Stonebridge Financial Group, LLC Purchases in Q4 2024

Stonebridge Financial Group, LLC

  • $907 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
724K
New
$60.73 - $64.94 $43.9M - $47M
724K $44.4B
USFR
Wisdomtree Floating Rate Treas

ETFs
861K
New
$50.23 - $50.46 $43.2M - $43.4M
861K $43.3B
AAPL
Apple Inc.

Technology
137K
New
$221.69 - $259.02 $30.3M - $35.4M
137K $34.3B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
630K
New
$51.58 - $52.91 $32.5M - $33.3M
630K $32.6B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
584K
New
$49.74 - $50.43 $29.1M - $29.5M
584K $29.1B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
628K
New
$40.82 - $45.39 $25.6M - $28.5M
628K $26.1B
CGCP
Capital Group Core Plus Income

ETFs
1.05M
New
$22.13 - $23.17 $23.3M - $24.4M
1.05M $23.4B
XLF
Financial Sector Spdr

ETFs
467K
New
$44.89 - $51.34 $21M - $24M
467K $22.6B
XLK
Technology Sector Spdr

ETFs
96.5K
New
$220.26 - $241.44 $21.3M - $23.3M
96.5K $22.4B
XLP
Consumer Staples Sector Spdr

ETFs
284K
New
N/A
284K $22.3B
XLY
Select Sector Spdr Consumer Di

ETFs
97.1K
New
$194.8 - $239.43 $18.9M - $23.3M
97.1K $21.8B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.11M
New
$19.38 - $19.58 $21.4M - $21.6M
1.11M $21.5B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
324K
New
$50.53 - $55.55 $16.4M - $18M
324K $16.5B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
303K
New
$49.79 - $51.14 $15.1M - $15.5M
303K $15.2B
IWF
Ishares Russell 1000 Gr ETF

ETFs
32.9K
New
$370.24 - $418.94 $12.2M - $13.8M
32.9K $13.2B
PRF
Invesco Exchange Traded Fd Tr

ETFs
328K
New
$40.15 - $42.9 $13.2M - $14.1M
328K $13.2B
MSFT
Microsoft Corp

Technology
30.9K
New
$406.35 - $454.46 $12.5M - $14M
30.9K $13B
JEPI
J P Morgan Exchange Traded Fd

ETFs
226K
New
$57.53 - $60.83 $13M - $13.8M
226K $13B
FIVG
ETF Ser Solutions Defiance Nex

ETFs
265K
New
N/A
265K $12.6B
WCLD
Wisdomtree Tr Cloud Computing

ETFs
327K
New
$31.2 - $41.46 $10.2M - $13.6M
327K $12.3B
IWP
Ishares Russell Mid Cap Growth

ETFs
91K
New
$116.4 - $138.52 $10.6M - $12.6M
91K $11.5B
J P Morgan Exchange Traded F
221K
New
N/A
221K $11.4B
SGOL
Abrdn Gold ETF Trust

ETFs
444K
New
$24.46 - $26.62 $10.9M - $11.8M
444K $11.1B
TFLO
Ishares Treasury Floating Rate

ETFs
204K
New
$50.37 - $50.63 $10.3M - $10.3M
204K $10.3B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
184K
New
$50.34 - $56.61 $9.27M - $10.4M
184K $9.43B
PULS
Pgim ETF Tr

ETFs
183K
New
$49.51 - $49.79 $9.07M - $9.12M
183K $9.08B
LRGF
Ishares Tr

ETFs
150K
New
$58.25 - $63.26 $8.72M - $9.46M
150K $9.03B
IAU
Ishares Gold Trust

ETFs
178K
New
$48.37 - $52.65 $8.62M - $9.38M
178K $8.82B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
387K
New
$22.72 - $23.0 $8.78M - $8.89M
387K $8.82B
SPYG
Spdr Portfolio

ETFs
95.9K
New
$81.74 - $91.38 $7.84M - $8.77M
95.9K $8.43B
WMT
Walmart Inc.

Consumer Defensive
70.3K
New
$79.1 - $95.7 $5.56M - $6.73M
70.3K $6.35B
PWV
Invesco Exchange Traded Fd Tr

ETFs
109K
New
$56.33 - $61.73 $6.15M - $6.74M
109K $6.21B
PG
Procter & Gamble CO

Consumer Defensive
35.9K
New
$161.05 - $179.7 $5.79M - $6.46M
35.9K $6.03B
GOOGL
Alphabet Inc.

Communication Services
30.7K
New
$161.86 - $196.66 $4.97M - $6.03M
30.7K $5.81B
BRO
Brown & Brown, Inc.

Financial Services
56.4K
New
$100.93 - $113.42 $5.7M - $6.4M
56.4K $5.76B
ADP
Automatic Data Processing Inc

Industrials
19K
New
$280.08 - $307.97 $5.33M - $5.86M
19K $5.57B
AFL
Aflac Inc

Financial Services
53.8K
New
$100.37 - $115.27 $5.4M - $6.2M
53.8K $5.56B
PAYX
Paychex Inc

Industrials
39.4K
New
$135.86 - $148.73 $5.35M - $5.85M
39.4K $5.52B
GLD
Spdr Gold Trust

ETFs
22.6K
New
$236.59 - $257.5 $5.34M - $5.81M
22.6K $5.46B
UNH
Unitedhealth Group Inc

Healthcare
10.7K
New
$485.52 - $625.25 $5.21M - $6.71M
10.7K $5.43B
LOW
Lowes Companies Inc

Consumer Cyclical
20.7K
New
$244.52 - $284.07 $5.07M - $5.89M
20.7K $5.12B
Linde PLC
11.6K
New
N/A
11.6K $4.88B
META
Meta Platforms, Inc.

Communication Services
8.3K
New
$554.08 - $632.68 $4.6M - $5.25M
8.3K $4.86B
MCD
Mcdonalds Corp

Consumer Cyclical
16.6K
New
$288.47 - $316.54 $4.8M - $5.27M
16.6K $4.82B
JNJ
Johnson & Johnson

Healthcare
33.3K
New
$143.34 - $165.86 $4.77M - $5.52M
33.3K $4.82B
ADI
Analog Devices Inc

Technology
22K
New
$206.35 - $236.48 $4.54M - $5.2M
22K $4.67B
MA
Mastercard Inc

Financial Services
8.85K
New
$491.3 - $536.15 $4.35M - $4.74M
8.85K $4.66B
EMR
Emerson Electric CO

Industrials
37.4K
New
$108.13 - $134.33 $4.05M - $5.03M
37.4K $4.64B
SYK
Stryker Corp

Healthcare
12.6K
New
$345.14 - $392.15 $4.36M - $4.96M
12.6K $4.55B
Activity Summary
Buys All Purchases 834 New Holdings 834 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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