Stonebridge Financial Planning Group, LLC Incresed Positions in Q1 2025

Stonebridge Financial Planning Group, LLC

  • $209 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DSTL
ETF Ser Solution Distillate Us

ETFs
16.9K
+ 31.78%
$53.28 - $57.28 $900K - $967K
70K $3.8M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
30.3K
+ 50.48%
$23.32 - $23.84 $706K - $721K
90.2K $2.11M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
25.8K
+ 140.97%
$24.5 - $24.95 $633K - $645K
44.2K $1.09M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
37.4K
+ 62.03%
$16.18 - $17.82 $605K - $667K
97.8K $1.64M
BSX
Boston Scientific Corp

Healthcare
4.22K
+ 49.23%
$89.38 - $106.18 $377K - $448K
12.8K $1.29M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.09K
+ 15.85%
N/A
44.5K $3.82M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
8.58K
+ 18.85%
$49.22 - $51.73 $422K - $444K
54.1K $2.73M
VEA
Vanguard Ftse Developed Market

ETFs
5.28K
+ 8.94%
$47.4 - $52.99 $250K - $280K
64.4K $3.27M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
17.6K
+ 16.89%
$29.34 - $31.31 $517K - $552K
122K $3.62M
DGRO
Ishares Core Dividend Growth E

ETFs
4.72K
+ 4.65%
$60.46 - $64.42 $285K - $304K
106K $6.56M
WMT
Walmart Inc.

Consumer Defensive
2.26K
+ 35.61%
$84.5 - $105.05 $191K - $238K
8.62K $756K
PRN
Invesco Dwa Industrials Moment

ETFs
1.85K
+ 32.87%
$134.74 - $169.56 $249K - $313K
7.47K $1.03M
CLOI
Vaneck ETF Tr

ETFs
2.84K
+ 35.88%
$52.68 - $53.16 $150K - $151K
10.8K $568K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.61K
+ 15.25%
$32.49 - $37.99 $247K - $289K
57.5K $1.93M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.03%
$114.1 - $135.66 $228 - $271
7.16K $948K
VCIT
Vanguard Intermediate Term Cor

ETFs
662
+ 1.63%
$79.17 - $82.04 $52.4K - $54.3K
41.3K $3.38M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
805
+ 2.31%
$58.32 - $65.09 $46.9K - $52.4K
35.7K $2.15M
XLE
Energy Sector Spdr

ETFs
103
+ 1.07%
$85.7 - $93.96 $8.83K - $9.68K
9.7K $905K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
4.33K
+ 13.97%
$48.9 - $56.81 $212K - $246K
35.3K $1.73M
XOM
Exxon Mobil Corp

Energy
14
+ 0.22%
$105.44 - $118.93 $1.48K - $1.67K
6.5K $773K
VO
Vanguard Mid Cap ETF

ETFs
390
+ 8.54%
$251.87 - $277.95 $98.2K - $108K
4.96K $1.28M
BND
Vanguard Bd Index Fd Inc Total

ETFs
301
+ 0.96%
$71.17 - $73.66 $21.4K - $22.2K
31.6K $2.32M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1.22K
+ 8.1%
$67.43 - $75.54 $82.1K - $92K
16.3K $1.11M
ARCC
Ares Capital Corp

Financial Services
1.29K
+ 1.48%
$21.28 - $23.81 $27.4K - $30.7K
88.1K $1.95M
VGIT
Vanguard Intermediate Term Tre

ETFs
514
+ 6.25%
$57.44 - $59.4 $29.5K - $30.5K
8.74K $519K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
118
+ 0.41%
$42.5 - $46.71 $5.02K - $5.51K
28.9K $1.31M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.72K
+ 21.87%
$29.68 - $32.59 $51K - $56.1K
9.58K $286K
NFLX
Netflix Inc

Communication Services
12
+ 2.07%
$828.4 - $1058.6 $9.94K - $12.7K
592 $552K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
459
+ 22.82%
$211.47 - $267.17 $97.1K - $123K
2.47K $522K
FTCS
First Trust Capital Strength E

ETFs
51
+ 0.32%
$86.39 - $91.35 $4.41K - $4.66K
15.9K $1.43M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2
+ 0.03%
$87.68 - $94.52 $175 - $189
6.25K $585K
RDVY
First Trust Rising Dividend Ac

ETFs
731
+ 3.67%
$57.22 - $63.39 $41.8K - $46.3K
20.7K $1.21M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.24%
$279.74 - $321.29 $559 - $643
826 $258K
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.08%
$182.82 - $196.21 $731 - $785
5.31K $998K
FCOM
Fidelity Covington Tr Msci Com

ETFs
895
+ 6.08%
$55.97 - $64.13 $50.1K - $57.4K
15.6K $879K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.04%
$225.19 - $279.95 $225 - $280
2.56K $627K
NEAR
Blackrock Short Maturity Bond

ETFs
178
+ 1.48%
$50.4 - $50.89 $8.97K - $9.06K
12.2K $619K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.42K
+ 1.19%
$65.27 - $71.18 $92.8K - $101K
120K $7.99M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
97
+ 3.16%
$76.94 - $78.28 $7.46K - $7.59K
3.17K $248K
PBDC
Putnam ETF Tr Bdc Income Etf(D
3.12K
+ 3.77%
N/A
85.9K $0
First Tr Exch Traded Fd Iii
24.2K
+ 24.06%
N/A
125K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
8.36K
+ 15.18%
N/A
63.4K $0
SMOT
Vaneck ETF Tr Morningstar Smid
14.2K
+ 86.29%
N/A
30.6K $0
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
66
+ 0.24%
$8.11 - $8.58 $535 - $566
27.8K $226K
QTUM
ETF Ser Solutions Defiance Qua
1.13K
+ 44.84%
N/A
3.65K $0
EDOW
First Tr Exchange Traded Fd

ETFs
6
+ 0.1%
$35.58 - $38.24 $213 - $229
6.12K $221K
VOOV
Vanguard S&P 500 Value ETF

ETFs
4
+ 0.04%
$179.71 - $192.06 $719 - $768
10.4K $1.92M
PAVE
Global X Fds Us Infrastructure

ETFs
354
+ 5.78%
$37.31 - $43.82 $13.2K - $15.5K
6.47K $244K
VB
Vanguard Small Cap ETF

ETFs
167
+ 7.59%
$217.89 - $252.64 $36.4K - $42.2K
2.37K $524K
Activity Summary
Buys All Purchases 69 New Holdings 9 Increased Positions 60 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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