Holdings
United Financial Planning Group LLC
As of Jun 30, 2026, United Financial Planning Group LLC reported 327 positions worth US$20.9M. Largest: Abbvie Inc., Apple Inc and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Abbvie Inc. | 11,412 | US$2.87M | −59 | Jun 30, 2026 |
| Apple Inc | 7,621 | US$2.21M | −294 | Jun 30, 2026 |
| Nvidia Corporation | 5,820 | US$1.16M | no change | Jun 30, 2026 |
| Walmart Inc. | 9,398 | US$1.06M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,823 | US$1.01M | −11 | Jun 30, 2026 |
| Consolidated Edison, Inc. | 8,152 | US$902K | +37 | Jun 30, 2026 |
| Microsoft Corp. | 1,945 | US$726K | no change | Jun 30, 2026 |
| Broadcom Inc. | 1,598 | US$604K | +1,034 | Jun 30, 2026 |
| Newmont Corporation | 5,135 | US$480K | +222 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 952 | US$476K | no change | Jun 30, 2026 |