Stonebridge Financial Group, LLC Incresed Positions in Q2 2025

Stonebridge Financial Group, LLC

  • $1.03 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSL
Carlisle Companies Inc

Industrials
1
+ 0.02%
$317.1 - $408.5 $317 - $409
5.52K $2.06B
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.58K
+ 78.0%
$19.6 - $24.44 $109K - $136K
12.7K $311M
IBM
International Business Machines Corp

Technology
23
+ 0.78%
$221.03 - $294.78 $5.08K - $6.78K
2.99K $880M
First Tr Exchng Traded Fd Vi
3.13K
+ 146.93%
N/A
5.27K $205M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
515
+ 4.05%
$58.41 - $72.69 $30.1K - $37.4K
13.2K $962M
ACWI
Ishares Msci Acwi ETF

ETFs
728
+ 29.05%
$103.59 - $128.6 $75.4K - $93.6K
3.23K $416M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
647
+ 3.12%
$51.16 - $62.02 $33.1K - $40.1K
21.4K $1.33B
CAT
Caterpillar Inc

Industrials
31
+ 1.98%
$273.94 - $388.21 $8.49K - $12K
1.59K $618M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
430
+ 3.67%
$90.56 - $109.49 $38.9K - $47.1K
12.2K $1.33B
Ge Vernova Inc
36
+ 10.47%
N/A
380 $201M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.25K
+ 17.06%
$72.12 - $76.23 $89.9K - $95.1K
8.56K $649M
GE
General Electric CO

Industrials
3
+ 0.19%
$166.81 - $257.39 $500 - $772
1.57K $404M
FCF
First Commonwealth Financial Corp

Financial Services
6
+ 0.0%
$14.08 - $16.35 $84.5 - $98.1
127K $2.06B
ES
Eversource Energy

Utilities
536
+ 2.19%
$54.25 - $65.89 $29.1K - $35.3K
25K $1.59B
AOA
Ishares Tr Core Aggressive All

ETFs
6
+ 0.06%
$69.46 - $83.4 $417 - $500
9.71K $810M
FNB
Fnb Corp

Financial Services
45
+ 0.08%
$11.48 - $14.58 $517 - $656
58.5K $853M
O
Realty Income Corp

Real Estate
1.38K
+ 2.93%
$52.27 - $58.52 $72.2K - $80.9K
48.5K $2.79B
RSP
Invesco S&P 500 Equal Weight E

ETFs
214
+ 9.31%
$152.93 - $181.74 $32.7K - $38.9K
2.51K $457M
VEA
Vanguard Ftse Developed Market

ETFs
283
+ 4.14%
$45.65 - $57.01 $12.9K - $16.1K
7.13K $406M
BA
Boeing CO

Industrials
18
+ 1.35%
$136.59 - $217.51 $2.46K - $3.92K
1.35K $283M
Linde PLC
14
+ 0.12%
N/A
11.9K $5.58B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
682
+ 14.35%
$66.5 - $71.25 $45.4K - $48.6K
5.43K $378M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
845
+ 22.09%
$50.36 - $50.68 $42.6K - $42.8K
4.67K $237M
TLT
Ishares Barclays 20+ Year Trea

ETFs
660
+ 10.96%
$83.97 - $92.85 $55.4K - $61.3K
6.68K $590M
FDS
Factset Research Systems Inc

Financial Services
246
+ 2.61%
$398.85 - $473.32 $98.1K - $116K
9.68K $4.33B
LOW
Lowes Companies Inc

Consumer Cyclical
1.22K
+ 5.89%
$210.83 - $235.28 $257K - $286K
21.9K $4.86B
MDT
Medtronic PLC

Healthcare
1.59K
+ 4.04%
$80.68 - $88.86 $129K - $142K
41.1K $3.58B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
24
+ 0.47%
$45.98 - $56.15 $1.1K - $1.35K
5.19K $291M
BAC
Bank Of America Corp

Financial Services
50
+ 0.98%
$34.39 - $47.46 $1.72K - $2.37K
5.15K $244M
SO
Southern CO

Utilities
351
+ 1.04%
$84.91 - $92.56 $29.8K - $32.5K
34K $3.12B
FTNT
Fortinet, Inc.

Technology
39
+ 1.67%
$84.71 - $108.69 $3.3K - $4.24K
2.38K $252M
HSY
Hershey CO

Consumer Defensive
270
+ 6.89%
$151.29 - $173.13 $40.8K - $46.7K
4.19K $695M
IWM
Ishares Russell 2000 ETF

ETFs
30
+ 2.79%
$174.82 - $215.79 $5.24K - $6.47K
1.11K $238M
TFC
Truist Financial Corp

Financial Services
13
+ 0.13%
$34.79 - $42.99 $452 - $559
9.8K $421M
Innovator Etfs Trust
150
+ 1.93%
N/A
7.93K $224M
LNKB
Linkbancorp, Inc.

Financial Services
875
+ 4.38%
$6.33 - $7.42 $5.54K - $6.49K
20.9K $153M
CBSH
Commerce Bancshares Inc

Financial Services
329
+ 0.46%
$55.42 - $65.63 $18.2K - $21.6K
71.5K $4.45B
EW
Edwards Lifesciences Corp

Healthcare
12
+ 0.45%
$67.07 - $78.22 $805 - $939
2.67K $208M
APD
Air Products & Chemicals, Inc.

Basic Materials
645
+ 4.86%
$248.61 - $294.96 $160K - $190K
13.9K $3.92B
AOM
Ishares Tr Core Moderate Alloc

ETFs
19
+ 0.41%
$41.55 - $46.04 $789 - $875
4.71K $217M
T
At&T Inc.

Communication Services
69
+ 0.62%
$26.33 - $28.94 $1.82K - $2K
11.1K $322M
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 1.24%
$335.24 - $380.78 $8.05K - $9.14K
1.96K $718M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4
+ 0.02%
$77.74 - $78.78 $311 - $315
16.1K $1.27B
WELL
Welltower Inc.

Real Estate
12
+ 0.35%
$136.49 - $155.22 $1.64K - $1.86K
3.47K $533M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
33
+ 0.16%
$22.3 - $22.57 $736 - $745
20.6K $464M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
20
+ 0.14%
$20.66 - $20.74 $413 - $415
14.4K $298M
NEE
Nextera Energy Inc

Utilities
1.43K
+ 2.1%
$64.11 - $75.0 $91.4K - $107K
69.4K $4.82B
VZ
Verizon Communications Inc

Communication Services
90
+ 1.4%
$41.67 - $45.62 $3.75K - $4.11K
6.53K $283M
Intensity Therapeutics Inc
7K
+ 73.49%
N/A
16.5K $5.07M
Activity Summary
Buys All Purchases 123 New Holdings 6 Increased Positions 117 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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