Stonebridge Financial Planning Group, LLC Incresed Positions in Q3 2025

Stonebridge Financial Planning Group, LLC

  • $254 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
83.8K
+ 147.04%
$27.49 - $29.67 $2.3M - $2.49M
141K $4.05M
IWY
Ishares Tr Russell 200 Growth

ETFs
802
+ 1.3%
$243.93 - $275.62 $196K - $221K
62.5K $17.1M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
69.2K
+ 52.07%
$23.54 - $23.97 $1.63M - $1.66M
202K $4.84M
RDVY
First Trust Rising Dividend Ac

ETFs
22.9K
+ 81.05%
$62.38 - $67.29 $1.43M - $1.54M
51.2K $3.45M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.9K
+ 28.01%
$81.75 - $84.54 $974K - $1.01M
54.4K $4.58M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
5.19K
+ 66.07%
$105.16 - $140.03 $546K - $727K
13.1K $1.77M
DGRO
Ishares Core Dividend Growth E

ETFs
6.28K
+ 5.71%
$64.12 - $68.08 $403K - $428K
116K $7.92M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
33.8K
+ 55.81%
$24.73 - $25.29 $837K - $856K
94.5K $2.38M
NVDA
Nvidia Corp

Technology
235
+ 0.85%
$153.3 - $186.58 $36K - $43.8K
27.9K $5.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.01K
+ 34.56%
$567.77 - $614.76 $572K - $619K
3.92K $2.4M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.75K
+ 93.64%
$82.22 - $96.68 $391K - $460K
9.83K $950K
VO
Vanguard Mid Cap ETF

ETFs
1.56K
+ 29.07%
$279.83 - $293.74 $437K - $458K
6.93K $2.03M
GOOG
Alphabet Inc.

Communication Services
371
+ 5.98%
$175.16 - $255.24 $65K - $94.7K
6.58K $1.6M
VEA
Vanguard Ftse Developed Market

ETFs
4.72K
+ 7.1%
$56.02 - $60.3 $264K - $284K
71.2K $4.27M
EWJ
Ishares Msci Japan ETF

ETFs
5.26K
+ 64.57%
$71.69 - $81.49 $377K - $429K
13.4K $1.08M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.4K
+ 45.68%
$138.08 - $151.2 $331K - $363K
7.65K $1.16M
FCOM
Fidelity Covington Tr Msci Com

ETFs
4.28K
+ 26.36%
$63.98 - $72.59 $274K - $310K
20.5K $1.46M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.01%
$420.11 - $472.68 $420 - $473
9.2K $4.31M
VFH
Vanguard Financial ETF

ETFs
2.86K
+ 156.05%
$125.23 - $132.78 $358K - $380K
4.7K $616K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.63K
+ 1.35%
$70.77 - $73.59 $115K - $120K
122K $8.95M
XLU
Utilities Sector Spdr

ETFs
3.81K
+ 94.23%
$81.14 - $87.32 $309K - $333K
7.85K $684K
CLOI
Vaneck ETF Tr

ETFs
6.26K
+ 33.62%
$52.8 - $53.1 $331K - $333K
24.9K $1.32M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
3.09K
+ 9.17%
$56.62 - $61.48 $175K - $190K
36.8K $2.22M
IGF
Ishares Global Infrastructure

ETFs
4.25K
+ 39.76%
$58.29 - $61.43 $248K - $261K
15K $913K
ORCL
Oracle Corp

Technology
90
+ 2.33%
$218.96 - $328.33 $19.7K - $29.5K
3.96K $1.11M
XAR
Spdr S&P Aerospace & Defense E

ETFs
913
+ 49.19%
$205.52 - $234.96 $188K - $215K
2.77K $650K
GOOGL
Alphabet Inc.

Communication Services
8
+ 0.22%
$174.36 - $254.72 $1.39K - $2.04K
3.66K $890K
SPYG
Spdr Portfolio

ETFs
967
+ 6.27%
$94.33 - $105.31 $91.2K - $102K
16.4K $1.71M
MGV
Vanguard Mega Cap Value

ETFs
871
+ 5.74%
$129.46 - $137.85 $113K - $120K
16K $2.21M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.37K
+ 7.79%
$72.57 - $74.72 $172K - $177K
32.8K $2.44M
RTX
Raytheon Technologies Corp

Industrials
173
+ 2.5%
$144.19 - $167.33 $24.9K - $28.9K
7.1K $1.19M
MSFT
Microsoft Corp

Technology
99
+ 1.84%
$491.09 - $535.64 $48.6K - $53K
5.48K $2.84M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
400
+ 1.41%
$49.43 - $54.52 $19.8K - $21.8K
28.8K $1.56M
VB
Vanguard Small Cap ETF

ETFs
408
+ 17.85%
$237.58 - $259.17 $96.9K - $106K
2.69K $685K
VOOV
Vanguard S&P 500 Value ETF

ETFs
151
+ 1.58%
$187.97 - $199.47 $28.4K - $30.1K
9.69K $1.93M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
40
+ 1.71%
$275.84 - $326.36 $11K - $13.1K
2.38K $775K
FIW
First Trust Water ETF

ETFs
420
+ 2.44%
$107.54 - $115.08 $45.2K - $48.3K
17.6K $1.98M
PRN
Invesco Dwa Industrials Moment

ETFs
1
+ 0.01%
$154.53 - $172.77 $155 - $173
7.07K $1.22M
AMD
Advanced Micro Devices Inc

Technology
297
+ 10.05%
$134.8 - $184.42 $40K - $54.8K
3.25K $526K
FDRR
Fidelity Covington Tr Divid Et

ETFs
475
+ 2.64%
$54.44 - $58.63 $25.9K - $27.8K
18.4K $1.08M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
401
+ 2.42%
$77.92 - $81.94 $31.2K - $32.9K
16.9K $1.39M
CAT
Caterpillar Inc

Industrials
68
+ 8.8%
$390.92 - $477.15 $26.6K - $32.4K
841 $401K
LQD
Ishares Iboxx $ Investment Gra

ETFs
685
+ 5.97%
$107.66 - $112.36 $73.7K - $77K
12.2K $1.35M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
880
+ 15.58%
$92.18 - $95.14 $81.1K - $83.7K
6.53K $621K
JNJ
Johnson & Johnson

Healthcare
42
+ 1.74%
$155.17 - $185.42 $6.52K - $7.79K
2.45K $454K
FDLO
Fidelity Covington Tr Low Vola

ETFs
1K
+ 19.05%
$62.44 - $65.87 $62.4K - $65.9K
6.25K $411K
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.85K
+ 20.28%
$49.57 - $52.57 $91.6K - $97.1K
11K $545K
JPM
Jpmorgan Chase & CO

Financial Services
36
+ 1.57%
$282.78 - $316.06 $10.2K - $11.4K
2.32K $732K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
190
+ 2.01%
$136.48 - $142.97 $25.9K - $27.2K
9.66K $1.35M
Activity Summary
Buys All Purchases 81 New Holdings 11 Increased Positions 70 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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