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:
11.96%
Gain -0.69%
Monthly
0.91%
Yearly
11.43%
Drawdown
8.27%
$195.84M
Equity
Holdings
$195.84M
Investment
$177.39M
$20.07M
Profit -$1.29M
Realized
$1.63M
Unrealized
$18.45M
Dividends
$3.39M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.69%
Profit
-$1.29M
Win %
59%
This Week
Compared To Last Week
Gain
-1.25%
Profit
-$2.48M
Win %
59%
This Month
Compared to last month
Gain
0.14%
Profit
$268,387.89
Win %
59%
This Year
Compared to last year
Gain
-0.54%
Profit
-$1.05M
Win %
56%
TS Tenaris S.A.
+3.51%
+$277.38 
HONA Honeywell Aerospace Inc.
+3.34%
+$65.46 
FANG Diamondback Energy Inc
+3.34%
+$228.55 
BP BP p.l.c. Sponsored ADR
+3.21%
+$380.98 
DKS Dick's Sporting Goods, Inc.
+3.21%
+$90.4 
NI NiSource Inc.
+3.07%
+$3,889.87 
KMI Kinder Morgan, Inc.
+3.06%
+$133.66 
COP ConocoPhillips
+3.04%
+$332.25 
RTX RTX Corporation
+2.79%
+$172.26 
BTI British American Tobacco p.l.c. ADR
+2.76%
+$177.6 
NOC Northrop Grumman Corporation
+2.66%
+$557.76 
LMT Lockheed Martin Corporation
+2.52%
+$631.91 
FDXF FedEx Freight Holding Company Inc.
+2.48%
+$909.68 
IDXX IDEXX Laboratories, Inc.
+2.47%
+$121.55 
SHEL Shell plc
+2.4%
+$173.6 
LNG Cheniere Energy Inc.
+2.34%
+$208.96 
SLB Schlumberger Limited
+2.28%
+$258.57 
MSI Motorola Solutions, Inc.
+2.22%
+$2,471.72 
PM Philip Morris International Inc.
+2.09%
+$142.29 
FTI TechnipFMC plc
+2.01%
+$230.16 
CVX Chevron Corporation
+2%
+$263.1 
XLE Energy Select Sector SPDR Fund
+1.95%
+$8,667.1 
VDE Vanguard Energy ETF
+1.93%
+$153.94 
PEP PepsiCo, Inc.
+1.92%
+$837.33 
F Ford Motor Company
+1.83%
+$3.6 
EXC Exelon Corporation
+1.82%
+$2,290.12 
AEP American Electric Power Company, Inc.
+1.81%
+$80.82 
TJX The TJX Companies, Inc.
+1.8%
+$224.46 
HAL Halliburton Company
+1.72%
+$232.22 
AM Antero Midstream Corporation
+1.71%
+$75.48 
VSNT Versant Media Group, Inc.
+1.68%
+$18.37 
IBN ICICI Bank Limited Sponsored ADR
+1.65%
+$129.5 
XOM Exxon Mobil Corporation
+1.64%
+$5,834.42 
ROK Rockwell Automation, Inc.
+1.63%
+$103.05 
ED Consolidated Edison, Inc.
+1.62%
+$14,510.56 
GD General Dynamics Corporation
+1.47%
+$93.86 
LHX L3Harris Technologies, Inc.
+1.45%
+$59.33 
BUD Anheuser-Busch InBev S.A. ADR
+1.42%
+$118.45 
AZO AutoZone Inc.
+1.39%
+$170.6 
MO Altria Group, Inc.
+1.38%
+$130.56 
NEM Newmont Corporation
+1.34%
+$7,984.93 
USB U.S. Bancorp
+1.28%
+$524.05 
COST Costco Wholesale Corporation
+1.27%
+$223.29 
KO The Coca-Cola Company
+1.21%
+$244.2 
AFG American Financial Group Inc.
+1.2%
+$52.5 
SRE Sempra
+1.2%
+$35.28 
GE General Electric Company
+1.19%
+$270.83 
PSX Phillips 66
+1.17%
+$132.01 
CMCSA Comcast Corp
+1.15%
+$373.25 
VTRS Viatris Inc.
+1.12%
+$0.82 
AWK American Water Works Company, Inc.
+1.12%
+$34.27 
AIG American International Group Inc.
+1.11%
+$96.25 
SMA SmartStop Self Storage REIT Inc.
