United Financial Planning Group LLC Portfolio
Invests via United Financial Planning Group LLC | Managed by Gerard Barrasso, Jose Eduardo Vivero
Invests via United Financial Planning Group LLC
Managed by Gerard Barrasso, Jose Eduardo Vivero
Automatically Tracked
Company Profile
Specialist wealth-management and financial advisory firm serving high‑net‑worth individuals, families and institutions. United Financial Planning Group LLC offers financial planning, investment advisory, retirement and estate planning, and wealth-transfer strategies, combining fee-based advisory models with third-party custodial relationships. The firm competes regionally by emphasizing personalized portfolio construction, tax-aware planning and multi-generational client service.
Specialist wealth-management and financial advisory firm serving high‑net‑worth individuals, families and institutions. United Financial Planning Group LLC offers financial planning, investment advisory, retirement and estate planning, and wealth-transfer strategies, combining fee-based advisory models with third-party custodial relationships. The firm competes regionally by emphasizing personalized portfolio construction, tax-aware planning and multi-generational client service.
Investment Philosophy & Strategy
Focuses on delivering goal‑driven, tax‑aware wealth management for high‑net‑worth individuals, families and institutions, prioritizing bespoke asset allocation, risk-managed diversification and cash‑flow sensitive retirement planning. The firm favors low‑cost core-satellite construction, selective active managers where skill is demonstrable, and tax‑efficient implementation via custodial platforms. Capital deployment balances long-term growth and income preservation, guided by fiduciary discipline, multi-generational continuity planning, and regular rebalancing tied to liability and life-event triggers.
Focuses on delivering goal‑driven, tax‑aware wealth management for high‑net‑worth individuals, families and institutions, prioritizing bespoke asset allocation, risk-managed diversification and cash‑flow sensitive retirement planning. The firm favors low‑cost core-satellite construction, selective active managers where skill is demonstrable, and tax‑efficient implementation via custodial platforms. Capital deployment balances long-term growth and income preservation, guided by fiduciary discipline, multi-generational continuity planning, and regular rebalancing tied to liability and life-event triggers.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
13.72%
Gain -0.67%
Monthly
1.17%
Yearly
13.72%
Drawdown
8.27%
$198.74M
Equity
Holdings
$198.74M
Investment
$177.39M
$22.98M
Profit -$1.28M
Realized
$1.63M
Unrealized
$21.35M
Dividends
$2.82M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$1.28M
Win %
65%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$962,247.47
Win %
65%
This Month
Compared to last month
Gain
-0.64%
Profit
-$1.28M
Win %
65%
This Year
Compared to last year
Gain
0.94%
Profit
$1.85M
Win %
60%
ATI ATI Inc.
+8.93%
+$1,209.12 
MSI Motorola Solutions, Inc.
+8.14%
+$8,698.6 
PH Parker-Hannifin Corporation
+7.31%
+$1,239.3 
CVS CVS Health Corporation
+6.3%
+$268.75 
SPCX Space Exploration Technologies Corp. Class A
+6.14%
+$1,975.05 
CRDO Credo Technology Group Holding Ltd.
+5.92%
+$53.16 
ON ON Semiconductor Corporation
+4.54%
+$261.75 
PHIN Phinia Inc.
+4.46%
+$177.32 
ONTO Onto Innovation Inc.
+4.2%
+$185.6 
VDE Vanguard Energy ETF
+3.96%
+$275.2 
XLE Energy Select Sector SPDR Fund
+3.91%
+$14,934.08 
MET MetLife Inc.
+3.89%
+$902.54 
AM Antero Midstream Corporation
+3.83%
+$179.82 
NVO Novo Nordisk A/S Sponsored ADR
+3.23%
+$588.96 
MSIF MSC Income Fund Inc.
+2.88%
+$2,759.79 
DIS The Walt Disney Company
+2.87%
+$1,322.76 
PLUG Plug Power Inc.
+2.86%
+$6 
CHTR Charter Communications Inc
+2.79%
+$4.27 
UNM Unum Group
+2.59%
+$258.72 
COR Cencora, Inc.
+2.46%
+$194.75 
FDXF FedEx Freight Holding Company Inc.
+2.37%
+$1,125.48 
PFGC Performance Food Group Co.
+2.3%
+$41.28 
RBLX Roblox Corporation
+2.24%
+$1.62 
IREN IREN Limited
+2.21%
+$17.2 
AMD Advanced Micro Devices, Inc.
