHARMACEUTICALS INC | $11,864 | 0.0% | +1875% | 37.1 |
| 188 |  $MSCI | MSCI Inc. | $11,858 | 0.0% | NEW | 77.6 |
| 189 | — | STATE STREET SPDR | $11,838 | 0.0% | +0% | — |
| 190 |  $HCA | HCA Healthcare, Inc. | $11,831 | 0.0% | NEW | 70.5 |
| 191 |  $STRL | STERLING INFRASTRUCTURE, INC. | $11,811 | 0.0% | NEW | 73.3 |
| 192 |  $KLAC | KLA CORP | $11,779 | 0.0% | +167% | 84.4 |
| 193 |  $INTU | INTUIT INC. | $11,674 | 0.0% | +145% | 82 |
| 194 | — | UNUSUAL WHALES | $11,629 | 0.0% | NEW | — |
| 195 | — | STATE STREET SPDR S&P | $11,403 | 0.0% | NEW | — |
| 196 |  $GEV | GE Vernova Inc. | $11,348 | 0.0% | +0% | 70.1 |
| 197 |  $TER | TERADYNE, INC | $10,969 | 0.0% | NEW | 74.6 |
| 198 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $10,915 | 0.0% | NEW | 68.8 |
| 199 |  $ZM | Zoom Communications, Inc. | $10,853 | 0.0% | NEW | 72.4 |
| 200 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $10,817 | 0.0% | +100% | 75.1 |
| 201 |  $ANET | Arista Networks, Inc. | $10,805 | 0.0% | +340% | 86 |
| 202 |  $WMB | WILLIAMS COMPANIES, INC. | $10,699 | 0.0% | +0% | 72.8 |
| 203 |  $STLD | STEEL DYNAMICS INC | $10,620 | 0.0% | NEW | 56 |
| 204 | — | STATE STREET SPDR S&P | $10,500 | 0.0% | NEW | — |
| 205 |  $ECHO | EchoStar CORP | $10,419 | 0.0% | NEW | 29.5 |
| 206 |  $WCC | WESCO INTERNATIONAL INC | $10,398 | 0.0% | +6% | 55.4 |
| 207 |  $MCK | MCKESSON CORP | $10,384 | 0.0% | +500% | 63.7 |
| 208 |  $__PARK_1390777 | Bank of New York Mellon Corp | $10,321 | 0.0% | NEW | 36.7 |
| 209 |  $GILD | GILEAD SCIENCES, INC. | $10,313 | 0.0% | +3600% | 77.8 |
| 210 |  $MNST | Monster Beverage Corp | $10,289 | 0.0% | -2% | 77 |
| 211 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $10,281 | 0.0% | +3600% | 74.4 |
| 212 |  $COP | CONOCOPHILLIPS | $10,164 | 0.0% | +208% | 74.8 |
| 213 |  $JBL | JABIL INC | $10,094 | 0.0% | +1800% | 51.9 |
| 214 |  $NSC | NORFOLK SOUTHERN CORP | $10,045 | 0.0% | +133% | 70.8 |
| 215 |  $WBD | Warner Bros. Discovery, Inc. | $10,023 | 0.0% | +212% | 42.1 |
| 216 |  $MTZ | MASTEC INC | $9,974 | 0.0% | +3000% | 59.7 |
| 217 |  $ORLY | O REILLY AUTOMOTIVE INC | $9,693 | 0.0% | +75% | 72.7 |
| 218 |  $ATI | ATI INC | $9,600 | 0.0% | NEW | 64.5 |
| 219 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $9,450 | 0.0% | NEW | 57.8 |
| 220 |  $ACM | AECOM | $9,415 | 0.0% | +63% | 58.2 |
| 221 | — | ISHARES GLOBAL CLEAN | $9,376 | 0.0% | +0% | — |
| 222 |  $AMD | ADVANCED MICRO DEVICES INC | $9,358 | 0.0% | -42% | 78.8 |
| 223 |  $PWR | QUANTA SERVICES, INC. | $9,333 | 0.0% | +467% | 62.6 |
