United Financial Planning Group LLC
Top Portfolio Positions
352 positions ·
$21,033,754 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ABBV |
AbbVie Inc.
Healthcare
|
11,471 | $2,494,827 | 11.86% |
| AAPL |
Apple Inc.
Technology
|
7,915 | $2,008,747 | 9.55% |
| GLD |
Spdr Gold Trust
|
3,920 | $1,686,736 | 8.02% |
| SLV |
iShares Silver Trust
|
20,068 | $1,367,433 | 6.50% |
| WMT |
Walmart Inc.
Consumer Defensive
|
9,398 | $1,167,983 | 5.55% |
| NVDA |
Nvidia Corp
Technology
|
5,820 | $1,015,008 | 4.83% |
| ED |
Consolidated Edison Inc
Utilities
|
8,115 | $918,455 | 4.37% |
| SPY |
Spdr S&P 500 Etf Trust
|
1,330 | $864,952 | 4.11% |
| MSFT |
Microsoft Corp
Technology
|
1,945 | $719,980 | 3.42% |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
4,913 | $531,832 | 2.53% |
Portfolio Trend
Holdings in CELU
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25 | 19 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $21 | 19 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $39 | 19 | Shares | Sole | 2025-11-13 | |
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