+1.1%
+$501.37 
GSK GSK plc Sponsored ADR
+1.08%
+$80.56 
XLU Utilities Select Sector SPDR Fund
+1.07%
+$351.55 
RELX Relx PLC Sponsored ADR
+1.07%
+$103.32 
TFC Truist Financial Corporation
+1.06%
+$51.98 
MAR Marriott International Inc. - Class A
+1.04%
+$64.48 
WMB The Williams Companies, Inc.
+1.03%
+$104.37 
MXF Mexico Fund, Inc.
+1.01%
+$1,077.28 
VPU Vanguard Utilities ETF
+0.99%
+$3,026.89 
TY Tri-Continental Corporation
+0.99%
+$354.62 
MSB Mesabi Trust
+0.98%
+$177.3 
MRK Merck & Co., Inc.
+0.96%
+$656.6 
TMUS T-Mobile US, Inc.
+0.95%
+$29.9 
NEE NextEra Energy, Inc.
+0.94%
+$113.22 
HD The Home Depot, Inc.
+0.93%
+$803.52 
SYK Stryker Corporation
+0.93%
+$201.28 
AON Aon plc
+0.93%
+$61.18 
ROST Ross Stores, Inc.
+0.93%
+$71.78 
HWM Howmet Aerospace Inc.
+0.87%
+$162.78 
H Hyatt Hotels Corporation
+0.87%
+$58.8 
KR Kroger Co.
+0.86%
+$44.28 
RNR Renaissancere Holdings Ltd.
+0.86%
+$44.25 
CMI Cummins Inc.
+0.86%
+$136.8 
COF Capital One Financial Corporation
+0.85%
+$185.3 
MET MetLife Inc.
+0.84%
+$202.44 
ETR Entergy Corporation
+0.82%
+$22.1 
AGO Assured Guaranty Ltd.
+0.8%
+$25.2 
HII Huntington Ingalls Industries Inc.
+0.8%
+$25.56 
PG Procter & Gamble Co
+0.77%
+$260.28 
LIN Linde plc
+0.76%
+$540.85 
NANR SPDR S&P North American Natural Resources ETF
+0.73%
+$80 
MNST Monster Beverage Corporation
+0.72%
+$92.3 
CME CME Group Inc.
+0.71%
+$53.69 
JNJ Johnson & Johnson
+0.71%
+$606.81 
PKG Packaging Corporation of America
+0.7%
+$50.22 
HLT Hilton Worldwide Holdings Inc.
+0.69%
+$63.72 
JPM JPMorgan Chase & Co.
+0.68%
+$1,690.02 
GM General Motors Company
+0.67%
+$92.96 
TXT Textron Inc.
+0.65%
+$22.05 
PCAR PACCAR Inc.
+0.65%
+$28.08 
PNC The PNC Financial Services Group, Inc.
+0.64%
+$37.4 
PNI PIMCO New York Municipal Income Fund II
+0.64%
+$62.56 
ZTR Virtus Total Return Fund Inc.
+0.64%
+$128.48 
LOW Lowe's Companies Inc.
+0.64%
+$203.75 
WMT Walmart Inc.
+0.63%
+$6,954.52 
STLD Steel Dynamics Inc.
+0.62%
+$88.8 
TT Trane Technologies plc
+0.62%
+$48.45 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$31.29 
PHIN Phinia Inc.
+0.61%
+$18.2 
WFC Wells Fargo & Company
+0.59%
+$53.35 
BRK-B Berkshire Hathaway Inc.
+0.56%
+$2,827.44 
ABBV AbbVie Inc.
+0.55%
+$17,802.83 
ISRG Intuitive Surgical, Inc.
+0.55%
+$27.96 
TXN Texas Instruments Inc
+0.55%
+$62.32 
LLY Eli Lilly and Company
+0.54%
+$497.28 
ORLY O'Reilly Automotive Inc.
+0.51%
+$20.48 
VLO Valero Energy Corporation
+0.46%
+$105.04 
C Citigroup Inc.
+0.44%
+$101.37 
TDG TransDigm Group Inc.
+0.43%
+$19.56 
ITW Illinois Tool Works Inc.
+0.4%
+$13.91 
CARR Carrier Global Corporation
+0.39%
+$16.98 
NVS Novartis AG Sponsored ADR
+0.38%
+$258.75 
CELH Celsius Holdings Inc.
+0.37%
+$5.04 
TCOM Trip.com Group Limited American Depositary Receipt
+0.36%
+$14.5 
GEV GE Vernova Inc.
+0.36%
+$36.69 
PRI Primerica Inc.
+0.34%
+$8.55 
TRV The Travelers Companies, Inc.
+0.33%
+$69.3 
V Visa Inc. Class A
+0.32%
+$1,554.48 
SPGI S&P Global Inc.