| 224 | — | ISHARES S&P 500 GROWTH | $9,275 | 0.0% | +0% | — |
| 225 |  $TDG | TransDigm Group INC | $9,272 | 0.0% | +60% | 75.4 |
| 226 |  $BWXT | BWX Technologies, Inc. | $9,202 | 0.0% | +2150% | 68 |
| 227 |  $LNG | Cheniere Energy, Inc. | $9,080 | 0.0% | +3100% | 48.4 |
| 228 | — | VANGUARD MID-CAP VALUE | $9,030 | 0.0% | +0% | — |
| 229 | — | ISHARES MBS ETF | $9,015 | 0.0% | -36% | — |
| 230 | — | STATE STREET SPDR | $8,965 | 0.0% | +1% | — |
| 231 | — | ISHARES S&P 500 VALUE | $8,868 | 0.0% | +0% | — |
| 232 |  $BWA | BORGWARNER INC | $8,844 | 0.0% | NEW | 57.2 |
| 233 |  $WFC | WELLS FARGO & COMPANY/MN | $8,757 | 0.0% | -4% | — |
| 234 |  $ACAD | ACADIA PHARMACEUTICALS INC | $8,548 | 0.0% | NEW | 69.8 |
| 235 |  $FCX | FREEPORT-MCMORAN INC | $8,464 | 0.0% | NEW | 73.1 |
| 236 | — | ISHARES RUSSELL MID-CAP | $8,456 | 0.0% | +0% | — |
| 237 |  $MO | ALTRIA GROUP, INC. | $8,447 | 0.0% | NEW | 72.1 |
| 238 |  $RKT | Rocket Companies, Inc. | $8,408 | 0.0% | +0% | — |
| 239 | — | SCHWAB U.S. TIPS ETF | $8,302 | 0.0% | NEW | — |
| 240 |  $ISRG | INTUITIVE SURGICAL INC | $8,298 | 0.0% | +100% | 81.4 |
| 241 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $8,278 | 0.0% | NEW | 59.5 |
| 242 |  $HLT | Hilton Worldwide Holdings Inc. | $8,210 | 0.0% | +286% | 73.1 |
| 243 |  $UNM | Unum Group | $8,179 | 0.0% | NEW | 49.5 |
| 244 |  $AMP | AMERIPRISE FINANCIAL INC | $7,999 | 0.0% | NEW | 70.2 |
| 245 |  $BSX | BOSTON SCIENTIFIC CORP | $7,907 | 0.0% | NEW | 79.9 |
| 246 | — | VANGUARD FTSE ALL-WORLD | $7,865 | 0.0% | +0% | — |
| 247 |  $SHAK | Shake Shack Inc. | $7,785 | 0.0% | +0% | 54.5 |
| 248 |  $EVR | Evercore Inc. | $7,761 | 0.0% | NEW | 76.1 |
| 249 |  $CME | CME GROUP INC. | $7,679 | 0.0% | +53% | 74.5 |
| 250 | — | ISHARES MSCI USA QUALITY | $7,672 | 0.0% | +0% | — |
| 251 |  $GWW | W.W. GRAINGER, INC. | $7,636 | 0.0% | NEW | 69.5 |
| 252 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $7,567 | 0.0% | NEW | 68.8 |
| 253 |  $FIVE | FIVE BELOW, INC | $7,540 | 0.0% | NEW | 66.1 |
| 254 | — | ISHARES S&P SMALL-CAP | $7,525 | 0.0% | +0% | — |
| 255 |  $UNP | UNION PACIFIC CORP | $7,521 | 0.0% | +244% | 74 |
| 256 | — | ISHARES MSCI EAFE | $7,471 | 0.0% | +0% | — |
| 257 | — | VANGUARD ENERGY INDEX | $7,441 | 0.0% | NEW | — |
| 258 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $7,373 | 0.0% | NEW | 63.7 |
| 259 |  $FHN | FIRST HORIZON CORP | $7,351 | 0.0% | NEW | 43.8 |
| 260 |  $CEG | Constellation Energy Corp | $7,261 | 0.0% | NEW | 62.5 |
