Stonebridge Wealth Management, LLC Purchases in Q2 2025

Stonebridge Wealth Management, LLC

  • $106 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
415K
New
$50.28 - $50.47 $20.9M - $20.9M
415K $20.9B
DHS
Wisdomtree Tr U.S

ETFs
98.5K
New
$87.71 - $98.37 $8.64M - $9.69M
98.5K $9.45B
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
234K
New
$32.08 - $39.57 $7.51M - $9.26M
234K $9.25B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
228K
New
$28.02 - $32.37 $6.4M - $7.39M
228K $7.25B
DTH
Wisdomtree Tr

ETFs
148K
New
$37.84 - $46.83 $5.61M - $6.94M
148K $6.86B
DGS
Wisdomtree Emerging Markets Sm

ETFs
122K
New
$43.34 - $55.24 $5.28M - $6.73M
122K $6.73B
DEW
Wisdomtree Tr Global High Divi

ETFs
93.4K
New
$49.61 - $57.63 $4.63M - $5.38M
93.4K $5.33B
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
103K
New
$37.51 - $45.52 $3.87M - $4.7M
103K $4.67B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
85.2K
New
$40.64 - $47.27 $3.46M - $4.03M
85.2K $3.96B
SMTI
Sanara Med Tech Inc.

Healthcare
120K
New
$27.02 - $35.1 $3.23M - $4.2M
120K $3.4B
ABBV
Abb Vie Inc.

Healthcare
13.3K
New
$170.16 - $206.27 $2.26M - $2.74M
13.3K $2.46B
United Homes Group Inc
3.62M
New
N/A
3.62M $2.32B
INTF
Ishares Tr

ETFs
65.8K
New
$27.6 - $34.51 $1.82M - $2.27M
65.8K $2.25B
STLG
Ishares Factors Us Growth Styl

ETFs
34.9K
New
N/A
34.9K $2.11B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
20.5K
New
$72.61 - $88.75 $1.49M - $1.82M
20.5K $1.82B
Sanuwave Health Inc
51.6K
New
N/A
51.6K $1.7B
IHDG
Wisdomtree Tr

ETFs
34.9K
New
$38.54 - $46.0 $1.34M - $1.61M
34.9K $1.57B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
18.7K
New
$71.28 - $83.74 $1.33M - $1.56M
18.7K $1.56B
AAPL
Apple Inc.

Technology
7.1K
New
$172.42 - $223.89 $1.22M - $1.59M
7.1K $1.46B
EMGF
Ishares Msci Emerging Markets

ETFs
26.7K
New
$41.37 - $52.07 $1.1M - $1.39M
26.7K $1.39B
United Homes Group Inc
451K
New
N/A
451K $1.31B
ABT
Abbott Laboratories

Healthcare
7.22K
New
$123.95 - $138.08 $895K - $997K
7.22K $982M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
21.1K
New
$30.25 - $38.85 $639K - $821K
21.1K $819M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
10.9K
New
$59.57 - $75.11 $647K - $815K
10.9K $815M
JNJ
Johnson & Johnson

Healthcare
4.95K
New
$146.36 - $159.82 $724K - $790K
4.95K $756M
MSFT
Microsoft Corp

Technology
1.04K
New
$354.56 - $497.45 $369K - $518K
1.04K $518M
IDR
Idaho Strategic Resources, Inc.

Basic Materials
25.1K
New
$12.43 - $18.91 $312K - $474K
25.1K $328M
JPM
Jpmorgan Chase & CO

Financial Services
971
New
$210.28 - $289.91 $204K - $282K
971 $282M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.04K
New
$180.84 - $240.32 $188K - $250K
1.04K $250M
KO
Coca Cola CO

Consumer Defensive
3.29K
New
$68.37 - $73.9 $225K - $243K
3.29K $233M
WETF
Wisdom Tree Investments, Inc.

Financial Services
16.1K
New
N/A
16.1K $186M
Murano Global Invts PLC
103K
New
N/A
103K $20M
Activity Summary
Buys All Purchases 33 New Holdings 33 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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