Stonebridge Financial Planning Group, LLC Sells in Q3 2024

Stonebridge Financial Planning Group, LLC

  • $202 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-9.88K
- 18.9%
$100.09 - $100.69 $989K - $995K
42.4K $4.27M
SOXX
Ishares Semiconductor ETF

ETFs
-399
- 4.64%
$199.29 - $265.49 $79.5K - $106K
8.2K $1.89M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-3.05K
- 35.25%
$61.2 - $67.95 $186K - $207K
5.6K $375K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.76K
- 2.36%
$133.16 - $158.73 $234K - $279K
72.6K $11M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.8K
- 47.37%
$100.3 - $100.74 $181K - $181K
2K $201K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-5.13K
- 12.44%
$54.38 - $59.77 $279K - $306K
36.1K $2.14M
GOOG
Alphabet Inc.

Communication Services
-212
- 3.22%
$149.54 - $192.66 $31.7K - $40.8K
6.37K $1.06M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-5.83K
- 30.4%
$15.87 - $18.61 $92.6K - $109K
13.4K $216K
XLE
Energy Sector Spdr

ETFs
-1.06K
- 10.04%
$84.35 - $93.39 $89.4K - $99K
9.5K $834K
VDC
Vanguard Consumer Staples ETF

ETFs
-1.64K
- 10.75%
$201.77 - $221.32 $330K - $362K
13.6K $2.97M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.22K
- 15.23%
$98.97 - $99.59 $121K - $122K
6.8K $677K
MSFT
Microsoft Corp

Technology
-55
- 1.03%
$395.15 - $467.56 $21.7K - $25.7K
5.27K $2.27M
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.15K
- 34.4%
$50.2 - $50.48 $108K - $109K
4.1K $205K
SRLN
Ssga Active Trust

ETFs
-2.41K
- 29.0%
$40.93 - $41.85 $98.4K - $101K
5.89K $245K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-368
- 10.56%
$475.2 - $527.7 $175K - $194K
3.12K $1.64M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-603
- 11.44%
$152.9 - $180.39 $92.2K - $109K
4.67K $814K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-865
- 10.24%
$91.42 - $91.82 $79.1K - $79.4K
7.58K $695K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-2.48K
- 13.57%
$35.43 - $36.8 $87.9K - $91.3K
15.8K $580K
SLB
Schlumberger Limited

Energy
-1K
- 16.69%
$39.57 - $49.67 $39.6K - $49.7K
4.99K $209K
FTCS
First Trust Capital Strength E

ETFs
-2.08K
- 11.07%
$83.58 - $90.94 $174K - $189K
16.7K $1.52M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-463
- 12.81%
$256.4 - $289.78 $119K - $134K
3.15K $894K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-100
- 5.76%
$211.47 - $281.27 $21.1K - $28.1K
1.64K $401K
NEAR
Blackrock Short Maturity Bond

ETFs
-1.15K
- 7.51%
$50.09 - $51.31 $57.7K - $59.1K
14.2K $727K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-560
- 13.11%
$92.1 - $95.52 $51.6K - $53.5K
3.71K $354K
LLY
Eli Lilly & CO

Healthcare
-7
- 0.41%
$772.14 - $960.02 $5.4K - $6.72K
1.69K $1.5M
IWN
Ishares Russell2000 Val ETF

ETFs
-493
- 15.94%
$150.05 - $171.34 $74K - $84.5K
2.6K $433K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-1.54K
- 11.37%
$47.12 - $51.72 $72.5K - $79.5K
12K $611K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-644
- 16.15%
$95.81 - $109.03 $61.7K - $70.2K
3.34K $359K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-45
- 1.97%
$201.42 - $273.98 $9.06K - $12.3K
2.24K $538K
FDHY
Fidelity Covington Trust High

ETFs
-1.27K
- 5.15%
$47.71 - $49.43 $60.7K - $62.9K
23.4K $1.16M
FDLO
Fidelity Covington Tr Low Vola

ETFs
-800
- 13.22%
$56.38 - $61.35 $45.1K - $49.1K
5.25K $322K
SIGI
Selective Insurance Group Inc

Financial Services
-200
- 8.2%
$82.08 - $101.2 $16.4K - $20.2K
2.24K $208K
PJP
Invesco Exchange Traded Fd Tr

ETFs
-475
- 10.64%
$80.08 - $89.33 $38K - $42.4K
3.99K $347K
IYM
Ishares Tr

ETFs
-530
- 8.25%
$136.13 - $151.64 $72.1K - $80.4K
5.89K $884K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-130
- 15.12%
$405.19 - $478.57 $52.7K - $62.2K
730 $335K
NFLX
Netflix Inc

Communication Services
-50
- 7.94%
$598.55 - $722.26 $29.9K - $36.1K
580 $411K
XOM
Exxon Mobil Corp

Energy
-220
- 3.42%
$109.72 - $119.0 $24.1K - $26.2K
6.22K $728K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-2.23K
- 4.22%
$23.04 - $24.06 $51.4K - $53.7K
50.6K $1.22M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-295
- 3.81%
$56.04 - $62.99 $16.5K - $18.6K
7.45K $454K
MCR
Mfs Charter Income Trust

Financial Services
-2.87K
- 5.55%
$6.28 - $6.57 $18K - $18.8K
48.8K $320K
FNY
First Trust Mid Cap Growth Alp
-98
- 1.28%
N/A
7.55K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-1.85K
- 3.7%
N/A
48.2K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-6.47K
- 27.02%
N/A
17.5K $0
FXG
First Tr Exchange Traded First

ETFs
-300
- 4.81%
$63.74 - $69.07 $19.1K - $20.7K
5.94K $405K
IWP
Ishares Russell Mid Cap Growth

ETFs
-364
- 5.11%
$103.87 - $117.59 $37.8K - $42.8K
6.76K $792K
CI
Cigna Corp

Healthcare
-25
- 2.59%
$319.12 - $367.1 $7.98K - $9.18K
939 $325K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-375
- 6.08%
$83.76 - $91.82 $31.4K - $34.4K
5.79K $528K
VCR
Vanguard Consumer Discretionar

ETFs
-290
- 7.27%
$291.88 - $341.94 $84.6K - $99.2K
3.7K $1.26M
CRM
Salesforce, Inc.

Technology
-38
- 2.61%
$238.42 - $276.53 $9.06K - $10.5K
1.42K $388K
Activity Summary
Buys All Purchases 53 New Holdings 7 Increased Positions 46 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