Stonebrook Private Inc. Incresed Positions in Q3 2025

Stonebrook Private Inc.

  • $463 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
UBER
Uber Technologies, Inc

Technology
127
+ 5.75%
$86.91 - $99.57 $11K - $12.6K
2.34K $229M
MRK
Merck & Co., Inc.

Healthcare
6
+ 0.15%
$77.6 - $87.37 $466 - $524
3.99K $335M
AVUS
American Centy ETF Tr Avantis

ETFs
1
+ 0.04%
$101.2 - $109.16 $101 - $109
2.57K $279M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
204
+ 0.89%
$9.82 - $10.43 $2K - $2.13K
23.1K $238M
Linde PLC
17
+ 3.05%
N/A
575 $273M
CHY
Calamos Convertible & High Income Fund

Financial Services
276
+ 2.75%
$10.75 - $11.45 $2.97K - $3.16K
10.3K $116M
COF
Capital One Financial Corp

Financial Services
18
+ 1.68%
$207.29 - $229.74 $3.73K - $4.14K
1.09K $232M
ADP
Automatic Data Processing Inc

Industrials
47
+ 6.31%
$288.69 - $310.94 $13.6K - $14.6K
792 $232M
EMR
Emerson Electric CO

Industrials
7
+ 0.36%
$128.6 - $149.63 $900 - $1.05K
1.93K $253M
CME
Cme Group Inc.

Financial Services
218
+ 1.79%
$258.83 - $287.1 $56.4K - $62.6K
12.4K $3.36B
ABT
Abbott Laboratories

Healthcare
13
+ 0.27%
$120.51 - $136.62 $1.57K - $1.78K
4.89K $654M
DIS
Walt Disney CO

Communication Services
92
+ 4.06%
$112.25 - $124.0 $10.3K - $11.4K
2.36K $270M
BSX
Boston Scientific Corp

Healthcare
36
+ 1.71%
$97.03 - $108.14 $3.49K - $3.89K
2.14K $209M
IBM
International Business Machines Corp

Technology
2
+ 0.12%
$234.77 - $292.47 $470 - $585
1.68K $474M
CB
Chubb LTD

Financial Services
212
+ 1.86%
$265.99 - $289.59 $56.4K - $61.4K
11.6K $3.27B
APD
Air Products & Chemicals, Inc.

Basic Materials
127
+ 1.38%
$265.78 - $299.3 $33.8K - $38K
9.33K $2.54B
KO
Coca Cola CO

Consumer Defensive
92
+ 0.66%
$65.67 - $71.67 $6.04K - $6.59K
14.1K $933M
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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