Stonebridge Financial Planning Group, LLC Reduced Holdings in Q4 2024

Stonebridge Financial Planning Group, LLC

  • $215 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-1.26K
- 6.68%
$136.28 - $154.74 $171K - $195K
17.6K $2.42M
VGIT
Vanguard Intermediate Term Tre

ETFs
-3.57K
- 30.26%
$57.78 - $60.4 $206K - $216K
8.23K $477K
IYM
Ishares Tr

ETFs
-665
- 11.29%
$129.15 - $153.25 $85.9K - $102K
5.23K $679K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.06K
- 27.12%
$91.29 - $91.8 $188K - $189K
5.52K $505K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-866
- 7.02%
$106.56 - $113.11 $92.3K - $98K
11.5K $1.23M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-514
- 4.71%
$184.21 - $199.29 $94.7K - $102K
10.4K $1.92M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-2.88K
- 24.02%
$49.28 - $52.29 $142K - $151K
9.11K $450K
LHX
L3 Harris Technologies, Inc.

Industrials
-225
- 5.86%
$208.94 - $264.22 $47K - $59.4K
3.62K $760K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-7.03K
- 6.31%
$29.73 - $30.81 $209K - $217K
104K $3.18M
UNH
Unitedhealth Group Inc

Healthcare
-94
- 7.32%
$485.52 - $625.25 $45.6K - $58.8K
1.19K $601K
FTCS
First Trust Capital Strength E

ETFs
-854
- 5.11%
$87.62 - $94.03 $74.8K - $80.3K
15.9K $1.39M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.21K
- 17.76%
$99.0 - $99.5 $120K - $120K
5.59K $554K
NEAR
Blackrock Short Maturity Bond

ETFs
-2.2K
- 15.47%
$50.28 - $51.08 $110K - $112K
12K $605K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-3.39K
- 21.47%
$36.71 - $37.55 $124K - $127K
12.4K $462K
IXJ
Ishares Global Healthcare ETF

ETFs
-325
- 4.77%
$85.65 - $98.34 $27.8K - $32K
6.49K $557K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.18K
- 3.27%
$57.38 - $61.11 $67.7K - $72.1K
34.9K $2.04M
FDHY
Fidelity Covington Trust High

ETFs
-1.51K
- 6.43%
$48.24 - $49.25 $72.6K - $74.2K
21.9K $1.06M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-1.42K
- 7.43%
$50.93 - $53.77 $72.4K - $76.4K
17.7K $909K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-315
- 14.06%
$225.16 - $265.16 $70.9K - $83.5K
1.93K $478K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-829
- 7.14%
$87.41 - $97.21 $72.5K - $80.6K
10.8K $971K
ORCL
Oracle Corp

Technology
-243
- 4.57%
$165.41 - $192.43 $40.2K - $46.8K
5.08K $846K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-299
- 1.95%
$70.31 - $77.39 $21K - $23.1K
15K $1.06M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-76
- 2.41%
$114.08 - $125.68 $8.67K - $9.55K
3.07K $351K
CAT
Caterpillar Inc

Industrials
-25
- 2.74%
$360.37 - $416.88 $9.01K - $10.4K
887 $321K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-338
- 6.4%
$77.86 - $79.27 $26.3K - $26.8K
4.95K $385K
EDOW
First Tr Exchange Traded Fd

ETFs
-951
- 13.46%
$35.29 - $38.02 $33.6K - $36.2K
6.12K $222K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-59
- 8.08%
$442.29 - $483.08 $26.1K - $28.5K
671 $304K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-200
- 5.39%
$93.52 - $95.37 $18.7K - $19.1K
3.51K $328K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-60
- 1.5%
$82.12 - $89.61 $4.93K - $5.38K
3.93K $324K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-384
- 8.22%
$170.03 - $192.78 $65.3K - $74K
4.29K $792K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-50
- 1.27%
$185.87 - $204.12 $9.29K - $10.2K
3.9K $734K
VTV
Vanguard Value ETF

ETFs
-26
- 0.89%
$168.32 - $181.87 $4.38K - $4.73K
2.9K $491K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-200
- 4.21%
$46.18 - $48.09 $9.24K - $9.62K
4.55K $215K
IXN
Ishares Global Information Tec

ETFs
-330
- 3.11%
$80.67 - $87.84 $26.6K - $29K
10.3K $871K
First Tr Exchng Traded Fd Vi
-2.67K
- 29.24%
N/A
6.45K $0
VB
Vanguard Small Cap ETF

ETFs
-19
- 0.86%
$233.76 - $261.58 $4.44K - $4.97K
2.2K $528K
SPYG
Spdr Portfolio

ETFs
-953
- 5.23%
$81.74 - $91.38 $77.9K - $87.1K
17.3K $1.52M
FAD
First Tr Multi Cap Growth Alph

ETFs
-254
- 2.31%
$131.79 - $150.3 $33.5K - $38.2K
10.7K $1.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-23
- 0.74%
$521.84 - $558.82 $12K - $12.9K
3.09K $1.67M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-575
- 6.47%
$85.33 - $104.24 $49.1K - $59.9K
8.31K $810K
IYW
Ishares Dj Us Tech ETF

ETFs
-3.43K
- 4.73%
$148.14 - $166.23 $508K - $571K
69.2K $11M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-297
- 1.98%
$54.65 - $61.96 $16.2K - $18.4K
14.7K $864K
MA
Mastercard Inc

Financial Services
-135
- 3.6%
$491.3 - $536.15 $66.3K - $72.4K
3.61K $1.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
-55
- 0.81%
$116.4 - $138.52 $6.4K - $7.62K
6.71K $849K
APO
Apollo Global Management, Inc.

Financial Services
-500
- 12.5%
$131.36 - $178.61 $65.7K - $89.3K
3.5K $578K
VGT
Vanguard Information Technolog

ETFs
-139
- 2.71%
$571.78 - $647.97 $79.5K - $90.1K
4.99K $3.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-19
- 0.19%
$570.51 - $610.59 $10.8K - $11.6K
10.2K $6.03M
VCR
Vanguard Consumer Discretionar

ETFs
-18
- 0.49%
$328.51 - $401.37 $5.91K - $7.22K
3.68K $1.38M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-743
- 2.25%
$129.96 - $144.97 $96.6K - $108K
32.2K $4.49M
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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