+2.21%
+$488.98 
FDX FedEx Corporation
+2.01%
+$4,143.36 
SHOP Shopify Inc.
+1.98%
+$193.8 
FANG Diamondback Energy Inc
+1.86%
+$121.1 
SATS EchoStar Corporation
+1.86%
+$142.4 
STX Seagate Technology Holdings plc
+1.82%
+$2,889.82 
QCOM QUALCOMM Incorporated
+1.82%
+$2,073.5 
PRI Primerica Inc.
+1.81%
+$52.38 
ETN Eaton Corporation plc
+1.76%
+$236.7 
CMCSA Comcast Corp
+1.7%
+$627.06 
TS Tenaris S.A.
+1.59%
+$125.58 
AVGO Broadcom Inc.
+1.54%
+$10,291.12 
COP ConocoPhillips
+1.5%
+$132.44 
KD Kyndryl Holdings Inc.
+1.37%
+$26.79 
TJX The TJX Companies, Inc.
+1.34%
+$184.04 
KLAC KLA Corporation
+1.26%
+$194 
FTI TechnipFMC plc
+1.23%
+$142.8 
KR Kroger Co.
+1.13%
+$52.48 
CVX Chevron Corporation
+1.12%
+$125.4 
SFM Sprouts Farmers Market, Inc.
+1.12%
+$54.15 
NI NiSource Inc.
+1.09%
+$1,445.25 
NEM Newmont Corporation
+1.09%
+$5,853.9 
VPU Vanguard Utilities ETF
+1.02%
+$3,263.61 
HWM Howmet Aerospace Inc.
+1%
+$249.05 
CET Central Securities Corporation
+1%
+$2,754.95 
WBD Warner Bros. Discovery, Inc.
+0.91%
+$85.78 
META Meta Platforms Inc Class A
+0.9%
+$3,116.39 
BMY Bristol-Myers Squibb Company
+0.82%
+$47.84 
NOW ServiceNow, Inc.
+0.79%
+$165.6 
NXRT NexPoint Residential Trust Inc.
+0.69%
+$39.61 
AMG Affiliated Managers Group Inc.
+0.67%
+$60.24 
ZM Zoom Video Communications, Inc.
+0.66%
+$89.1 
COST Costco Wholesale Corporation
+0.62%
+$105.48 
ZTR Virtus Total Return Fund Inc.
+0.59%
+$128.48 
IONS Ionis Pharmaceuticals, Inc.
+0.55%
+$47.4 
KMI Kinder Morgan, Inc.
+0.53%
+$21.95 
BHF Brighthouse Financial Inc.
+0.5%
+$0.62 
AAPL Apple Inc.
+0.45%
+$10,745.53 
ADI Analog Devices, Inc.
+0.45%
+$217.17 
GD General Dynamics Corporation
+0.44%
+$31.92 
GOOG Alphabet Inc
+0.43%
+$1,856.9 
MGK Vanguard Mega Cap Growth ETF
+0.39%
+$74.9 
EVR Evercore Inc.
+0.3%
+$24.7 
MFC Manulife Financial Corporation
+0.29%
+$38.87 
V Visa Inc. Class A
+0.28%
+$1,285.19 
VTRS Viatris Inc.
+0.28%
+$0.2 
XLC Communication Services Select Sector SPDR Fund
+0.28%
+$14.26 
OEF iShares S&P 100 ETF
+0.26%
+$54.32 
ESI Element Solutions Inc.
+0.23%
+$9.81 
CHY Calamos Convertible and High Income Fund
+0.23%
+$300 
PEP PepsiCo, Inc.
+0.23%
+$108.48 
BAP Credicorp Ltd.
+0.23%
+$27.3 
FFIV F5 Inc.
+0.23%
+$15.81 
ACN Accenture plc Class A
+0.22%
+$72.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.2%
+$23.78 
AZO AutoZone Inc.
+0.18%
+$22.52 
EXC Exelon Corporation
+0.17%
+$236.4 
AON Aon plc
+0.16%
+$13.34 
EHC Encompass Health Corporation
+0.15%
+$8.84 
RIVN Rivian Automotive, Inc.
+0.13%
+$2 
SYK Stryker Corporation
+0.12%
+$29.6 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$5.96 
MA Mastercard Incorporated
+0.11%
+$48.36 
BG Bunge Global S.A.