| 261 |  $ROST | ROSS STORES, INC. | $7,149 | 0.0% | +10% | 71.5 |
| 262 |  $PSX | Phillips 66 | $7,105 | 0.0% | NEW | 47.6 |
| 263 |  $EBAY | EBAY INC | $7,100 | 0.0% | NEW | 69.3 |
| 264 |  $SCHW | SCHWAB CHARLES CORP | $7,049 | 0.0% | +0% | 77.2 |
| 265 |  $ADBE | ADOBE INC. | $7,049 | 0.0% | +190% | 80.4 |
| 266 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $6,948 | 0.0% | +425% | 60.9 |
| 267 |  $FANG | Diamondback Energy, Inc. | $6,923 | 0.0% | NEW | 81.4 |
| 268 |  $USFD | US Foods Holding Corp. | $6,824 | 0.0% | NEW | 60.6 |
| 269 |  $VLTO | Veralto Corp | $6,808 | 0.0% | +0% | 74.4 |
| 270 |  $CSL | CARLISLE COMPANIES INC | $6,672 | 0.0% | NEW | 65 |
| 271 |  $NFG | NATIONAL FUEL GAS CO | $6,671 | 0.0% | NEW | 80.4 |
| 272 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $6,641 | 0.0% | NEW | 60.3 |
| 273 |  $ELAN | Elanco Animal Health Inc | $6,605 | 0.0% | NEW | 52.2 |
| 274 |  $PKG | PACKAGING CORP OF AMERICA | $6,579 | 0.0% | NEW | 70 |
| 275 |  $GL | GLOBE LIFE INC. | $6,541 | 0.0% | NEW | 66.6 |
| 276 |  $GD | GENERAL DYNAMICS CORP | $6,521 | 0.0% | +6% | 73 |
| 277 |  $MRVL | Marvell Technology, Inc. | $6,438 | 0.0% | NEW | 77.3 |
| 278 |  $RTX | RTX Corp | $6,384 | 0.0% | +94% | 70 |
| 279 |  $UBER | Uber Technologies, Inc | $6,330 | 0.0% | +151% | 79.3 |
| 280 |  $CTVA | Corteva, Inc. | $6,278 | 0.0% | +15% | 48.4 |
| 281 |  $RF | REGIONS FINANCIAL CORP | $6,269 | 0.0% | NEW | — |
| 282 |  $PFH | PRUDENTIAL FINANCIAL INC | $6,252 | 0.0% | +0% | 58.6 |
| 283 |  $DAL | DELTA AIR LINES, INC. | $6,249 | 0.0% | NEW | 64.4 |
| 284 |  $RRX | REGAL REXNORD CORP | $6,180 | 0.0% | NEW | 53.8 |
| 285 |  $VST | Vistra Corp. | $6,164 | 0.0% | +1950% | 62.9 |
| 286 |  $NDAQ | NASDAQ, INC. | $6,112 | 0.0% | NEW | 78.5 |
| 287 |  $FITB | FIFTH THIRD BANCORP | $6,040 | 0.0% | NEW | — |
| 288 |  $KR | KROGER CO | $5,934 | 0.0% | NEW | 51.1 |
| 289 |  $COMP | Compass, Inc. | $5,914 | 0.0% | NEW | 58.3 |
| 290 |  $APO | Apollo Global Management, Inc. | $5,905 | 0.0% | +141% | 55.7 |
| 291 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $5,868 | 0.0% | NEW | 66.5 |
| 292 |  $MMM | 3M CO | $5,809 | 0.0% | +167% | 60.7 |
| 293 |  $YUM | YUM BRANDS INC | $5,753 | 0.0% | +118% | 71.7 |
| 294 |  $H | Hyatt Hotels Corp | $5,752 | 0.0% | +1900% | 46.6 |
| 295 |  $PM | Philip Morris International Inc. | $5,622 | 0.0% | -72% | 80.5 |
| 296 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $5,618 | 0.0% | -7% | 70.9 |
| 297 |  $ARCC | ARES CAPITAL CORP | $5,586 | 0.0% | -33% | — |
