Stonebridge Financial Planning Group, LLC Diversified Active

CIK: 0001802494 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 6, 2025

Total Value ($000): $239,517 (100.0% shares, 0.0% debt)

Holdings (165)

IWY ISHARES TR 6.4%
Value ($000) $15,214 Shares 61,717 Est. Cost $106.26 Unrealized
IYW ISHARES TR 4.4%
Value ($000) $10,631 Shares 61,354 Est. Cost $121.31 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 3.6%
Value ($000) $8,590 Shares 120,548 Est. Cost $50.37 Unrealized
DGRO ISHARES TR 2.9%
Value ($000) $7,033 Shares 109,995 Est. Cost $52.83 Unrealized
IVV ISHARES TR 2.4%
Value ($000) $5,865 Shares 9,446 Est. Cost $331.13 Unrealized
AMZN AMAZON COM INC 2.2%
Value ($000) $5,235 Shares 23,862 Est. Cost $125.76 Unrealized +57.4%
IUSG ISHARES TR 1.9%
Value ($000) $4,573 Shares 30,403 Est. Cost $71.41 Unrealized
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $4,370 Shares 27,657 Est. Cost $97.97 Unrealized +28.4%
BUFR FIRST TR EXCHNG TRADED FD VI 1.7%
Value ($000) $3,988 Shares 125,403 Est. Cost $28.25 Unrealized
MOAT VANECK ETF TRUST 1.7%
Value ($000) $3,971 Shares 42,334 Est. Cost $88.55 Unrealized
IWF ISHARES TR 1.6%
Value ($000) $3,904 Shares 9,194 Est. Cost $253.49 Unrealized
DSTL ETF SER SOLUTIONS 1.6%
Value ($000) $3,837 Shares 69,317 Est. Cost $52.80 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.6%
Value ($000) $3,790 Shares 66,474 Est. Cost $47.80 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 1.5%
Value ($000) $3,526 Shares 42,525 Est. Cost $80.48 Unrealized
MINT PIMCO ETF TR 1.3%
Value ($000) $3,230 Shares 32,124 Est. Cost $99.91 Unrealized
SPHY SPDR SERIES TRUST 1.3%
Value ($000) $3,163 Shares 132,887 Est. Cost $23.20 Unrealized
VDC VANGUARD WORLD FD 1.3%
Value ($000) $3,093 Shares 14,125 Est. Cost $169.00 Unrealized
VUG VANGUARD INDEX FDS 1.3%
Value ($000) $3,053 Shares 6,964 Est. Cost $236.39 Unrealized
V VISA INC 1.2%
Value ($000) $2,986 Shares 8,410 Est. Cost $174.86 Unrealized +98.4%
PBDC PUTNAM ETF TRUST 1.2%
Value ($000) $2,959 Shares 87,445 Est. Cost $31.75 Unrealized
VGT VANGUARD WORLD FD 1.2%
Value ($000) $2,858 Shares 4,309 Est. Cost $258.12 Unrealized
KNG FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $2,809 Shares 57,205 Est. Cost $50.96 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $2,676 Shares 5,380 Est. Cost $315.54 Unrealized +37.0%
SDVD FIRST TR EXCH TRADED FD III 1.1%
Value ($000) $2,647 Shares 129,069 Est. Cost $21.20 Unrealized
IYC ISHARES TR 1.1%
Value ($000) $2,634 Shares 26,438 Est. Cost $107.17 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $2,603 Shares 12,688 Est. Cost $116.27 Unrealized +73.2%
AIQ GLOBAL X FDS 1.1%
Value ($000) $2,525 Shares 57,798 Est. Cost $35.13 Unrealized
SCHD SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,435 Shares 91,881 Est. Cost $39.46 Unrealized
IAK ISHARES TR 1.0%
Value ($000) $2,312 Shares 17,191 Est. Cost $92.08 Unrealized
XLY SELECT SECTOR SPDR TR 0.9%
Value ($000) $2,268 Shares 10,436 Est. Cost $130.04 Unrealized
BND VANGUARD BD INDEX FDS 0.9%
Value ($000) $2,244 Shares 30,475 Est. Cost $73.33 Unrealized
VYM VANGUARD WHITEHALL FDS 0.9%
Value ($000) $2,102 Shares 15,767 Est. Cost $127.59 Unrealized
XLV SELECT SECTOR SPDR TR 0.9%
Value ($000) $2,060 Shares 15,280 Est. Cost $126.45 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $2,057 Shares 58,292 Est. Cost $34.01 Unrealized
IHI ISHARES TR 0.8%
Value ($000) $2,006 Shares 32,027 Est. Cost $97.44 Unrealized
MGV VANGUARD WORLD FD 0.8%
Value ($000) $1,989 Shares 15,162 Est. Cost $129.63 Unrealized
ARCC ARES CAPITAL CORP 0.8%
Value ($000) $1,987 Shares 90,494 Est. Cost $11.04 Unrealized +80.9%
BIZD VANECK ETF TRUST 0.8%
Value ($000) $1,959 Shares 120,356 Est. Cost $16.62 Unrealized
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $1,933 Shares 3,441 Est. Cost $277.50 Unrealized +98.7%
TECB ISHARES TR 0.8%