+0.3%
+$93.81 
AAPL Apple Inc.
+0.3%
+$7,849.63 
T AT&T Inc.
+0.3%
+$56.42 
PH Parker-Hannifin Corporation
+0.29%
+$47.77 
SDY SPDR S&P Dividend ETF
+0.28%
+$152.65 
ING ING Groep N.V. Sponsored ADR
+0.27%
+$629.55 
BAP Credicorp Ltd.
+0.26%
+$30.6 
FHN First Horizon Corporation
+0.26%
+$19.38 
NWG NatWest Group plc Sponsored ADR
+0.23%
+$19.2 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.22%
+$17.57 
AMG Affiliated Managers Group Inc.
+0.22%
+$19.92 
MCK McKesson Corporation
+0.2%
+$23.64 
CDE Coeur Mining, Inc.
+0.2%
+$3 
BSX Boston Scientific Corporation
+0.19%
+$10.71 
NRG NRG Energy, Inc.
+0.19%
+$28.86 
MPC Marathon Petroleum Corporation
+0.19%
+$43.61 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.18%
+$59.24 
BLK BlackRock, Inc.
+0.16%
+$35.2 
PFE Pfizer Inc.
+0.15%
+$20.61 
ASML ASML Holding N.V. New York Registry Shares
+0.14%
+$33.45 
ADM Archer-Daniels-Midland Co
+0.13%
+$7.15 
EFV iShares MSCI EAFE Value ETF
+0.13%
+$4.2 
PUK Prudential plc ADR
+0.12%
+$10.77 
MFC Manulife Financial Corporation
+0.11%
+$14.95 
ADP Automatic Data Processing Inc.
+0.11%
+$6.71 
APD Air Products and Chemicals, Inc.
+0.1%
+$3.9 
APO Apollo Global Management, Inc.
+0.1%
+$5.83 
ADI Analog Devices, Inc.
+0.09%
+$43.81 
ICE Intercontinental Exchange, Inc.
+0.06%
+$10.2 
VYM Vanguard High Dividend Yield ETF
+0.06%
+$268.47 
AIZ Assurant Inc.
+0.05%
+$3.25 
BNY BlackRock New York Municipal Income Trust
+0.04%
+$5.22 
GDOT Green Dot Corporation
+0.04%
+$2.04 
VNQ Vanguard Real Estate ETF
+0.02%
+$1,421.28 
VTV Vanguard Value ETF
+0.02%
+$6,463.48 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$1.5 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$620.65 
BPOP Popular Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
IQLT iShares MSCI International Quality Factor ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 H591
H5919C104
0%
$0 G200
G2004J103
0%
$0 
IREN IREN Limited
-9.76%
-$59.3 
PANW Palo Alto Networks, Inc.
-7.9%
-$1,170 
FTNT Fortinet Inc.
-7.87%
-$1,504.12 
PLTR Palantir Technologies Inc.
-7.28%
-$3,226.6 
FLEX Flex Ltd.
-6.6%
-$1,092 
LUMN Lumen Technologies Inc.
-6.16%
-$3 
HPE Hewlett Packard Enterprise Company
-6.05%
-$543.15 
PLUG Plug Power Inc.
-6.04%
-$9 
COHR Coherent Corp.
-5.94%
-$1,205.28 
STX Seagate Technology Holdings plc
-5.67%
-$7,408.8 
NOW ServiceNow, Inc.
-5.49%
-$1,467 
CIEN Ciena Corporation
-5.47%
-$1,522.56 
DJT Trump Media & Technology Group Corp.
-5.34%
-$37.52 
CELU Celularity Inc.
-5.26%
-$1.33 
AXON Axon Enterprise, Inc.
-5.14%
-$107.3 
SNDK SanDisk Corporation
-4.9%
-$3,963.95 
INTC Intel Corporation
-4.68%
-$294.69 
WDC Western Digital Corporation
-4.65%
-$729.96 
ZM Zoom Video Communications, Inc.
-4.55%
-$604.8 
STRL Sterling Infrastructure, Inc.
-4.41%
-$570.43 
AKAM Akamai Technologies Inc.
-4.39%
-$109.48 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-4.34%
-$3,270.54 
ORCL Oracle Corporation
-4.29%
-$8,370.78 
AMD Advanced Micro Devices, Inc.
-4.27%
-$1,104.69 
APP AppLovin Corporation Class A Common Stock
-4.2%
-$199.58 
ONTO Onto Innovation Inc.
-3.91%
-$144.96 
MU Micron Technology, Inc.
