Stonebridge Financial Group, LLC Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$1.2B

Holdings

248

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (248 positions)

StockValue
IVVISHARES TR
$1.8M
TSLATESLA INC
$1.8M
PBBKPB BANKSHARES INC
$1.8M
VTVANGUARD INTL EQUITY INDEX F
$1.8M
ESEVERSOURCE ENERGY
$1.8M
CSLCARLISLE COS INC
$1.7M
PLTRPALANTIR TECHNOLOGIES INC
$1.7M
XOMEXXON MOBIL CORP
$1.7M
BSVVANGUARD BD INDEX FDS
$1.6M
VHTVANGUARD WORLD FD
$1.5M
CGNGCAPITAL GROUP NEW GEOGRAPHY
$1.4M
VYMVANGUARD WHITEHALL FDS
$1.2M
SCHMSCHWAB STRATEGIC TR
$1.1M
IEMGISHARES INC
$1.1M
TECLDIREXION SHS ETF TR
$1.1M
CATCATERPILLAR INC
$1.1M
LLYELI LILLY & CO
$1.0M
FNBF N B CORP
$1.0M
IBMINTERNATIONAL BUSINESS MACHS
$997K
STBAS & T BANCORP INC
$970K
AOAISHARES TR
$946K
JEPQJ P MORGAN EXCHANGE TRADED F
$924K
CEGCONSTELLATION ENERGY CORP
$875K
CVXCHEVRON CORP NEW
$874K
PNCPNC FINL SVCS GROUP INC
$838K
FMAYFIRST TR EXCHNG TRADED FD VI
$836K
MRKMERCK & CO INC
$823K
VEUVANGUARD INTL EQUITY INDEX F
$812K
AORISHARES TR
$797K
IEIISHARES TR
$792K
IBTGISHARES TR
$790K
VSDMVANGUARD MUN BD FDS
$788K
ACNACCENTURE PLC IRELAND
$778K
RDVYFIRST TR EXCHANGE TRADED FD
$772K
VVISA INC
$740K
HSYHERSHEY CO
$733K
HDHOME DEPOT INC
$690K
GLDMWORLD GOLD TR
$673K
IJRISHARES TR
$672K
WELLWELLTOWER INC
$649K
NFLXNETFLIX INC
$647K
PPLPPL CORP
$639K
DONSPDR DOW JONES INDL AVERAGE
$620K
NEARISHARES U S ETF TR
$619K
IWBISHARES TR
$615K
HTABHARTFORD FDS EXCHANGE TRADED
$615K
DOLWISDOMTREE TR
$614K
ITOTISHARES TR
$600K
PEPPEPSICO INC
$582K
DLNWISDOMTREE TR
$582K
MDYVSPDR SERIES TRUST
$565K
VCLTVANGUARD SCOTTSDALE FDS
$553K
GEGE AEROSPACE
$550K
FAUGFIRST TR EXCHNG TRADED FD VI
$537K
VOVANGUARD INDEX FDS
$531K
SPEMSPDR INDEX SHS FDS
$531K
MDYGSPDR SERIES TRUST
$527K
IBTHISHARES TR
$522K
SAMTADVISORS INNER CIRCLE FD III
$514K
VGTVANGUARD WORLD FD
$514K
FJULFIRST TR EXCHNG TRADED FD VI
$512K
AVGOBROADCOM INC
$500K
TFCTRUIST FINL CORP
$484K
NBTBNBT BANCORP INC
$478K
PMBSPIMCO ETF TR
$475K
GMAYFIRST TR EXCHNG TRADED FD VI
$474K
LRCXLAM RESEARCH CORP
$471K
GDXVANECK ETF TRUST
$468K
VCSHVANGUARD SCOTTSDALE FDS
$465K
NMARINNOVATOR ETFS TRUST
$465K
ACWIISHARES TR
$464K
HOODROBINHOOD MKTS INC
$463K
UPROPROSHARES TR
$463K
AMRXAMNEAL PHARMACEUTICALS INC
$454K
UPSUNITED PARCEL SERVICE INC
$449K
VEAVANGUARD TAX-MANAGED FDS
$445K
4I1PHILIP MORRIS INTL INC
$443K
DLTRDOLLAR TREE INC
$443K
YLDELEGG MASON ETF INVT
$442K
BLVVANGUARD BD INDEX FDS
$429K
BNDVANGUARD BD INDEX FDS
$426K
JPSTJ P MORGAN EXCHANGE TRADED F
$424K
AXPAMERICAN EXPRESS CO
$413K
SDYSPDR SERIES TRUST
$405K
HEMIHARTFORD FDS EXCHANGE TRADED
$404K
COSTCOSTCO WHSL CORP NEW
$403K
IVWISHARES TR
$402K
SCHGSCHWAB STRATEGIC TR
$396K
TTTRANE TECHNOLOGIES PLC
$388K
CIIBLACKROCK ENHANCED LARGE CAP
$384K
ABBVABBVIE INC
$383K
PECOPHILLIPS EDISON & CO INC
$381K
MGKVANGUARD WORLD FD
$380K
HONHONEYWELL INTL INC
$377K
VBVANGUARD INDEX FDS
$370K
BABOEING CO
$346K
SCHXSCHWAB STRATEGIC TR
$342K
FBCGFIDELITY COVINGTON TRUST
$326K
BACBANK AMERICA CORP
$323K
GVIISHARES TR
$318K
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