Value ($000) $1,931 Shares 33,669 Est. Cost $50.84 Unrealized
FIW FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,858 Shares 17,207 Est. Cost $63.92 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.8%
Value ($000) $1,801 Shares 9,542 Est. Cost $147.29 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,775 Shares 28,296 Est. Cost $53.99 Unrealized
SOXX ISHARES TR 0.7%
Value ($000) $1,741 Shares 7,293 Est. Cost $295.27 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $1,707 Shares 1,724 Est. Cost $740.07 Unrealized +33.9%
RDVI FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $1,697 Shares 68,696 Est. Cost $23.01 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.7%
Value ($000) $1,660 Shares 15,453 Est. Cost $89.88 Unrealized +12.6%
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $1,655 Shares 2,914 Est. Cost $320.57 Unrealized
IVE ISHARES TR 0.7%
Value ($000) $1,624 Shares 8,309 Est. Cost $136.43 Unrealized
FGD FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,569 Shares 56,983 Est. Cost $27.54 Unrealized
FAD FIRST TR EXCHANGE-TRADED ALP 0.6%
Value ($000) $1,552 Shares 10,572 Est. Cost $79.93 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.6%
Value ($000) $1,509 Shares 60,645 Est. Cost $24.76 Unrealized
VO VANGUARD INDEX FDS 0.6%
Value ($000) $1,502 Shares 5,367 Est. Cost $249.15 Unrealized
SPYG SPDR SERIES TRUST 0.6%
Value ($000) $1,469 Shares 15,414 Est. Cost $52.75 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $1,404 Shares 28,393 Est. Cost $42.28 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,370 Shares 15,068 Est. Cost $74.98 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $1,355 Shares 1,738 Est. Cost $636.00 Unrealized +21.6%
SDY SPDR SERIES TRUST 0.5%
Value ($000) $1,285 Shares 9,471 Est. Cost $107.97 Unrealized
FIDU FIDELITY COVINGTON TRUST 0.5%
Value ($000) $1,283 Shares 16,547 Est. Cost $54.57 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,280 Shares 15,026 Est. Cost $81.25 Unrealized
LQD ISHARES TR 0.5%
Value ($000) $1,257 Shares 11,468 Est. Cost $106.49 Unrealized
IYK ISHARES TR 0.5%
Value ($000) $1,219 Shares 17,297 Est. Cost $89.72 Unrealized
VCR VANGUARD WORLD FD 0.5%
Value ($000) $1,210 Shares 3,338 Est. Cost $264.06 Unrealized
PRN INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,110 Shares 7,069 Est. Cost $121.75 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $1,100 Shares 6,204 Est. Cost $112.18 Unrealized +46.9%
IWO ISHARES TR 0.4%
Value ($000) $1,056 Shares 3,694 Est. Cost $270.17 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,052 Shares 16,225 Est. Cost $43.40 Unrealized
IWD ISHARES TR 0.4%
Value ($000) $1,032 Shares 5,312 Est. Cost $185.13 Unrealized
RTX RTX CORPORATION 0.4%
Value ($000) $1,012 Shares 6,927 Est. Cost $57.51 Unrealized +129.1%
SMOT VANECK ETF TRUST 0.4%
Value ($000) $997 Shares 28,648 Est. Cost $33.01 Unrealized
CLOI VANECK ETF TRUST 0.4%
Value ($000) $986 Shares 18,626 Est. Cost $52.90 Unrealized
FDRR FIDELITY COVINGTON TRUST 0.4%
Value ($000) $974 Shares 17,970 Est. Cost $39.23 Unrealized
FTC FIRST TR EXCHANGE-TRADED ALP 0.4%
Value ($000) $967 Shares 6,405 Est. Cost $73.43 Unrealized
DXJ WISDOMTREE TR 0.4%
Value ($000) $967 Shares 8,460 Est. Cost $109.86 Unrealized
VBK VANGUARD INDEX FDS 0.4%
Value ($000) $949 Shares 3,428 Est. Cost $233.92 Unrealized
FDHY FIDELITY COVINGTON TRUST 0.4%
Value ($000) $949 Shares 19,419 Est. Cost $45.01 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $948 Shares 3,781 Est. Cost $180.50 Unrealized +25.8%
WMT WALMART INC 0.4%
Value ($000) $907 Shares 9,280 Est. Cost $74.08 Unrealized +27.9%
RPV INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $906 Shares 9,660 Est. Cost $76.49 Unrealized
IWP ISHARES TR 0.4%
Value ($000) $903 Shares 6,508 Est. Cost $106.03 Unrealized
IXN ISHARES TR 0.4%
Value ($000) $891 Shares 9,650 Est. Cost $87.36 Unrealized