-3.9%
-$1,306.08 
SHOP Shopify Inc.
-3.86%
-$467.16 
FN Fabrinet
-3.8%
-$161.04 
MKSI MKS Instruments Inc.
-3.79%
-$86.63 
MRVL Marvell Technology, Inc.
-3.79%
-$630.66 
ANET Arista Networks, Inc.
-3.77%
-$615.12 
RIVN Rivian Automotive, Inc.
-3.65%
-$47.5 
UAL United Airlines Holdings, Inc.
-3.63%
-$187.68 
XBI SPDR S&P Biotech ETF
-3.58%
-$214.4 
ENTG Entegris, Inc.
-3.57%
-$246.28 
SMTC Semtech Corporation
-3.55%
-$511.5 
RBLX Roblox Corporation
-3.52%
-$3.6 
LRCX Lam Research Corporation
-3.51%
-$1,255.17 
META Meta Platforms Inc Class A
-3.38%
-$14,664.7 
FFIV F5 Inc.
-3.29%
-$255.42 
AVGO Broadcom Inc.
-3.29%
-$18,105.32 
CRDO Credo Technology Group Holding Ltd.
-3.24%
-$23.13 
AMAT Applied Materials, Inc.
-3.23%
-$805.04 
JBL Jabil Inc.
-3.12%
-$340.1 
CRM Salesforce Inc
-3.06%
-$150.8 
HPQ HP Inc.
-3.02%
-$186.93 
TLRY Tilray Brands, Inc.
-2.96%
-$4.75 
KLAC KLA Corporation
-2.94%
-$409.6 
JAZZ Jazz Pharmaceuticals plc
-2.9%
-$204.93 
NFLX Netflix, Inc.
-2.88%
-$1,128.6 
ADBE Adobe Inc.
-2.87%
-$209.38 
EBAY eBay Inc.
-2.81%
-$269.88 
MANH Manhattan Associates Inc.
-2.7%
-$202.1 
TSLA Tesla, Inc.
-2.7%
-$5,640.18 
ADSK Autodesk, Inc.
-2.61%
-$562.32 
DAL Delta Air Lines, Inc.
-2.61%
-$191.29 
MSFT Microsoft Corp.
-2.59%
-$27,152.2 
XYZ Block, Inc.
-2.59%
-$57.82 
INTU Intuit Inc.
-2.57%
-$228.96 
KOMP SPDR S&P Kensho New Economies Composite ETF
-2.56%
-$318.69 
IVZ Invesco Ltd.
-2.55%
-$130.83 
IYW iShares U.S. Technology ETF
-2.51%
-$25.98 
XLK State Street Technology Select Sector SPDR ETF
-2.5%
-$703.28 
TER Teradyne, Inc.
-2.49%
-$315.98 
RKT Rocket Companies, Inc. Class A
-2.48%
-$162.25 
SCHW Charles Schwab Corporation
-2.45%
-$173.25 
IWP iShares Russell Mid-Cap Growth ETF
-2.44%
-$221.76 
VGT Vanguard Information Technology ETF
-2.42%
-$1,302.4 
VBK Vanguard Small-Cap Growth ETF
-2.42%
-$97.14 
NXDT NexPoint Diversified Real Estate Trust
-2.41%
-$26.04 
NOK Nokia Corporation Sponsored ADR
-2.4%
-$32.2 
IONS Ionis Pharmaceuticals, Inc.
-2.35%
-$163.53 
WT WisdomTree, Inc.
-2.34%
-$158.57 
VRT Vertiv Holdings Co
-2.3%
-$409.19 
NAK Northern Dynasty Minerals Ltd.
-2.29%
-$18.5 
GOOGL Alphabet Inc
-2.25%
-$12,890.74 
IT Gartner Inc.
-2.24%
-$78.88 
GOOG Alphabet Inc
-2.14%
-$8,853.22 
ASG Liberty All-Star Growth Fund, Inc.
-2.08%
-$728.8 
QQQ Invesco QQQ Trust, Series 1
-2.07%
-$7,033.02 
MGK Vanguard Mega Cap Growth ETF
-2.04%
-$402.32 
BX Blackstone Inc.
-2.02%
-$1,171.3 
STT State Street Corp
-1.98%
-$89.64 
CBRE CBRE Group Inc.
-1.98%
-$99.16 
CHY Calamos Convertible and High Income Fund
-1.97%
-$2,250 
SPCX Space Exploration Technologies Corp. Class A
-1.93%
-$850.9 
VOT Vanguard Mid-Cap Growth ETF
-1.92%
-$316.68 
ATI ATI Inc.
