Stonebrook Private Inc. Incresed Positions in Q1 2024

Stonebrook Private Inc.

  • $343 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
13.3K
+ 13.7%
$144.62 - $165.44 $1.93M - $2.21M
111K $18.2B
MSFT
Microsoft Corp

Technology
2.54K
+ 6.86%
$367.75 - $429.37 $934K - $1.09M
39.6K $16.7B
EFV
Msci Eafe Value ETF

ETFs
26.8K
+ 10.8%
$50.46 - $54.5 $1.35M - $1.46M
275K $14.9B
EFG
Msci Eafe Growth ETF

ETFs
12.8K
+ 16.21%
$93.77 - $104.85 $1.2M - $1.34M
91.9K $9.54B
NVDA
Nvidia Corp

Technology
195
+ 4.69%
$475.69 - $950.02 $92.8K - $185K
4.36K $3.94B
MPC
Marathon Petroleum Corp

Energy
2.13K
+ 8.35%
$151.8 - $201.5 $324K - $430K
27.7K $5.57B
ETN
Eaton Corp PLC

Industrials
1.37K
+ 7.49%
$233.1 - $316.58 $319K - $433K
19.6K $6.14B
DFUS
Dimensional ETF Tr U S Equity

ETFs
20.7K
+ 20.05%
$50.79 - $56.98 $1.05M - $1.18M
124K $7.05B
JPM
Jpmorgan Chase & CO

Financial Services
2.15K
+ 7.08%
$167.09 - $200.3 $360K - $431K
32.5K $6.52B
AMZN
Amazon Com Inc

Consumer Cyclical
1.4K
+ 3.75%
$144.57 - $180.38 $202K - $252K
38.8K $6.99B
XLK
Technology Sector Spdr

ETFs
4.81K
+ 38.83%
$184.12 - $211.02 $885K - $1.01M
17.2K $3.58B
MRK
Merck & Co., Inc.

Healthcare
1.89K
+ 5.51%
$113.24 - $131.95 $214K - $250K
36.3K $4.79B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.21K
+ 0.82%
$54.97 - $61.53 $66.2K - $74.1K
148K $9.12B
MSI
Motorola Solutions, Inc.

Technology
1.11K
+ 9.27%
$309.16 - $354.98 $342K - $392K
13K $4.62B
WMT
Walmart Inc.

Consumer Defensive
52.7K
+ 220.51%
$58.61 - $175.86 $3.09M - $9.27M
76.6K $4.61B
CB
Chubb LTD

Financial Services
1.55K
+ 11.87%
$225.25 - $260.21 $350K - $404K
14.6K $3.79B
HD
Home Depot, Inc.

Consumer Cyclical
952
+ 8.16%
$338.26 - $395.2 $322K - $376K
12.6K $4.84B
SPYG
Spdr Portfolio

ETFs
3.42K
+ 5.82%
$63.12 - $73.73 $216K - $252K
62.1K $4.54B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11.1K
+ 31.09%
$52.7 - $57.65 $587K - $642K
47K $2.7B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
8.58K
+ 6.73%
$36.38 - $38.97 $312K - $334K
136K $5.29B
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
23.8K
+ 74.14%
$24.89 - $25.05 $593K - $597K
56K $1.4B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.77K
+ 15.07%
$100.29 - $100.71 $579K - $581K
44.1K $4.44B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
23.9K
+ 74.2%
$24.7 - $24.84 $591K - $594K
56.2K $1.39B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
25K
+ 73.88%
$23.76 - $23.98 $594K - $599K
58.8K $1.4B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
25K
+ 73.76%
$23.67 - $24.03 $592K - $601K
58.9K $1.4B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
23.9K
+ 73.4%
$24.69 - $25.14 $590K - $601K
56.4K $1.41B
META
Meta Platforms, Inc.

Communication Services
160
+ 4.23%
$344.47 - $512.19 $55.1K - $82K
3.94K $1.91B
LLY
Eli Lilly & CO

Healthcare
20
+ 0.78%
$592.2 - $792.28 $11.8K - $15.8K
2.58K $2.01B
DVN
Devon Energy Corp

Energy
4.62K
+ 9.03%
$40.69 - $50.18 $188K - $232K
55.7K $2.8B
IFRA
Ishares Tr

ETFs
7.8K
+ 17.1%
$38.14 - $43.36 $298K - $338K
53.4K $2.32B
IEMG
Ishares Inc

ETFs
6.67K
+ 6.15%
$47.6 - $51.96 $318K - $347K
115K $5.94B
GOOGL
Alphabet Inc.

Communication Services
1.88K
+ 14.41%
$131.4 - $153.51 $247K - $288K
14.9K $2.25B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
640
+ 30.03%
$359.29 - $420.52 $230K - $269K
2.77K $1.17B
IBDV
Ishares Tr

Technology
18.7K
+ 70.45%
$21.16 - $21.68 $395K - $405K
45.2K $967M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
17.5K
+ 70.56%
$22.61 - $23.1 $396K - $404K
42.3K $965M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
19.5K
+ 70.57%
$20.24 - $20.75 $395K - $405K
47.2K $968M
Ishares Tr
15.7K
+ 70.19%
N/A
38K $967M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
16.1K
+ 70.75%
$24.5 - $25.2 $395K - $406K
38.9K $965M
V
Visa Inc.

Financial Services
717
+ 9.0%
$257.98 - $290.37 $185K - $208K
8.68K $2.42B
VUG
Vanguard Growth ETF

ETFs
602
+ 14.3%
$301.05 - $346.61 $181K - $209K
4.81K $1.66B
TT
Trane Technologies PLC

Industrials
341
+ 7.97%
$235.96 - $303.89 $80.5K - $104K
4.62K $1.39B
AMD
Advanced Micro Devices Inc

Technology
1.21K
+ 33.67%
$135.32 - $211.38 $164K - $256K
4.81K $868M
CME
Cme Group Inc.

Financial Services
1.27K
+ 10.74%
$196.4 - $221.35 $250K - $282K
13.1K $2.83B
JNJ
Johnson & Johnson

Healthcare
1.82K
+ 7.96%
$155.22 - $162.74 $283K - $296K
24.7K $3.9B
IXC
Ishares Tr Global Energy ETF

ETFs
3.65K
+ 10.06%
$37.37 - $42.95 $136K - $157K
39.9K $1.71B
JCI
Johnson Controls International PLC

Industrials
1.65K
+ 7.23%
$52.4 - $65.32 $86.6K - $108K
24.5K $1.6B
VZ
Verizon Communications Inc

Communication Services
2.63K
+ 6.64%
$37.9 - $42.49 $99.7K - $112K
42.2K $1.77B
MDT
Medtronic PLC

Healthcare
1.84K
+ 7.9%
$82.84 - $88.09 $152K - $162K
25.1K $2.19B
CRM
Salesforce, Inc.

Technology
367
+ 8.93%
$251.12 - $316.88 $92.2K - $116K
4.48K $1.35B
Activity Summary
Buys All Purchases 137 New Holdings 14 Increased Positions 123 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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