Stonebridge Financial Planning Group, LLC Incresed Positions in Q4 2024

Stonebridge Financial Planning Group, LLC

  • $215 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
93
+ 2.78%
$104.59 - $118.05 $9.73K - $11K
3.44K $373K
CLOI
Vaneck ETF Tr

ETFs
300
+ 3.94%
$52.7 - $53.15 $15.8K - $15.9K
7.92K $417K
JNJ
Johnson & Johnson

Healthcare
361
+ 15.81%
$143.34 - $165.86 $51.7K - $59.9K
2.65K $382K
VIS
Vanguard Industrial ETF

ETFs
100
+ 3.96%
$254.39 - $279.7 $25.4K - $28K
2.63K $667K
SMOT
Vaneck ETF Tr Morningstar Smid
6.42K
+ 64.27%
N/A
16.4K $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
61
+ 2.03%
$77.02 - $78.58 $4.7K - $4.79K
3.07K $237K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
6.93K
+ 14.38%
N/A
55.1K $0
First Tr Exch Traded Fd Iii
22.6K
+ 29.03%
N/A
101K $0
Creative Media & Cmnty Tr
1.62K
+ 2.02%
N/A
81.8K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
1.11K
+ 1.36%
N/A
82.8K $0
IYJ
Ishares Tr

ETFs
1
+ 0.03%
$132.97 - $143.93 $133 - $144
3.8K $506K
IWS
Ishares Russell Midcap Value E

ETFs
107
+ 1.96%
$128.08 - $140.32 $13.7K - $15K
5.57K $719K
RTX
Raytheon Technologies Corp

Industrials
268
+ 3.89%
$114.45 - $127.21 $30.7K - $34.1K
7.16K $828K
HD
Home Depot, Inc.

Consumer Cyclical
56
+ 2.69%
$385.02 - $431.37 $21.6K - $24.2K
2.14K $830K
XLE
Energy Sector Spdr

ETFs
89
+ 0.94%
$83.32 - $97.27 $7.42K - $8.66K
9.59K $821K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
64
+ 0.23%
$8.17 - $8.66 $523 - $554
27.7K $226K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
4
+ 0.05%
$83.21 - $88.08 $333 - $352
8.15K $695K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
123
+ 0.1%
$65.67 - $69.79 $8.08K - $8.58K
119K $7.98M
IVE
Ishares S&P 500 Value ETF

ETFs
152
+ 1.83%
$189.5 - $206.17 $28.8K - $31.3K
8.46K $1.61M
XOM
Exxon Mobil Corp

Energy
268
+ 4.31%
$105.51 - $125.37 $28.3K - $33.6K
6.49K $697K
VDC
Vanguard Consumer Staples ETF

ETFs
213
+ 1.57%
$210.96 - $223.62 $44.9K - $47.6K
13.8K $2.92M
CI
Cigna Corp

Healthcare
48
+ 5.11%
$265.59 - $358.58 $12.7K - $17.2K
987 $272K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
157
+ 1.67%
$131.66 - $144.0 $20.7K - $22.6K
9.56K $1.26M
AMD
Advanced Micro Devices Inc

Technology
332
+ 12.62%
$118.88 - $172.8 $39.5K - $57.4K
2.96K $357K
BND
Vanguard Bd Index Fd Inc Total

ETFs
342
+ 1.1%
$71.75 - $75.11 $24.5K - $25.7K
31.3K $2.25M
IYK
Ishares U.S. Consumer Staples

ETFs
7
+ 0.04%
$65.32 - $70.92 $457 - $496
17.6K $1.15M
LLY
Eli Lilly & CO

Healthcare
109
+ 6.44%
$727.2 - $932.06 $79.3K - $102K
1.8K $1.39M
SOXX
Ishares Semiconductor ETF

ETFs
41
+ 0.5%
$211.27 - $239.8 $8.66K - $9.83K
8.24K $1.78M
FIW
First Trust Water ETF

ETFs
3
+ 0.02%
$102.02 - $110.91 $306 - $333
18.2K $1.86M
ITB
Ishares Tr

ETFs
756
+ 5.27%
$103.31 - $129.34 $78.1K - $97.8K
15.1K $1.56M
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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