-1.92%
-$239.58 
ETN Eaton Corporation plc
-1.9%
-$229.5 
JLL Jones Lang LaSalle Inc.
-1.9%
-$106.29 
CSCO Cisco Systems, Inc.
-1.88%
-$778.32 
LYV Live Nation Entertainment, Inc.
-1.84%
-$85.86 
VUG Vanguard Growth ETF
-1.84%
-$635,632.8 
AMZN Amazon.com Inc
-1.84%
-$8,040.22 
VXF Vanguard Extended Market ETF
-1.81%
-$1,475.54 
XLC Communication Services Select Sector SPDR Fund
-1.8%
-$93.38 
KEYS Keysight Technologies, Inc.
-1.79%
-$73.68 
PWR Quanta Services Inc.
-1.77%
-$193.38 
HCA HCA Healthcare Inc.
-1.75%
-$204.5 
UBER Uber Technologies, Inc.
-1.73%
-$108.24 
CDNS Cadence Design Systems, Inc.
-1.72%
-$206.46 
MELI MercadoLibre, Inc.
-1.71%
-$63.42 
MPWR Monolithic Power Systems, Inc.
-1.69%
-$253.14 
CEG Constellation Energy Corporation
-1.68%
-$4,680.93 
NANC Unusual Subversive Dticker NANC ETF
-1.68%
-$241.22 
XT iShares Future Exponential Technologies ETF
-1.67%
-$669.6 
NDSN Nordson Corporation
-1.67%
-$93.16 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.67%
-$193.52 
ROL Rollins, Inc.
-1.65%
-$57.12 
IWM iShares Russell 2000 ETF
-1.61%
-$943.59 
IQV IQVIA Holdings Inc.
-1.6%
-$95.7 
EL The Estée Lauder Companies Inc. Class A
-1.57%
-$152.88 
FIX Comfort Systems USA, Inc.
-1.55%
-$46.08 
ESI Element Solutions Inc.
-1.53%
-$59.41 
IEMG iShares Core MSCI Emerging Markets ETF
-1.52%
-$122,990.85 
IBIT iShares Bitcoin Trust
-1.5%
-$648.9 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.47%
-$2,094.75 
NU Nu Holdings Ltd.
-1.43%
-$108.99 
TGT Target Corporation
-1.41%
-$79.56 
UNH UnitedHealth Group Incorporated
-1.4%
-$306.72 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.36%
-$113.88 
VB Vanguard Small-Cap ETF
-1.34%
-$27,893.25 
QCOM QUALCOMM Incorporated
-1.32%
-$1,712.67 
EVR Evercore Inc.
-1.3%
-$86.84 
VWO Vanguard FTSE Emerging Markets ETF
-1.28%
-$20,979.19 
WCC Wesco International Inc.
-1.28%
-$168.72 
BHF Brighthouse Financial Inc.
-1.27%
-$1.24 
GS The Goldman Sachs Group, Inc.
-1.26%
-$876.72 
VRTX Vertex Pharmaceuticals Incorporated
-1.25%
-$88.9 
Q Qnity Electronics Inc.
-1.24%
-$48.84 
TMO Thermo Fisher Scientific Inc.
-1.24%
-$129.15 
MSCI MSCI Inc.
-1.23%
-$155.32 
BABA Alibaba Group Holding Limited SP ADR
-1.2%
-$114.38 
SHW The Sherwin-Williams Company
-1.19%
-$156.78 
SFM Sprouts Farmers Market, Inc.
-1.19%
-$45.03 
JOF Japan Smaller Capitalization Fund Inc.
-1.16%
-$392 
SCHB Schwab U.S. Broad Market ETF
-1.15%
-$128.52 
OEF iShares S&P 100 ETF
-1.14%
-$246.4 
LEN Lennar Corporation
-1.12%
-$42.63 
SHAK Shake Shack Inc.
-1.12%
-$69.52 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.11%
-$29,656.89 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.1%
-$717.88 
CFG Citizens Financial Group, Inc.
-1.1%
-$126.49 
AZN AstraZeneca PLC American Depositary Shares
-1.09%
-$202.02 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.09%
-$1,784.07 
USA Liberty All Star Equity Fund
-1.09%
-$53.23 
PRU Prudential Financial, Inc.
-1.08%
-$80.32 
STE STERIS plc
-1.07%
-$52.8 
IBM International Business Machines Corporation
-1.06%
-$1,170.56 
VMI Valmont Industries, Inc.
-1.05%
-$42.75 
NXRT NexPoint Residential Trust Inc.
