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
301Marriott International Inc/MD 165.2K $
302Tractor Supply Co 1155.2K $
303Vanguard World Fund 195.2K $
304KKR & Co Inc 565.2K $
305International Paper Co 1455.2K $
306SPDR Series Trust 405.1K $
307SELECT SECTOR SPDR TRUST (THE) 465.1K $
308Danaher Corp 275.1K $
309Lennox International Inc 115.1K $
310Zoetis Inc 435.1K $
311Antero Midstream Corp 2225.1K $
312IDEXX Laboratories Inc 95.1K $
313Ecolab Inc 195.1K $
314Encompass Health Corp 525K $
315CBRE Group Inc 375K $
316NPK International Inc 3425K $
317F5 Inc 174.9K $
318Truist Financial Corp 1054.8K $
319Archer-Daniels-Midland Co 654.7K $
320American Electric Power Co Inc 364.7K $
321United Airlines Holdings Inc 514.7K $
322Colgate-Palmolive Co 554.7K $
323Charles River Laboratories International Inc 274.7K $
324ON Semiconductor Corp 754.6K $
325WisdomTree Inc 3144.6K $
326Graco Inc 544.6K $
327Schwab US Dividend Equity ETF 1494.6K $
328Green Dot Corp 4074.6K $
329Huntington Ingalls Industries, Inc. 124.6K $
330Nordson Corp 174.5K $
331PACCAR Inc 394.5K $
332Automatic Data Processing Inc 224.5K $
333Kinder Morgan, Inc. 1334.5K $
334Carrier Global Corp 794.4K $
335Ingevity Corp 624.4K $
336Becton Dickinson & Co 284.4K $
337Sprouts Farmers Market Inc 574.4K $
338Manhattan Associates Inc 334.4K $
339ConnectOne Bancorp Inc 1644.4K $
340Target Corp 364.4K $
341iShares Trust 934.3K $
342iShares Trust 204.3K $
343Lennar Corp 494.3K $
344T-Mobile US Inc 204.2K $
345NIKE Inc 794.2K $
346Aflac Inc 384.2K $
347Eagle Materials Inc 224.2K $
348NCR Atleos Corp 954.1K $
349Live Nation Entertainment Inc 274.1K $
350Dick's Sporting Goods Inc 204K $
351Jacobs Solutions Inc 313.9K $
352Textron Inc 453.9K $
353Otis Worldwide Corp 513.9K $
354Exelon Corp 803.9K $
355Public Service Enterprise Group Inc 483.9K $
356HP Inc 2013.9K $
357Hologic Inc 513.9K $
358American Financial Group Inc/OH 303.8K $
359Qnity Electronics Inc 333.8K $
360Cognizant Technology Solutions Corp. 623.8K $
361Air Products and Chemicals Inc 133.8K $
362A O Smith Corp 573.8K $
363IQVIA Holdings Inc 223.8K $
364Element Solutions Inc 1093.7K $
365Hewlett Packard Enterprise Co 1533.6K $
366Vanguard Index Funds 123.6K $
367Valmont Industries Inc 93.6K $
368Royal Gold Inc 143.6K $
369Phinia Inc 523.6K $
370Sempra 363.5K $
371Xylem Inc/NY 293.5K $
372Revvity Inc 393.4K $
373State Street Corp 273.4K $
374Travel + Leisure Co 493.4K $
375Keysight Technologies Inc 123.4K $
376Illinois Tool Works Inc 133.4K $
377H&R Block Inc 1053.3K $
378Western Alliance Bancorp 473.3K $
379Allstate Corp/The 163.3K $
380Onto Innovation Inc 163.3K $
381iShares MSCI International Quality Factor ETF 703.2K $
382Microchip Technology Inc 503.2K $
383Elevance Health Inc 113.2K $
384AMETEK Inc 153.2K $
385KeyCorp 1593.2K $
386Dollar Tree Inc 293.2K $
387Expeditors International of Washington Inc 223.2K $
388American Water Works Co Inc 233.1K $
389iShares Trust 423.1K $
390Akamai Technologies Inc 273.1K $
391CVS Health Corp 433.1K $
392DuPont de Nemours Inc 663K $
393West Pharmaceutical Services Inc 123K $
394Progressive Corp/The 153K $
395United Parcel Service Inc 303K $
396Intel Corp 662.9K $
397Entergy Corp 262.9K $
398Liberty Media Corp-Liberty Formula One 332.8K $
399Acuity Inc 102.8K $
400Comfort Systems USA Inc 22.8K $