Stonebridge Financial Planning Group, LLC Reduced Holdings in Q1 2025

Stonebridge Financial Planning Group, LLC

  • $209 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
-2.65K
- 3.99%
$210.19 - $243.33 $557K - $645K
63.7K $13.4M
IYW
Ishares Dj Us Tech ETF

ETFs
-6.07K
- 8.77%
$140.44 - $166.79 $852K - $1.01M
63.1K $8.87M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-11.5K
- 25.05%
$100.32 - $100.76 $1.15M - $1.16M
34.4K $3.46M
AMZN
Amazon Com Inc

Consumer Cyclical
-2K
- 7.67%
$190.26 - $242.06 $380K - $484K
24.1K $4.58M
NVDA
Nvidia Corp

Technology
-153
- 0.54%
$106.98 - $149.43 $16.4K - $22.9K
28.3K $3.07M
AAPL
Apple Inc.

Technology
-1.28K
- 8.85%
$209.68 - $247.1 $269K - $317K
13.2K $2.94M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.33K
- 4.12%
$126.86 - $146.45 $169K - $195K
30.9K $3.93M
IVV
Ishares Core S&P 500 ETF

ETFs
-469
- 4.58%
$554.06 - $615.85 $260K - $289K
9.77K $5.49M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-344
- 3.5%
$360.07 - $417.26 $124K - $144K
9.48K $3.42M
VGT
Vanguard Information Technolog

ETFs
-79
- 1.58%
$542.38 - $646.34 $42.8K - $51.1K
4.91K $2.66M
XLY
Select Sector Spdr Consumer Di

ETFs
-62
- 0.59%
$192.6 - $233.2 $11.9K - $14.5K
10.5K $2.08M
SOXX
Ishares Semiconductor ETF

ETFs
-374
- 4.54%
$188.17 - $235.81 $70.4K - $88.2K
7.87K $1.48M
MSFT
Microsoft Corp

Technology
-25
- 0.44%
$375.39 - $447.2 $9.38K - $11.2K
5.72K $2.15M
GOOG
Alphabet Inc.

Communication Services
-200
- 2.97%
$156.06 - $207.71 $31.2K - $41.5K
6.54K $1.02M
IYM
Ishares Tr

ETFs
-2.07K
- 39.69%
$128.53 - $142.03 $267K - $295K
3.15K $424K
GOOGL
Alphabet Inc.

Communication Services
-445
- 10.41%
$154.33 - $206.19 $68.7K - $91.8K
3.83K $592K
SPYG
Spdr Portfolio

ETFs
-1.08K
- 6.22%
$80.05 - $92.39 $86.1K - $99.3K
16.2K $1.3M
VCR
Vanguard Consumer Discretionar

ETFs
-40
- 1.09%
$318.51 - $391.75 $12.7K - $15.7K
3.64K $1.18M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-243
- 6.05%
$254.58 - $302.92 $61.9K - $73.6K
3.78K $964K
ITB
Ishares Tr

ETFs
-425
- 2.81%
$93.86 - $111.45 $39.9K - $47.4K
14.7K $1.4M
ORCL
Oracle Corp

Technology
-104
- 2.05%
$139.81 - $186.47 $14.5K - $19.4K
4.98K $695K
AIQ
Global X Funds Global X Artifi

ETFs
-219
- 0.38%
$36.38 - $42.77 $7.97K - $9.37K
57.6K $2.09M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.43K
- 27.52%
$54.25 - $57.64 $132K - $140K
6.4K $352K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-114
- 3.69%
$507.05 - $563.67 $57.8K - $64.3K
2.98K $1.53M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-3.14K
- 25.28%
$36.38 - $38.05 $114K - $119K
9.26K $340K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-355
- 9.1%
$173.56 - $210.67 $61.6K - $74.8K
3.55K $615K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-125
- 6.49%
$200.77 - $270.08 $25.1K - $33.8K
1.8K $361K
FAD
First Tr Multi Cap Growth Alph

ETFs
-160
- 1.49%
$125.55 - $147.66 $20.1K - $23.6K
10.6K $1.37M
FTC
First Tr Lge Cap Growth

ETFs
-455
- 6.44%
$127.87 - $148.89 $58.2K - $67.7K
6.61K $867K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-114
- 5.87%
$307.43 - $357.48 $35K - $40.8K
1.83K $564K
VONG
Vanguard Russell 1000 Growth E

ETFs
-699
- 23.12%
$92.71 - $107.38 $64.8K - $75.1K
2.32K $215K
IXN
Ishares Global Information Tec

ETFs
-30
- 0.29%
$75.73 - $88.4 $2.27K - $2.65K
10.3K $776K
UNH
Unitedhealth Group Inc

Healthcare
-221
- 18.57%
$461.52 - $548.18 $102K - $121K
969 $507K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-808
- 7.83%
$106.46 - $114.75 $86K - $92.7K
9.51K $1.05M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-885
- 15.83%
$99.16 - $99.52 $87.8K - $88.1K
4.71K $468K
IWN
Ishares Russell2000 Val ETF

ETFs
-299
- 10.26%
$149.27 - $169.4 $44.6K - $50.7K
2.62K $394K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-452
- 13.15%
$96.3 - $112.23 $43.5K - $50.7K
2.98K $290K
IWP
Ishares Russell Mid Cap Growth

ETFs
-145
- 2.16%
$114.9 - $139.6 $16.7K - $20.2K
6.56K $770K
FDHY
Fidelity Covington Trust High

ETFs
-1.27K
- 5.79%
$47.92 - $49.1 $60.8K - $62.3K
20.7K $992K
SRLN
Ssga Active Trust

ETFs
-1.47K
- 18.69%
$41.02 - $41.99 $60.1K - $61.5K
6.37K $262K
PANW
Palo Alto Networks Inc

Technology
-250
- 17.48%
$167.82 - $208.28 $42K - $52.1K
1.18K $201K
CI
Cigna Corp

Healthcare
-301
- 30.5%
$274.49 - $329.0 $82.6K - $99K
686 $225K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-235
- 7.44%
$96.93 - $109.51 $22.8K - $25.7K
2.93K $286K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-549
- 11.1%
$77.7 - $78.94 $42.7K - $43.3K
4.4K $347K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-402
- 7.28%
$91.45 - $91.75 $36.8K - $36.9K
5.12K $469K
CAT
Caterpillar Inc

Industrials
-15
- 1.69%
$326.75 - $407.63 $4.9K - $6.11K
872 $287K
IVE
Ishares S&P 500 Value ETF

ETFs
-150
- 1.77%
$185.78 - $198.58 $27.9K - $29.8K
8.31K $1.58M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-74
- 0.42%
$49.65 - $53.98 $3.67K - $3.99K
17.6K $880K
IYJ
Ishares Tr

ETFs
-75
- 1.98%
$127.48 - $142.0 $9.56K - $10.7K
3.72K $484K
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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