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
201WESCO International Inc 3810.4K $
202McKesson Corp 1210.4K $
203Bank of New York Mellon Corp/The 8710.3K $
204Gilead Sciences Inc 7410.3K $
205Monster Beverage Corp 14210.3K $
206Cadence Design Systems Inc 3710.3K $
207ConocoPhillips 7710.2K $
208Jabil Inc 3810.1K $
209Norfolk Southern Corp 3510K $
210Warner Bros Discovery Inc 36510K $
211MasTec Inc 3110K $
212O'Reilly Automotive Inc 1059.7K $
213ATI Inc 669.6K $
214Zions Bancorp NA 1649.5K $
215AECOM 1119.4K $
216iShares Global Clean Energy ETF 5139.4K $
217Advanced Micro Devices Inc 469.4K $
218Quanta Services Inc 179.3K $
219iShares Trust 829.3K $
220TransDigm Group Inc 89.3K $
221BWX Technologies Inc 459.2K $
222Cheniere Energy Inc 329.1K $
223Vanguard Index Funds 499K $
224iShares MBS ETF 959K $
225SPDR Series Trust 2989K $
226iShares Trust 428.9K $
227BorgWarner Inc 1638.8K $
228Wells Fargo & Co 1108.8K $
229ACADIA Pharmaceuticals Inc 3848.5K $
230Freeport-McMoRan Inc 1448.5K $
231iShares Trust 668.5K $
232Altria Group, Inc. 1288.4K $
233Rocket Cos Inc 5908.4K $
234Schwab US TIPS ETF 3128.3K $
235Intuitive Surgical Inc 188.3K $
236American International Group Inc 1108.3K $
237Hilton Worldwide Holdings Inc 278.2K $
238Unum Group 1128.2K $
239Ameriprise Financial Inc 188K $
240Boston Scientific Corp 1267.9K $
241Vanguard FTSE All-World ex-US ETF 1057.9K $
242Shake Shack Inc 887.8K $
243Evercore Inc 267.8K $
244CME Group Inc 267.7K $
245iShares Trust 407.7K $
246WW Grainger Inc 77.6K $
247Mettler-Toledo International Inc 67.6K $
248Five Below Inc 337.5K $
249iShares S&P Small-Cap 600 Growth ETF 527.5K $
250Union Pacific Corp 317.5K $
251iShares MSCI EAFE Small-Cap ETF 957.5K $
252VANGUARD ENERGY ETF VANGUARD ENERGY ETF 437.4K $
253Thermo Fisher Scientific Inc 157.4K $
254First Horizon Corp 3237.4K $
255Constellation Energy Corp. 267.3K $
256Ross Stores Inc 337.1K $
257Phillips 66 397.1K $
258eBay Inc 787.1K $
259Adobe Inc 297K $
260Charles Schwab Corp/The 757K $
261Alnylam Pharmaceuticals Inc 216.9K $
262Diamondback Energy Inc 356.9K $
263US Foods Holding Corp 746.8K $
264Veralto Corp 776.8K $
265Carlisle Cos Inc 206.7K $
266National Fuel Gas Co 716.7K $
267Affiliated Managers Group Inc 246.6K $
268Elanco Animal Health Inc 2766.6K $
269Packaging Corp of America 316.6K $
270Globe Life Inc 476.5K $
271General Dynamics Corp 196.5K $
272Marvell Technology Inc 656.4K $
273RTX Corp 336.4K $
274Uber Technologies Inc 886.3K $
275Corteva Inc 756.3K $
276Regions Financial Corp 2406.3K $
277Prudential Financial, Inc. 646.3K $
278Delta Air Lines Inc 946.2K $
279Regal Rexnord Corp 336.2K $
280Vistra Corp 416.2K $
281Nasdaq Inc 726.1K $
282Fifth Third Bancorp 1306K $
283Kroger Co/The 825.9K $
284Compass Inc 8095.9K $
285Apollo Global Management Inc 535.9K $
286L3Harris Technologies Inc 175.9K $
2873M Co 405.8K $
288Yum! Brands Inc 375.8K $
289Hyatt Hotels Corp 405.8K $
290Philip Morris International Inc. 345.6K $
291PNC Financial Services Group Inc/The 275.6K $
292Ares Capital Corp 3105.6K $
293Bristol-Myers Squibb Co 925.6K $
294Avery Dennison Corp 325.5K $
295Granite Construction Inc 465.5K $
296Entegris Inc 475.5K $
297Jones Lang LaSalle Inc 185.5K $
298Rollins Inc 1025.4K $
299Assurant Inc 255.4K $
300Honeywell International Inc 245.4K $