Stonebrook Private Inc. Purchases in Q1 2025

Stonebrook Private Inc.

  • $385 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
98.8K
New
$45.72 - $51.73 $4.52M - $5.11M
98.8K $4.55B
IEMG
Ishares Inc

ETFs
75.7K
+ 114.16%
N/A
142K $7.66B
HEFA
Ishares Currency Hedged Msci E

ETFs
88.9K
+ 866.1%
$34.83 - $37.52 $3.1M - $3.34M
99.2K $3.6B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
53.5K
+ 1176.57%
$49.78 - $53.19 $2.66M - $2.84M
58K $2.96B
QUAL
Ishares Msci Usa Quality Facto

ETFs
16K
+ 13.44%
$168.16 - $186.21 $2.69M - $2.97M
135K $23B
CMI
Cummins Inc

Industrials
4.64K
New
$312.92 - $386.07 $1.45M - $1.79M
4.64K $1.45B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.51K
+ 152.74%
$551.42 - $612.93 $830K - $923K
2.49K $1.39B
IWV
Ishares Russell 3000 ETF

ETFs
2.53K
+ 270.05%
$313.1 - $349.83 $791K - $883K
3.46K $1.1B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.88K
New
$91.45 - $91.75 $629K - $631K
6.88K $631M
JNJ
Johnson & Johnson

Healthcare
668
+ 2.98%
$142.06 - $167.7 $94.9K - $112K
23.1K $3.83B
APH
Amphenol Corp

Technology
6.72K
New
$61.62 - $78.55 $414K - $528K
6.72K $441M
LLY
Eli Lilly & CO

Healthcare
335
+ 11.7%
$725.72 - $929.72 $243K - $311K
3.2K $2.64B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.33K
+ 121.9%
$87.68 - $94.52 $380K - $409K
7.88K $738M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.71K
New
$82.81 - $92.93 $390K - $438K
4.71K $401M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
237
+ 6.94%
$442.66 - $534.52 $105K - $127K
3.65K $1.94B
V
Visa Inc.

Financial Services
281
+ 3.48%
$306.92 - $362.71 $86.2K - $102K
8.36K $2.93B
AVDE
American Centy ETF Tr Avantis

ETFs
4.93K
New
$60.63 - $68.55 $299K - $338K
4.93K $327M
DRI
Darden Restaurants Inc

Consumer Cyclical
248
+ 1.92%
$180.02 - $208.56 $44.6K - $51.7K
13.2K $2.73B
Blackrock Inc
317
New
N/A
317 $300M
MDT
Medtronic PLC

Healthcare
422
+ 1.62%
$79.84 - $94.5 $33.7K - $39.9K
26.4K $2.37B
O
Realty Income Corp

Real Estate
1.71K
+ 4.84%
$51.67 - $58.49 $88.5K - $100K
37.1K $2.15B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.47K
New
$169.43 - $182.84 $249K - $269K
1.47K $255M
VZ
Verizon Communications Inc

Communication Services
91
+ 0.2%
$37.81 - $46.49 $3.44K - $4.23K
46.7K $2.12B
UNH
Unitedhealth Group Inc

Healthcare
263
+ 4.33%
$461.52 - $548.18 $121K - $144K
6.33K $3.32B
DXCM
Dexcom Inc

Healthcare
4.11K
+ 96.29%
$67.74 - $90.75 $278K - $373K
8.37K $572M
MCD
Mcdonalds Corp

Consumer Cyclical
31
+ 0.3%
$279.74 - $321.29 $8.67K - $9.96K
10.2K $3.19B
WELL
Welltower Inc.

Real Estate
1.51K
New
$124.05 - $156.86 $187K - $237K
1.51K $231M
ZTS
Zoetis Inc.

Healthcare
1.4K
New
$156.48 - $175.67 $219K - $245K
1.4K $230M
AON
Aon PLC

Financial Services
567
New
$348.44 - $409.32 $198K - $232K
567 $226M
ADP
Automatic Data Processing Inc

Industrials
740
New
$286.85 - $318.64 $212K - $236K
740 $226M
TDG
Trans Digm Group Inc

Industrials
156
New
$1251.32 - $1394.11 $195K - $217K
156 $216M
ABT
Abbott Laboratories

Healthcare
1.04K
+ 27.24%
$111.1 - $140.22 $116K - $146K
4.88K $647M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.2K
+ 7.44%
$64.88 - $72.1 $597K - $663K
133K $8.74B
BSX
Boston Scientific Corp

Healthcare
2.07K
New
$89.38 - $106.18 $185K - $220K
2.07K $209M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.05K
+ 44.35%
$57.21 - $65.8 $232K - $266K
13.2K $769M
Ishares Tr
5.57K
+ 7.11%
N/A
83.9K $2.14B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
5.59K
+ 6.98%
$24.21 - $25.09 $135K - $140K
85.6K $2.14B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
6.3K
+ 6.51%
$20.1 - $20.8 $127K - $131K
103K $2.14B
KO
Coca Cola CO

Consumer Defensive
744
+ 6.01%
$60.81 - $72.32 $45.2K - $53.8K
13.1K $940M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
5.4K
+ 4.45%
$22.61 - $23.14 $122K - $125K
127K $2.93B
ABBV
Abb Vie Inc.

Healthcare
278
+ 8.5%
$169.2 - $216.66 $47K - $60.2K
3.55K $744M
SBUX
Starbucks Corp

Consumer Cyclical
1.16K
+ 16.82%
$91.75 - $115.81 $107K - $134K
8.06K $791M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.73K
+ 4.27%
$24.79 - $25.26 $117K - $120K
116K $2.92B
COST
Costco Wholesale Corp

Consumer Defensive
119
+ 8.27%
$890.62 - $1076.86 $106K - $128K
1.56K $1.47B
PM
Philip Morris International Inc.

Consumer Defensive
248
+ 8.37%
$117.15 - $158.79 $29.1K - $39.4K
3.21K $510M
XOM
Exxon Mobil Corp

Energy
614
+ 8.72%
$105.44 - $118.93 $64.7K - $73K
7.65K $910M
IBDV
Ishares Tr

Technology
5.47K
+ 5.9%
$21.11 - $21.73 $115K - $119K
98.1K $2.13B
MA
Mastercard Inc

Financial Services
197
+ 11.37%
$504.67 - $576.31 $99.4K - $114K
1.93K $1.06B
META
Meta Platforms, Inc.

Communication Services
323
+ 6.12%
$576.36 - $736.67 $186K - $238K
5.6K $3.23B
Activity Summary
Buys All Purchases 131 New Holdings 16 Increased Positions 115 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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