+0.1%
+$7.59 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$507.11 
GEHC GE HealthCare Technologies Inc.
+0.1%
+$0.35 
USFD US Foods Holding Corp
+0.1%
+$7.4 
ED Consolidated Edison, Inc.
+0.08%
+$733.68 
SDY SPDR S&P Dividend ETF
+0.06%
+$31.95 
ELV Elevance Health, Inc.
+0.04%
+$1.76 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$67.11 
USB U.S. Bancorp
+0.03%
+$14.26 
JAZZ Jazz Pharmaceuticals plc
+0.02%
+$1.65 
EL The Estée Lauder Companies Inc. Class A
+0.01%
+$0.91 
VEGI iShares MSCI Global Agriculture Producers ETF
+0.01%
+$2.8 
ADP Automatic Data Processing Inc.
0%
$0 
ADSK Autodesk, Inc.
0%
$0 
ADM Archer-Daniels-Midland Co
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AFG American Financial Group Inc.
0%
$0 
AIG American International Group Inc.
0%
$0 
AKAM Akamai Technologies Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AXON Axon Enterprise, Inc.
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
B BARRICK MINING CORP Common Stock (ABR0)
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAC Bank of America Corporation
0%
$0 
BDJ BlackRock Enhanced Equity Dividend Trust
0%
$0 
BCS Barclays PLC Sponsored ADR
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BPOP Popular Inc.
0%
$0 
BSX Boston Scientific Corporation
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
BWXT Bwx Technologies Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CELH Celsius Holdings Inc.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CIEN Ciena Corporation
0%
$0 
CMI Cummins Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COHR Coherent Corp.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DHI D.R. Horton, Inc.
0%
$0 
DKS Dick's Sporting Goods, Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
ELAN Elanco Animal Health Incorporated
0%
$0 
ENTG Entegris, Inc.
0%
$0 
F Ford Motor Company
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FIVE Five Below, Inc.
0%
$0 
FLEX Flex Ltd.
0%
$0 
FN Fabrinet
0%
$0 
GIS General Mills, Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
H Hyatt Hotels Corporation
0%
$0 
HAL Halliburton Company
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HII Huntington Ingalls Industries Inc.
0%
$0 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IP International Paper Company
0%
$0 
JBL Jabil Inc.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
LII Lennox International Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LNG Cheniere Energy Inc.
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LUMN Lumen Technologies Inc.
0%
$0 
LYV Live Nation Entertainment, Inc.
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MCO Moody's Corporation
0%
$0 
MELI MercadoLibre, Inc.
0%
$0 
MKSI MKS Instruments Inc.
0%
$0 
MMM 3M Company
0%
$0 
MO Altria Group, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSCI MSCI Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MT ArcelorMittal S.A.
0%
$0 
NOK Nokia Corporation Sponsored ADR
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
OCFC OceanFirst Financial Corp.
0%
$0 
ORCL Oracle Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PKG Packaging Corporation of America
0%
$0 
PNR Pentair plc
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PUK Prudential plc ADR
0%
$0 
PWR Quanta Services Inc.
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
ROST Ross Stores, Inc.
0%
$0 
RRX Regal Rexnord Corporation
0%
$0 
RTX RTX Corporation
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SHEL Shell plc
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SLB Schlumberger Limited
0%
$0 
SRE Sempra
0%
$0 
STE STERIS plc
0%
$0 
STT State Street Corp
0%
$0 
STRL Sterling Infrastructure, Inc.
0%
$0 
STLD Steel Dynamics Inc.
0%
$0 
T AT&T Inc.
0%
$0 
TCOM Trip.com Group Limited American Depositary Receipt
0%
$0 
TDG TransDigm Group Inc.
0%
$0 
TER Teradyne, Inc.
0%
$0 
TGT Target Corporation
0%
$0 
TKO Tko Group Holdings Inc.
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
VLO Valero Energy Corporation
0%
$0 
VST Vistra Corp
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
WDC Western Digital Corporation
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
PICK iShares MSCI Global Metals & Mining Producers ETF
0%
$0 
PHO Invesco Water Resources ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
NATL NCR Atleos Corporation
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
NXDT NexPoint Diversified Real Estate Trust
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 FSSL
FSSL
0%
$0 
MXF Mexico Fund, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 H591
H5919C104
0%
$0 G200
G2004J103
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
-19.66%
-$1,396.21 
IT Gartner Inc.