| 298 |  $BMY | BRISTOL MYERS SQUIBB CO | $5,580 | 0.0% | NEW | 70.1 |
| 299 |  $AVY | Avery Dennison Corp | $5,526 | 0.0% | NEW | 62.9 |
| 300 |  $GVA | GRANITE CONSTRUCTION INC | $5,514 | 0.0% | NEW | 56.9 |
| 301 |  $ENTG | ENTEGRIS INC | $5,510 | 0.0% | +1467% | 57.7 |
| 302 |  $JLL | JONES LANG LASALLE INC | $5,478 | 0.0% | NEW | 59.8 |
| 303 |  $ROL | ROLLINS INC | $5,448 | 0.0% | NEW | 73.2 |
| 304 |  $AIZ | ASSURANT, INC. | $5,445 | 0.0% | NEW | 62.6 |
| 305 |  $HON | HONEYWELL INTERNATIONAL INC | $5,425 | 0.0% | NEW | 65.7 |
| 306 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $5,233 | 0.0% | +1500% | 65.9 |
| 307 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $5,210 | 0.0% | NEW | 60.7 |
| 308 | — | VANGUARD HEALTH CARE | $5,190 | 0.0% | NEW | — |
| 309 |  $KKR | KKR & Co. Inc. | $5,180 | 0.0% | NEW | 49.8 |
| 310 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $5,162 | 0.0% | -60% | 52.1 |
| 311 | — | STATE STREET SPDR S&P | $5,144 | 0.0% | +0% | — |
| 312 | — | STATE STREET | $5,124 | 0.0% | +0% | — |
| 313 |  $DHR | DANAHER CORP /DE/ | $5,119 | 0.0% | NEW | 63.9 |
| 314 |  $LII | LENNOX INTERNATIONAL INC | $5,105 | 0.0% | NEW | 64.8 |
| 315 |  $ZTS | Zoetis Inc. | $5,083 | 0.0% | +79% | 72.6 |
| 316 |  $AM | Antero Midstream Corp | $5,062 | 0.0% | +1380% | 71.6 |
| 317 |  $IDXX | IDEXX LABORATORIES INC /DE | $5,057 | 0.0% | NEW | 73.6 |
| 318 |  $ECL | ECOLAB INC. | $5,054 | 0.0% | NEW | 64.3 |
| 319 |  $EHC | Encompass Health Corp | $5,030 | 0.0% | NEW | 68.9 |
| 320 |  $CBRE | CBRE GROUP, INC. | $5,012 | 0.0% | NEW | 62.9 |
| 321 |  $NPKI | NPK International Inc. | $4,956 | 0.0% | NEW | 63.2 |
| 322 |  $FFIV | F5, INC. | $4,919 | 0.0% | NEW | 70 |
| 323 |  $TFC | TRUIST FINANCIAL CORP | $4,827 | 0.0% | NEW | — |
| 324 |  $ADM | Archer-Daniels-Midland Co | $4,725 | 0.0% | NEW | 49.4 |
| 325 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $4,719 | 0.0% | NEW | 75.4 |
| 326 |  $UAL | United Airlines Holdings, Inc. | $4,696 | 0.0% | NEW | 61.3 |
| 327 |  $CL | COLGATE PALMOLIVE CO | $4,688 | 0.0% | -93% | 72.4 |
| 328 |  $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | $4,658 | 0.0% | NEW | 47.1 |
| 329 |  $ON | ON SEMICONDUCTOR CORP | $4,644 | 0.0% | NEW | 42.4 |
| 330 |  $WT | WisdomTree, Inc. | $4,572 | 0.0% | NEW | 62.9 |
| 331 |  $GGG | GRACO INC | $4,571 | 0.0% | NEW | 67.2 |
| 332 | — | SCHWAB U.S. DIVIDEND | $4,571 | 0.0% | NEW | — |
| 333 |  $GDOT | GREEN DOT CORP | $4,567 | 0.0% | NEW | 53.1 |
