Stonebridge-Financial-Planning-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, "VONG", null, "GOOGL", null, "CAT", null, "ARCC", "BSX", "EVT", null, null, null, null, null, null, null, null, null, null, null, null, null, "HD", null, null, null, null, null, "MCD", null, null, null, null, null, null, null, "EMXC", null, "META", null, null, null, null, null, "LHX", "IWS", null, "MCR", null, null, "EXG", null, "MA", "MSFT", null, null, null, "IWD", "ORCL", "VGIT", null, null, null, null, null, "IWF", null, "PANW", "IVV", null, null, "UNH", "AAPL", "NVDA", null, "RTX", null, null, "SPYG", null, "IBM", "CI", "VO", null, "VWO", null, null, "VCIT", null, "IWO", "IWN", null, null, null, null, "VYM", null, "AMD", "SDY", "IWP", null, "AMZN", null, "IVE", null, null, null, null, null, "VGT", "ESGV", "VUG", "VFH", "VEA", "MGK", null, "VOOV", null, "VBK", "MGV", "BND", "VBR", "BSV", "VB", "VOO", "VTV", "V", "WMT", null, "IUSG", "SCHD", "SO", null, "CRM", null, null, null, null, "DGRO", null, null, null, "BRK-B", "CVX", "COST", "USMV", "GOOG", "XOM", "JNJ", "LLY", "NFLX", "AWK", "APO", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-08
- Total Holdings
- 161
- Total Value
- 219045451
- Accession Number
- 0001085146-25-002767
- Form Type
- 13F-HR
- Manager Name
- Stonebridge-Financial-Planning-Group
Data Enrichment
46% identified74 identified87 unidentified
Holdings
161 positions • $219.0M total value
Manager:
Search and click to pin securities to the top