Stonebridge Financial Planning Group, LLC Reduced Holdings in Q2 2025

Stonebridge Financial Planning Group, LLC

  • $229 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITB
Ishares Tr

ETFs
-5.83K
- 39.72%
$85.52 - $96.61 $499K - $563K
8.85K $824K
XLV
Select Sector Spdr Fund Health

ETFs
-1.94K
- 11.29%
$128.77 - $144.3 $250K - $281K
15.3K $2.06M
AAPL
Apple Inc.

Technology
-530
- 4.01%
$172.42 - $223.89 $91.4K - $119K
12.7K $2.6M
UNH
Unitedhealth Group Inc

Healthcare
-224
- 23.12%
$274.35 - $599.47 $61.5K - $134K
745 $232K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.3K
- 6.69%
$100.04 - $100.54 $230K - $231K
32.1K $3.23M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.19K
- 4.93%
N/A
42.3K $3.63M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.04K
- 25.33%
$162.76 - $195.77 $169K - $204K
3.07K $597K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-494
- 0.53%
$24.32 - $27.87 $12K - $13.8K
91.9K $2.43M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-3.66K
- 10.26%
$54.27 - $63.01 $199K - $231K
32K $2.01M
V
Visa Inc.

Financial Services
-468
- 5.27%
$308.27 - $373.31 $144K - $175K
8.41K $2.99M
XLE
Energy Sector Spdr

ETFs
-428
- 4.41%
$76.44 - $94.13 $32.7K - $40.3K
9.27K $785K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-862
- 8.29%
$162.65 - $188.71 $140K - $163K
9.54K $1.8M
LLY
Eli Lilly & CO

Healthcare
-25
- 1.42%
$713.71 - $898.95 $17.8K - $22.5K
1.74K $1.35M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-1.11K
- 10.34%
$81.66 - $93.76 $91K - $104K
9.66K $905K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-2.12K
- 34.75%
$57.46 - $75.58 $122K - $160K
3.99K $301K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-1.05K
- 11.07%
$95.74 - $115.54 $101K - $122K
8.46K $966K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.17K
- 3.69%
$72.02 - $73.82 $84.2K - $86.3K
30.5K $2.24M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-795
- 26.64%
$83.54 - $100.04 $66.4K - $79.5K
2.19K $217K
IAK
Ishares Tr

ETFs
-98
- 0.57%
$122.44 - $138.47 $12K - $13.6K
17.2K $2.31M
CRM
Salesforce, Inc.

Technology
-271
- 17.05%
$236.26 - $291.15 $64K - $78.9K
1.32K $359K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1K
- 5.96%
$114.78 - $133.31 $115K - $133K
15.8K $2.1M
FTCS
First Trust Capital Strength E

ETFs
-855
- 5.37%
$81.6 - $92.39 $69.8K - $79K
15.1K $1.37M
JNJ
Johnson & Johnson

Healthcare
-141
- 5.53%
$146.36 - $159.82 $20.6K - $22.5K
2.41K $367K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-602
- 9.63%
$85.42 - $94.39 $51.4K - $56.8K
5.65K $530K
IXJ
Ishares Global Healthcare ETF

ETFs
-200
- 3.18%
$82.3 - $90.02 $16.5K - $18K
6.09K $523K
VGIT
Vanguard Intermediate Term Tre

ETFs
-808
- 9.24%
$58.63 - $59.9 $47.4K - $48.4K
7.94K $474K
FDHY
Fidelity Covington Trust High

ETFs
-1.24K
- 6.02%
$46.01 - $48.93 $57.2K - $60.8K
19.4K $948K
IYF
Ishares Tr

ETFs
-525
- 12.17%
$99.23 - $120.99 $52.1K - $63.5K
3.79K $458K
PAVE
Global X Fds Us Infrastructure

ETFs
-1.2K
- 18.6%
$33.78 - $43.68 $40.7K - $52.6K
5.27K $229K
IYM
Ishares Tr

ETFs
-210
- 6.66%
$116.16 - $140.01 $24.4K - $29.4K
2.94K $411K
NEAR
Blackrock Short Maturity Bond

ETFs
-256
- 2.1%
$50.41 - $51.17 $12.9K - $13.1K
11.9K $608K
VBK
Vanguard Small Cap Growth ETF

ETFs
-381
- 10.0%
$219.76 - $276.94 $83.7K - $106K
3.43K $949K
MA
Mastercard Inc

Financial Services
-97
- 2.74%
$479.92 - $590.74 $46.6K - $57.3K
3.44K $1.93M
VFH
Vanguard Financial ETF

ETFs
-150
- 7.56%
$104.87 - $127.3 $15.7K - $19.1K
1.83K $233K
SKYY
First Trust Cloud Computing Et

ETFs
-730
- 16.39%
$89.46 - $121.64 $65.3K - $88.8K
3.72K $452K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-817
- 12.77%
$50.08 - $63.14 $40.9K - $51.6K
5.58K $352K
SMOT
Vaneck ETF Tr Morningstar Smid
-1.93K
- 6.32%
N/A
28.6K $0
IWN
Ishares Russell2000 Val ETF

ETFs
-101
- 3.86%
$131.84 - $157.76 $13.3K - $15.9K
2.51K $396K
CAT
Caterpillar Inc

Industrials
-99
- 11.35%
$273.94 - $388.21 $27.1K - $38.4K
773 $300K
VB
Vanguard Small Cap ETF

ETFs
-80
- 3.38%
$193.73 - $237.37 $15.5K - $19K
2.29K $541K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-120
- 4.1%
$86.93 - $109.64 $10.4K - $13.2K
2.81K $307K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-250
- 2.61%
$27.46 - $33.2 $6.87K - $8.3K
9.33K $309K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-300
- 16.67%
$160.63 - $257.78 $48.2K - $77.3K
1.5K $384K
VCR
Vanguard Consumer Discretionar

ETFs
-301
- 8.27%
$290.42 - $364.35 $87.4K - $110K
3.34K $1.21M
FIW
First Trust Water ETF

ETFs
-978
- 5.38%
$90.26 - $108.05 $88.3K - $106K
17.2K $1.86M
IWS
Ishares Russell Midcap Value E

ETFs
-46
- 0.82%
$110.58 - $132.14 $5.09K - $6.08K
5.54K $732K
JPM
Jpmorgan Chase & CO

Financial Services
-271
- 10.59%
$210.28 - $289.91 $57K - $78.6K
2.29K $663K
DSTL
ETF Ser Solution Distillate Us

ETFs
-709
- 1.01%
$48.53 - $55.35 $34.4K - $39.2K
69.3K $3.84M
IYJ
Ishares Tr

ETFs
-24
- 0.65%
$115.07 - $142.31 $2.76K - $3.42K
3.7K $525K
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
Track This Portfolio

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email