Stonebridge Financial Planning Group, LLC Purchases in Q4 2024

Stonebridge Financial Planning Group, LLC

  • $215 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16.8K
New
$126.68 - $134.74 $2.12M - $2.26M
16.8K $2.14M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.97K
+ 43.39%
$370.24 - $418.94 $1.1M - $1.25M
9.83K $3.95M
VONV
Vanguard Russell 1000 Value Et

ETFs
15K
New
$80.87 - $87.69 $1.22M - $1.32M
15K $1.22M
DSTL
ETF Ser Solution Distillate Us

ETFs
22.6K
+ 74.11%
$54.74 - $58.88 $1.24M - $1.33M
53.1K $2.92M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.3K
New
$183.23 - $199.79 $972K - $1.06M
5.3K $981K
AMZN
Amazon Com Inc

Consumer Cyclical
528
+ 2.07%
$180.88 - $232.93 $95.5K - $123K
26.1K $5.72M
NVDA
Nvidia Corp

Technology
1.23K
+ 4.52%
$117.0 - $148.88 $144K - $183K
28.5K $3.82M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
8.28K
+ 36.44%
$50.52 - $56.61 $418K - $468K
31K $1.65M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.34K
+ 16.14%
N/A
38.4K $3.3M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
18.3K
New
$24.55 - $25.16 $450K - $461K
18.3K $451K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.9K
+ 31.19%
$35.45 - $40.33 $421K - $479K
49.9K $1.79M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
67.8K
+ 268.2%
$26.93 - $84.95 $1.83M - $5.76M
93.1K $2.54M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.53K
+ 8.32%
$100.22 - $100.73 $354K - $355K
45.9K $4.61M
AAPL
Apple Inc.

Technology
137
+ 0.95%
$221.69 - $259.02 $30.4K - $35.5K
14.5K $3.63M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
16.8K
+ 38.57%
$15.9 - $17.05 $267K - $286K
60.3K $1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
868
+ 27.56%
$278.19 - $315.36 $241K - $274K
4.02K $1.16M
VUG
Vanguard Growth ETF

ETFs
207
+ 3.12%
$378.79 - $428.11 $78.4K - $88.6K
6.85K $2.81M
IBM
International Business Machines Corp

Technology
1.16K
New
$204.9 - $238.04 $237K - $276K
1.16K $254K
VO
Vanguard Mid Cap ETF

ETFs
881
+ 23.91%
$261.5 - $284.63 $230K - $251K
4.57K $1.21M
VEA
Vanguard Ftse Developed Market

ETFs
9.79K
+ 19.85%
$47.57 - $52.44 $466K - $513K
59.1K $2.83M
BSX
Boston Scientific Corp

Healthcare
2.07K
+ 31.79%
$83.62 - $91.5 $173K - $189K
8.57K $765K
GOOG
Alphabet Inc.

Communication Services
369
+ 5.79%
$163.08 - $198.16 $60.2K - $73.1K
6.74K $1.28M
JPM
Jpmorgan Chase & CO

Financial Services
577
+ 29.14%
$205.18 - $250.29 $118K - $144K
2.56K $612K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.32K
+ 28.18%
$44.04 - $49.49 $278K - $313K
28.8K $1.27M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
9.32K
+ 18.41%
$23.29 - $23.93 $217K - $223K
59.9K $1.41M
VBR
Vanguard Small Cap Value ETF

ETFs
950
+ 30.11%
$197.36 - $217.3 $187K - $206K
4.11K $813K
PRN
Invesco Dwa Industrials Moment

ETFs
1.04K
+ 22.72%
$151.92 - $177.75 $158K - $185K
5.62K $864K
VBK
Vanguard Small Cap Growth ETF

ETFs
426
+ 13.77%
$264.18 - $304.19 $113K - $130K
3.52K $985K
MSFT
Microsoft Corp

Technology
469
+ 8.9%
$406.35 - $454.46 $191K - $213K
5.74K $2.42M
COST
Costco Wholesale Corp

Consumer Defensive
105
+ 6.15%
$873.59 - $994.69 $91.7K - $104K
1.81K $1.66M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
947
+ 10.1%
$105.85 - $112.84 $100K - $107K
10.3K $1.14M
GOOGL
Alphabet Inc.

Communication Services
235
+ 5.82%
$161.86 - $196.66 $38K - $46.2K
4.28K $809K
META
Meta Platforms, Inc.

Communication Services
183
+ 18.94%
$554.08 - $632.68 $101K - $116K
1.15K $677K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.83K
+ 14.69%
$50.06 - $55.0 $292K - $321K
45.5K $2.29M
CRM
Salesforce, Inc.

Technology
89
+ 6.27%
$270.87 - $367.87 $24.1K - $32.7K
1.51K $504K
AIQ
Global X Funds Global X Artifi

ETFs
622
+ 1.09%
$36.57 - $40.57 $22.7K - $25.2K
57.8K $2.23M
RDVY
First Trust Rising Dividend Ac

ETFs
1.6K
+ 8.74%
$58.65 - $64.37 $94K - $103K
19.9K $1.18M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
376
+ 23.0%
$238.25 - $261.28 $89.6K - $98.2K
2.01K $487K
ARCC
Ares Capital Corp

Financial Services
86
+ 0.1%
$20.74 - $22.27 $1.78K - $1.92K
86.9K $1.9M
IAK
Ishares Tr

ETFs
973
+ 6.23%
$123.78 - $138.16 $120K - $134K
16.6K $2.1M
SRLN
Ssga Active Trust

ETFs
1.95K
+ 33.16%
$41.48 - $42.08 $81K - $82.1K
7.84K $327K
WMT
Walmart Inc.

Consumer Defensive
260
+ 4.27%
$79.1 - $95.7 $20.6K - $24.9K
6.35K $573K
CVX
Chevron Corp

Energy
401
+ 26.66%
$141.15 - $162.53 $56.6K - $65.2K
1.91K $275K
PANW
Palo Alto Networks Inc

Technology
815
+ 132.52%
$181.96 - $405.9 $148K - $331K
1.43K $260K
IWN
Ishares Russell2000 Val ETF

ETFs
315
+ 12.12%
$162.69 - $181.35 $51.2K - $57.1K
2.91K $478K
DGRO
Ishares Core Dividend Growth E

ETFs
2.85K
+ 2.89%
$60.73 - $64.94 $173K - $185K
101K $6.22M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
950
+ 13.74%
$30.04 - $32.01 $28.5K - $30.4K
7.86K $247K
IYF
Ishares Tr

ETFs
46
+ 1.04%
$102.7 - $119.05 $4.72K - $5.48K
4.49K $496K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.39K
+ 18.6%
$55.45 - $61.08 $76.8K - $84.6K
8.83K $489K
Activity Summary
Buys All Purchases 88 New Holdings 7 Increased Positions 81 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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