| 334 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $4,559 | 0.0% | NEW | 55.4 |
| 335 |  $NDSN | NORDSON CORP | $4,523 | 0.0% | NEW | 67.8 |
| 336 |  $PCAR | PACCAR INC | $4,505 | 0.0% | NEW | 56.5 |
| 337 |  $ADP | AUTOMATIC DATA PROCESSING INC | $4,470 | 0.0% | +0% | 77.9 |
| 338 |  $KMI | KINDER MORGAN, INC. | $4,459 | 0.0% | +32% | 74.6 |
| 339 |  $CARR | CARRIER GLOBAL Corp | $4,448 | 0.0% | NEW | 61.5 |
| 340 |  $NGVT | Ingevity Corp | $4,416 | 0.0% | NEW | 52.7 |
| 341 |  $BDX | BECTON DICKINSON & CO | $4,402 | 0.0% | NEW | 50.7 |
| 342 |  $SFM | Sprouts Farmers Market, Inc. | $4,396 | 0.0% | NEW | 73.4 |
| 343 |  $MANH | MANHATTAN ASSOCIATES INC | $4,393 | 0.0% | +3200% | 70.1 |
| 344 |  $CNOB | ConnectOne Bancorp, Inc. | $4,390 | 0.0% | NEW | — |
| 345 |  $TGT | TARGET CORP | $4,368 | 0.0% | NEW | 53.1 |
| 346 | — | ISHARES CORE UNIVERSAL | $4,296 | 0.0% | +0% | — |
| 347 | — | ISHARES RUSSELL 1000 | $4,273 | 0.0% | -99% | — |
| 348 |  $LEN | LENNAR CORP /NEW/ | $4,255 | 0.0% | NEW | 49.2 |
| 349 |  $TMUS | T-Mobile US, Inc. | $4,201 | 0.0% | NEW | 72.7 |
| 350 |  $NKE | NIKE, Inc. | $4,173 | 0.0% | NEW | 53.4 |
| 351 |  $AFL | AFLAC INC | $4,169 | 0.0% | +0% | 60.3 |
| 352 |  $EXP | EAGLE MATERIALS INC | $4,168 | 0.0% | NEW | 62.7 |
| 353 |  $NATL | NCR Atleos Corp | $4,140 | 0.0% | NEW | 46.3 |
| 354 |  $LYV | Live Nation Entertainment, Inc. | $4,118 | 0.0% | NEW | 55 |
| 355 |  $DKS | DICK'S SPORTING GOODS, INC. | $3,966 | 0.0% | NEW | 67.9 |
| 356 |  $J | JACOBS SOLUTIONS INC. | $3,946 | 0.0% | NEW | 47.7 |
| 357 |  $TXT | TEXTRON INC | $3,940 | 0.0% | NEW | 58.2 |
| 358 |  $OTIS | Otis Worldwide Corp | $3,931 | 0.0% | NEW | 60.3 |
| 359 |  $EXC | EXELON CORP | $3,922 | 0.0% | NEW | 63.9 |
| 360 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $3,886 | 0.0% | NEW | 74.6 |
| 361 |  $HPQ | HP INC | $3,861 | 0.0% | NEW | 58.9 |
| 362 |  $HOLX | HOLOGIC INC | $3,855 | 0.0% | NEW | 62.3 |
| 363 |  $AFG | AMERICAN FINANCIAL GROUP INC | $3,831 | 0.0% | NEW | 59.9 |
| 364 |  $Q | Qnity Electronics, Inc. | $3,808 | 0.0% | +0% | — |
| 365 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $3,804 | 0.0% | NEW | 67.3 |
| 366 |  $APD | Air Products & Chemicals, Inc. | $3,776 | 0.0% | -52% | 41.2 |
| 367 |  $AOS | SMITH A O CORP | $3,759 | 0.0% | NEW | 66.7 |
| 368 |  $IQV | IQVIA HOLDINGS INC. | $3,752 | 0.0% | NEW | 59.7 |
| 369 |  $ESI | Element Solutions Inc | $3,721 | 0.0% | NEW | 63.1 |
| 370 |  $HPE | Hewlett Packard Enterprise Co | $3,643 | 0.0% | NEW | 52.5 |
| 371 | — | VANGUARD SMALL-CAP | $3,627 | 0.0% | -43% | — |
