Titelia

Holdings of United Financial Planning Group LLC

454 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 76.1 % of the equity sleeve

Sector breakdown

  • Funds 10.2 %
  • Technology 2.9 %
  • Health care 1.8 %
  • Financials 1.3 %
  • Consumer staples 0.8 %
  • Communication 0.8 %
  • Consumer discretionary 0.7 %
  • Utilities 0.6 %
  • Industrials 0.5 %
  • Materials 0.4 %
  • Energy 0.3 %
  • Unattributed 79.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • CA 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US453169M $100.00 %
2CA1324 $0.00 %

Positions

RankCompanySharesValueWeight
101iShares Trust 1,46433.6K $
102Vanguard FTSE All World ex-US 22833.2K $
103Palantir Technologies Inc 22132.3K $
104Procter & Gamble Co/The 22031.8K $
105S&P Global Inc 7331.1K $
106Ciena Corp 7830.3K $
107Invesco National AMT-Free Municipal Bond ETF 1,31530.2K $
108SPDR Bloomberg International T 1,36530K $
109PulteGroup Inc 24929.3K $
110Cisco Systems, Inc. 37629.2K $
111Northrop Grumman Corp 4128.3K $
112Lam Research Corp 12927.6K $
113iShares Bitcoin Trust ETF 71427.4K $
114Stryker Corp 7424.3K $
115Cardinal Health, Inc. 11424.1K $
116Intercontinental Exchange Inc 15223.9K $
117iShares Broad USD Investment Grade Corporate Bond ETF 46623.9K $
118General Electric Co 8323.6K $
119iShares Trust 19923.6K $
120NextEra Energy Inc 25323.5K $
121Schwab US Broad Market ETF 93123.4K $
122AT&T Inc 80623.4K $
123Starbucks Corp 25823.1K $
124Vanguard Tax-Exempt Bond Index ETF 45822.9K $
125Coca-Cola Co/The 30022.8K $
126NRG Energy Inc 14821.6K $
127Citigroup Inc 18621.1K $
128Autodesk Inc 8821.1K $
129SPDR Gold MiniShares Trust 22620.9K $
130Vertiv Holdings Co 8320.8K $
131Capital One Financial Corp 10919.9K $
132Applied Materials Inc 5819.8K $
133SELECT SECTOR SPDR TRUST (THE) 14919.7K $
134Monolithic Power Systems Inc 1819.7K $
135Howmet Aerospace Inc 8519.6K $
136Coherent Corp 8119.3K $
137Blackrock Inc 2019.2K $
138ServiceNow Inc 18018.8K $
139CSX Corp 44718.3K $
140Costco Wholesale Corp 1817.9K $
141Ishares S&p 100 Etf 5617.8K $
142Salesforce Inc 9417.5K $
143Flushing Financial Corp 1,12517.3K $
144MetLife Inc 24117K $
145SPDR Series Trust 76117K $
146TKO Group Holdings Inc 8416.9K $
147Schwab International Equity ETF 67816.8K $
148Webster Financial Corp 24016.7K $
149Warrior Met Coal Inc 17816.6K $
150Cummins Inc 3016.1K $
151Travelers Cos Inc/The 5516K $
152Halliburton Co 41116K $
153AppLovin Corp 4015.9K $
154iShares ESG Aware MSCI EAFE ETF 16615.9K $
155Vanguard Mega Cap Growth ETF 4315.8K $
156Texas Instruments Inc 8115.7K $
157SPDR INDEX SHARES FUNDS 25315.7K $
158MercadoLibre Inc 915.6K $
159Rockwell Automation Inc 4315.4K $
160Select Sector Spdr Trust 31215.4K $
161Abbott Laboratories 14915.3K $
162Parker-Hannifin Corp 1715.2K $
163UnitedHealth Group Inc 5414.6K $
164Vanguard Mid-Cap Growth ETF 5614.3K $
165State Street Spdr Dow Jones Industrial Average Etf Trust 3013.9K $
166Pfizer Inc 49313.8K $
167TJX Cos Inc/The 8613.7K $
168Palo Alto Networks Inc 8513.6K $
169Biogen Inc 7413.6K $
170AutoZone Inc 413.5K $
171Ishares Gold Trust 15213.4K $
172J P Morgan Exchange Traded Fund Trust 23613.1K $
173Vertex Pharmaceuticals Inc 2913K $
174Emerald Holding Inc 2,86612.9K $
175Valero Energy Corp 5212.8K $
176Sherwin-Williams Co/The 3912.5K $
177Chevron Corp 6012.4K $
178Deere & Co 2212.4K $
179General Motors Co 16612.4K $
180Micron Technology Inc 3612.2K $
181State Street SPDR Portfolio Intermediate Term Treasury ETF 41912K $
182Marathon Petroleum Corp 4912K $
183Western Digital Corp 4411.9K $
184Ionis Pharmaceuticals Inc 15811.9K $
185MSCI Inc 2211.9K $
186SPDR Series Trust 24511.8K $
187HCA Healthcare Inc 2511.8K $
188Sterling Infrastructure Inc 2911.8K $
189KLA Corp 811.8K $
190Intuit Inc 2711.7K $
191State Street SPDR S&P Kensho N 19511.4K $
192GE Vernova Inc 1311.3K $
193Teradyne Inc 3711K $
194Citizens Financial Group Inc 18210.9K $
195Zoom Communications Inc 13510.9K $
196Regeneron Pharmaceuticals, Inc. 1410.8K $
197Arista Networks Inc 8810.8K $
198Williams Cos Inc/The 14710.7K $
199Steel Dynamics Inc 5910.6K $
200EchoStar Corp 8910.4K $