NLR VANECK ETF TRUST 0.4%
Value ($000) $874 Shares 7,858 Est. Cost $80.77 Unrealized
FTEC FIDELITY COVINGTON TRUST 0.4%
Value ($000) $872 Shares 4,419 Est. Cost $97.48 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $846 Shares 3,869 Est. Cost $78.07 Unrealized +106.0%
ITB ISHARES TR 0.3%
Value ($000) $825 Shares 8,850 Est. Cost $107.88 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.3%
Value ($000) $819 Shares 8,710 Est. Cost $69.68 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $807 Shares 2,202 Est. Cost $265.85 Unrealized +33.9%
META META PLATFORMS INC 0.3%
Value ($000) $799 Shares 1,082 Est. Cost $254.99 Unrealized +141.8%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $786 Shares 9,267 Est. Cost $83.82 Unrealized
VIS VANGUARD WORLD FD 0.3%
Value ($000) $735 Shares 2,625 Est. Cost $177.82 Unrealized
IWS ISHARES TR 0.3%
Value ($000) $733 Shares 5,544 Est. Cost $117.84 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $730 Shares 5,254 Est. Cost $102.68 Unrealized
NXTG FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $730 Shares 7,500 Est. Cost $64.81 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $702 Shares 6,516 Est. Cost $105.36 Unrealized -0.8%
QTEC FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $691 Shares 3,245 Est. Cost $100.11 Unrealized
MGK VANGUARD WORLD FD 0.3%
Value ($000) $670 Shares 1,829 Est. Cost $167.70 Unrealized
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $663 Shares 2,287 Est. Cost $199.37 Unrealized +26.7%
NFLX NETFLIX INC 0.3%
Value ($000) $659 Shares 492 Est. Cost $35.72 Unrealized +216.5%
SMH VANECK ETF TRUST 0.3%
Value ($000) $651 Shares 2,335 Est. Cost $191.91 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $644 Shares 3,655 Est. Cost $112.40 Unrealized +45.3%
IGF ISHARES TR 0.3%
Value ($000) $633 Shares 10,698 Est. Cost $59.20 Unrealized
EWJ ISHARES INC 0.3%
Value ($000) $611 Shares 8,152 Est. Cost $74.97 Unrealized
NEAR ISHARES U S ETF TR 0.3%
Value ($000) $609 Shares 11,916 Est. Cost $50.25 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.3%
Value ($000) $606 Shares 7,352 Est. Cost $51.27 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $598 Shares 3,066 Est. Cost $177.19 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $554 Shares 3,135 Est. Cost $137.41 Unrealized
VB VANGUARD INDEX FDS 0.2%
Value ($000) $542 Shares 2,286 Est. Cost $214.62 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $530 Shares 5,650 Est. Cost $63.39 Unrealized
IYJ ISHARES TR 0.2%
Value ($000) $526 Shares 3,696 Est. Cost $132.33 Unrealized
IXJ ISHARES TR 0.2%
Value ($000) $524 Shares 6,085 Est. Cost $84.44 Unrealized
APO APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $497 Shares 3,500 Est. Cost $56.25 Unrealized +133.5%
RSPS INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $491 Shares 16,392 Est. Cost $53.67 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $475 Shares 7,935 Est. Cost $58.58 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $470 Shares 5,912 Est. Cost $76.20 Unrealized
BILS SPDR SERIES TRUST 0.2%
Value ($000) $468 Shares 4,707 Est. Cost $99.35 Unrealized
FSTA FIDELITY COVINGTON TRUST 0.2%
Value ($000) $466 Shares 9,108 Est. Cost $43.72 Unrealized
IYF ISHARES TR 0.2%
Value ($000) $459 Shares 3,790 Est. Cost $90.28 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $453 Shares 3,723 Est. Cost $67.15 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $419 Shares 2,956 Est. Cost $52.21 Unrealized +108.5%
AIRR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $413 Shares 5,076 Est. Cost $68.88 Unrealized
IYM ISHARES TR 0.2%
Value ($000) $412 Shares 2,942 Est. Cost $125.62 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $402 Shares 3,974 Est. Cost $106.04 Unrealized
IWN ISHARES TR 0.2%
Value ($000) $397 Shares 2,514 Est. Cost $156.34 Unrealized
XAR SPDR SERIES TRUST 0.2%
