Stonebridge Financial Group, LLC Sells in Q2 2025

Stonebridge Financial Group, LLC

  • $1.03 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-864K
- 83.72%
$19.44 - $19.56 $16.8M - $16.9M
168K $3.28B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-133K
- 20.02%
$50.34 - $51.86 $6.71M - $6.91M
532K $27.3B
GLD
Spdr Gold Trust

ETFs
-16.6K
- 14.35%
$273.71 - $316.29 $4.54M - $5.25M
99K $30.2B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-52.3K
- 30.64%
$51.14 - $57.0 $2.68M - $2.98M
118K $6.73B
J P Morgan Exchange Traded F
-57.9K
- 22.47%
N/A
200K $10.4B
AAPL
Apple Inc.

Technology
-876
- 0.63%
$172.42 - $223.89 $151K - $196K
137K $28.1B
MRK
Merck & Co., Inc.

Healthcare
-14.3K
- 30.41%
$73.47 - $87.12 $1.05M - $1.25M
32.7K $2.59B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-48.8K
- 43.62%
$23.29 - $23.38 $1.14M - $1.14M
63.1K $1.47B
BRO
Brown & Brown, Inc.

Financial Services
-689
- 1.22%
$104.48 - $124.43 $72K - $85.7K
55.6K $6.16B
SGOL
Abrdn Gold ETF Trust

ETFs
-41.9K
- 9.67%
$28.39 - $32.75 $1.19M - $1.37M
391K $12.3B
AOR
Ishares Tr Core Growth Allocat

ETFs
-5.99K
- 33.31%
$53.36 - $61.57 $319K - $369K
12K $738M
CVX
Chevron Corp

Energy
-406
- 6.92%
$133.73 - $168.51 $54.3K - $68.4K
5.46K $782M
First Tr Exchng Traded Fd Vi
-5.83K
- 33.53%
N/A
11.5K $452M
SPY
Spdr S&P 500 ETF Trust

ETFs
-905
- 12.59%
$496.48 - $617.85 $449K - $559K
6.28K $3.88B
BMY
Bristol Myers Squibb CO

Healthcare
-19
- 0.21%
$44.12 - $59.6 $838 - $1.13K
9.17K $425M
WEC
Wec Energy Group, Inc.

Utilities
-92
- 0.46%
$102.24 - $109.76 $9.41K - $10.1K
19.7K $2.06B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.27K
- 17.48%
$77.94 - $79.5 $98.6K - $101K
5.97K $475M
GVI
Ishares Tr

ETFs
-850
- 22.22%
$104.82 - $106.79 $89.1K - $90.8K
2.98K $318M
PEP
Pepsico Inc

Consumer Defensive
-107
- 2.63%
$128.02 - $151.37 $13.7K - $16.2K
3.96K $523M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.61K
- 2.36%
$50.52 - $50.92 $81.2K - $81.8K
66.3K $3.38B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.94K
- 19.33%
$34.72 - $42.74 $102K - $126K
12.3K $524M
IVV
Ishares Core S&P 500 ETF

ETFs
-183
- 25.81%
$498.8 - $620.9 $91.3K - $114K
526 $327M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-2.53K
- 14.97%
$42.85 - $50.11 $108K - $127K
14.4K $719M
UPS
United Parcel Service Inc

Industrials
-35
- 0.7%
$91.92 - $110.2 $3.22K - $3.86K
4.97K $501M
ABT
Abbott Laboratories

Healthcare
-1.05K
- 3.02%
$123.95 - $138.08 $130K - $144K
33.6K $4.57B
RDVY
First Trust Rising Dividend Ac

ETFs
-1.12K
- 10.21%
$51.6 - $62.74 $57.7K - $70.1K
9.83K $617M
IEF
Ishares Barclays

ETFs
-261
- 9.97%
$93.15 - $96.56 $24.3K - $25.2K
2.36K $226M
IFF
International Flavors & Fragrances Inc

Basic Materials
-69
- 2.2%
$66.85 - $79.33 $4.61K - $5.47K
3.06K $225M
CORP
Pimco Investment Grade Corp Bd

ETFs
-118
- 2.16%
$94.14 - $97.31 $11.1K - $11.5K
5.34K $520M
WM
Waste Management Inc

Industrials
-6
- 0.39%
$216.47 - $242.1 $1.3K - $1.45K
1.53K $349M
NEAR
Blackrock Short Maturity Bond

ETFs
-98
- 1.39%
$50.41 - $51.17 $4.94K - $5.01K
6.93K $354M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-73
- 1.09%
$116.93 - $119.39 $8.54K - $8.72K
6.61K $787M
TTWO
Take Two Interactive Software Inc

Communication Services
-173
- 14.6%
$194.58 - $243.05 $33.7K - $42K
1.01K $246M
MMM
3 M CO

Industrials
-50
- 2.95%
$126.09 - $154.15 $6.3K - $7.71K
1.64K $250M
V
Visa Inc.

Financial Services
-14
- 0.68%
$308.27 - $373.31 $4.32K - $5.23K
2.03K $721M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-128
- 1.85%
$66.87 - $79.47 $8.56K - $10.2K
6.81K $541M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-364
- 9.15%
$456.74 - $568.03 $166K - $207K
3.62K $2.05B
AMT
American Tower Corp

Real Estate
-149
- 1.22%
$203.96 - $228.19 $30.4K - $34K
12.1K $2.67B
VT
Vanguard Total World Stk Index

ETFs
-1.25K
- 9.11%
$103.16 - $128.52 $129K - $161K
12.5K $1.61B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-440
- 2.69%
$45.88 - $54.4 $20.2K - $23.9K
15.9K $866M
HON
Honeywell International Inc

Industrials
-86
- 4.36%
$182.86 - $232.88 $15.7K - $20K
1.89K $440M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-234
- 3.95%
$70.44 - $86.87 $16.5K - $20.3K
5.69K $495M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-268
- 2.79%
$49.55 - $60.46 $13.3K - $16.2K
9.33K $555M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-212
- 4.89%
$108.12 - $135.04 $22.9K - $28.6K
4.12K $557M
DASH
Door Dash, Inc.

Communication Services
-205
- 15.83%
$163.16 - $246.51 $33.4K - $50.5K
1.09K $269M
VUG
Vanguard Growth ETF

ETFs
-5
- 0.95%
$329.49 - $438.4 $1.65K - $2.19K
519 $227M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-30
- 0.74%
$149.76 - $186.42 $4.49K - $5.59K
4.05K $755M
ORCL
Oracle Corp

Technology
-828
- 29.34%
$122.82 - $218.63 $102K - $181K
1.99K $436M
AXP
American Express CO

Financial Services
-13
- 1.2%
$231.39 - $318.98 $3.01K - $4.15K
1.07K $341M
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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