Stonebridge Financial Group, LLC Incresed Positions in Q4 2025

Stonebridge Financial Group, LLC

  • $1.17 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
167K
+ 4163.09%
$149.9 - $155.79 $25.1M - $26M
171K $26.6B
PAVE
Global X Fds Us Infrastructure

ETFs
296K
+ 3578.35%
$46.42 - $48.56 $13.7M - $14.4M
304K $14.5B
GOOGL
Alphabet Inc.

Communication Services
4.95K
+ 12.57%
$236.57 - $291.31 $1.17M - $1.44M
44.3K $13.9B
Pimco ETF Tr
137K
+ 12.65%
N/A
1.22M $32.5B
USTB
Victory Portfolios Ii Victorys

ETFs
69.1K
+ 9.97%
$50.79 - $51.05 $3.51M - $3.53M
762K $38.7B
JPM
Jpmorgan Chase & CO

Financial Services
6.36K
+ 23.57%
$294.11 - $320.41 $1.87M - $2.04M
33.4K $10.7B
SGOL
Abrdn Gold ETF Trust

ETFs
9.05K
+ 2.15%
$36.75 - $41.74 $333K - $378K
430K $17.7B
CGCP
Capital Group Core Plus Income

ETFs
94.5K
+ 5.01%
$22.64 - $22.98 $2.14M - $2.17M
1.98M $44.9B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
31.8K
+ 4.59%
$43.97 - $46.55 $1.4M - $1.48M
724K $33.2B
DGRO
Ishares Core Dividend Growth E

ETFs
9.85K
+ 1.27%
$66.93 - $69.17 $659K - $681K
788K $54.7B
IVV
Ishares Core S&P 500 ETF

ETFs
2.17K
+ 413.74%
$656.2 - $690.71 $1.42M - $1.5M
2.69K $1.84B
CGGO
Capital Group Global Growth Eq

ETFs
32.5K
+ 20.3%
$33.63 - $35.51 $1.09M - $1.15M
193K $6.68B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
19.9K
+ 13.7%
$50.55 - $50.74 $1M - $1.01M
165K $8.34B
CGGR
Capital Group Growth ETF Shs C

ETFs
17.2K
+ 5.13%
$43.04 - $45.68 $742K - $787K
353K $15.7B
AMGN
Amgen Inc

Healthcare
881
+ 6.37%
$290.13 - $341.71 $256K - $301K
14.7K $4.82B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10.7K
+ 23.84%
$82.69 - $83.12 $887K - $892K
55.7K $4.62B
JNJ
Johnson & Johnson

Healthcare
81
+ 0.22%
$185.98 - $199.58 $15.1K - $16.2K
37.8K $7.81B
GOOG
Alphabet Inc.

Communication Services
54
+ 0.5%
$237.49 - $291.74 $12.8K - $15.8K
10.8K $3.39B
WMT
Walmart Inc.

Consumer Defensive
1.41K
+ 2.11%
$101.18 - $109.03 $142K - $154K
68.1K $7.59B
NVDA
Nvidia Corp

Technology
3.8K
+ 15.56%
$179.83 - $207.04 $683K - $786K
28.2K $5.26B
ADI
Analog Devices Inc

Technology
347
+ 1.53%
$225.32 - $246.37 $78.2K - $85.5K
23.1K $6.26B
Capital Group New Geography
18.9K
+ 73.94%
N/A
44.5K $1.42B
CSCO
Cisco Systems, Inc.

Technology
482
+ 0.7%
$67.46 - $78.0 $32.5K - $37.6K
69.3K $5.34B
CGDV
Capital Group Divid Value ETF

ETFs
11.5K
+ 14.88%
$41.33 - $43.47 $475K - $499K
88.7K $3.87B
CB
Chubb LTD

Financial Services
388
+ 2.46%
$268.2 - $296.22 $104K - $115K
16.2K $5.05B
IEFA
Ishares Tr

ETFs
6.17K
+ 36.96%
$86.09 - $89.88 $531K - $554K
22.9K $2.04B
Capital Group International
5.83K
+ 2.0%
N/A
298K $10.4B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.34K
+ 31.45%
$63.25 - $66.24 $464K - $486K
30.7K $2.03B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
12.7K
+ 1.21%
$50.37 - $50.58 $639K - $642K
1.06M $53.6B
SCHO
Schwab Short Term Us Treasury

ETFs
20.3K
+ 6.19%
$24.31 - $24.46 $492K - $495K
347K $8.46B
NEE
Nextera Energy Inc

Utilities
1.47K
+ 2.1%
$78.18 - $86.03 $115K - $127K
71.7K $5.75B
GLDM
World Gold Trust

ETFs
4.66K
+ 144.29%
$76.32 - $86.69 $356K - $404K
7.89K $674M
TSLA
Tesla, Inc.

Consumer Cyclical
911
+ 28.91%
$401.99 - $468.37 $366K - $427K
4.06K $1.83B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
12.2K
+ 20.52%
$27.18 - $28.91 $332K - $354K
71.8K $2.02B
KO
Coca Cola CO

Consumer Defensive
2.17K
+ 3.52%
$66.1 - $71.61 $143K - $155K
63.7K $4.45B
CEG
Constellation Energy Corp

Utilities
941
+ 61.22%
$335.74 - $401.43 $316K - $378K
2.48K $875M
RTX
Raytheon Technologies Corp

Industrials
325
+ 1.7%
$157.0 - $179.44 $51K - $58.3K
19.5K $3.57B
PLTR
Palantir Technologies Inc.

Technology
2.05K
+ 27.83%
$172.14 - $207.18 $352K - $424K
9.39K $1.67B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.35K
+ 16.24%
$76.84 - $80.86 $258K - $271K
24K $1.93B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
7.9K
+ 3.13%
$48.06 - $50.58 $380K - $399K
261K $12.9B
LRGF
Ishares Tr

ETFs
3.21K
+ 1.67%
$67.34 - $70.85 $216K - $227K
195K $13.6B
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.64K
+ 3.77%
$56.0 - $57.6 $260K - $267K
128K $7.32B
QCOM
Qualcomm Inc

Technology
848
+ 3.34%
$153.59 - $187.68 $130K - $159K
26.2K $4.49B
HOOD
Robinhood Markets, Inc.

Technology
2.66K
+ 184.44%
$121.53 - $152.46 $323K - $405K
4.1K $463M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.56K
+ 88.22%
$68.28 - $84.44 $175K - $216K
5.47K $469M
RF
Regions Financial Corp

Financial Services
4.46K
+ 2.81%
$23.35 - $26.39 $104K - $118K
163K $4.42B
SPY
Spdr S&P 500 ETF Trust

ETFs
187
+ 2.95%
$653.02 - $687.39 $122K - $129K
6.53K $4.45B
AMZN
Amazon Com Inc

Consumer Cyclical
453
+ 4.28%
$213.04 - $254.0 $96.5K - $115K
11K $2.55B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.08K
+ 94.49%
$50.57 - $50.77 $206K - $207K
8.4K $425M
Activity Summary
Buys All Purchases 159 New Holdings 22 Increased Positions 137 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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