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 151–200 of 248
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MDYV | SPDR SERIES TRUST | 7K | $500K+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 7K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| FAUG | FIRST TR EXCHNG TRADED FD VI | 10K | $500K+ | SH |
| SPEM | SPDR INDEX SHS FDS | 11K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| MDYG | SPDR SERIES TRUST | 6K | $500K+ | SH |
| IBTH | ISHARES TR | 23K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 683 | $500K+ | SH |
| SAMT | ADVISORS INNER CIRCLE FD III | 13K | $500K+ | SH |
| FJUL | FIRST TR EXCHNG TRADED FD VI | 9K | $500K+ | SH |
| AVGO | BROADCOM INC | 1K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 10K | $100K–$500K | SH |
| NBTB | NBT BANCORP INC | 12K | $100K–$500K | SH |
| CORP | PIMCO ETF TR | 5K | $100K–$500K | SH |
| GMAY | FIRST TR EXCHNG TRADED FD VI | 11K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 3K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 5K | $100K–$500K | SH |
| NMAR | INNOVATOR ETFS TRUST | 16K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| ACWI | ISHARES TR | 3K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 4K | $100K–$500K | SH |
| UPRO | PROSHARES TR | 4K | $100K–$500K | SH |
| AMRX | AMNEAL PHARMACEUTICALS INC | 36K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 5K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 7K | $100K–$500K | SH |
| DLTR | DOLLAR TREE INC | 4K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $100K–$500K | SH |
| YLDE | LEGG MASON ETF INVT | 8K | $100K–$500K | SH |
| BLV | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 10K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 468 | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 998 | $100K–$500K | SH |
| CII | BLACKROCK ENHANCED LARGE CAP | 16K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| PECO | PHILLIPS EDISON & CO INC | 11K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 923 | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| FBCG | FIDELITY COVINGTON TRUST | 6K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| GVI | ISHARES TR | 3K | $100K–$500K | SH |