| 372 |  $VMI | VALMONT INDUSTRIES INC | $3,596 | 0.0% | NEW | 60.1 |
| 373 | — | AMPLIFY DIGITAL PAYMENTS | $3,568 | 0.0% | NEW | — |
| 374 |  $RGLD | ROYAL GOLD INC | $3,563 | 0.0% | NEW | 79.4 |
| 375 |  $PHIN | PHINIA INC. | $3,559 | 0.0% | NEW | 56.6 |
| 376 |  $SRE | SEMPRA | $3,498 | 0.0% | -37% | 47.6 |
| 377 |  $XYL | Xylem Inc. | $3,466 | 0.0% | NEW | 65.6 |
| 378 | $STT | STATE STREET CORP | $3,417 | 0.0% | NEW | 61.5 |
| 379 |  $RVTY | REVVITY, INC. | $3,417 | 0.0% | NEW | 52.4 |
| 380 |  $TNL | Travel & Leisure Co. | $3,390 | 0.0% | +717% | 61 |
| 381 |  $KEYS | Keysight Technologies, Inc. | $3,388 | 0.0% | NEW | 72.3 |
| 382 |  $ITW | ILLINOIS TOOL WORKS INC | $3,384 | 0.0% | -7% | 71.2 |
| 383 |  $HRB | H&R BLOCK INC | $3,333 | 0.0% | +338% | 80.3 |
| 384 |  $WAL | WESTERN ALLIANCE BANCORPORATION | $3,330 | 0.0% | NEW | 56.1 |
| 385 |  $ALL | ALLSTATE CORP | $3,317 | 0.0% | NEW | 76.6 |
| 386 |  $ONTO | ONTO INNOVATION INC. | $3,281 | 0.0% | NEW | 66.5 |
| 387 | — | ISHARES MSCI INTL | $3,236 | 0.0% | +0% | — |
| 388 |  $MCHP | MICROCHIP TECHNOLOGY INC | $3,231 | 0.0% | +0% | 40 |
| 389 |  $ELV | Elevance Health, Inc. | $3,220 | 0.0% | -42% | 59.4 |
| 390 |  $AME | AMETEK INC/ | $3,215 | 0.0% | NEW | 74.2 |
| 391 |  $KEY | KEYCORP /NEW/ | $3,188 | 0.0% | NEW | 70.4 |
| 392 |  $DLTR | DOLLAR TREE, INC. | $3,176 | 0.0% | NEW | 53.2 |
| 393 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $3,151 | 0.0% | +0% | 71.2 |
| 394 |  $AWK | American Water Works Company, Inc. | $3,130 | 0.0% | NEW | 61.7 |
| 395 | — | ISHARES MSCI EAFE VALUE | $3,123 | 0.0% | +0% | — |
| 396 |  $AKAM | AKAMAI TECHNOLOGIES INC | $3,101 | 0.0% | NEW | 62 |
| 397 |  $CVS | CVS HEALTH Corp | $3,088 | 0.0% | NEW | 51.3 |
| 398 |  $DD | DuPont de Nemours, Inc. | $3,023 | 0.0% | +0% | 31.1 |
| 399 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $3,008 | 0.0% | NEW | 66.8 |
| 400 |  $PGR | PROGRESSIVE CORP/OH/ | $2,974 | 0.0% | NEW | 83.6 |
| 401 |  $UPS | UNITED PARCEL SERVICE INC | $2,951 | 0.0% | NEW | 58.2 |
| 402 |  $INTC | INTEL CORP | $2,931 | 0.0% | -58% | 41.5 |
| 403 |  $ETR | ENTERGY CORP /DE/ | $2,921 | 0.0% | NEW | 65.1 |
| 404 |  $FWONA | Liberty Media Corp | $2,806 | 0.0% | NEW | 51 |
| 405 |  $AYI | ACUITY INC. (DE) | $2,802 | 0.0% | NEW | 68.9 |
| 406 |  $FIX | COMFORT SYSTEMS USA INC | $2,758 | 0.0% | +0% | 79.5 |
| 407 |  $IT | GARTNER INC | $2,692 | 0.0% | +0% | 65.2 |
| 408 |  $AES | AES CORP | $2,691 | 0.0% | NEW | 50.9 |
| 409 |  $PPG | PPG INDUSTRIES INC | $2,672 | 0.0% | NEW | 57.1 |
