Stonebrook Private Inc. Purchases in Q3 2025

Stonebrook Private Inc.

  • $463 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
28
+ 0.65%
$433.97 - $484.08 $12.2K - $13.6K
4.34K $2.08B
VTI
Vanguard Total Stock Market Et

ETFs
523
+ 66.97%
$303.93 - $329.86 $159K - $173K
1.3K $428M
Ge Vernova Inc
35
+ 1.86%
N/A
1.91K $1.18B
PLTR
Palantir Technologies Inc.

Technology
548
+ 30.73%
$130.68 - $186.97 $71.6K - $102K
2.33K $425M
XLI
Industrial Sector Spdr

ETFs
1.04K
+ 69.2%
$147.94 - $154.99 $154K - $161K
2.54K $391M
NEE
Nextera Energy Inc

Utilities
697
+ 3.64%
$69.77 - $77.54 $48.6K - $54K
19.9K $1.5B
VZ
Verizon Communications Inc

Communication Services
3K
+ 6.21%
$40.84 - $45.06 $123K - $135K
51.3K $2.26B
MU
Micron Technology Inc

Technology
238
+ 9.12%
$104.88 - $168.89 $25K - $40.2K
2.85K $477M
CDNS
Cadence Design Systems Inc

Technology
239
+ 16.55%
$309.46 - $373.37 $74K - $89.2K
1.68K $591M
XLY
Select Sector Spdr Consumer Di

ETFs
284
+ 12.38%
$216.09 - $242.18 $61.4K - $68.8K
2.58K $618M
CVX
Chevron Corp

Energy
478
+ 14.08%
$145.57 - $161.83 $69.6K - $77.4K
3.87K $602M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.29K
+ 3.53%
$24.14 - $24.34 $104K - $104K
126K $3.06B
GE
General Electric CO

Industrials
113
+ 6.32%
$244.75 - $305.63 $27.7K - $34.5K
1.9K $572M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.14K
+ 3.4%
N/A
126K $3.06B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.23K
+ 15.67%
$64.17 - $68.19 $79.1K - $84K
9.09K $619M
BAC
Bank Of America Corp

Financial Services
233
+ 1.23%
$44.92 - $52.42 $10.5K - $12.2K
19.2K $991M
CAT
Caterpillar Inc

Industrials
3
+ 0.3%
$390.92 - $477.15 $1.17K - $1.43K
1K $478M
AXP
American Express CO

Financial Services
8
+ 0.14%
$294.27 - $342.31 $2.35K - $2.74K
5.65K $1.88B
XLC
Select Sector Spdr Tr Communic

ETFs
221
+ 4.39%
$105.99 - $119.41 $23.4K - $26.4K
5.25K $622M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.41K
+ 2.04%
$25.24 - $25.56 $60.7K - $61.5K
120K $3.07B
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.38%
$696.56 - $806.32 $2.09K - $2.42K
785 $625M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
117
+ 0.47%
$32.53 - $35.69 $3.81K - $4.18K
25.1K $890M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 0.18%
$459.11 - $506.91 $3.21K - $3.55K
3.8K $1.91B
PEP
Pepsico Inc

Consumer Defensive
366
+ 20.93%
$133.81 - $152.16 $49K - $55.7K
2.12K $297M
RTX
Raytheon Technologies Corp

Industrials
49
+ 1.83%
$144.19 - $167.33 $7.07K - $8.2K
2.73K $456M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
1.92K
+ 1.48%
$23.13 - $23.54 $44.3K - $45.1K
131K $3.07B
SNPS
Synopsys Inc

Technology
145
+ 18.47%
$387.78 - $645.35 $56.2K - $93.6K
930 $459M
Ishares Tr
1.07K
+ 1.25%
N/A
86.8K $2.28B
Ishares Tr
935
+ 1.12%
N/A
84.4K $2.23B
GLDM
World Gold Trust

ETFs
245
+ 7.97%
$64.73 - $76.45 $15.9K - $18.7K
3.32K $254M
C
Citigroup Inc

Financial Services
67
+ 2.49%
$85.57 - $103.49 $5.73K - $6.93K
2.76K $280M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.1%
$620.67 - $670.08 $621 - $670
1.01K $673M
MS
Morgan Stanley

Financial Services
117
+ 7.1%
$139.09 - $161.16 $16.3K - $18.9K
1.76K $280M
IBDV
Ishares Tr

Technology
1.41K
+ 1.4%
$21.75 - $22.22 $30.6K - $31.3K
102K $2.25B
UNP
Union Pacific Corp

Industrials
1
+ 0.01%
$214.91 - $237.16 $215 - $237
7.28K $1.72B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.32K
+ 1.25%
$20.77 - $21.32 $27.4K - $28.1K
107K $2.27B
XOM
Exxon Mobil Corp

Energy
51
+ 0.62%
$105.83 - $117.22 $5.4K - $5.98K
8.25K $930M
COP
Conocophillips

Energy
344
+ 12.69%
$91.0 - $98.99 $31.3K - $34.1K
3.05K $289M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
543
+ 0.62%
$24.97 - $25.78 $13.6K - $14K
88.5K $2.27B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8
+ 0.06%
$62.09 - $66.51 $497 - $532
13.2K $860M
WELL
Welltower Inc.

Real Estate
31
+ 2.03%
$150.71 - $178.14 $4.67K - $5.52K
1.56K $277M
FANG
Diamondback Energy, Inc.

Energy
23
+ 0.47%
$134.53 - $152.5 $3.09K - $3.51K
4.94K $707M
IAUX
I 80 Gold Corp.
9.62K
+ 15.58%
$0.56 - $0.98 $5.38K - $9.42K
71.4K $68.2M
DTE
Dte Energy CO

Utilities
30
+ 1.01%
$130.26 - $141.49 $3.91K - $4.24K
3.01K $426M
WFC
Wells Fargo & Company

Financial Services
118
+ 2.69%
$77.05 - $85.16 $9.09K - $10K
4.51K $378M
AVDE
American Centy ETF Tr Avantis

ETFs
19
+ 0.38%
$73.24 - $79.04 $1.39K - $1.5K
4.96K $391M
SO
Southern CO

Utilities
199
+ 8.84%
$90.83 - $96.0 $18.1K - $19.1K
2.45K $232M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
90
+ 0.32%
$26.38 - $27.95 $2.37K - $2.52K
28.4K $776M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
141
+ 1.78%
$92.18 - $95.14 $13K - $13.4K
8.06K $766M
Activity Summary
Buys All Purchases 121 New Holdings 18 Increased Positions 103 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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