Stonebridge Financial Group, LLC Incresed Positions in Q1 2025

Stonebridge Financial Group, LLC

  • $940 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGSD
Capital Grp Core Plus Income E
746
+ 3.1%
N/A
24.8K $641M
MU
Micron Technology Inc

Technology
245
+ 91.42%
$86.89 - $109.38 $21.3K - $26.8K
513 $44.6M
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
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
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
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
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
MSTR
Microstrategy Inc

Technology
42
+ 7.64%
$239.27 - $396.5 $10K - $16.7K
592 $171M
MDLZ
Mondelez International, Inc.

Consumer Defensive
28
+ 2.49%
$56.12 - $68.15 $1.57K - $1.91K
1.15K $78.3M
ABNB
Airbnb, Inc.

Consumer Cyclical
106
+ 75.71%
$119.38 - $161.42 $12.7K - $17.1K
246 $29.4M
SCCO
Southern Copper Corp

Basic Materials
103
+ 18.39%
$85.92 - $101.48 $8.85K - $10.5K
663 $62M
PANW
Palo Alto Networks Inc

Technology
74
+ 46.84%
$167.82 - $208.28 $12.4K - $15.4K
232 $39.6M
VTV
Vanguard Value ETF

ETFs
42
+ 4.03%
$167.73 - $179.21 $7.04K - $7.53K
1.09K $187M
WY
Weyerhaeuser CO

Real Estate
329
+ 132.13%
$27.29 - $31.39 $8.98K - $10.3K
578 $16.9M
EXC
Exelon Corp

Utilities
9
+ 0.85%
$37.3 - $46.08 $336 - $415
1.07K $49.4M
Siriusxm Holdings Inc
418
+ 207.96%
N/A
619 $14M
AWK
American Water Works Company, Inc.

Utilities
2
+ 0.52%
$121.01 - $149.31 $242 - $299
387 $57.1M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
423
+ 22.99%
$26.45 - $28.62 $11.2K - $12.1K
2.26K $60M
PFG
Principal Financial Group Inc

Financial Services
2
+ 0.16%
$76.34 - $89.04 $153 - $178
1.27K $107M
CTVA
Corteva, Inc.

Basic Materials
6
+ 0.5%
$55.94 - $66.15 $336 - $397
1.22K $76.5M
VLO
Valero Energy Corp

Energy
3
+ 0.4%
$121.76 - $142.99 $365 - $429
748 $98.8M
STRL
Sterling Construction CO Inc

Industrials
93
+ 138.81%
$108.65 - $200.56 $10.1K - $18.7K
160 $18.1M
PLD
Prologis, Inc.

Real Estate
23
+ 3.37%
$103.59 - $124.04 $2.38K - $2.85K
706 $78.9M
TRGP
Targa Resources Corp.

Energy
2
+ 0.73%
$178.44 - $217.22 $357 - $434
276 $55.3M
ZTS
Zoetis Inc.

Healthcare
28
+ 2.69%
$156.48 - $175.67 $4.38K - $4.92K
1.07K $176M
FAST
Fastenal CO

Industrials
5
+ 0.49%
$71.11 - $79.98 $356 - $400
1.03K $79.6M
WMB
Williams Companies, Inc.

Energy
10
+ 1.1%
$54.02 - $61.09 $540 - $611
916 $54.7M
D
Dominion Energy, Inc

Utilities
7
+ 0.29%
$52.85 - $57.43 $370 - $402
2.39K $134M
WTRG
Essential Utilities, Inc.

Utilities
5
+ 0.3%
$33.49 - $40.57 $167 - $203
1.67K $65.8M
SPGI
S&P Global Inc.

Financial Services
6
+ 2.59%
$478.26 - $543.77 $2.87K - $3.26K
238 $121M
RBLX
Roblox Corp

Communication Services
89
+ 523.53%
$53.77 - $75.47 $4.79K - $6.72K
106 $6.18M
Solventum Corp
15
+ 3.8%
N/A
410 $31.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
63
+ 1.33%
$27.01 - $28.54 $1.7K - $1.8K
4.81K $134M
Nebius Group N.V.
280
+ 164.71%
N/A
450 $9.5M
DVY
Ishares Tr

ETFs
34
+ 121.43%
$128.58 - $138.1 $4.37K - $4.7K
62 $8.33M
ED
Consolidated Edison Inc

Utilities
4
+ 2.14%
$88.0 - $110.59 $352 - $442
191 $21.2M
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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