Stonebridge Financial Group, LLC Purchases in Q3 2025

Stonebridge Financial Group, LLC

  • $1.14 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
5
+ 0.15%
$128.32 - $138.41 $642 - $692
3.24K $448M
Ishares Bitcoin Trust ETF
177
+ 3.53%
N/A
5.2K $338M
CASY
Caseys General Stores Inc

Consumer Cyclical
1
+ 0.19%
$494.52 - $565.32 $495 - $565
514 $291M
TFC
Truist Financial Corp

Financial Services
29
+ 0.3%
$42.83 - $47.07 $1.24K - $1.37K
9.83K $449M
VUG
Vanguard Growth ETF

ETFs
13
+ 2.5%
$433.97 - $484.08 $5.64K - $6.29K
532 $255M
AXP
American Express CO

Financial Services
33
+ 3.09%
$294.27 - $342.31 $9.71K - $11.3K
1.1K $366M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.07%
$237.58 - $259.17 $238 - $259
1.4K $356M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5
+ 0.04%
$24.46 - $26.5 $122 - $133
12.7K $336M
LNKB
Linkbancorp, Inc.

Financial Services
2.08K
+ 9.94%
$6.68 - $7.7 $13.9K - $16K
23K $164M
BA
Boeing CO

Industrials
7
+ 0.52%
$209.79 - $237.38 $1.47K - $1.66K
1.36K $293M
AOM
Ishares Tr Core Moderate Alloc

ETFs
26
+ 0.55%
$45.4 - $47.61 $1.18K - $1.24K
4.73K $225M
Intensity Therapeutics Inc
37.9K
+ 229.06%
N/A
54.4K $13.2M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
6
+ 0.45%
$172.72 - $179.11 $1.04K - $1.07K
1.34K $238M
MMM
3 M CO

Industrials
6
+ 0.37%
$144.41 - $160.2 $866 - $961
1.65K $256M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
24
+ 0.36%
$117.65 - $120.08 $2.82K - $2.88K
6.63K $792M
VZ
Verizon Communications Inc

Communication Services
3
+ 0.05%
$40.84 - $45.06 $123 - $135
6.54K $287M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
61
+ 0.42%
$20.66 - $20.74 $1.26K - $1.27K
14.5K $299M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
33
+ 0.16%
$22.36 - $22.52 $738 - $743
20.7K $465M
EW
Edwards Lifesciences Corp

Healthcare
4
+ 0.15%
$73.75 - $81.83 $295 - $327
2.67K $208M
LLY
Eli Lilly & CO

Healthcare
20
+ 2.04%
$625.65 - $812.69 $12.5K - $16.3K
998 $761M
PM
Philip Morris International Inc.

Consumer Defensive
218
+ 8.77%
$157.77 - $183.27 $34.4K - $40K
2.7K $438M
V
Visa Inc.

Financial Services
39
+ 1.92%
$332.09 - $358.86 $13K - $14K
2.07K $706M
SPOT
Spotify Technology S.A.

Communication Services
1
+ 0.33%
$620.01 - $738.53 $620 - $739
305 $213M
CSCO
Cisco Systems, Inc.

Technology
648
+ 0.95%
$66.2 - $71.79 $42.9K - $46.5K
68.8K $4.71B
EMR
Emerson Electric CO

Industrials
356
+ 0.95%
$128.6 - $149.63 $45.8K - $53.3K
38K $4.98B
HON
Honeywell International Inc

Industrials
21
+ 1.11%
$207.7 - $240.4 $4.36K - $5.05K
1.91K $402M
ACN
Accenture PLC

Technology
346
+ 13.18%
$232.56 - $304.78 $80.5K - $105K
2.97K $733M
APD
Air Products & Chemicals, Inc.

Basic Materials
223
+ 1.6%
$265.78 - $299.3 $59.3K - $66.7K
14.1K $3.85B
CB
Chubb LTD

Financial Services
167
+ 1.07%
$265.99 - $289.59 $44.4K - $48.4K
15.8K $4.46B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
343
+ 6.62%
$38.58 - $58.24 $13.2K - $20K
5.53K $217M
CBSH
Commerce Bancshares Inc

Financial Services
784
+ 1.1%
$58.61 - $66.11 $46K - $51.8K
72.3K $4.32B
PG
Procter & Gamble CO

Consumer Defensive
436
+ 1.14%
$150.47 - $161.22 $65.6K - $70.3K
38.8K $5.96B
KO
Coca Cola CO

Consumer Defensive
1.01K
+ 1.68%
$65.67 - $71.67 $66.6K - $72.7K
61.6K $4.08B
AMT
American Tower Corp

Real Estate
410
+ 3.39%
$192.32 - $232.35 $78.9K - $95.3K
12.5K $2.4B
SYK
Stryker Corp

Healthcare
65
+ 0.51%
$368.57 - $403.53 $24K - $26.2K
12.8K $4.72B
PAYX
Paychex Inc

Industrials
743
+ 1.9%
$126.69 - $147.99 $94.1K - $110K
39.9K $5.06B
BRO
Brown & Brown, Inc.

Financial Services
746
+ 1.34%
$90.88 - $108.93 $67.8K - $81.3K
56.3K $5.28B
FDS
Factset Research Systems Inc

Financial Services
447
+ 4.62%
$283.86 - $450.3 $127K - $201K
10.1K $2.9B
Activity Summary
Buys All Purchases 139 New Holdings 20 Increased Positions 119 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Stonebridge Financial Group, LLC Portfolio

Follow Stonebridge Financial 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 Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email