| 410 |  $SEIC | SEI INVESTMENTS CO | $2,590 | 0.0% | +0% | 77.9 |
| 411 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $2,569 | 0.0% | -93% | 69.5 |
| 412 |  $MDLZ | Mondelez International, Inc. | $2,536 | 0.0% | -69% | 53.9 |
| 413 |  $AL | AIR LEASE CORP | $2,533 | 0.0% | NEW | 73.8 |
| 414 |  $TSN | TYSON FOODS, INC. | $2,499 | 0.0% | NEW | 51.9 |
| 415 | — | VANGUARD SHORT-TERM | $2,498 | 0.0% | NEW | — |
| 416 | — | ISHARES U.S. EQUITY | $2,444 | 0.0% | +0% | — |
| 417 |  $HLI | HOULIHAN LOKEY, INC. | $2,442 | 0.0% | NEW | 67.3 |
| 418 |  $RS | RELIANCE, INC. | $2,431 | 0.0% | NEW | 55.4 |
| 419 |  $HWC | HANCOCK WHITNEY CORP | $2,353 | 0.0% | NEW | — |
| 420 |  $MKSI | MKS INC | $2,298 | 0.0% | +0% | 59.8 |
| 421 |  $SSNC | SS&C Technologies Holdings Inc | $2,297 | 0.0% | -67% | 67.2 |
| 422 |  $PRI | Primerica, Inc. | $2,254 | 0.0% | NEW | 72.3 |
| 423 |  $AXON | AXON ENTERPRISE, INC. | $2,123 | 0.0% | +400% | 55.6 |
| 424 |  $LPLA | LPL Financial Holdings Inc. | $2,106 | 0.0% | NEW | 61.8 |
| 425 |  $KD | Kyndryl Holdings, Inc. | $2,073 | 0.0% | +35% | 46 |
| 426 |  $WM | WASTE MANAGEMENT INC | $2,068 | 0.0% | +350% | 70.7 |
| 427 |  $HSIC | HENRY SCHEIN INC | $2,064 | 0.0% | NEW | 52 |
| 428 |  $FND | Floor & Decor Holdings, Inc. | $2,032 | 0.0% | NEW | 53.4 |
| 429 |  $CTAS | CINTAS CORP | $2,030 | 0.0% | +1100% | 76.3 |
| 430 |  $DXCM | DEXCOM INC | $2,010 | 0.0% | NEW | 77.9 |
| 431 |  $BRKR | BRUKER CORP | $1,950 | 0.0% | NEW | 44.9 |
| 432 |  $CELH | Celsius Holdings, Inc. | $1,703 | 0.0% | +0% | 63 |
| 433 |  $XYZ | Block, Inc. | $1,685 | 0.0% | NEW | 60.3 |
| 434 |  $LULU | lululemon athletica inc. | $1,684 | 0.0% | NEW | 62.9 |
| 435 |  $PFGC | Performance Food Group Co | $1,371 | 0.0% | +0% | 53.1 |
| 436 |  $PYPL | PayPal Holdings, Inc. | $1,312 | 0.0% | NEW | 70.5 |
| 437 |  $VSNT | Versant Media Group, Inc. | $1,296 | 0.0% | NEW | — |
| 438 |  $IR | Ingersoll Rand Inc. | $1,122 | 0.0% | +0% | 55.4 |
| 439 | — | ISHARES MSCI EAFE GROWTH | $1,114 | 0.0% | +0% | — |
| 440 | — | ISHARES U.S. THEMATIC | $1,014 | 0.0% | +0% | — |
| 441 | — | ISHARES 10-20 YEAR | $1,007 | 0.0% | +0% | — |
| 442 |  $WAT | WATERS CORP /DE/ | $893 | 0.0% | NEW | 69.9 |
| 443 |  $DJT | Trump Media & Technology Group Corp. | $882 | 0.0% | +0% | 22.2 |
| 444 | — | ISHARES FLEXIBLE INCOME | $727 | 0.0% | +0% | — |
| 445 | — | ISHARES U.S. TECHNOLOGY | $726 | 0.0% | +0% | — |
| 446 | — | ISHARES MSCI USA | $720 | 0.0% | -94% | — |