-18.98%
-$601.63 
PBT Permian Basin Royalty Trust
-14.25%
-$4,920 
CELU Celularity Inc.
-10.05%
-$1.4 
AEM Agnico Eagle Mines Limited
-8.97%
-$14,988.4 
CDE Coeur Mining, Inc.
-7%
-$122 
RKT Rocket Companies, Inc. Class A
-6.93%
-$566.4 
SLV iShares Silver Trust
-6.62%
-$76,318.41 
BWA BorgWarner Inc.
-5.6%
-$609.62 
SHAK Shake Shack Inc.
-5.5%
-$359.92 
VGT Vanguard Information Technology ETF
-5.49%
-$2,890.8 
XYZ Block, Inc.
-5.39%
-$127.12 
KOMP SPDR S&P Kensho New Economies Composite ETF
-4.87%
-$655.2 
GLDM SPDR Gold MiniShares Trust
-4.63%
-$956.94 
IAU iShares Gold Trust
-4.61%
-$559.36 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-4.38%
-$2,893.17 
AMGN Amgen Inc.
-4.37%
-$1,976.91 
ASG Liberty All-Star Growth Fund, Inc.
-3.75%
-$1,388.2 
NANC Unusual Subversive Dticker NANC ETF
-3.58%
-$510.6 
LEN Lennar Corporation
-3.48%
-$149.94 
IWP iShares Russell Mid-Cap Growth ETF
-3.47%
-$324.72 
ALNY Alnylam Pharmaceuticals Inc
-3.45%
-$165.69 
BA Boeing Company
-3.35%
-$4,614.97 
IQV IQVIA Holdings Inc.
-3.33%
-$172.7 
VXF Vanguard Extended Market ETF
-3.15%
-$2,714.57 
WCC Wesco International Inc.
-3.15%
-$446.5 
MTZ MasTec, Inc. Common Stock
-3.04%
-$251.72 
ICLN iShares Global Clean Energy ETF
-3.04%
-$282.7 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-3.03%
-$3,411.45 
VV Vanguard Large-Cap Index Fund ETF Shares
-3.02%
-$4,923.48 
DD DuPont de Nemours, Inc.
-3.01%
-$97.68 
IPAY Amplify Digital Payments ETF
-3.01%
-$128.65 
NAK Northern Dynasty Minerals Ltd.
-2.96%
-$44.05 
ARCC Ares Capital Corporation
-2.9%
-$86.8 
SMTC Semtech Corporation
-2.83%
-$343 
IJT iShares S&P Small-Cap 600 Growth ETF
-2.72%
-$251.16 
FHN First Horizon Corporation
-2.6%
-$219.64 
MU Micron Technology, Inc.
-2.6%
-$835.2 
LIN Linde plc
-2.58%
-$1,837.15 
ANET Arista Networks, Inc.
-2.53%
-$439.12 
WT WisdomTree, Inc.
-2.5%
-$172.7 
FTNT Fortinet Inc.
-2.45%
-$422.1 
DHR Danaher Corporation
-2.44%
-$131.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$779,607.2 
SCZ iShares MSCI EAFE Small-Cap ETF
-2.35%
-$191.9 
RELX Relx PLC Sponsored ADR
-2.35%
-$216.72 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$209,464.08 
IXUS iShares Core International Stock ETF
-2.21%
-$933.04 
HCA HCA Healthcare Inc.
-2.17%
-$222.75 
SCHF Schwab International Equity ETF
-2.17%
-$413.58 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$6,861.57 
UNH UnitedHealth Group Incorporated
-2.13%
-$474.12 
TY Tri-Continental Corporation
-2.02%
-$750.96 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-2%
-$43,247.45 
IJS iShares S&P Small-Cap 600 Value ETF
-2%
-$551.23 
ROL Rollins, Inc.
-1.97%
-$75.48 
IR Ingersoll Rand Inc.
-1.96%
-$17.6 
MSB Mesabi Trust
-1.96%
-$450 
NANR SPDR S&P North American Natural Resources ETF
-1.95%
-$198.75 
BX Blackstone Inc.
-1.9%
-$1,367.4 
IQLT iShares MSCI International Quality Factor ETF
-1.86%
-$66.5 
ISRG Intuitive Surgical, Inc.
-1.85%
-$83.22 
INTU Intuit Inc.
-1.84%
-$162.81 
ROK Rockwell Automation, Inc.
