Fund Holdings — Stonebridge Financial Planning Group, LLC

Total Portfolio Value
$266.32M
Total Bought
$28.52M
Total Sold
$9.76M
Net Transaction
+$18.77M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
56,983140,770+83,7871,5694,0471.52%+2,478
ISHARES TR61,71762,519+80215,21417,1086.42%+1,894
SPDR SERIES TRUST
ST PORT HIGH ETF
132,887202,077+69,1903,1634,8381.82%+1,675
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
28,29651,231+22,9351,7753,4461.29%+1,670
ISHARES TR61,35460,591-76310,63111,8674.46%+1,237
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
42,52554,438+11,9133,5264,5791.72%+1,053
VANGUARD MALVERN FDS012,736+12,73601,0010.38%+1,001
VANECK ETF TRUST
URANI NUCLE ETF
7,85813,050+5,1928741,7700.66%+897
ISHARES TR
CORE DIV GRWTH
109,995116,277+6,2827,0337,9162.97%+883
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
60,64594,493+33,8481,5092,3800.89%+871
NVIDIA CORPORATION(NVDA)27,65727,892+2354,3705,2041.95%+835
JANUS DETROIT STR TR
HENDRSON AAA CL
015,656+15,65607950.30%+795
VANGUARD INDEX FDS2,9143,921+1,0071,6552,4010.90%+746
VANGUARD INDEX FDS6,9647,668+7043,0533,6781.38%+625
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
5,0769,829+4,7534139500.36%+537
VANGUARD INDEX FDS5,3676,927+1,5601,5022,0350.76%+533
ALPHABET INC(GOOG)6,2046,575+3711,1001,6010.60%+501
VANGUARD TAX-MANAGED FDS66,47471,192+4,7183,7904,2661.60%+476
ISHARES INC
MSCI JAPAN ETF
8,15213,416+5,2646111,0760.40%+465
ISHARES TR30,40330,390-134,5735,0001.88%+428
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
5,2547,654+2,4007301,1560.43%+426
FIDELITY COVINGTON TRUST16,22520,502+4,2771,0521,4550.55%+403
ISHARES TR9,1949,195+13,9044,3071.62%+403
VANGUARD WORLD FD
FINANCIALS ETF
1,8344,696+2,8622346160.23%+383
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
120,548122,178+1,6308,5908,9543.36%+364
VANGUARD WORLD FD
UTILITIES ETF
01,893+1,89303580.13%+358
SELECT SECTOR SPDR TR
ST STR UTIL ETF
4,0417,849+3,8083306850.26%+355
VANECK ETF TRUST
CLO ETF
18,62624,888+6,2629861,3220.50%+335
APPLE INC(AAPL)12,68811,515-1,1732,6032,9321.10%+329
GLOBAL X FDS
ARTIFICIAL ETF
57,79857,626-1722,5252,8461.07%+321
ISHARES TR9,4469,216-2305,8656,1682.32%+303
ETF SER SOLUTIONS
DEFIA QUANT ETF
4,0176,381+2,3643696690.25%+301
VANECK ETF TRUST
MRNGSTR WDE MOAT
42,33443,030+6963,9714,2651.60%+294
ISHARES TR33,66936,758+3,0891,9312,2190.83%+288
ISHARES TR10,69814,951+4,2536339140.34%+280
VANGUARD INDEX FDS0827+82702710.10%+271
ORACLE CORP(ORCL)3,8693,959+908461,1140.42%+268
SPDR SERIES TRUST
ST STR SP AERO
1,8562,769+9133926510.24%+259
ALPHABET INC(GOOG)3,6553,663+86448900.33%+246
SPDR SERIES TRUST
ST STR P500GRW
15,41416,381+9671,4691,7120.64%+243
VANGUARD MALVERN FDS03,043+3,04302390.09%+239
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
01,009+1,00902380.09%+238
GLOBAL X FDS
DATA CTR DIG ETF
011,444+11,44402340.09%+234
VANGUARD WORLD FD15,16216,033+8711,9892,2080.83%+219
ISHARES TR7,2937,228-651,7411,9600.74%+219
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
03,960+3,96002070.08%+207
BOEING CO(BA)0944+94402040.08%+204
SPDR SERIES TRUST
ST STR P500VAL
03,652+3,65202020.08%+202
ARISTA NETWORKS INC(ANET)01,379+1,37902010.08%+201
