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
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
6.92K
New
$74.68 - $81.45 $517K - $564K
6.92K $517M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5.94K
New
$86.65 - $94.9 $514K - $563K
5.94K $516M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
6.61K
New
$77.23 - $82.11 $510K - $543K
6.61K $514M
VO
Vanguard Mid Cap ETF

ETFs
1.92K
New
$261.5 - $284.63 $501K - $545K
1.92K $506M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
9.74K
New
$49.25 - $53.57 $479K - $522K
9.74K $481M
CEG
Constellation Energy Corp

Utilities
2.11K
New
$224.28 - $285.52 $473K - $603K
2.11K $472M
TFC
Truist Financial Corp

Financial Services
10.2K
New
$41.51 - $48.1 $424K - $491K
10.2K $443M
WELL
Welltower Inc.

Real Estate
3.45K
New
$123.11 - $139.3 $425K - $481K
3.45K $435M
Six Flags Entertainment Corp
8.8K
New
N/A
8.8K $424M
YLDE
Legg Mason ETF Invt Tr

ETFs
8.29K
New
$49.88 - $53.45 $414K - $443K
8.29K $421M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
6.08K
New
$68.25 - $75.42 $415K - $458K
6.08K $416M
CORP
Pimco Investment Grade Corp Bd

ETFs
4.33K
New
$95.1 - $99.41 $412K - $431K
4.33K $412M
NEAR
Blackrock Short Maturity Bond

ETFs
8.15K
New
$50.28 - $51.08 $410K - $417K
8.15K $412M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.7K
New
$38.37 - $42.82 $411K - $459K
10.7K $411M
PLTR
Palantir Technologies Inc.

Technology
5.4K
New
$36.46 - $82.38 $197K - $445K
5.4K $408M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
18.3K
New
$22.1 - $22.59 $405K - $414K
18.3K $407M
VGT
Vanguard Information Technolog

ETFs
650
New
$571.78 - $647.97 $372K - $421K
650 $404M
PECO
Phillips Edison & Company, Inc.

Real Estate
10.7K
New
$35.96 - $39.8 $386K - $427K
10.7K $402M
SCHA
Schwab Strategic Tr Us Small C

ETFs
15.5K
New
$25.33 - $51.16 $391K - $791K
15.5K $400M
SBUX
Starbucks Corp

Consumer Cyclical
4.3K
New
$87.44 - $102.5 $376K - $441K
4.3K $393M
COST
Costco Wholesale Corp

Consumer Defensive
422
New
$873.59 - $994.69 $369K - $420K
422 $387M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.92K
New
$131.66 - $144.0 $384K - $420K
2.92K $385M
CTAS
Cintas Corp

Industrials
1.99K
New
$182.7 - $226.47 $363K - $450K
1.99K $363M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.54K
New
$94.43 - $105.47 $334K - $373K
3.54K $360M
IWM
Ishares Russell 2000 ETF

ETFs
1.6K
New
$216.13 - $242.4 $346K - $388K
1.6K $353M
ISRG
Intuitive Surgical Inc

Healthcare
658
New
$471.27 - $550.62 $310K - $362K
658 $343M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.95K
New
$174.22 - $187.62 $340K - $367K
1.95K $342M
IVV
Ishares Core S&P 500 ETF

ETFs
573
New
$570.51 - $610.59 $327K - $350K
573 $337M
MRVL
Marvell Technology, Inc.

Technology
3.05K
New
$70.31 - $124.78 $215K - $381K
3.05K $337M
VB
Vanguard Small Cap ETF

ETFs
1.4K
New
$233.76 - $261.58 $327K - $366K
1.4K $336M
MGK
Vanguard Mega Cap Growth ETF

ETFs
962
New
$316.94 - $357.88 $305K - $344K
962 $330M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
16.4K
New
$19.23 - $20.44 $316K - $336K
16.4K $330M
TTD
Trade Desk, Inc.

Technology
2.79K
New
$108.7 - $139.51 $303K - $389K
2.79K $328M
AXP
American Express CO

Financial Services
1.07K
New
$267.35 - $305.57 $286K - $326K
1.07K $317M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.15K
New
$55.73 - $66.16 $287K - $341K
5.15K $311M
VEA
Vanguard Ftse Developed Market

ETFs
6.43K
New
$47.57 - $52.44 $306K - $337K
6.43K $307M
PM
Philip Morris International Inc.

Consumer Defensive
2.5K
New
$118.38 - $133.06 $296K - $332K
2.5K $301M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.43K
New
$198.04 - $221.51 $283K - $316K
1.43K $301M
WM
Waste Management Inc

Industrials
1.49K
New
$201.79 - $228.46 $300K - $340K
1.49K $300M
ACWI
Ishares Msci Acwi ETF

ETFs
2.5K
New
$117.05 - $123.03 $293K - $307K
2.5K $294M
PAVE
Global X Fds Us Infrastructure

ETFs
7.24K
New
$40.41 - $45.95 $293K - $333K
7.24K $293M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.24K
New
$66.77 - $71.52 $283K - $303K
4.24K $292M
Atlassian Corporation
1.19K
New
N/A
1.19K $290M
DASH
Door Dash, Inc.

Communication Services
1.71K
New
$141.93 - $180.48 $243K - $309K
1.71K $287M
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
36.1K
New
$7.69 - $9.25 $277K - $333K
36.1K $286M
VNQ
Vanguard Specialized Funds Van

ETFs
3.16K
New
$87.85 - $98.6 $278K - $311K
3.16K $281M
TMUS
T Mobile Us, Inc.

Communication Services
1.27K
New
$206.1 - $246.94 $262K - $314K
1.27K $281M
ABBV
Abb Vie Inc.

Healthcare
1.56K
New
$164.99 - $203.87 $258K - $319K
1.56K $278M
APP
App Lovin Corp

Technology
842
New
$130.67 - $401.5 $110K - $338K
842 $273M
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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