-1.83%
-$123.75 
VTV Vanguard Value ETF
-1.8%
-$652,813.1 
GE General Electric Company
-1.75%
-$486.91 
GEV GE Vernova Inc.
-1.74%
-$194.26 
AIZ Assurant Inc.
-1.71%
-$129.25 
ESGD iShares ESG Aware MSCI EAFE ETF
-1.69%
-$304.2 
IWD iShares Russell 1000 Value ETF
-1.68%
-$8,619.98 
PFE Pfizer Inc.
-1.55%
-$183.2 
RF Regions Financial Corporation
-1.54%
-$117.6 
NEE NextEra Energy, Inc.
-1.5%
-$197.37 
HPE Hewlett Packard Enterprise Company
-1.48%
-$120.87 
NWG NatWest Group plc Sponsored ADR
-1.46%
-$134.4 
JLL Jones Lang LaSalle Inc.
-1.44%
-$96.84 
NFLX Netflix, Inc.
-1.43%
-$572.4 
TRV The Travelers Companies, Inc.
-1.39%
-$291.5 
MANH Manhattan Associates Inc.
-1.39%
-$87.78 
J Jacobs Solutions Inc.
-1.38%
-$61.69 
APO Apollo Global Management, Inc.
-1.38%
-$94.61 
IBM International Business Machines Corporation
-1.35%
-$1,500.96 
AMP Ameriprise Financial, Inc.
-1.33%
-$134.1 
AME Ametek Inc.
-1.33%
-$50.7 
GOOGL Alphabet Inc
-1.29%
-$7,670.5 
IRM Iron Mountain Inc.
-1.27%
-$285.12 
GDOT Green Dot Corporation
-1.26%
-$69.19 
JOF Japan Smaller Capitalization Fund Inc.
-1.25%
-$420 
INTC Intel Corporation
-1.24%
-$82.5 
HPQ HP Inc.
-1.19%
-$68.34 
NU Nu Holdings Ltd.
-1.04%
-$77.85 
JNJ Johnson & Johnson
-1.03%
-$901.74 
DJT Trump Media & Technology Group Corp.
-1%
-$9.5 
PHM PulteGroup Inc.
-1%
-$331.17 
VRT Vertiv Holdings Co
-1%
-$229.91 
NDAQ Nasdaq, Inc.
-0.99%
-$67.68 
GVA Granite Construction Incorporated
-0.99%
-$56.12 
ABBV AbbVie Inc.
-0.97%
-$27,388.8 
GM General Motors Company
-0.95%
-$141.1 
SMA SmartStop Self Storage REIT Inc.
-0.92%
-$414.47 
BTI British American Tobacco p.l.c. ADR
-0.91%
-$59.94 
AVY Avery Dennison Corporation
-0.91%
-$50.88 
VMI Valmont Industries, Inc.
-0.91%
-$40.41 
WST West Pharmaceutical Services, Inc.
-0.88%
-$36.96 
GL Globe Life Inc.
-0.88%
-$75.67 
PANW Palo Alto Networks, Inc.
-0.87%
-$126.8 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.87%
-$260.87 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.85%
-$837.09 
ITW Illinois Tool Works Inc.
-0.85%
-$32.89 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.85%
-$137.85 
HLT Hilton Worldwide Holdings Inc.
-0.84%
-$73.98 
BLV Vanguard Long-Term Bond ETF
-0.83%
-$2,743.4 
JPM JPMorgan Chase & Co.
-0.82%
-$2,169.71 
ECL Ecolab Inc.
-0.82%
-$44.27 
VOT Vanguard Mid-Cap Growth ETF
-0.77%
-$131.32 
SPGI S&P Global Inc.
-0.77%
-$229.22 
NVS Novartis AG Sponsored ADR
-0.76%
-$526.5 
XBI SPDR S&P Biotech ETF
-0.74%
-$45.2 
LOW Lowe's Companies Inc.
-0.7%
-$251.02 
GILD Gilead Sciences Inc.
-0.68%
-$66.6 
RNR Renaissancere Holdings Ltd.
-0.68%
-$33.15 
RVTY Revvity Inc.
-0.68%
-$30.42 
MCK McKesson Corporation
-0.67%
-$70.2 
TSLA Tesla, Inc.
-0.63%
-$1,165.53 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-0.61%
-$132.66 
IAGG iShares International Aggregate Bond Fund
-0.6%
-$3.3 
BLK BlackRock, Inc.