VANGUARD BD INDEX FDS30,47532,848+2,3732,2442,4430.92%+199
VANGUARD WORLD FD
INF TECH ETF
4,3094,077-2322,8583,0441.14%+186
RTX CORPORATION(RTX)6,9277,100+1731,0121,1880.45%+176
L3HARRIS TECHNOLOGIES INC(LHX)3,7813,640-1419481,1120.42%+163
MICROSOFT CORP(MSFT)5,3805,479+992,6762,8381.07%+161
VANGUARD INTL EQUITY INDEX F28,39328,793+4001,4041,5600.59%+156
VANGUARD INDEX FDS2,2862,694+4085426850.26%+143
VANGUARD ADMIRAL FDS INC9,5429,693+1511,8011,9330.73%+133
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
58,29257,501-7912,0572,1860.82%+130
VANECK ETF TRUST
SEMICONDUCTR ETF
2,3352,375+406517750.29%+124
FIRST TR EXCHANGE-TRADED FD
WTR ETF
17,20717,627+4201,8581,9800.74%+122
VANGUARD WHITEHALL FDS15,76715,76702,1022,2220.83%+120
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
68,69670,265+1,5691,6971,8160.68%+119
ETF SER SOLUTIONS
DISTILLATE US
69,31768,185-1,1323,8373,9521.48%+115
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
7,0697,070+11,1101,2210.46%+111
FIDELITY COVINGTON TRUST4,4194,412-78729800.37%+109
ADVANCED MICRO DEVICES INC(AMD)2,9563,253+2974195260.20%+107
FIDELITY COVINGTON TRUST17,97018,445+4759741,0810.41%+107
FIDELITY COVINGTON TRUST16,54716,948+4011,2831,3890.52%+106
CATERPILLAR INC(CAT)773841+683004010.15%+101
ISHARES TR11,46812,153+6851,2571,3550.51%+98
VANECK ETF TRUST
MORN SMID MO ETF
28,64830,321+1,6739971,0940.41%+97
FIRST TR EXCHANGE-TRADED ALP
COM SHS
10,57210,254-3181,5521,6460.62%+94
ISHARES TR
MSCI USA MIN ETF
5,6506,530+8805306210.23%+91
ISHARES TR9,6509,500-1508919800.37%+89
ISHARES TR8,3098,291-181,6241,7120.64%+88
JOHNSON & JOHNSON(JNJ)2,4082,450+423684540.17%+86
FIDELITY COVINGTON TRUST5,2506,250+1,0003304120.15%+82
FIDELITY COVINGTON TRUST9,10810,955+1,8474665460.21%+80
SPDR SERIES TRUST
ST STR SP SEMI
1,5001,440-603854600.17%+75
HOME DEPOT INC(HD)2,2022,167-358078780.33%+71
JPMORGAN CHASE & CO.(JPM)2,2872,323+366637330.28%+70
ISHARES TR3,6943,514-1801,0561,1250.42%+69
SPDR SERIES TRUST
ST STR SP DIV
9,4719,661+1901,2851,3530.51%+68
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
7,3527,35206066740.25%+67
SSGA ACTIVE ETF TR
ST STR BL LN ETF
7,3758,930+1,5553073710.14%+65
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
15,02615,02601,2801,3430.50%+63
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
5,9126,620+7084705290.20%+59
JOHN HANCOCK EXCHANGE TRADED
PFD INCOME ETF
10,65012,660+2,0102402930.11%+53
VANECK ETF TRUST
BDC INCOME ETF
120,356134,628+14,2721,9592,0110.76%+52
ISHARES TR5,3125,317+51,0321,0820.41%+51
WALMART INC(WMT)9,2809,283+39079570.36%+49
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
3,9854,600+6153013500.13%+48
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
3,7233,72304535000.19%+48
FIRST TR EXCHANGE-TRADED FD
INDXX NEXTG ETF
7,5007,501+17307770.29%+47
ISHARES TR2,5142,510-43974440.17%+47
VANGUARD WORLD FD
INDUSTRIAL ETF
2,6252,62507357780.29%+43
VANGUARD ADMIRAL FDS INC3,9743,97404024390.16%+37
ISHARES TR5,5445,501-437337680.29%+36
SPDR SERIES TRUST
ST STR SP RETAIL
3,0503,05002352630.10%+28
FIDELITY COVINGTON TRUST8,7108,219-4918198450.32%+26
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Stonebridge Financial Planning Group, LLC — 13F Holdings — Q3 2025 | TickerTrail