-1.05%
-$45.44 
SAP SAP SE Sponsored ADR
-1.05%
-$141.3 
ESGU iShares ESG Aware MSCI USA ETF
-1.04%
-$475.61 
IVV iShares Core S&P 500 ETF
-1.04%
-$3,433.55 
IJR iShares Core S&P Small-Cap ETF
-1.03%
-$84,869.31 
MT ArcelorMittal S.A.
-1.02%
-$170.95 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.02%
-$133.53 
VOO Vanguard S&P 500 ETF
-1.02%
-$10,150.91 
SPY SPDR S&P 500 ETF Trust
-1.02%
-$10,461.63 
AMP Ameriprise Financial, Inc.
-1.01%
-$91.44 
RVTY Revvity Inc.
-1%
-$60.45 
USFD US Foods Holding Corp
-0.99%
-$74 
IJH iShares Core S&P Mid-Cap ETF
-0.99%
-$95,774.27 
ARCC Ares Capital Corporation
-0.98%
-$28.68 
J Jacobs Solutions Inc.
-0.95%
-$41.85 
CSL Carlisle Companies Inc.
-0.94%
-$63.2 
MS Morgan Stanley
-0.94%
-$1,040.06 
FIVE Five Below, Inc.
-0.92%
-$67.98 
ECL Ecolab Inc.
-0.92%
-$50.54 
FDX FedEx Corporation
-0.91%
-$1,789.49 
MCO Moody's Corporation
-0.87%
-$3,709.71 
NVO Novo Nordisk A/S Sponsored ADR
-0.87%
-$139.06 
QUAL iShares MSCI USA Quality Factor ETF
-0.83%
-$47.12 
MDT Medtronic plc
-0.83%
-$133.51 
VST Vistra Corp
-0.82%
-$51.66 
ICLN iShares Global Clean Energy ETF
-0.82%
-$69.39 
IRM Iron Mountain Inc.
-0.81%
-$160.16 
KD Kyndryl Holdings Inc.
-0.8%
-$14.8 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.79%
-$71.17 
GILD Gilead Sciences Inc.
-0.78%
-$91.02 
MMM 3M Company
-0.76%
-$50.2 
VO Vanguard Mid-Cap ETF
-0.75%
-$31,610.2 
YUM Yum! Brands, Inc.
-0.73%
-$25.18 
OCFC OceanFirst Financial Corp.
-0.7%
-$107.55 
TKO Tko Group Holdings Inc.
-0.7%
-$104.16 
PNR Pentair plc
-0.68%
-$24.09 
NVDA NVIDIA Corporation
-0.68%
-$8,555.4 
MTD Mettler-Toledo International Inc.
-0.67%
-$65.52 
BG Bunge Global S.A.
-0.66%
-$48.65 
IJS iShares S&P Small-Cap 600 Value ETF
-0.66%
-$169.15 
DHR Danaher Corporation
-0.64%
-$39.96 
PFGC Performance Food Group Co.
-0.62%
-$9.68 
REGN Regeneron Pharmaceuticals, Inc.
-0.62%
-$34.55 
SLV iShares Silver Trust
-0.62%
-$6,582.72 
VEU Vanguard FTSE All-World ex-US ETF
-0.62%
-$53.02 
PBT Permian Basin Royalty Trust
-0.59%
-$200 
IXUS iShares Core International Stock ETF
-0.57%
-$233.26 
NDAQ Nasdaq, Inc.
-0.57%
-$38.16 
CSX CSX Corporation
-0.56%
-$120.69 
VEGI iShares MSCI Global Agriculture Producers ETF
-0.55%
-$225.01 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.55%
-$85.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.54%
-$9,283.36 
ON ON Semiconductor Corporation
-0.52%
-$28.87 
IP International Paper Company
-0.51%
-$25.37 
WBS Webster Financial Corporation
-0.51%
-$96 
IPAY Amplify Digital Payments ETF
-0.51%
-$21.16 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.51%
-$475.53 
UNP Union Pacific Corporation
-0.51%
-$45.57 
FCX Freeport-McMoRan Inc.
-0.51%
-$51.12 
CAH Cardinal Health Inc.
-0.51%
-$145.92 
DD DuPont de Nemours, Inc.
-0.5%
-$14.52 
EFG iShares MSCI EAFE Growth ETF
-0.5%
-$6 
LII Lennox International Inc.
-0.47%
-$18.59 
BIIB Biogen Inc.
-0.42%
-$72.89 
WST West Pharmaceutical Services, Inc.
