Stonebridge Financial Planning Group, LLC Incresed Positions in Q2 2025

Stonebridge Financial Planning Group, LLC

  • $229 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
42.7K
+ 47.34%
$22.4 - $23.8 $956K - $1.02M
133K $3.16M
MGV
Vanguard Mega Cap Value

ETFs
5.04K
+ 49.79%
$114.87 - $131.25 $579K - $662K
15.2K $1.99M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
120
+ 0.1%
$59.24 - $71.39 $7.11K - $8.57K
121K $8.59M
RDVY
First Trust Rising Dividend Ac

ETFs
7.63K
+ 36.9%
$51.6 - $62.74 $394K - $479K
28.3K $1.78M
VEA
Vanguard Ftse Developed Market

ETFs
2.08K
+ 3.22%
$45.65 - $57.01 $94.7K - $118K
66.5K $3.79M
DGRO
Ishares Core Dividend Growth E

ETFs
3.89K
+ 3.67%
$55.22 - $63.94 $215K - $249K
110K $7.03M
AIQ
Global X Funds Global X Artifi

ETFs
221
+ 0.38%
$31.5 - $43.69 $6.96K - $9.66K
57.8K $2.53M
CLOI
Vaneck ETF Tr

ETFs
7.87K
+ 73.14%
$51.16 - $53.02 $403K - $417K
18.6K $986K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
16.5K
+ 37.26%
$24.48 - $24.9 $403K - $410K
60.6K $1.51M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.56K
+ 24.67%
$66.89 - $111.18 $104K - $173K
7.86K $873K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.5K
+ 2.87%
$27.3 - $31.8 $95.4K - $111K
125K $3.99M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
22.6K
+ 23.12%
$13.96 - $16.51 $316K - $373K
120K $1.96M
VO
Vanguard Mid Cap ETF

ETFs
411
+ 8.29%
$228.54 - $279.83 $93.9K - $115K
5.37K $1.5M
LHX
L3 Harris Technologies, Inc.

Industrials
165
+ 4.56%
$200.21 - $256.99 $33K - $42.4K
3.78K $948K
VDC
Vanguard Consumer Staples ETF

ETFs
836
+ 6.29%
$204.89 - $224.73 $171K - $188K
14.1K $3.09M
FCOM
Fidelity Covington Tr Msci Com

ETFs
601
+ 3.85%
$50.44 - $64.81 $30.3K - $39K
16.2K $1.05M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
294
+ 1.81%
$60.99 - $77.53 $17.9K - $22.8K
16.5K $1.28M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
23
+ 0.52%
$139.8 - $197.22 $3.22K - $4.54K
4.42K $871K
WMT
Walmart Inc.

Consumer Defensive
665
+ 7.72%
$81.79 - $99.98 $54.4K - $66.5K
9.28K $907K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.2K
+ 2.91%
$79.56 - $82.92 $95.6K - $99.6K
42.5K $3.53M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
747
+ 1.3%
$29.52 - $35.31 $22.1K - $26.4K
58.3K $2.06M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.51K
+ 34.42%
$77.94 - $79.5 $118K - $120K
5.91K $470K
FDIS
Fidelity Covington Tr Msci Con

ETFs
298
+ 3.54%
$75.33 - $94.56 $22.4K - $28.2K
8.71K $819K
FDRR
Fidelity Covington Tr Divid Et

ETFs
340
+ 1.93%
$43.98 - $54.23 $15K - $18.4K
18K $974K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
256
+ 5.31%
$61.92 - $81.5 $15.9K - $20.9K
5.08K $413K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.1K
+ 5.74%
$45.3 - $50.64 $141K - $157K
57.2K $2.81M
VTV
Vanguard Value ETF

ETFs
270
+ 9.42%
$153.67 - $176.74 $41.5K - $47.7K
3.14K $554K
SRLN
Ssga Active Trust

ETFs
1K
+ 15.7%
$39.47 - $41.59 $39.5K - $41.6K
7.38K $306K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.01%
$168.34 - $195.42 $168 - $195
8.31K $1.62M
LQD
Ishares Iboxx $ Investment Gra

ETFs
245
+ 2.18%
$105.23 - $109.61 $25.8K - $26.9K
11.5K $1.26M
ARCC
Ares Capital Corp

Financial Services
2.35K
+ 2.66%
$18.91 - $22.43 $44.3K - $52.6K
90.5K $1.99M
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.08%
$166.82 - $194.23 $667 - $777
5.31K $1.03M
JHPI
John Hancock ETF Preferred Inc

ETFs
1.37K
+ 14.74%
$21.76 - $22.63 $29.8K - $31K
10.7K $240K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
403
+ 3.1%
$20.31 - $24.1 $8.18K - $9.71K
13.4K $323K
XLU
Utilities Sector Spdr

ETFs
120
+ 3.06%
$73.09 - $82.77 $8.77K - $9.93K
4.04K $329K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
66
+ 0.24%
$7.19 - $8.75 $475 - $578
27.9K $243K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
72
+ 2.27%
$77.74 - $78.78 $5.6K - $5.67K
3.24K $255K
MCR
Mfs Charter Income Trust

Financial Services
143
+ 0.27%
$5.89 - $6.36 $842 - $909
53.2K $338K
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.14%
$335.24 - $380.78 $1.01K - $1.14K
2.2K $807K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6
+ 0.06%
$121.58 - $136.74 $729 - $820
9.47K $1.29M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
3
+ 0.02%
N/A
16.4K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
5.25K
+ 8.28%
N/A
68.7K $0
First Tr Exch Traded Fd Iii
4.36K
+ 3.49%
N/A
129K $0
QTUM
ETF Ser Solutions Defiance Qua
367
+ 10.05%
N/A
4.02K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
1.54K
+ 1.8%
N/A
87.4K $0
MCD
Mcdonalds Corp

Consumer Cyclical
32
+ 3.87%
$285.55 - $321.23 $9.14K - $10.3K
858 $250K
IYK
Ishares U.S. Consumer Staples

ETFs
6
+ 0.03%
$67.29 - $72.42 $404 - $435
17.3K $1.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 2.98%
$483.48 - $539.8 $9.67K - $10.8K
691 $335K
PJP
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.05%
$74.59 - $84.45 $149 - $169
3.78K $302K
Activity Summary
Buys All Purchases 59 New Holdings 7 Increased Positions 52 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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