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CIK: 0001802494
Total reported value
$313.9M
$313.9M
161 檔
13.5%
During the Q1 2025 filing period, Stonebridge Financial Planning Group, LLC (CIK: 0001802494) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $313.9M across 161 reported positions.
In Q1 2025, Stonebridge Financial Planning Group, LLC displayed an active expansion posture, initiating 161 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 6.14% | +0.13% | -3.99% | |
| 2 | IYW | Ishares Ustechnology ETF | ETF-Tech | 4.05% | +0.71% | -8.77% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.65% | +0.07% | +1.19% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.99% | -0.16% | +4.65% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.51% | -0.06% | -4.58% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | +0.05% | -7.67% | |
| 7 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.79% | +0.07% | -4.12% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.79% | -0.24% | +15.85% | |
| 9 | DSTL | Distillate US Fundamental St | ETF-Other | 1.73% | -0.36% | +31.78% | |
| 10 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.65% | +0.06% | +16.89% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.58% | -0.11% | -25.05% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.56% | -0.08% | -3.50% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.54% | -0.28% | +1.63% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.49% | — | +8.94% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.42% | -0.06% | -2.58% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | -0.07% | -0.54% | |
| 17 | PBDC | Putnam Bdc Income ETF | ETF-Other | 1.36% | — | +3.77% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.34% | -0.01% | -8.85% | |
| 19 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.33% | -0.19% | -3.68% | |
| 20 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.25% | -0.36% | +18.85% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.22% | +0.17% | -1.58% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.21% | +0.08% | +4.61% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.18% | -0.16% | -0.74% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-Other | 1.15% | -0.06% | -1.95% | |
| 25 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 1.14% | -0.01% | +24.06% | |
| 26 | IYC | Ishares US Consumer Discreti | ETF-Other | 1.13% | -0.17% | -3.38% | |
| 27 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 1.09% | -0.09% | +4.14% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 1.06% | -0.04% | +0.96% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.99% | -0.06% | — | |
| 30 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.98% | -0.17% | +2.31% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.14% | -0.44% | |
| 32 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.96% | -0.25% | +50.48% | |
| 33 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.96% | +0.22% | -0.38% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.95% | -0.12% | -0.59% | |
| 35 | ARCC | Ares Capital CORP | Stock-Financials | 0.89% | -0.26% | +1.48% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | -0.08% | -2.10% | |
| 37 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.88% | -0.02% | +15.25% | |
| 38 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.87% | -0.06% | +0.04% | |
| 39 | FIW | First Trust Water ETF | ETF-Other | 0.84% | -0.07% | +0.01% | |
| 40 | TECB | Ishares US Tech Breakthrough | ETF-Tech | 0.79% | +0.06% | +13.97% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.12% | -4.14% | |
| 42 | BIZD | Vaneck Bdc Income ETF | ETF-Other | 0.75% | — | +62.03% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.72% | -0.04% | -1.77% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | -0.02% | -3.69% | |
| 45 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.69% | -0.01% | +15.18% | |
| 46 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.68% | +0.56% | -4.54% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.03% | -2.16% | |
| 48 | FTCS | First Trust Capital Strength | ETF-Other | 0.65% | -0.11% | +0.32% | |
| 49 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.64% | — | -2.81% | |
| 50 | FAD | First Trust Multi Cap Growth | ETF-Other | 0.62% | +0.05% | -1.49% |
According to official SEC Form 13F filings, Stonebridge Financial Planning Group, LLC reported a total U.S. public equity portfolio value of $313.9M across 161 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWY, IYW, SPHQ) accounted for 13.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IWY
市值: $13.4M
During Q1 2025, Stonebridge Financial Planning Group, LLC's top holdings by market value included IWY (6.1%)、IYW (4.0%)、SPHQ (3.6%). The largest single position, IWY, represented 6.1% of total portfolio value.
In Q1 2025, Stonebridge Financial Planning Group, LLC made 161 total portfolio adjustments, initiating 161 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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