-0.42%
-$19.14 
GLDM SPDR Gold MiniShares Trust
-0.41%
-$83.64 
GLD SPDR Gold Shares
-0.41%
-$6,353.75 
IAU iShares Gold Trust
-0.41%
-$48.64 
IWD iShares Russell 1000 Value ETF
-0.38%
-$1,960 
ALNY Alnylam Pharmaceuticals Inc
-0.38%
-$18.58 
PHO Invesco Water Resources ETF
-0.38%
-$280.9 
AVY Avery Dennison Corporation
-0.37%
-$20.8 
PLD Prologis Inc.
-0.37%
-$23.5 
MA Mastercard Incorporated
-0.35%
-$170.43 
GWW W.W. Grainger, Inc.
-0.34%
-$31.29 
AEM Agnico Eagle Mines Limited
-0.33%
-$621.15 
BAC Bank of America Corporation
-0.32%
-$265.15 
BA Boeing Company
-0.3%
-$327.18 
SBUX Starbucks Corporation
-0.29%
-$14.54 
FEZ SPDR Euro Stoxx 50 ETF
-0.29%
-$48.07 
CET Central Securities Corporation
-0.29%
-$801.44 
SCHF Schwab International Equity ETF
-0.28%
-$50.85 
CVS CVS Health Corporation
-0.28%
-$10.96 
DHI D.R. Horton, Inc.
-0.27%
-$124.87 
COR Cencora, Inc.
-0.26%
-$22.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.26%
-$81,115.2 
MSIF MSC Income Fund Inc.
-0.25%
-$250.89 
NSC Norfolk Southern Corporation
-0.25%
-$16.4 
GL Globe Life Inc.
-0.24%
-$19.27 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.23%
-$291.87 
GIS General Mills, Inc.
-0.23%
-$29.25 
BNDX Vanguard Total International Bond ETF
-0.23%
-$13,681.36 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.22%
-$77.86 
RF Regions Financial Corporation
-0.22%
-$14.4 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.21%
-$61.78 
VIG Vanguard Dividend Appreciation ETF
-0.21%
-$671.67 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.21%
-$468.27 
UNM Unum Group
-0.21%
-$21.28 
BLV Vanguard Long-Term Bond ETF
-0.2%
-$648.44 
IVE ISHARES S&P 500 VALUE ETF
-0.2%
-$19.74 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.19%
-$33.78 
BWXT Bwx Technologies Inc.
-0.19%
-$11.7 
PHM PulteGroup Inc.
-0.19%
-$52.29 
BMY Bristol-Myers Squibb Company
-0.18%
-$10.12 
EFA iShares MSCI EAFE ETF
-0.17%
-$151.38 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.17%
-$40.03 
MBB iShares MBS ETF
-0.17%
-$13.64 
ACN Accenture plc Class A
-0.17%
-$71.04 
GEHC GE HealthCare Technologies Inc.
-0.16%
-$0.57 
CHTR Charter Communications Inc
-0.16%
-$0.17 
ELAN Elanco Animal Health Incorporated
-0.15%
-$9.66 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.14%
-$1,982.3 
IEFA iShares Core MSCI EAFE ETF
-0.14%
-$202.15 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.13%
-$43.26 
IAGG iShares International Aggregate Bond Fund
-0.13%
-$0.71 
BWA BorgWarner Inc.
-0.13%
-$12.22 
ELV Elevance Health, Inc.
-0.12%
-$5.83 
B BARRICK MINING CORP Common Stock (ABR0)
-0.12%
-$591.45 
TLH iShares 10-20 Year Treasury Bond ETF
-0.12%
-$1.15 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.12%
-$19.02 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-0.11%
-$22.11 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.11%
-$2,337.7 
EHC Encompass Health Corporation
-0.1%
-$6.5 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$112.52 
IUSB iShares Core Universal USD Bond ETF
-0.09%
-$3.72 
GVA Granite Construction Incorporated
-0.08%
-$4.14 
DIS The Walt Disney Company
-0.07%
-$36.24 
XLF Financial Select Sector SPDR Fund
-0.07%
-$12.48 
CAT Caterpillar Inc.
-0.06%
-$55.61 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.05%
-$20 
BCS Barclays PLC Sponsored ADR
-0.04%
-$12.32 
NATL NCR Atleos Corporation
-0.04%
-$1.9 
MCD McDonald's Corporation
-0.04%
-$84 
CTVA Corteva Inc.
-0.04%
-$0.37 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$899.58 
JHG Janus Henderson Group plc
-0.04%
-$2.12 
AME Ametek Inc.
