Long-term investor
United Financial Planning Group LLC @unitedfinancialplanningg
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002088337).
Record
- Tracked since 2025-09-30 (356 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.2%
- Max drawdown n/a · win rate 10% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908744 · 17.9% · long · since 2025-09-30
- 922908736 · 16.9% · long · since 2025-09-30
- 921943858 · 16.3% · long · since 2025-12-31
- 464287507 · 5.2% · long · since 2025-09-30
- 464287804 · 4.5% · long · since 2025-09-30
- 46434G103 · 4.4% · long · since 2025-09-30
- 922908553 · 3.5% · long · since 2025-09-30
- 92203J407 · 3.1% · long · since 2025-09-30
- 921937827 · 2.5% · long · since 2025-09-30
- 922908629 · 2.1% · long · since 2025-12-31
- ABBV · 1.5% · long · since 2025-09-30
- 922908769 · 1.3% · long · since 2025-09-30