Stonebridge Financial Group, LLC Purchases in Q3 2025

Stonebridge Financial Group, LLC

  • $1.14 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FCF
First Commonwealth Financial Corp

Financial Services
10K
+ 7.88%
$16.07 - $18.02 $161K - $180K
137K $2.33B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.32K
+ 10.84%
$108.46 - $120.63 $143K - $159K
13.5K $1.6B
CAT
Caterpillar Inc

Industrials
271
+ 17.01%
$390.92 - $477.15 $106K - $129K
1.86K $889M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.87K
New
$47.75 - $54.24 $233K - $264K
4.87K $262M
MCD
Mcdonalds Corp

Consumer Cyclical
149
+ 0.85%
$291.67 - $316.99 $43.5K - $47.2K
17.6K $5.34B
GLDM
World Gold Trust

ETFs
3.23K
New
$64.73 - $76.45 $209K - $247K
3.23K $247M
XOM
Exxon Mobil Corp

Energy
1.58K
+ 13.32%
$105.83 - $117.22 $168K - $186K
13.5K $1.52B
SHV
Ishares Tr

ETFs
2.13K
New
$110.06 - $110.49 $235K - $236K
2.13K $236M
QCOM
Qualcomm Inc

Technology
311
+ 1.24%
$145.84 - $173.55 $45.4K - $54K
25.4K $4.22B
FRAF
Franklin Financial Services Corp

Financial Services
4.94K
New
$35.59 - $48.92 $176K - $241K
4.94K $227M
Capital Grp Fixed Incm ETF T
8.41K
New
N/A
8.41K $222M
WEC
Wec Energy Group, Inc.

Utilities
131
+ 0.66%
$103.66 - $114.59 $13.6K - $15K
19.9K $2.28B
AMD
Advanced Micro Devices Inc

Technology
1.29K
New
$134.8 - $184.42 $174K - $238K
1.29K $208M
HOOD
Robinhood Markets, Inc.

Technology
1.44K
New
$91.27 - $143.18 $131K - $206K
1.44K $206M
ES
Eversource Energy

Utilities
235
+ 0.94%
$62.86 - $71.14 $14.8K - $16.7K
25.2K $1.79B
NEAR
Blackrock Short Maturity Bond

ETFs
3.96K
+ 57.1%
$50.8 - $51.32 $201K - $203K
10.9K $559M
O
Realty Income Corp

Real Estate
819
+ 1.69%
$56.13 - $60.79 $46K - $49.8K
49.3K $3B
VTV
Vanguard Value ETF

ETFs
1.09K
New
$175.51 - $186.57 $191K - $203K
1.09K $203M
Innovator Etfs Trust
5.01K
New
N/A
5.01K $202M
Lam Research Corp
750
+ 28.25%
N/A
3.41K $456M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.94K
+ 9.07%
$62.09 - $66.51 $121K - $129K
23.4K $1.52B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.38K
+ 14.79%
$78.11 - $79.07 $186K - $188K
18.5K $1.46B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
42
+ 1.16%
$567.77 - $614.76 $23.8K - $25.8K
3.66K $2.24B
ADI
Analog Devices Inc

Technology
39
+ 0.17%
$220.68 - $255.63 $8.61K - $9.97K
22.7K $5.59B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
35
+ 0.41%
$459.11 - $506.91 $16.1K - $17.7K
8.53K $4.29B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
52
+ 0.18%
$84.28 - $89.46 $4.38K - $4.65K
29.2K $2.6B
IEFA
Ishares Tr

ETFs
887
+ 5.61%
$81.7 - $87.53 $72.5K - $77.6K
16.7K $1.46B
META
Meta Platforms, Inc.

Communication Services
221
+ 2.6%
$695.21 - $791.73 $154K - $175K
8.71K $6.4B
GE
General Electric CO

Industrials
207
+ 13.19%
$244.75 - $305.63 $50.7K - $63.3K
1.78K $534M
SO
Southern CO

Utilities
299
+ 0.88%
$90.83 - $96.0 $27.2K - $28.7K
34.3K $3.25B
VGT
Vanguard Information Technolog

ETFs
92
+ 13.83%
$656.44 - $753.15 $60.4K - $69.3K
757 $565M
GVI
Ishares Tr

ETFs
1.07K
+ 36.07%
$105.8 - $107.81 $114K - $116K
4.05K $435M
AMGN
Amgen Inc

Healthcare
182
+ 1.33%
$271.18 - $309.22 $49.4K - $56.3K
13.8K $3.9B
Linde PLC
45
+ 0.38%
N/A
11.9K $5.67B
FNB
Fnb Corp

Financial Services
38
+ 0.06%
$14.75 - $16.79 $561 - $638
58.5K $943M
WELL
Welltower Inc.

Real Estate
5
+ 0.14%
$150.71 - $178.14 $754 - $891
3.47K $619M
CVX
Chevron Corp

Energy
98
+ 1.79%
$145.57 - $161.83 $14.3K - $15.9K
5.56K $863M
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.63%
$184.85 - $231.54 $1.85K - $2.32K
1.6K $371M
RDVY
First Trust Rising Dividend Ac

ETFs
327
+ 3.33%
$62.38 - $67.29 $20.4K - $22K
10.2K $683M
AOA
Ishares Tr Core Aggressive All

ETFs
189
+ 1.95%
$82.71 - $88.14 $15.6K - $16.7K
9.9K $873M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
219
+ 1.38%
$53.81 - $57.52 $11.8K - $12.6K
16.1K $928M
PPL
Ppl Corp

Utilities
17
+ 0.09%
$33.54 - $37.24 $570 - $633
18.2K $678M
PAVE
Global X Fds Us Infrastructure

ETFs
486
+ 6.25%
$44.02 - $47.63 $21.4K - $23.1K
8.27K $394M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7
+ 0.06%
$42.67 - $46.91 $299 - $328
12.3K $574M
PEP
Pepsico Inc

Consumer Defensive
45
+ 1.14%
$133.81 - $152.16 $6.02K - $6.85K
4.01K $563M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
22
+ 1.76%
$435.72 - $463.74 $9.59K - $10.2K
1.28K $591M
IBM
International Business Machines Corp

Technology
268
+ 8.98%
$234.77 - $292.47 $62.9K - $78.4K
3.25K $918M
Ge Vernova Inc
1
+ 0.26%
N/A
381 $234M
BAC
Bank Of America Corp

Financial Services
216
+ 4.2%
$44.92 - $52.42 $9.7K - $11.3K
5.36K $277M
Activity Summary
Buys All Purchases 139 New Holdings 20 Increased Positions 119 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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