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
VUSB
Vanguard Bd Index Fds
1.01K
New
N/A
1.01K $50.3M
American Centy ETF Tr
792
New
N/A
792 $48.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.44K
New
$32.42 - $36.13 $46.8K - $52.2K
1.44K $47.6M
AIQ
Global X Funds Global X Artifi

ETFs
1.43K
+ 51.68%
$36.38 - $42.77 $52.2K - $61.3K
4.21K $153M
VEA
Vanguard Ftse Developed Market

ETFs
416
+ 6.47%
$47.4 - $52.99 $19.7K - $22K
6.84K $348M
VEU
Vanguard Ftse All World Ex Us

ETFs
46
+ 0.42%
$56.51 - $62.98 $2.6K - $2.9K
11K $666M
MMM
3 M CO

Industrials
63
+ 3.87%
$129.7 - $155.12 $8.17K - $9.77K
1.69K $249M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
326
+ 107.59%
$126.86 - $146.45 $41.4K - $47.7K
629 $80M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
391
+ 5.65%
$73.11 - $77.43 $28.6K - $30.3K
7.31K $555M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
611
+ 104.09%
$67.24 - $84.27 $41.1K - $51.5K
1.2K $81.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 1.22%
$402.49 - $513.76 $2.01K - $2.57K
415 $201M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
560
New
$62.72 - $71.92 $35.1K - $40.3K
560 $35.3M
SPOT
Spotify Technology S.A.

Communication Services
3
+ 1.0%
$457.79 - $648.32 $1.37K - $1.94K
304 $167M
Innovator Etfs Trust
1.06K
+ 26.8%
N/A
5.01K $179M
GS
Goldman Sachs Group Inc

Financial Services
60
+ 53.1%
$524.81 - $672.19 $31.5K - $40.3K
173 $94.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
199
+ 159.2%
$165.25 - $224.62 $32.9K - $44.7K
324 $53.8M
SLV
I Shares Silver Trust

ETFs
681
+ 61.91%
$26.93 - $31.32 $18.3K - $21.3K
1.78K $55.2M
BA
Boeing CO

Industrials
184
+ 16.01%
$148.15 - $186.25 $27.3K - $34.3K
1.33K $227M
CGSD
Capital Grp Core Plus Income E
746
+ 3.1%
N/A
24.8K $641M
HIMX
Himax Technologies, Inc.

Technology
3K
New
$7.2 - $12.85 $21.6K - $38.6K
3K $22.1M
MU
Micron Technology Inc

Technology
245
+ 91.42%
$86.89 - $109.38 $21.3K - $26.8K
513 $44.6M
GWW
W.W. Grainger, Inc.

Industrials
21
New
$953.54 - $1132.42 $20K - $23.8K
21 $20.7M
HOOD
Robinhood Markets, Inc.

Technology
483
New
$35.63 - $65.28 $17.2K - $31.5K
483 $20.1M
IYF
Ishares Tr

ETFs
171
+ 50.74%
$107.69 - $119.37 $18.4K - $20.4K
508 $57.3M
CASY
Caseys General Stores Inc

Consumer Cyclical
1
+ 0.2%
$378.71 - $442.54 $379 - $443
513 $223M
SQ
Block, Inc.

Technology
349
New
$54.04 - $92.95 $18.9K - $32.4K
349 $19M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
624
+ 2.16%
$78.0 - $84.37 $48.7K - $52.6K
29.6K $2.36B
Ge Healthcare Technologies I
222
+ 165.67%
N/A
356 $28.7M
AEP
American Electric Power CO Inc

Utilities
5
+ 0.48%
$90.32 - $109.27 $452 - $546
1.04K $114M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7
+ 0.1%
$114.57 - $118.14 $802 - $827
6.68K $789M
MKC
Mccormick & CO Inc

Consumer Defensive
202
+ 101.0%
$71.24 - $84.73 $14.4K - $17.1K
402 $33.1M
MO
Altria Group, Inc.

Consumer Defensive
17
+ 0.79%
$50.81 - $60.02 $864 - $1.02K
2.17K $130M
YUM
Yum Brands Inc

Consumer Cyclical
2
+ 0.27%
$123.25 - $162.53 $247 - $325
730 $115M
CVS
Cvs Health Corp

Healthcare
30
+ 4.78%
$44.22 - $68.64 $1.33K - $2.06K
658 $44.6M
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.3%
$232.43 - $265.13 $465 - $530
672 $178M
DE
Deere & CO

Industrials
2
+ 0.6%
$408.57 - $509.27 $817 - $1.02K
337 $158M
NVO
Novo Nordisk A S

Healthcare
245
+ 471.15%
$69.3 - $90.95 $17K - $22.3K
297 $20.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
56
+ 1.09%
$126.11 - $135.06 $7.06K - $7.56K
5.18K $668M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
10
New
$1227.6 - $1458.46 $12.3K - $14.6K
10 $13.5M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
620
+ 25.74%
$24.88 - $26.85 $15.4K - $16.6K
3.03K $76.5M
VUG
Vanguard Growth ETF

ETFs
82
+ 18.55%
$369.1 - $427.61 $30.3K - $35.1K
524 $194M
INOD
Innodata Inc

Technology
355
New
$33.19 - $64.17 $11.8K - $22.8K
355 $12.7M
NOC
Northrop Grumman Corp

Industrials
17
+ 19.1%
$433.45 - $513.82 $7.37K - $8.73K
106 $54.3M
HIG
Hartford Financial Services Group, Inc.

Financial Services
92
+ 126.03%
$106.31 - $123.73 $9.78K - $11.4K
165 $20.4M
DRI
Darden Restaurants Inc

Consumer Cyclical
1
+ 0.18%
$180.02 - $208.56 $180 - $209
559 $116M
VST
Vistra Corp.

Utilities
100
New
$108.49 - $191.89 $10.8K - $19.2K
100 $11.7M
MSTR
Microstrategy Inc

Technology
42
+ 7.64%
$239.27 - $396.5 $10K - $16.7K
592 $171M
PAX
Patria Investments LTD

Financial Services
1K
New
$10.85 - $12.72 $10.9K - $12.7K
1K $11.3M
Beta Bionics Inc
911
New
N/A
911 $11.2M
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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