-0.59%
-$135 
ING ING Groep N.V. Sponsored ADR
-0.58%
-$1,468.95 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.58%
-$270 
ADBE Adobe Inc.
-0.56%
-$42.05 
IVZ Invesco Ltd.
-0.55%
-$31.15 
NDSN Nordson Corporation
-0.54%
-$28.73 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.52%
-$177.72 
VO Vanguard Mid-Cap ETF
-0.51%
-$21,764.4 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.5%
-$83.71 
TFC Truist Financial Corporation
-0.49%
-$27.3 
CTVA Corteva Inc.
-0.46%
-$27 
WBS Webster Financial Corporation
-0.43%
-$81.6 
ICE Intercontinental Exchange, Inc.
-0.43%
-$65.28 
TMO Thermo Fisher Scientific Inc.
-0.39%
-$33.75 
CSL Carlisle Companies Inc.
-0.38%
-$29 
VB Vanguard Small-Cap ETF
-0.37%
-$8,114.31 
MTD Mettler-Toledo International Inc.
-0.37%
-$31.32 
ETR Entergy Corporation
-0.35%
-$9.62 
WMT Walmart Inc.
-0.33%
-$3,477.26 
XT iShares Future Exponential Technologies ETF
-0.33%
-$129.6 
XLF Financial Select Sector SPDR Fund
-0.33%
-$59.28 
AGO Assured Guaranty Ltd.
-0.33%
-$12.15 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$33,255 
BND Vanguard Total Bond Market Index Fund
-0.32%
-$398.13 
KO The Coca-Cola Company
-0.31%
-$59.4 
MNST Monster Beverage Corporation
-0.3%
-$39.76 
VBK Vanguard Small-Cap Growth ETF
-0.29%
-$12.48 
PNI PIMCO New York Municipal Income Fund II
-0.29%
-$31.28 
PLD Prologis Inc.
-0.29%
-$20.5 
LHX L3Harris Technologies, Inc.
-0.29%
-$13.94 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$94.76 
TXT Textron Inc.
-0.28%
-$11.03 
IYW iShares U.S. Technology ETF
-0.27%
-$2.72 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$88.68 
IUSB iShares Core Universal USD Bond ETF
-0.26%
-$11.16 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$201.72 
CEG Constellation Energy Corporation
-0.24%
-$652.1 
ABT Abbott Laboratories
-0.24%
-$37.25 
SCHB Schwab U.S. Broad Market ETF
-0.23%
-$26.46 
MRVL Marvell Technology, Inc.
-0.23%
-$33.12 
TLRY Tilray Brands, Inc.
-0.23%
-$0.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$3,876.57 
GWW W.W. Grainger, Inc.
-0.19%
-$17.43 
ESGU iShares ESG Aware MSCI USA ETF
-0.18%
-$84.01 
BIIB Biogen Inc.
-0.17%
-$25.9 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$2,778.65 
CME CME Group Inc.
-0.16%
-$11.18 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$1,637.1 
IVV iShares Core S&P 500 ETF
-0.16%
-$523.98 
AMZN Amazon.com Inc
-0.14%
-$670 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.14%
-$16.92 
PM Philip Morris International Inc.
-0.14%
-$9.01 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$89.01 
BSV Vanguard Short-Term Bond ETF
-0.14%
-$6,516.82 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.13%
-$12.04 
APD Air Products and Chemicals, Inc.
-0.13%
-$4.94 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.12%
-$2,698.7 
NVDA NVIDIA Corporation
-0.1%
-$1,338.6 
UAL United Airlines Holdings, Inc.
-0.1%
-$7.14 
EFG iShares MSCI EAFE Growth ETF
-0.1%
-$1.25 
MDT Medtronic plc
-0.09%
-$12.68 
VUG Vanguard Growth ETF
-0.08%
-$26,966.24 
CBRE CBRE Group Inc.
-0.07%
-$4.07 
VOE Vanguard Mid-Cap Value ETF
-0.06%
-$5.88 
MBB iShares MBS ETF
-0.05%
-$3.96 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.04%
-$594.69 
JHG Janus Henderson Group plc
-0.04%
-$2.12 
UNP Union Pacific Corporation
-0.03%
-$2.48 
FEZ SPDR Euro Stoxx 50 ETF
-0.01%
-$2.53 
MPWR Monolithic Power Systems, Inc.
