Stonebridge Financial Group, LLC Purchases in Q4 2024

Stonebridge Financial Group, LLC

  • $907 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11K
New
$113.92 - $127.38 $1.26M - $1.41M
11K $1.27B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
16.2K
New
$77.02 - $78.58 $1.25M - $1.28M
16.2K $1.25B
XOM
Exxon Mobil Corp

Energy
11.6K
New
$105.51 - $125.37 $1.23M - $1.46M
11.6K $1.25B
Pb Bankshares Inc
81.8K
New
N/A
81.8K $1.25B
ES
Eversource Energy

Utilities
21.2K
New
$55.9 - $67.73 $1.18M - $1.43M
21.2K $1.22B
CGGR
Capital Group Growth ETF Shs C

ETFs
29.8K
New
$34.49 - $39.24 $1.03M - $1.17M
29.8K $1.11B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.6K
New
$61.68 - $67.87 $1.09M - $1.2M
17.6K $1.1B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
37.2K
New
$27.54 - $83.04 $1.03M - $3.09M
37.2K $1.03B
JPM
Jpmorgan Chase & CO

Financial Services
4.26K
New
$205.18 - $250.29 $875K - $1.07M
4.26K $1.02B
CGDV
Capital Group Divid Value ETF

ETFs
28.6K
New
$35.16 - $37.12 $1.01M - $1.06M
28.6K $1.01B
IEFA
Ishares Tr

ETFs
13.2K
New
$70.06 - $77.43 $927K - $1.02M
13.2K $930M
ACN
Accenture PLC

Technology
2.63K
New
$343.9 - $376.86 $905K - $992K
2.63K $926M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.66K
New
$178.39 - $215.0 $832K - $1M
4.66K $899M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
15.5K
New
$53.94 - $58.15 $835K - $901K
15.5K $873M
FNB
Fnb Corp

Financial Services
58.4K
New
$13.56 - $17.29 $792K - $1.01M
58.4K $863M
CVX
Chevron Corp

Energy
5.84K
New
$141.15 - $162.53 $825K - $950K
5.84K $846M
LLY
Eli Lilly & CO

Healthcare
1.07K
New
$727.2 - $932.06 $777K - $995K
1.07K $824M
XLRE
Select Sector Spdr Tr Real Est

ETFs
19.9K
New
$40.06 - $45.21 $799K - $902K
19.9K $811M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
16.9K
New
$47.07 - $48.75 $795K - $823K
16.9K $807M
AOR
Ishares Tr Core Growth Allocat

ETFs
13.5K
New
$57.32 - $59.66 $773K - $805K
13.5K $773M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.67K
New
$115.08 - $119.55 $768K - $798K
6.67K $771M
AOA
Ishares Tr Core Aggressive All

ETFs
9.87K
New
$76.61 - $79.88 $756K - $788K
9.87K $756M
HD
Home Depot, Inc.

Consumer Cyclical
1.91K
New
$385.02 - $431.37 $734K - $822K
1.91K $741M
NFLX
Netflix Inc

Communication Services
795
New
$687.65 - $936.56 $547K - $745K
795 $709M
IBM
International Business Machines Corp

Technology
3.21K
New
$204.9 - $238.04 $658K - $764K
3.21K $706M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.35K
New
$124.26 - $134.12 $665K - $718K
5.35K $688M
HSY
Hershey CO

Consumer Defensive
4.04K
New
$168.67 - $193.65 $682K - $783K
4.04K $685M
CGGO
Capital Group Global Growth Eq

ETFs
23.2K
New
$29.21 - $30.67 $677K - $711K
23.2K $677M
UPS
United Parcel Service Inc

Industrials
5.19K
New
$122.65 - $138.35 $636K - $717K
5.19K $654M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.13K
New
$126.68 - $134.74 $649K - $691K
5.13K $654M
First Tr Exchng Traded Fd Vi
17.4K
New
N/A
17.4K $641M
HTAB
Hartford Fds Exchange Traded

ETFs
32.7K
New
$19.26 - $19.88 $631K - $651K
32.7K $634M
VEU
Vanguard Ftse All World Ex Us

ETFs
10.9K
New
$57.29 - $63.1 $627K - $690K
10.9K $628M
V
Visa Inc.

Financial Services
1.98K
New
$273.87 - $320.91 $542K - $635K
1.98K $626M
CGSD
Capital Grp Core Plus Income E
24.1K
New
N/A
24.1K $617M
PEP
Pepsico Inc

Consumer Defensive
4.01K
New
$151.29 - $176.1 $607K - $706K
4.01K $610M
PPL
Ppl Corp

Utilities
18.5K
New
$31.47 - $35.0 $582K - $647K
18.5K $600M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.58K
New
$77.86 - $79.27 $590K - $601K
7.58K $592M
RDVY
First Trust Rising Dividend Ac

ETFs
9.77K
New
$58.65 - $64.37 $573K - $629K
9.77K $578M
BMY
Bristol Myers Squibb CO

Healthcare
9.84K
New
$51.92 - $59.94 $511K - $590K
9.84K $556M
CAT
Caterpillar Inc

Industrials
1.53K
New
$360.37 - $416.88 $552K - $639K
1.53K $556M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
6.93K
New
$78.43 - $87.17 $544K - $604K
6.93K $556M
NBTB
Nbt Bancorp Inc

Financial Services
11.5K
New
$42.64 - $52.33 $492K - $603K
11.5K $551M
XLI
Industrial Sector Spdr

ETFs
4.15K
New
$131.76 - $143.99 $547K - $598K
4.15K $547M
HON
Honeywell International Inc

Industrials
2.36K
New
$202.84 - $236.0 $479K - $557K
2.36K $534M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.25K
New
$417.69 - $450.94 $523K - $565K
1.25K $533M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.65K
New
$311.11 - $335.64 $512K - $553K
1.65K $531M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.06K
New
$87.1 - $98.49 $528K - $597K
6.06K $529M
IEMG
Ishares Inc

ETFs
9.92K
New
N/A
9.92K $518M
Activity Summary
Buys All Purchases 834 New Holdings 834 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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