Value ($000) $392 Shares 1,856 Est. Cost $210.94 Unrealized
XSD SPDR SERIES TRUST 0.2%
Value ($000) $385 Shares 1,500 Est. Cost $157.43 Unrealized
QTUM ETF SER SOLUTIONS 0.2%
Value ($000) $369 Shares 4,017 Est. Cost $80.26 Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $369 Shares 8,250 Est. Cost $34.74 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $368 Shares 2,408 Est. Cost $120.63 Unrealized +25.0%
XDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $360 Shares 9,264 Est. Cost $31.87 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $359 Shares 1,318 Est. Cost $180.33 Unrealized +47.5%
FXG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $358 Shares 5,660 Est. Cost $50.65 Unrealized
EMXC ISHARES INC 0.1%
Value ($000) $353 Shares 5,583 Est. Cost $57.66 Unrealized
BIL SPDR SERIES TRUST 0.1%
Value ($000) $344 Shares 3,751 Est. Cost $91.76 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $342 Shares 1,159 Est. Cost $216.31 Unrealized +17.3%
MFS CHARTER INCOME TR 0.1%
Value ($000) $338 Shares 53,216 Est. Cost $8.26 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $336 Shares 691 Est. Cost $225.87 Unrealized +124.9%
HYS PIMCO ETF TR 0.1%
Value ($000) $333 Shares 3,510 Est. Cost $90.04 Unrealized
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $330 Shares 4,041 Est. Cost $78.93 Unrealized
FDLO FIDELITY COVINGTON TRUST 0.1%
Value ($000) $330 Shares 5,250 Est. Cost $42.45 Unrealized
EATON VANCE TAX ADVT DIV INC 0.1%
Value ($000) $323 Shares 13,403 Est. Cost $25.47 Unrealized
BUFQ FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $310 Shares 9,334 Est. Cost $30.37 Unrealized
ESGV VANGUARD WORLD FD 0.1%
Value ($000) $308 Shares 2,805 Est. Cost $73.04 Unrealized
SRLN SSGA ACTIVE ETF TR 0.1%
Value ($000) $307 Shares 7,375 Est. Cost $43.36 Unrealized
PJP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $302 Shares 3,784 Est. Cost $67.48 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $301 Shares 3,985 Est. Cost $43.61 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $300 Shares 773 Est. Cost $234.40 Unrealized +41.1%
XJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $255 Shares 7,314 Est. Cost $33.13 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $255 Shares 3,242 Est. Cost $78.66 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $255 Shares 1,779 Est. Cost $147.34 Unrealized -7.0%
BOND PIMCO ETF TR 0.1%
Value ($000) $253 Shares 2,741 Est. Cost $91.08 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $251 Shares 858 Est. Cost $247.80 Unrealized +22.5%
EATON VANCE TAX-MANAGED GLOB 0.1%
Value ($000) $244 Shares 27,881 Est. Cost $8.78 Unrealized
JHPI JOHN HANCOCK EXCHANGE TRADED 0.1%
Value ($000) $240 Shares 10,650 Est. Cost $22.43 Unrealized
XRT SPDR SERIES TRUST 0.1%
Value ($000) $235 Shares 3,050 Est. Cost $72.32 Unrealized
VFH VANGUARD WORLD FD 0.1%
Value ($000) $234 Shares 1,834 Est. Cost $119.45 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $232 Shares 745 Est. Cost $352.96 Unrealized +6.2%
PAVE GLOBAL X FDS 0.1%
Value ($000) $230 Shares 5,270 Est. Cost $39.70 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $227 Shares 686 Est. Cost $268.61 Unrealized +18.3%
XMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $225 Shares 6,740 Est. Cost $33.31 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $218 Shares 2,189 Est. Cost $100.91 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $208 Shares 2,260 Est. Cost $84.13 Unrealized +4.6%
FXO FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $207 Shares 3,700 Est. Cost $56.06 Unrealized
XMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $207 Shares 5,400 Est. Cost $38.29 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $202 Shares 1,454 Est. Cost $129.09 Unrealized +9.4%
SGOV ISHARES TR 0.1%
Value ($000) $201 Shares 2,000 Est. Cost $100.64 Unrealized