0%
-$0.12 Events
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Dividends
Dividend Analysis
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| Trades 1216 | Longs Won 702/1216 57% | Profit Factor 14.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $217,137.87 |
| Average Win $35,232.99 | Best Trade (Aug 17) $5.66M | Sharpe Ratio -11 |
| Average Loss -$3,410.22 | Worst Trade (Sep 02) -$215,151.69 | Z-Score 6 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2w | Expectancy $18,898.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,621 | $1.96M | $2.38M | - | $423,972.15 | 21.67% | +0.453% |
| ABBV AbbVie Inc. | 11,412 | $2.5M | $2.78M | - | $286,256.37 | 11.47% | -0.975% |
| ABT Abbott Laboratories | 149 | $17,355.93 | $15,713.54 | - | -$1,642.39 | -9.46% | -0.236% |
| ACN Accenture plc Class A | 192 | $23,892 | $32,853.12 | - | $8,961.12 | 37.51% | +0.223% |
| ADBE Adobe Inc. | 29 | $8,118.31 | $7,478.23 | - | -$640.08 | -7.88% | -0.559% |
| ADI Analog Devices, Inc. | 127 | $36,246.37 | $48,183.8 | - | $11,937.43 | 32.93% | +0.453% |
| ADM Archer-Daniels-Midland Co | 65 | $4,725 | $5,042.7 | - | $317.7 | 6.72% | 0.0 |
| ADP Automatic Data Processing Inc. | 22 | $5,659 | $5,941.98 | - | $282.98 | 5% | 0.0 |
| ADSK Autodesk, Inc. | 88 | $25,086.76 | $21,122.64 | - | -$3,964.12 | -15.8% | 0.0 |
| AEM Agnico Eagle Mines Limited | 1,010 | $156,681 | $152,116.1 | - | -$4,564.9 | -2.91% | -8.969% |
| AEP American Electric Power Company, Inc. | 36 | $4,719 | $4,552.92 | - | -$166.08 | -3.52% | 0.0 |
| AFG American Financial Group Inc. | 30 | $3,831 | $4,401.9 | - | $570.9 | 14.9% | 0.0 |
| AGO Assured Guaranty Ltd. | 45 | $3,607 | $3,711.15 | - | $104.15 | 2.89% | -0.326% |
| AIG American International Group Inc. | 110 | $8,278 | $8,813.2 | - | $535.2 | 6.47% | 0.0 |
| AIZ Assurant Inc. | 25 | $5,445 | $7,410 | - | $1,965 | 36.09% | -1.714% |
| AKAM Akamai Technologies Inc. | 27 | $3,101 | $3,301.29 | - | $200.29 | 6.46% | 0.0 |
| ALNY Alnylam Pharmaceuticals Inc | 21 | $7,215.57 | $4,637.43 | - | -$2,578.14 | -35.73% | -3.45% |
| AM Antero Midstream Corporation | 222 | $4,986.97 | $4,877.34 | - | -$109.63 | -2.2% | +3.828% |
| AMAT Applied Materials, Inc. | 58 | $19,569.62 | $30,985.92 | - | $11,416.3 | 58.34% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 46 | $9,851.57 | $22,663.28 | - | $12,811.71 | 130.05% | +2.205% |
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FAQ
Which stocks have generated the highest profits for United Financial Planning Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $1.38M, Vanguard Value ETF - $336,668.49, BARRICK MINING CORP Common Stock (ABR0) - $291,277.15, Vanguard FTSE Emerging Markets ETF - $275,622.79, and Vanguard Total International Bond ETF - $217,460.86. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Oracle Corporation - $89,874.02, Broadcom Inc - $18,175.03, The Home Depot, Inc - $11,577.26, Dynatrace, Inc - $10,322.27, and Salesforce Inc - $7,928.18. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does United Financial Planning Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.82M earned over time. The largest contributors to dividend income include Vanguard FTSE Emerging Markets ETF - $437,688.99, Vanguard Value ETF - $335,046.49, Vanguard Total International Bond ETF - $217,460.86, VANGUARD FTSE DEVELOPED MARKETS ETF - $209,926.31, and iShares Core MSCI Emerging Markets ETF - $184,772.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are United Financial Planning Group LLC's monthly returns?
United Financial Planning Group LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can United Financial Planning Group LLC's strategy be considered aggressive or moderate?
United Financial Planning Group LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow United Financial Planning Group LLC's strategy?
United Financial Planning Group LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