-0.03%
-$1.2 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$44.74 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$7.39 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$16.81 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$2.12 
MTZ MasTec, Inc. Common Stock
-0.02%
-$0.93 
AMGN Amgen Inc.
-0.01%
-$6.66 
RRX Regal Rexnord Corporation
-0.01%
-$0.66 
ABT Abbott Laboratories
-0.01%
-$1.49 
VOE Vanguard Mid-Cap Value ETF
-0.01%
-$0.98 Events
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Dividends
Dividend Analysis
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| Trades 1215 | Longs Won 662/1215 54% | Profit Factor 10.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $197,148.57 |
| Average Win $33,567.8 | Best Trade (Oct 16) $4.96M | Sharpe Ratio -406.86 |
| Average Loss -$3,887.6 | Worst Trade (Oct 15) -$236,767.45 | Z-Score 3.12 (99.82%) |
| Commissions $0 | Avg. Trade Length 6m 1w 3d | Expectancy $16,520.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,621 | $1.96M | $2.61M | - | $657,327.17 | 33.59% | +0.301% |
| ABBV AbbVie Inc. | 11,412 | $2.5M | $3.25M | - | $755,974.29 | 30.29% | +0.55% |
| ABT Abbott Laboratories | 149 | $17,355.93 | $15,595.83 | - | -$1,760.1 | -10.14% | -0.01% |
| ACN Accenture plc Class A | 192 | $23,892 | $43,113.6 | - | $19,221.6 | 80.45% | -0.165% |
| ADBE Adobe Inc. | 29 | $8,118.31 | $7,089.05 | - | -$1,029.26 | -12.68% | -2.869% |
| ADI Analog Devices, Inc. | 127 | $36,246.37 | $51,345.46 | - | $15,099.09 | 41.66% | +0.085% |
| ADM Archer-Daniels-Midland Co | 65 | $4,725 | $5,397.6 | - | $672.6 | 14.23% | +0.133% |
| ADP Automatic Data Processing Inc. | 22 | $5,659 | $6,291.01 | - | $632.01 | 11.17% | +0.107% |
| ADSK Autodesk, Inc. | 88 | $25,086.76 | $21,011.76 | - | -$4,075 | -16.24% | -2.606% |
| AEM Agnico Eagle Mines Limited | 1,010 | $156,681 | $188,814.45 | - | $32,133.45 | 20.51% | -0.328% |
| AEP American Electric Power Company, Inc. | 36 | $4,719 | $4,555.26 | - | -$163.74 | -3.47% | +1.806% |
| AFG American Financial Group Inc. | 30 | $3,831 | $4,424.4 | - | $593.4 | 15.49% | +1.201% |
| AGO Assured Guaranty Ltd. | 45 | $3,607 | $3,168.9 | - | -$438.1 | -12.15% | +0.802% |
| AIG American International Group Inc. | 110 | $8,278 | $8,799.45 | - | $521.45 | 6.3% | +1.106% |
| AIZ Assurant Inc. | 25 | $5,445 | $7,050 | - | $1,605 | 29.48% | +0.046% |
| AKAM Akamai Technologies Inc. | 27 | $3,101 | $2,383.15 | - | -$717.85 | -23.15% | -4.392% |
| ALNY Alnylam Pharmaceuticals Inc | 21 | $7,215.57 | $4,896.04 | - | -$2,319.53 | -32.15% | -0.378% |
| AM Antero Midstream Corporation | 222 | $4,986.97 | $4,497.72 | - | -$489.25 | -9.81% | +1.707% |
| AMAT Applied Materials, Inc. | 58 | $19,569.62 | $24,135.54 | - | $4,565.92 | 23.33% | -3.228% |
| AMD Advanced Micro Devices, Inc. | 46 | $9,851.57 | $24,757.89 | - | $14,906.32 | 151.31% | -4.271% |
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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 - $1.39M, Vanguard Value ETF - $501,067.1, BARRICK MINING CORP Common Stock (ABR0) - $293,347.23, VANGUARD FTSE DEVELOPED MARKETS ETF - $289,914.91, and Vanguard FTSE Emerging Markets ETF - $278,782.17. 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 - $89,148.02, Broadcom Inc - $17,136.33, The Home Depot, Inc - $10,927.19, Dynatrace, Inc - $10,322.27, and Salesforce Inc - $7,919.38. 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 $3.39M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $499,445.1, Vanguard FTSE Emerging Markets ETF - $440,848.37, VANGUARD FTSE DEVELOPED MARKETS ETF - $289,914.91, Vanguard Total International Bond ETF - $232,823.73, and Vanguard Real Estate ETF - $222,060.54. 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.
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