| 447 |  $GEHC | GE HealthCare Technologies Inc. | $569 | 0.0% | -27% | 58.2 |
| 448 | — | ISHARES CORE | $550 | 0.0% | NEW | — |
| 449 | — | ISHARES A.I. INNOVATION | $494 | 0.0% | +0% | — |
| 450 |  $TLRY | Tilray Brands, Inc. | $324 | 0.0% | +0% | 24.3 |
| 451 | — | ISHARES CORE DIVIDEND | $281 | 0.0% | -96% | — |
| 452 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $216 | 0.0% | +0% | 57.7 |
| 453 |  $F | FORD MOTOR CO | $185 | 0.0% | +0% | 58.5 |
| 454 |  $BHF | Brighthouse Financial, Inc. | $120 | 0.0% | +0% | 54.9 |
| 455 |  $RBLX | Roblox Corp | $113 | 0.0% | -93% | 53.7 |
| 456 |  $VTRS | Viatris Inc | $108 | 0.0% | -97% | 47.1 |
| 457 |  $SMTC | SEMTECH CORP | $77 | 0.0% | NEW | 54.5 |
| 458 |  $LUMN | Lumen Technologies, Inc. | $70 | 0.0% | -52% | 39.8 |
| 459 |  $CELU | Celularity Inc | $25 | 0.0% | +0% | 22.4 |
| 460 |  $RIVN | Rivian Automotive, Inc. / DE | $15 | 0.0% | -99% | 36 |
| 461 | — | PROTAGENIC THERAPEUTICS | $12 | 0.0% | +0% | — |
| 462 |  $PLUG | PLUG POWER INC | $2 | 0.0% | -99% | 18.8 |
New Positions (172)
SCHWAB LONG-TERM U.S.$179,717
$MSIF MSC INCOME FUND, INC.$101,861 ISHARES CORE S&P TOTAL$66,087
$SNDK Sandisk Corp$36,850 STATE STREET UTILITIES$36,253
ISHARES FUTURE$32,712
$IBIT iShares Bitcoin Trust ETF$27,432 VANGUARD TAX-EXEMPT BOND$22,850
$GLDM World Gold Trust$20,948$COHR COHERENT CORP.$19,295 STATE STREET SPDR$17,039
SCHWAB INTERNATIONAL$16,781
$HCC WARRIOR MET COAL, INC.$16,581$CMI CUMMINS INC$16,141$HAL HALLIBURTON CO$16,025Exited Positions (194)
$B BARRICK MINING CORP
$ING ING GROEP NV
$AEM AGNICO EAGLE MINES LTD CALAMOS CONVERTIBLE AND
SCHWAB US LARGE CAP GROWTH ETF
$LIN LINDE PLC
$NVS NOVARTIS AG
$STX Seagate Technology Holdings plc SCHWAB US LARGE CAP VALUE ETF
$ACN Accenture plc
$FSSL FS Specialty Lending Fund
$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$ONON On Holding AG ISHARES US MEDICAL DEVICES ETF
$SILA Sila Realty Trust, Inc.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for United Financial Planning Group LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track United Financial Planning Group LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for United Financial Planning Group LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: United Financial Planning Group LLC
13F Pro is an AI hedge fund tracker and stock research platform. For United Financial Planning Group LLC (SEC CIK: 2088337), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in United Financial Planning Group LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.