Stonebridge Financial Planning Group, LLC Purchases in Q3 2024

Stonebridge Financial Planning Group, LLC

  • $202 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
971
+ 131.93%
$801.83 - $917.05 $779K - $890K
1.71K $1.51M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
19.3K
+ 20.98%
$28.1 - $29.89 $542K - $577K
111K $3.33M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.35K
+ 2.9%
$61.47 - $67.36 $206K - $226K
119K $8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.73K
+ 30.45%
$85.84 - $85.84 $663K - $663K
33.1K $2.84M
DSTL
ETF Ser Solution Distillate Us

ETFs
9.02K
+ 41.92%
$50.87 - $56.8 $459K - $512K
30.5K $1.73M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
11.9K
+ 110.68%
$45.31 - $51.64 $541K - $616K
22.7K $1.16M
DGRO
Ishares Core Dividend Growth E

ETFs
1.18K
+ 1.22%
$57.47 - $62.76 $68K - $74.2K
98.5K $6.18M
BSX
Boston Scientific Corp

Healthcare
6.51K
New
$72.96 - $84.0 $475K - $547K
6.51K $545K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
4.14K
+ 79.1%
$91.43 - $117.51 $379K - $486K
9.37K $993K
ITB
Ishares Tr

ETFs
96
+ 0.67%
$97.52 - $128.64 $9.36K - $12.3K
14.4K $1.82M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.86K
+ 10.78%
$50.02 - $54.5 $193K - $210K
39.7K $2.16M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.46K
+ 6.81%
$79.29 - $84.02 $195K - $207K
38.6K $3.23M
VEA
Vanguard Ftse Developed Market

ETFs
3.48K
+ 7.6%
$47.6 - $53.31 $166K - $186K
49.3K $2.6M
IAK
Ishares Tr

ETFs
462
+ 3.05%
$112.0 - $130.47 $51.7K - $60.3K
15.6K $2.02M
AIQ
Global X Funds Global X Artifi

ETFs
4.72K
+ 8.99%
$31.85 - $37.36 $150K - $176K
57.2K $2.13M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.01K
New
$76.38 - $78.87 $230K - $238K
3.01K $237K
AWK
American Water Works Company, Inc.

Utilities
1.45K
New
$127.76 - $149.9 $186K - $218K
1.45K $212K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
13.8K
+ 46.33%
$15.5 - $16.99 $214K - $234K
43.5K $721K
FXO
First Tr Exchange Traded Fd Fi

ETFs
4.1K
New
$45.78 - $51.72 $188K - $212K
4.1K $209K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.91K
New
$28.09 - $30.4 $194K - $210K
6.91K $209K
SO
Southern CO

Utilities
2.3K
New
$77.0 - $90.52 $177K - $208K
2.3K $207K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
430
+ 1.73%
$77.02 - $85.06 $33.1K - $36.6K
25.3K $2.14M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.19K
+ 3.98%
$71.45 - $75.64 $84.9K - $89.9K
31K $2.33M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.97K
+ 5.47%
$32.65 - $36.69 $64.5K - $72.4K
38.1K $1.38M
WMT
Walmart Inc.

Consumer Defensive
1.36K
+ 28.73%
$66.91 - $81.4 $91K - $111K
6.09K $492K
XLV
Select Sector Spdr Fund Health

ETFs
73
+ 0.39%
$143.3 - $157.24 $10.5K - $11.5K
18.8K $2.9M
VO
Vanguard Mid Cap ETF

ETFs
302
+ 8.93%
$237.84 - $263.83 $71.8K - $79.7K
3.69K $972K
VUG
Vanguard Growth ETF

ETFs
233
+ 3.64%
$341.08 - $391.94 $79.5K - $91.3K
6.64K $2.55M
HD
Home Depot, Inc.

Consumer Cyclical
22
+ 1.07%
$333.64 - $405.2 $7.34K - $8.91K
2.08K $842K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
848
+ 3.93%
$41.9 - $48.26 $35.5K - $40.9K
22.4K $1.07M
RDVY
First Trust Rising Dividend Ac

ETFs
701
+ 3.98%
$53.68 - $59.24 $37.6K - $41.5K
18.3K $1.09M
VGIT
Vanguard Intermediate Term Tre

ETFs
835
+ 7.62%
$57.8 - $60.8 $48.3K - $50.8K
11.8K $712K
MGK
Vanguard Mega Cap Growth ETF

ETFs
178
+ 10.08%
$285.48 - $330.24 $50.8K - $58.8K
1.94K $625K
CLOI
Vaneck ETF Tr

ETFs
1.2K
+ 18.64%
$52.65 - $53.04 $63K - $63.5K
7.62K $404K
JPM
Jpmorgan Chase & CO

Financial Services
230
+ 13.14%
$194.9 - $224.8 $44.8K - $51.7K
1.98K $417K
VTV
Vanguard Value ETF

ETFs
100
+ 3.53%
$159.75 - $174.57 $16K - $17.5K
2.93K $511K
IYJ
Ishares Tr

ETFs
1
+ 0.03%
$118.32 - $133.67 $118 - $134
3.79K $507K
ARCC
Ares Capital Corp

Financial Services
2.07K
+ 2.44%
$19.8 - $21.28 $41K - $44K
86.8K $1.82M
IXJ
Ishares Global Healthcare ETF

ETFs
150
+ 2.25%
$91.63 - $101.25 $13.7K - $15.2K
6.81K $668K
FCOM
Fidelity Covington Tr Msci Com

ETFs
55
+ 0.37%
$49.09 - $55.08 $2.7K - $3.03K
15K $827K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
4
+ 0.05%
$78.05 - $88.63 $312 - $355
8.15K $711K
IYF
Ishares Tr

ETFs
2
+ 0.05%
$93.83 - $105.05 $188 - $210
4.44K $461K
NVDA
Nvidia Corp

Technology
781
+ 2.95%
$98.91 - $134.91 $77.2K - $105K
27.2K $3.31M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
23
+ 0.44%
$76.94 - $79.54 $1.77K - $1.83K
5.29K $419K
AMD
Advanced Micro Devices Inc

Technology
20
+ 0.77%
$128.67 - $183.96 $2.57K - $3.68K
2.63K $431K
VONG
Vanguard Russell 1000 Growth E

ETFs
1
+ 0.03%
$85.48 - $98.39 $85.5 - $98.4
3.02K $291K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
61
+ 0.22%
$7.86 - $8.77 $479 - $535
27.7K $241K
PBDC
Putnam ETF Tr Bdc Income Etf(D
3.82K
+ 4.91%
N/A
81.7K $0
First Tr Exch Traded Fd Iii
7.37K
+ 10.44%
N/A
77.9K $0
Activity Summary
Buys All Purchases 53 New Holdings 7 Increased Positions 46 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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