Stonebridge Financial Group, LLC Purchases in Q1 2025

Stonebridge Financial Group, LLC

  • $940 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
25
+ 20.16%
$51.39 - $57.43 $1.28K - $1.44K
149 $8.26M
KLAC
Kla Corp

Technology
2
+ 33.33%
$636.62 - $777.63 $1.27K - $1.56K
8 $5.44M
PPA
Invesco Exchange Traded Fd Tr

ETFs
14
New
$113.59 - $123.29 $1.59K - $1.73K
14 $1.63M
CI
Cigna Corp

Healthcare
2
+ 11.11%
$274.49 - $329.0 $549 - $658
20 $6.58M
FISV
Fiserv Inc

Technology
5
+ 17.24%
N/A
34 $7.51M
SCHW
Schwab Charles Corp

Financial Services
14
+ 14.0%
$71.24 - $83.64 $997 - $1.17K
114 $8.92M
EOG
Eog Resources Inc

Energy
6
+ 4.69%
$120.54 - $138.05 $723 - $828
134 $17.2M
MC
Moelis & CO

Financial Services
26
New
$57.91 - $81.2 $1.51K - $2.11K
26 $1.49M
IDXX
Idexx Laboratories Inc

Healthcare
3
+ 8.57%
$406.29 - $469.04 $1.22K - $1.41K
38 $16M
MAA
Mid America Apartment Communities Inc.

Real Estate
1
+ 1.0%
$146.9 - $170.92 $147 - $171
101 $16.9M
OTIS
Otis Worldwide Corp

Industrials
9
+ 18.0%
$90.77 - $104.01 $817 - $936
59 $6.09M
F
Ford Motor CO

Consumer Cyclical
132
+ 13.44%
$9.12 - $10.43 $1.2K - $1.38K
1.11K $11.2M
USRT
Ishares Core U.S. Reit ETF

ETFs
25
New
$55.14 - $60.29 $1.38K - $1.51K
25 $1.44M
IQV
Iqvia Holdings Inc.

Healthcare
8
New
$176.3 - $209.96 $1.41K - $1.68K
8 $1.41M
MCO
Moodys Corp

Financial Services
3
New
$437.8 - $527.48 $1.31K - $1.58K
3 $1.4M
NSC
Norfolk Southern Corp

Industrials
2
+ 0.55%
$227.69 - $259.76 $455 - $520
368 $87.2M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
40
New
$31.92 - $38.83 $1.28K - $1.55K
40 $1.32M
LNG
Cheniere Energy, Inc.

Energy
2
+ 4.0%
$209.32 - $253.66 $419 - $507
52 $12M
C
Citigroup Inc

Financial Services
16
+ 7.51%
$67.23 - $84.63 $1.08K - $1.35K
229 $16.3M
CVNA
Carvana Co.

Consumer Cyclical
6
New
$166.52 - $285.33 $999 - $1.71K
6 $1.25M
RJF
Raymond James Financial Inc

Financial Services
9
New
$137.62 - $172.64 $1.24K - $1.55K
9 $1.25M
UL
Unilever PLC

Consumer Defensive
12
+ 6.52%
$54.72 - $60.29 $657 - $723
196 $11.7M
JCI
Johnson Controls International PLC

Industrials
6
+ 0.96%
$76.12 - $90.6 $457 - $544
631 $50.5M
SAM
Boston Beer CO Inc

Consumer Defensive
5
New
$219.16 - $301.26 $1.1K - $1.51K
5 $1.19M
ECL
Ecolab Inc.

Basic Materials
2
+ 5.71%
$229.72 - $269.82 $459 - $540
37 $9.38M
RKLB
Rocket Lab Usa, Inc.

Industrials
105
+ 105.0%
$17.12 - $31.57 $1.8K - $3.31K
205 $3.67M
XEL
Xcel Energy Inc

Utilities
5
+ 2.21%
$63.37 - $72.1 $317 - $361
231 $16.4M
DGX
Quest Diagnostics Inc

Healthcare
1
+ 2.0%
N/A
51 $8.63M
Ge Vernova Inc
28
+ 8.86%
N/A
344 $105M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6
+ 37.5%
$221.78 - $273.45 $1.33K - $1.64K
22 $5.01M
GPC
Genuine Parts CO

Consumer Cyclical
1
+ 0.26%
$115.91 - $129.02 $116 - $129
388 $46.2M
ARMK
Aramark

Industrials
30
New
$34.13 - $39.63 $1.02K - $1.19K
30 $1.04M
PAVE
Global X Fds Us Infrastructure

ETFs
542
+ 7.49%
$37.31 - $43.82 $20.2K - $23.8K
7.78K $294M
CBOE
Cboe Global Markets, Inc.

Financial Services
1
+ 4.0%
$190.84 - $226.29 $191 - $226
26 $5.88M
NKE
Nike, Inc.

Consumer Cyclical
41
+ 30.15%
$63.29 - $81.72 $2.59K - $3.35K
177 $11.2M
INTU
Intuit Inc

Technology
2
+ 10.0%
$555.63 - $630.23 $1.11K - $1.26K
22 $13.5M
WBD
Warner Bros. Discovery, Inc.

Communication Services
49
+ 2.0%
$9.47 - $11.46 $464 - $562
2.5K $26.8M
SNPS
Synopsys Inc

Technology
3
+ 42.86%
$428.58 - $551.54 $1.29K - $1.65K
10 $4.29M
DG
Dollar General Corp

Consumer Defensive
10
New
$68.44 - $87.93 $684 - $879
10 $879K
ICE
Intercontinental Exchange, Inc.

Financial Services
5
New
$142.8 - $176.36 $714 - $882
5 $863K
R
Ryder System Inc

Industrials
6
New
$136.38 - $170.92 $818 - $1.03K
6 $863K
MTZ
Mastec Inc

Industrials
7
New
$108.66 - $160.79 $761 - $1.13K
7 $817K
FNF
Fidelity National Financial, Inc.

Financial Services
2
+ 2.63%
$54.25 - $65.27 $109 - $131
78 $5.08M
AON
Aon PLC

Financial Services
2
New
$348.44 - $409.32 $697 - $819
2 $798K
CABO
Cable One, Inc.

Communication Services
3
New
$226.48 - $373.32 $679 - $1.12K
3 $797K
QABA
First Trust Nasdaq Aba Communi

ETFs
21
+ 20.0%
$51.3 - $59.13 $1.08K - $1.24K
126 $6.59M
SHW
Sherwin Williams CO

Basic Materials
2
+ 50.0%
$330.16 - $365.55 $660 - $731
6 $2.1M
PEG
Public Service Enterprise Group Inc

Utilities
26
+ 4.04%
$78.2 - $90.39 $2.03K - $2.35K
670 $55.1M
CARR
Carrier Global Corp

Industrials
19
+ 19.0%
$62.07 - $70.55 $1.18K - $1.34K
119 $7.55M
Activity Summary
Buys All Purchases 549 New Holdings 208 Increased Positions 341 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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