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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 453 | 169M $ | 100.00 % |
| 2 | CA | 1 | 324 $ | 0.00 % |