CIK 2009367
Stonebridge Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
248
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 248
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 3K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| PBBK | PB BANKSHARES INC | 82K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 12K | $1M+ | SH |
| ES | EVERSOURCE ENERGY | 26K | $1M+ | SH |
| CSL | CARLISLE COS INC | 5K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 9K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 14K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 20K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 5K | $1M+ | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 44K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 8K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 38K | $1M+ | SH |
| IEMG | ISHARES INC | 17K | $1M+ | SH |
| TECL | DIREXION SHS ETF TR | 10K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| LLY | ELI LILLY & CO | 975 | $1M+ | SH |
| FNB | F N B CORP | 59K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| STBA | S & T BANCORP INC | 25K | $500K+ | SH |
| AOA | ISHARES TR | 11K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 16K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 6K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 4K | $500K+ | SH |
| FMAY | FIRST TR EXCHNG TRADED FD VI | 16K | $500K+ | SH |
| MRK | MERCK & CO INC | 8K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 11K | $500K+ | SH |
| AOR | ISHARES TR | 12K | $500K+ | SH |
| IEI | ISHARES TR | 7K | $500K+ | SH |
| IBTG | ISHARES TR | 35K | $500K+ | SH |
| VSDM | VANGUARD MUN BD FDS | 10K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 3K | $500K+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 11K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| HSY | HERSHEY CO | 4K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| GLDM | WORLD GOLD TR | 8K | $500K+ | SH |
| IJR | ISHARES TR | 6K | $500K+ | SH |
| WELL | WELLTOWER INC | 3K | $500K+ | SH |
| NFLX | NETFLIX INC | 7K | $500K+ | SH |
| PPL | PPL CORP | 18K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $500K+ | SH |
| NEAR | ISHARES U S ETF TR | 12K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| HTAB | HARTFORD FDS EXCHANGE TRADED | 32K | $500K+ | SH |
| DOL | WISDOMTREE TR | 9K | $500K+ | SH |
| ITOT | ISHARES TR | 4K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| DLN | WISDOMTREE TR | 7K | $500K+ | SH |