SF

Stonebridge Financial Planning Group, LLC

13F
Stonebridge Financial Planning Group, LLC
Last update 2025-05-08 161 Stocks (9 new)
Value $219.00 Mil Turnover 6 %
Countries:
Top Holdings: IWY(6.14%)IYW(4.05%)SPHQ(3.65%)DGRO(2.99%)IVV(2.51%)
Summary Stock Picks Current Portfolio
Stonebridge Financial Planning... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWY
iShares Russell Top 200 Growth ETF
63,740
13,445.3
-3.99%
6.140
-0.28%
0.110
+21.25%
+6.12%
14,168.6
 
IYW
iShares U.S. Technology ETF
63,129
8,865.9
-8.77%
4.050
-0.43%
0.050
+29.09%
+10.81%
22,122.5
 
SPHQ
Invesco S&P 500 Quality ETF
120,428
7,989.2
+1.19%
3.650
+0.04%
0.060
+10.92%
+5.58%
14,082.5
 
DGRO
iShares Core Dividend Growth ETF
106,105
6,555.2
+4.65%
2.990
+0.13%
0.020
+9.08%
+4.53%
32,114.4
 
IVV
iShares Core S&P 500 ETF
9,769
5,489.3
-4.58%
2.510
-0.12%
0.000
+15.70%
+6.17%
628,804.2
 
AMZN
Amazon.com Inc
24,063
4,578.2
-7.67%
2.090
-0.20%
0.000
+26.04%
+3.17%
2,403,011.4
Retail - Cyclical
IUSG
ISHARES TRUST
30,917
3,928.9
-4.12%
1.790
-0.08%
0.020
+21.86%
+8.98%
23,659.7
 
MOAT
VanEck Morningstar Wide Moat ETF
44,528
3,918.4
+15.85%
1.790
+0.24%
0.030
+15.80%
+2.46%
12,650.6
 
DSTL
Distillate U.S. Fundamental Stability & Value ETF
Distillate U.S. Fundamental Stability & Value ETF
70,026
3,798.2
+31.78%
1.730
+0.42%
0.200
+6.86%
+0.15%
1,771.0
 
BUFR
FT Vest Laddered Buffer ETF
121,908
3,619.4
+16.89%
1.650
+0.24%
0.060
+10.78%
+4.92%
6,966.3
 

Stonebridge Financial Planning Group, LLC's Historical Top Holdings Breakdowns

Stonebridge Financial Planning Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MGV
Vanguard Mega Cap Value ETF
2025-03-31
New Buy
New Buy
+0.60%
●
123.61 ($129.3) 133.01
$130.64
1.04%
New holding
10,122
10,122
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
2025-03-31
Reduce
Reduce
-0.52%
●
100.32 ($100.52) 100.76
$100.38
-0.14%
Reduce -25.05%
34,426
-11,506
IYW
iShares U.S. Technology ETF
2025-03-31
Reduce
Reduce
-0.43%
●
140.44 ($155.77) 166.79
$176.77
13.48%
Reduce -8.77%
63,129
-6,067
DSTL
Distillate U.S. Fundamental Stability & Value ETF
Distillate U.S. Fundamental Stability & Value ETF
2025-03-31
Add
Add
+0.42%
●
53.28 ($55.73) 57.28
$55.00
-1.31%
Add 31.78%
70,026
16,889
SPHY
SPDR Portfolio High Yield Bond ETF
2025-03-31
Add
Add
+0.32%
●
23.32 ($23.63) 23.84
$23.54
-0.38%
Add 50.48%
90,189
30,256
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
2025-03-31
Add
Add
+0.29%
●
24.5 ($24.74) 24.95
$24.73
-0.05%
Add 140.97%
44,181
25,846
BIZD
VanEck BDC Income ETF
2025-03-31
Add
Add
+0.29%
●
16.23 ($17.08) 17.82
$16.48
-3.51%
Add 62.03%
97,755
37,422
IWY
iShares Russell Top 200 Growth ETF
2025-03-31
Reduce
Reduce
-0.28%
●
210.19 ($230.05) 243.33
$249.67
8.53%
Reduce -3.99%
63,740
-2,649
BUFR
FT Vest Laddered Buffer ETF
2025-03-31
Add
Add
+0.24%
●
29.34 ($30.56) 31.31
$31.97
4.61%
Add 16.89%
121,908
17,615
MOAT
VanEck Morningstar Wide Moat ETF
2025-03-31
Add
Add
+0.24%
●
87.69 ($92.02) 96.49
$95.01
3.25%
Add 15.85%
44,528
6,093

Stonebridge Financial Planning Group, LLC Total Holding History ($B)

To

Stonebridge Financial Planning Group, LLC's Asset Allocation

To

Stonebridge Financial Planning Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Stonebridge Financial Planning Group, LLC's Hypothetical Growth since 2025-03-31

Stonebridge Financial Planning Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Stonebridge Financial Planning Group, LLC's Holdings Heat Map

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Stonebridge Financial Planning Group, LLC's Holdings Bubble Chart

Stonebridge Financial Planning Group, LLC News

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